Financial Services Representative jobs in United States, Florida, Jacksonville
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Company
Job type
Job categories
Job title (1)
United States
Florida
Jacksonville
27 jobs found
10.06.2025
BOA
Bank Of America Consumer Investments - Financial Services Representative United States, Florida, Jacksonville
:is a foundational role designed to prepare you for your long term career growth with Bank of America and Merrill. Preparation for the role starts with best in class training...
Work with Citi Markets and Services business to create on-campus and virtual strategy at assigned target schools. Coordination of all on-campus and in-house activities for schools including company presentations, office...
Performs standard transaction processing and reconciliation according to the established written guidelines and procedures. Responds to client inquiries via numerous channels to support operational efficiency and quality client service. Performs...
Performs moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures. Coordinates and manages team...
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
Regular or Temporary:English (Required)1st shift (United States of America)JOB SUMMARYESSENTIAL DUTIES AND RESPONSIBILITIESFollowing is a summary of the essential functions for this job. Other duties may be performed, both major...
Fully accountable for servicing and supporting Citi’s Investment and/or Banking clients. Able to clearly articulate business value proposition, matching clients with the correct set of products and services. Directly responsible...
:is a foundational role designed to prepare you for your long term career growth with Bank of America and Merrill. Preparation for the role starts with best in class training...
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