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Client Service Associate Jobs in Florida

59 jobs

Local fixed income investment advisory firm is hiring a Client Services Associate. Desired Skills: · Must possess strong organizational skills · Detail oriented · Meet deadlines and work well in a fast-paced team environment · Be professional with strong relationship building and communication skills Responsibilities: · Assisting the Client Services Managers with responding to client inquir...
Xerox is the world's leading enterprise for business process and document management. Its services, technology, and expertise enable workplaces - from small businesses to large global enterprises - to simplify the way work gets done so they operate more effectively and focus more on what matters most: their real business. Xerox offers business process outsourcing and IT outsourcing services, inclu...
SUMMARY OF RESPONSIBILITIES On a Part-Time basis, assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall...
POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors. Learn the business and products in order to assist Financial Advisors. Clerical duties such as: handling telephones, mailing, filing and processing forms. K nowledge, Skills, and Abilities · Excellent written and verbal communication skills. ...
Client Advisory Center - Registered Client Service Associate Job Number: 3073682 Posting Date : Jul 11, 2016 Primary Location : Americas-United States of America-Florida-Temple Terrace Job : Wealth Management Employment Type: Full Time Job Level: Non-Exempt Description POSITION SUMMARY: The associate will provide world-class customer service to our client base. The associate will ensu...
About JP Morgan Asset Management J.P. Morgan Asset Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alter...
Client Service Associate * Job Number: 3065064 Posting Date : Feb 17, 2016 Primary Location : Americas-United States of America-Florida-Tampa Education Level: Refer to Position Description Job : Wealth Management Employment Type: Full Time Job Level: Non-Exempt Description POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account infor...
Essential Duties and Responsibilities: The following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Recognize and meet the needs of clients by assisting with sales of investment products to properly qualified investment clients. 2. Schedule appointments...
POSITION SUMMARY: The associate will provide world-class customer service to our client base. The associate will ensure that all service requests are handled in a timely and accurate manner and if there are any issues they will work to resolve these and escalate on a case-by-case basis. The associate must work to ensure that all call quality standards are met and/or exceeded and will further work...
Description Xerox is the world's leading enterprise for business process and document management. Its services, technology, and expertise enable workplaces - from small businesses to large global enterprises - to simplify the way work gets done so they operate more effectively and focus more on what matters most: their real business. Xerox offers business process outsourcing and IT outsourcing se...
Description16017219 QualificationsXerox is the world's leading enterprise for business process and document management. Its services, technology, and expertise enable workplaces - from small businesses to large global enterprises - to simplify the way work gets done so they operate more effectively and focus more on what matters most: their real business. Xerox offers business process outsourcing...
Xerox is the world's leading enterprise for business process and document management. Its services, technology, and expertise enable workplaces - from small businesses to large global enterprises - to simplify the way work gets done so they operate more effectively and focus more on what matters most: their real business. Xerox offers business process outsourcing and IT outsourcing services, inclu...
Client Service Associate I-1601385 Description Job Summary: Under limited supervision, uses detailed knowledge and skills obtained through on-the-job training to administer the establishment and maintenance of new and existing client accounts. Also, facilitates problem resolution, document processing, and branch support. Follows established procedures to perform routine tasks and receives gener...
Asset Management GWM Latin America Private Bank Senior Client Service Associate, Miami (Portuguese Fluency Required)-160034967 Job Description About JP Morgan Asset Management J.P. Morgan Asset Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every m...
Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries. Researches client and security information through the back office system. Processes and follows up on client documentation for proper maintenance of accounts. Prepares letters, forms and spreadsheets to assist with servicing existing clients and prospecting for new clients. Creates...
Job Summary: Under general supervision, uses advanced skills gained through training and experience to provide pro-active support to financial advisors and assist with efficient, quality client service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform other work with substantial variety and complexity requiring limited decision making ...
Registered Client Service Associate I - Naples, FL-1600434 Description Job Summary: Under general supervision, uses advanced skills gained through training and experience to provide pro-active support to financial advisors and assist with efficient, quality client service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform other work w...
Auto req ID 41605BR Posting Title BB&T Securities Non-Registered Client Service Associate Business Unit BB&T Securities Group Address Fort Lauderdale, FL - 110 East Broward Language Fluency English Full-Time/Part-Time Full time Regular/Temporary Regular Shift 1st shift Scheduled Weekly Hours 40 Primary Purpose Assist Financial Advisor(s) in an administrative capacity by handling all offic...
Auto req ID 41757BR Posting Title BB&T Securities Registered Client Service Associate I Business Unit BB&T Securities Group Address Fort Lauderdale, FL - 110 East Broward Language Fluency English Full-Time/Part-Time Full time Regular/Temporary Regular Shift 1st shift Scheduled Weekly Hours 40 Primary Purpose Assist Financial Advisors in productively assisting clients with investment produ...
PRIMARY PURPOSE OF THE POSITION The Retirement Client Services Associate is responsible for providing world class customer service to participants of small business retirement plans by using the Consultative Client Interaction (CCI) model. Specifically, the types of products they are accountable for servicing are SEP IRAs, SIMPLE IRAs, 403Bs and Century 401(k) plans. Associates must be able to di...