- Morgan Stanley (Tampa, FL)
- …solving? If so, the Morgan Stanley Virtual Client Solutions team is seeking a * Registered Client Service Associate *in our *Tampa, FL* office* *to ... Professional and gain your Series 7 and 66 licenses. *Position Overview*: As a* Registered Client Service Associate *, you will provide industry leading … more
- Morgan Stanley (Miami, FL)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Registered Client Service Associate - ... *POSITION SUMMARY:* Registered Client Service Associates - Bilingual Spanish/English (CSAs) help shape the future of service by modernizing the client… more
- Morgan Stanley (Aventura, FL)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Registered Client Service Associate - ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
- Morgan Stanley (Boca Raton, FL)
- …to diversifying its workforce. M/F/D/V Version: 7/10/2024 **Job:** **Wealth Management* **Title:** * Registered Client Service Associate **Location:** ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. * Onboards new clients, opens new client accounts and researches client and security… more
- Truist (Doral, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the FA is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Truist (Ponte Vedra Beach, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Citigroup (Jacksonville, FL)
- The Registered Wealth Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... services. + Directly responsible for providing timely responses to client service requests, received via telephone or...issues will be owned end to end by the associate and will be treated with a closed loop… more
- Morgan Stanley (Tampa, FL)
- …resolving client complaints. The Registered Client Resolution Associate will provide industry leading service to Morgan Stanley institutional ... Client Solutions (VCS) business is seeking a Registered Client Resolution Associate to...to acknowledge their concerns and take ownership of their service requests. They will identify areas of opportunities for… more
- Bank of America (West Palm Beach, FL)
- Registered Wealth Management Client Associate WEST PALM BEACH, Florida **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... that is culture driven, resilient, results focused and effective. **Position Overview:** The ** Registered Wealth Management Client Associate ** role is a… more