- Bank of America (Tampa, FL)
- Wealth Management Client Servicing Representative Chandler, Arizona;Tampa, Florida; Jacksonville, Florida; Scranton, Pennsylvania **Job Description:** At ... issues handled by experienced associates or above. Job Description: As a Wealth Management Client Services Representative, you will work in an inbound… more
- Morgan Stanley (Tampa, FL)
- …equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Client Service Associate ... clients resolve issues when answering inbound phone calls and servicing client accounts, to create an exceptional...providing a wide range of investment banking, securities, investment management and wealth management services.… more
- Morgan Stanley (Tampa, FL)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees ... is an important part of our culture. *_Division Profile:_* Wealth Management Risk is responsible for identifying,...and Bank businesses, particularly with respect to heightened risk client types and international wealth businesses and… more
- Citigroup (Tampa, FL)
- … Operations organization provides global operational support to deliver a seamless client experience across service channels. USPB and Wealth Operations is ... a unified operations team responsible for the servicing and operations support for USPB business and Citi...and operations support for USPB business and Citi Global Wealth (CGW) Operations. USPB and Wealth Operations… more
- Citigroup (Tampa, FL)
- …credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... Processing team is an operational team based in Tampa which works closely with the client service team ensuring client 's needs are met in a timely manner. The… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …equity strategies. * Competitive landscape (ie, Alternative Investment platforms of other wealth management firms). * Principles of banking and finance and ... through general education, product specific education, and support on specific client cases. * Provide reactive strategy and product-related phone support. Serve… more
- HUB International (Tampa, FL)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ ... is responsible for assisting Producers and other Account Managers with the servicing of assigned accounts in accordance with the practices, policies and procedures… more
- Citigroup (Tampa, FL)
- …The services provided include: trade execution, trade settlement, collateral management , cash re-investment, recall/return processing, asset servicing and ... ASL clients include Mutual Funds, Insurance Companies, Pension Funds, Public Funds, Sovereign Wealth Funds, and Central Banks. The Sec & Derivat Intmd Assoc Analyst… more