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Search Results for Client Associate
- Wbs Client Associate
- Wells Fargo - Florida
- Banking / Mortgage
- Assists financial consultants by providing sales and servicing support. Duties may include: scheduling appointments for new and existing customers; monitoring and tracking referrals and sales results; issuing sales/marketing information to clients; providing customer service via telephone and written correspondence; solving operational issues; preparing sales packages; ordering supplies; coordinating appointment books; maintaining file system for prospective and existing customers; processing customer service requests (address changes, statement copies, etc.). Acts as the liaison for all (see more)
- Client Service Associate - Miami, FL
- citi - Miami, Florida
- Other / Miscellaneous
- Description Assist Financial Advisors and clients with administrative and operational support. Responsibilities -- Answer phones, take messages, and respond to calls when appropriate. -- Give clients market quotes. -- Utilize support information available through Firm training. -- Type correspondence for Financial Advisor, following Firm guidelines. -- Maintain files for Financial Advisors on clients and products. -- Provide follow-up with clients and operations staff. -- Obtain investment and product information for Financial Advisor. -- Perform other duties, as assigned by Management. (see more)
- Client Service Associate - Miami, FL- 11047350
- Citi - Miami, Florida
- Banking / Mortgage
- Office Location / Address: 8750 Doral Boulevard, Miami, FL 33178 Education Level: High School Diploma/GED Shift: Day Job Employee Status: Regular Personal Wealth Management (PWM) provides financial planning and wealth management services via our Citibank branch-based advisors and centralized service centers. PWM will lead efforts to dramatically expand our personal wealth management capabilities and provide customers with simple, transparent solutions. The goal for CPWM is to lead the industry in client-centric investments. DescriptionAssist Financial Advisors and clients with (see more)
- Client Service Associate Miami FL
- Citi - Miami, Florida
- Accounting / Finance
- Description Assist Financial Advisors and clients with administrative and operational support. Responsibilities Answer phones, take messages, and respond to calls when appropriate. Give clients market quotes. Utilize support information available through Firm training. Type correspondence for Financial Advisor, following Firm guidelines. Maintain files for Financial Advisors on clients and products. Provide follow-up with clients and operations staff. Obtain investment and product information for Financial Advisor. Perform other duties, as assigned by Management. (see more)
- Registered Client Associate - Lakeland, FL
- BOA - Florida
- Banking / Mortgage
- OPPORTUNITY FOR ACHIEVEMENT™... At Bank of America we take great pride in creating career opportunities for our associates - and we provide them with the training and support they need to achieve their goals. Bank of America is seeking professional and motivated candidates interested in the following opportunity: The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. (see more)
- Registered Client Associate - Gainesville, FL
- BOA - Gainesville/Jacksonville, Florida
- Banking / Mortgage
- OPPORTUNITY FOR ACHIEVEMENT™... At Bank of America we take great pride in creating career opportunities for our associates - and we provide them with the training and support they need to achieve their goals. Bank of America is seeking professional and motivated candidates interested in the following opportunity: The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. (see more)
- Registered Client Associate (FP) - Gainesville, FL
- Bank of America Corp. - Gainesville/Jacksonville, Florida
- Banking / Mortgage
- Title: Registered Client Associate (FP) - Gainesville, FLLocation: US-FL-GainesvilleOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: * Frequent client contact, typically by telephone, (see more)
- Wfa Client Associate
- Wells Fargo - Ft. Myers/Naples, Florida
- Banking / Mortgage
- Provides support to the Financial Advisor by providing the FA and the clients of the FA with account information and quotes; establishing new accounts, entering security order tickets after being approved by the Financial Advisor and, processing deliveries and/or payments. Performs various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, typing letters, forms and reports, correspondence and the preparation of FA directed marketing campaigns. Handles telephone calls and or responds to other inquiries and/or requests for research reports (see more)
- Wbs Client Associate
- Wells Fargo - Ft. Lauderdale, Florida
- Banking / Mortgage
- Assists financial consultants by providing sales and servicing support. Duties may include: scheduling appointments for new and existing customers; monitoring and tracking referrals and sales results; issuing sales/marketing information to clients; providing customer service via telephone and written correspondence; solving operational issues; preparing sales packages; ordering supplies; coordinating appointment books; maintaining file system for prospective and existing customers; processing customer service requests (address changes, statement copies, etc.). Acts as the liaison for all (see more)
- Reg Client Associate (FP) - Heathrow, FL
- Bank of America Corp. - Orlando, Florida
- Banking / Mortgage
- Title: Reg Client Associate (FP) - Heathrow, FLLocation: US-FL-HeathrowOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also (see more)
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