- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
- SIE, Series 7, 63/65 or 66
- Displays advanced industry knowledge and understanding of investment products
- Energetic individual that is self-motivated, coachable, and flexible in thought
- Enjoys a fast-paced environment with changing and evolving responsibility
- Detail oriented
- Invested in personal development
- Consistently pursues client experience excellence
- Works quickly to fulfill client needs delivering complex solutions
- Frequent communication and an abundance of discretion with sensitive information
- Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
- Professional verbal and written communication
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Direct Care Support residential Counselor
2 weeks ago
Daniel Memorial Inc Jacksonville, United StatesThe Residential Counselor is responsible for providing care and treatment as outlined in the client?s treatment plan. Functions as a member of the client?s treatment team as outlined in the policy and procedures manual. · - Implements effectively cottage activities of daily livin ...
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Reception/retail Sales
3 weeks ago
Adientone Jacksonville, United States**This is light phones, more of greeting clients as they enter the showroom, and getting them to the correct sales area or persona.** · **Monday through Friday 9 am to 5 pm and one Saturday a month 10 am to 3 pm.** · Receptionist for Showroom, scheduling showroom appointments, gr ...
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Direct Care Support residential Counselor
2 weeks ago
Daniel Memorial Inc Jacksonville, United StatesABOUT THE ORGANIZATION · Established in 1884, Daniel has spent more than 130 years meeting the physical and emotional needs of children. Daniel was originally founded as an orphanage, but has evolved into a multi-service agency that assists abused, neglected and emotionally troub ...
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Direct Care Support residential Counselor
2 weeks ago
Daniel Memorial Inc Jacksonville, United StatesABOUT THE ORGANIZATION · Established in 1884, Daniel has spent more than 130 years meeting the physical and emotional needs of children. Daniel was originally founded as an orphanage, but has evolved into a multi-service agency that assists abused, neglected and emotionally troub ...
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Psh Peer Specialist
2 weeks ago
Sulzbacher Jacksonville, United StatesJob Title: Permanent Supportive Housing Peer Specialist · Department: Housing · Reports To: Grant Compliance & Accounting Proj. Manager · FLSA Status: Exempt · Hours: Full-Time · **SUMMARY**: · The primary role of the Permanent Supportive Housing (PSH) Peer Specialist (PS) is to ...
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Medical Assistant
3 weeks ago
Actalent Jacksonville, United States Full timeJob Title: Medical Assistant · Job Description · We are seeking a dedicated Medical Assistant to join our dynamic team. The Medical Assistant will be responsible for check-in procedures, obtaining critical patient information such as height, weight, and medical questionnaire. The ...
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Medical Assistant
1 week ago
Actalent Jacksonville, United States Full timeMedical Assistant · Job Description: · We are looking for a dedicated Medical Assistant who can efficiently manage patient check-in, obtain and record patient information including vitals such as blood pressure, and assist physicians as required. The role is based in a fast-paced ...
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Medical Assistant
3 weeks ago
Actalent Jacksonville, United States Full timeJob Title: Medical Assistant · Job Description · Seeking a dedicated Medical Assistant to join our dynamic team in a fast-paced Primary Care clinic. Responsibilities include patient check-in, gathering patient information such as height, weight, and medical history, recording vit ...
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Medical Assistant
2 weeks ago
Actalent Jacksonville, United States Full timeSeeking Medical Assistants in Jacksonville, FL · Job Description: · We are looking for a dedicated Medical Assistant who can efficiently manage patient check-in, obtain and record patient information including vitals such as blood pressure, and assist physicians as required. The ...
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Associate Veterinarian- Jacksonville, Florida
2 weeks ago
Community Veterinary Partners Jacksonville, United States**San Juan Animal Hospital **is a full-service Veterinary Hospital located in beautiful Jacksonville, Florida.** **Our multi-doctor practice was established over 75 years ago. At San Juan, we strive to consistently exceed our customer's expectations while providing outstanding me ...
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Quality Assurance Manager Mix Design
2 weeks ago
Argos USA Jacksonville, United StatesArgos, with over 80 years in the market, has become a benchmark in the industry of cement, ready mix concrete and aggregates through our operations in Colombia, the United States, Central America and the Caribbean. Our business model focuses on the client and on sustainable devel ...
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SYSCO Jacksonville, United States Full timeCompany: · US0163 Sysco Raleigh, LLCZip Code: · 27576Minimum Years of Experience: · 0-1 YearsEmployment Type: · Full TimeTravel Percentage: · Up to 75%COMPENSATION INFORMATION: · The pay range provided is not indicative of Sysco's actual pay range but is merely algorithmic and ...
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Part-time Evenings
2 weeks ago
Marsden South Jacksonville, United States Part timeMarsden South has an immediate opening for a Janitorial - Team Supervisor with FLOOR CARE experience. Join an essential company to service the buildings and facilities in your community. Learn new, practical skills and gain experience with on-the-job training. · **Skills**:. · - ...
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Veterinary Technician Supervisor
1 week ago
First Coast No More Homeless Pets Jacksonville, United States**VETERINARY TECHNICIAN SUPERVISOR** · **SUMMARY OF JOB PURPOSE AND FUNCTION** The primary purpose and function of the VT Supervisor is to perform the duties of a veterinary technician, as well as provide continuity and operational support across all shifts, ensuring that the hos ...
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Community tion Manager
1 week ago
Associa Jacksonville, United StatesThe Licensed Community Association Manager is responsible for providing the overall supervision of assigned communities. The successful Community Association Manager effectively interacts with internal and external customers including homeowners, vendors, board members and commit ...
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Daniel Memorial Inc Jacksonville, United States Full timeWe are a child serving mental health facility seeking a R.N. The R.N. is responsible for carrying out medical and nursing assessments, physicians orders, administration of medications and providing assistance where needed. · - Actively participates in treatment planning of client ...
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Nurse - Overnight (11p - 7a)
1 week ago
Daniel Memorial Inc Jacksonville, United StatesWe are a child serving mental health facility seeking a R.N. The R.N. is responsible for carrying out medical and nursing assessments, physicians orders, administration of medications and providing assistance where needed. · - Actively participates in treatment planning of client ...
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Mechanical Engineering Associate I
4 days ago
RS&H Jacksonville, United StatesThe Opportunity: · To be successful in this role, you must: · - Have a bachelor's degree in engineering from an accredited program or an equivalent combination of education and experience. · - Have awareness of applicable federal, state and local codes, criteria, regulations, and ...
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Case Aide
4 days ago
Muslim American Social Services Jacksonville, United StatesOverview: · Our Refugee and Placement Program is dedicated to providing comprehensive support and resources to refugees and immigrants, helping them to successfully integrate into their new communities. We are committed to promoting self-sufficiency, cultural understanding, and m ...
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Custody Settlements Officer
6 days ago
Deutsche Bank Jacksonville, United States**Custody Settlements Officer - Associate**: · **Job ID**:R0325666**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**: **Location**:Jacksonville**Position Overview**: · **Job Title **Custody Settlements Officer · **Corporate Title **Associate · **Location **Jackso ...
Registered Wealth Management Client Associate - Jacksonville, United States - Bank of America
Description
Description
:This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
Skills:
Required Qualifications:
Desired Qualifications:
Shift:
1st shift (United States of America)Hours Per Week:
37.5