Find Florida Client Associate jobs - Florida Area Job Search for Client Associate jobs (page 1)

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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)

Registered Client Associate - Lakeland, FL: Bank of America Corp. - Tampa, Florida; Banking / Mortgage; Title: Registered Client Associate - Lakeland, FLLocation: US-FL-LakelandOther 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)

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 - Palm Beach Gardens, FL: Bank of America Corp. - West Palm Beach, Florida; Banking / Mortgage; Title: Registered Client Associate - Palm Beach Gardens, FLLocation: US-FL-Palm Beach GardensOther 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 (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)

Registered Client Associate - Gainesville, FL: Bank of America Corp. - Gainesville/Jacksonville, Florida; Banking / Mortgage; Title: Registered Client Associate - 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, but also (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)

Senior Client Service Associate (FARS): Morgan Stanley - Tampa, Florida; Banking / Mortgage; Job Title: Senior Client Service Associate (FARS)Profession: Banking -> Investment BankingPosition Type: Part-Time Job Level: Non-Exempt Position Description Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors. (see more)

Registered Client Service Associate: Morgan Stanley - Tampa, Florida; Banking / Mortgage; Job Title: Registered Client Service AssociateProfession: Banking -> Investment BankingThe 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 to ensure a high quality of customer service with each client interaction. The associate will identify cross-sell (see more)

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