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Wealth Management Client jobs in Jacksonville, FL

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WEALTH MANAGEMENT PERFORMANCE REPORTING ASSOCIATE

Financial Reporting & Data Aggregation tools. Analyze and explain portfolio performance results. Conduct account level reconciliation, including research and resolution of all breaks/cancels/corrects Analysis of private equity & h...

CompanyMirador
AddressJacksonville, FL
CategoryHuman Resources
Salary$76.5K - $96.9K a year
Job typeFull-time
Date Posted 3 weeks ago See detail

Wealth Management Performance Reporting Associate

Mirador

Jacksonville, FL

$76.5K - $96.9K a year

Financial Reporting & Data Aggregation tools. Analyze and explain portfolio performance results. Conduct account level reconciliation, including research and resolution of all breaks/cancels/corrects Analysis of private equity & h...

3 weeks ago seen See more...

Wealth Management Client Associate

Bank Of America

Ponte Vedra Beach, FL

This is a part-time role. 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 fo...

a month ago seen See more...

Client Solutions Manager

Jimerson Birr Pa

Jacksonville, FL

ABOUT THE POSITION SummaryWe are seeking a Client Solutions Manager to join our team and make a meaningful contribution to the legal industry. Your responsibilities will encompass managing the team of Client Solutions Specialist,...

4 weeks ago seen See more...

Client Solutions Manager

Jimerson Birr

Jacksonville, FL

ABOUT THE POSITION Summary We are seeking a Client Solutions Manager to join our team and make a meaningful contribution to the legal industry. Your responsibilities will encompass managing the team of Client Solutions Specialist,...

4 weeks ago seen See more...

Associate Client Service Manager

Gallagher

Jacksonville, FL

Take a leadership role in the renewal process to ensure the best possible solutions are delivered to clients in high quality and timely manner. Secure existing business and drive the sale of additional services and lines of covera...

4 weeks ago seen See more...

Client Service Manager

Optum

Jacksonville, FL

$28.03 - $54.95 an hour

Serve as the primary OptumRx contact for tactical, day to day management of assigned accounts. Manage assigned accounts according to agreed strategy. Maintain documentation of most current benefit designs, including exclusions, in...

a month ago seen See more...

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