- Morgan Stanley (Aventura, FL)
- …such as document maintenance, money movement, trade support and various approvals. The Registered Service Associate must have the ability to resolve ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Registered Service Associate * **Location:** *Florida-Aventura*… more
- 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 ... and gain your Series 7 and 66 licenses. *Position Overview*: As a* Registered Client Service Associate *, you will provide industry leading service … more
- Morgan Stanley (Miami, FL)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Private Wealth Management Registered Client Service Associate - Trilingual ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Morgan Stanley (Miami, FL)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Registered Client Service Associate - Trilingual ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
- Morgan Stanley (Ponte Vedra Beach, FL)
- …its workforce. M/F/D/V Version: 7/10/2024 **Job:** **Wealth Management* **Title:** * Registered Client Service Associate **Location:** *Florida-Ponte ... *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 oriented ... Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Citigroup (Jacksonville, FL)
- The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk...issues will be owned end to end by the associate and will be treated with a closed loop… more
- Truist (Pensacola, FL)
- …such as opening, closing, general requests for maintenance or service . QUALIFICATIONS Required Qualifications: The requirements listed below are representative ... of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree or equivalent experience and related training. 2. Experience in the… more
- Morgan Stanley (Tampa, FL)
- …deescalating and resolving client complaints. The Registered Client Resolution Associate will provide industry leading service to Morgan Stanley ... Stanley's Virtual Client Solutions (VCS) business is seeking a Registered Client Resolution Associate to assist with...to acknowledge their concerns and take ownership of their service requests. They will identify areas of opportunities for… more
- Bank of America (Naples, FL)
- Registered Wealth Management Client Associate Naples, Florida **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... is culture driven, resilient, results focused and effective. **Position Overview:** The ** Registered Wealth Management Client Associate ** role is a sales support… more