Registered Client Service Associate - Tampa, FL Morgan StanleyRegistered Client Service Associate - Tampa, FLTampa, FLp>Skills You Bring: High School Diploma/Equivalency Securities Industry Essential (SIE) Obtain Series 7 and 66 or ability to obtain, paid for by Morgan Stanley, within 120 days of hire Exceptional interpersonal and client service skills A passion for understanding participants' financial needs in an objective manner and seamlessly deliver the full value of the firm Ability to handle a high volume of requests in a fast-paced environment. Position Overview: As a Registered Client Service Associate, you will provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in safeguarding client assets, and provide support and guidance to clients on their financial journey.
Registered Client Service Associate - Tampa, FL Morgan Stanley E-TRADERegistered Client Service Associate - Tampa, FLTampa, FLPosition Overview: As a Registered Client Service Associate, you will provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in safeguarding client assets, and provide support and guidance to clients on their financial journey. The ideal candidate enjoys connecting with people and providing insights and assistance across the scope of Morgan Stanley’s products and solutions in a professional and efficient manner – all while staying up to date on both company products and services and broader trends in the industry.
Registered Client Service Associate- Tampa, FL Raymond James Financial IncRegistered Client Service Associate- Tampa, FLTampa, FLThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
Registered Client Service Associate Raymond James Financial IncRegistered Client Service AssociateFLEducation High School (HS) (Required) Work Experience General Experience - 7 to 12 months Certifications s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Less than 25% Workstyle Resident The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. We expect our associates at all levels to: Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter * Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.
Senior Registered Client Service Associate- St. Petersburg, FL Raymond James Financial IncSenior Registered Client Service Associate- St. Petersburg, FLFLThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Brokerage Registered Client Service Associate - location options - Tampa or St. Petersburg, FL Truist BankBrokerage Registered Client Service Associate - location options - Tampa or St. Petersburg, FLTampa, Floridap style="text-align:inherit"/>General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Need Help?.
Brokerage Registered Client Service Associate Truist Financial CorpBrokerage Registered Client Service AssociateTampa, FLp>General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
Brokerage Registered Client Service Associate - location options - Tampa or St. Petersburg, FL Truist Financial CorpBrokerage Registered Client Service Associate - location options - Tampa or St. Petersburg, FLSt. Petersburg, FLp>General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateFLOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Client Services Associate JGSMClient Services Associateriverview, FLFull timeDuties & Responsibilities of the Client Services Associate:Serve as a direct liaison between clients and customers by conducting captivating product presentations and demonstrations. Skills & Qualifications of the Client Services Associate:0-3 years of experience in Client Services, Customer Support, Sales, or a related field is highly desirable.
Client Service Associate II JPMorgan Chase & CoClient Service Associate IITampa, FLAs a Client Service Associate II in our Security Services Custody Client Facing team, you will provide Institutional investors access to markets globally for settlements, safekeeping and asset servicing of securities, along with ancillary services such as Foreign Exchange collateral, derivatives lifecycle management, bank loans, and Liquidity Solutions. Custody Operations is a cross product team covering trade instruction capture, settlement; fail management, cash instruction capture, projections, overdrafts, asset servicing instruction capture, dividends, foreign exchange, collateral, derivatives lifecycle management and bank loans for large institutional clients.
Client Service Associate - Part-Time (10 hrs/week) Raymond James Financial IncClient Service Associate - Part-Time (10 hrs/week)Saint Petersburg, FLThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
Client Service Associate (Tampa, FL) Oppenheimer & Co. Inc.Client Service Associate (Tampa, FL)Tampa, FL
Client Services Associate HellosunshinetravelsClient Services AssociateTampa, FLRemoteIn addition to supporting existing clients, the Client Services Associate will play an active role in developing new client relationships and contributing to the continued growth of the business through professional networking, referrals, social media engagement, and exceptional customer service. Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional service.
Client Service Associate II JPMorgan Chase Bank, N.A.Client Service Associate IITampa, FLFull timeYou will deal with all stages of the lifecycle for each product, from broker matching to management of the client's custodial network, lifecycle events, ensuring timely settlement of trades and cash, management of claims and overdrafts, client/regulatory reporting and input into the production of our Investment Book of Record delivery (IBOR).Ultimately, your key responsibility within the IMOS team will be to provide premier service delivery and ensure the accurate and timely delivery of the investment operations to our end clients. As an Associate II in Investment Middle Office Services - Client Operations, your key responsibility will be to provide premier service delivery and ensure the accurate and timely delivery of the investment operations to our end clients.
Client Service Associate (Tampa, FL) Oppenheimer Holdings IncClient Service Associate (Tampa, FL)Tampa, FLWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction.
Client Service Associate Morgan StanleyClient Service AssociateTampa, FLOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Client Service Associate I - Custody Operations JPMorgan Chase Bank, N.A.Client Service Associate I - Custody OperationsTampa, FLFull timeAs a Client Service AssociateI in our Securities Services Custody Client Facing team, you will provide Institutional investors access to markets globally for settlements, safekeeping and asset servicing of securities, along with ancillary services such as Foreign Exchange collateral, derivatives lifecycle management, bank loans, and Liquidity Solutions. Custody Operations is a cross product team covering trade instruction capture, settlement; fail management, cash instruction capture, projections, overdrafts, asset servicing instruction capture, dividends, foreign exchange, collateral, derivatives lifecycle management and bank loans for large institutional clients.
Client Service Associate II - Corporate Action - Securities Services Custody Client Operations JPMorgan Chase & CoClient Service Associate II - Corporate Action - Securities Services Custody Client OperationsTampa, FLJob Responsibilities: • Deliver exceptional client service and support to internal and external stakeholders • Manage and resolve issues related to Global Custody Corporate Actions, including client instructions, completion, and reconciliation • Monitor and respond to client inquiries, resolve non-routine issues, and partner with internal teams to address exceptions promptly • Conduct root cause analysis to increase straight-through processing and build strong stakeholder relationships • Collaborate across global teams and technology partners to identify and implement product and process enhancements • Work closely with Client Service teams to manage client expectations and concerns • Provide operations subject matter expertise and value-added services to clients as needed. Preferred Qualifications, Capabilities, and Skills: Prior experience in Custody, Markets, or Corporate Actions operations Understanding of DTC, Euroclear, Foreign Exchange, reconciliation rules, and global custody Self-starter with the ability to learn quickly; strong leadership skills focused on risk mitigation and a proactive approach to ensure "Best in Class" results.
Operations Supervisor - Client Services I St. Petersburg, FL Raymond James Financial IncOperations Supervisor - Client Services I St. Petersburg, FLSaint Petersburg, FLThe Operations Supervisor - Client Services leads a high‑volume, client‑facing service operation and supervises a team providing administrative and service support within established operational systems. Manage the development and implementation of processes, systems, and infrastructure to ensure a high quality and timeliness of operations in areas such as account services, international securities, transaction processing, or loan support/credit approval.
Business Development Associate Morgan StanleyBusiness Development AssociateTampa, FLDUTIES AND RESPONSIBILITIES. • Cultivating relationships with business partners and colleagues internally and externally • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships through an exceptional client experience • Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups • Assisting the FA/PWA/team in organizing around and executing against their business plan and strategies to support it, partnering closely with other market stakeholders such as Practice Strategy Consultants, Business Development Managers and Branch Management • At the direction of FA/PWA/team, executes against all clerical elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity • At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients • At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems • At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens • Focusing with the FA/PWA/team and other business partners to optimize business practice efficiencies • Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management • Remaining current on all policies, procedures and new platforms. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
International Investment Counselor (US Based) - Canadian Clients Fisher InvestmentsInternational Investment Counselor (US Based) - Canadian ClientsTampa, FLp>Qualifications: CFA (passed any level) and Series 65 (we will help you obtain upon starting) 4+ years of experience with portfolio management and client relationship building Bachelors degree A thoughtful consultative approach with an emphasis on client focus. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible.
Shift Lead FT Banfield Pet HospitalShift Lead FTTampa, FL$17.57–$22.45 / hourem> Providing professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include client education about Optimum Wellness Plans, preventive care, pet health needs, hospital services, marketing campaigns, and other related information; effectively resolve client issues. If you want to become an integral part of an effective team that allows you to put your love of pets to work and are looking for a career with a growing company that cares about the families and pets we serve, please visit Banfield.com/Careers and apply today for an opportunity in your area.
NewFinancial Planner Waverly AdvisorsFinancial PlannerSaint Petersburg, Floridaul>Develop personalized financial plans and budgets based on clients’ needs, incorporating investment strategies, retirement planning, tax planning, estate planning and risk management to achieve their financial goals. As a Financial Planner, you will play a key role in providing comprehensive financial planning services to our clients, helping them achieve their financial goals, and secure their financial future.
Account Executive - Employee Benefits IMA Financial GroupAccount Executive - Employee BenefitsSt. Petersburg, FLIn partnership with the Production Team, takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality & timely manner: JOB DUTIES: Strategic Planning and ConsultationLead both long-term and short-term strategic consultation and planning efforts for client benefit programs. POSITION SUMMARY: The Employee Benefits Client Executive is responsible for delivering high-quality and efficient service to both internal and external clients through day-to-day account management of an assigned group of accounts.
Wealth Advisor Waverly AdvisorsWealth AdvisorSaint Petersburg, Floridaul>Communicates to Waverly Client Service Associates and Investment Analysts to perform actions related to client accounts, money movements, and trading, including utilization of Waverly’s CRM to input related tasks. Builds a strong understanding of Waverly’s investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, alongside estate, tax and philanthropic planning considerations.