- Highmark Health (Tallahassee, FL)
- …duties as assigned or requested. **EDUCATION** **Required** + Bachelor's Degree in Finance , Business, or related field, or relevant experience and/or education as ... lieu of bachelor's degree **Preferred** + Master's Degree in Finance , Business, or related field **EXPERIENCE** **Required** + 5...written skills + Microsoft Excel skills are required + Client focused with strong business acumen + Ability to… more
- Citigroup (Tampa, FL)
- …**:** + _Read_ , analyze, and understand the different contracts for each client in different jurisdictions. + Execute the day-to-day activities according to the ... contractual obligations for each client , using our core system as tickler. + Input...Bachelor's/University degree in accounting, preferred with Specialization in Economics, Finance , Business Administration, or Minimum 2 Years' experience in… more
- IBM (Coral Gables, FL)
- …As a managing SAP consultant, you will serve as a client -facing practitioner responsible for selling, leading, managing, and implementing offerings with ... a deep understanding of finance business processes and SAP systems. As a trusted...SAP solutions for simplicity, amplification, and maintainability that meet client needs. * Team Delivery leadership: Leading and managing… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Support the execution of cross-functional initiatives to enhance client and employee experience, including those related to operations, technology, ... and develop plans to enhance and maintain exceptional employee and client experience. + Participate in business process improvement initiatives, including those… more
- Truist (Orlando, FL)
- …and participating in credit underwriting and structuring. May participate in client support, as appropriate. Is developing a working knowledge of company's ... under direct supervision. Monitors performance and trends, proactively defining client credit solutions, identifying issues and developing remediation, underwriting… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …consistent with the conservative nature of the firm, and escalates advisor or client questions to other team members or Management as appropriate. + Manages pricing ... **Knowledge, Skills, and Abilities** **Knowledge of:** + Principles of banking, finance , and securities industry operations. + Financial markets, and products,… more
- KeyBank (Naples, FL)
- …and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing ... strategies based on the client 's financial goals, and by coordinating with the extended...Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant (CPA) (preferred)… more
- Regions Bank (Clearwater, FL)
- …development investment objectives and goals through discussion and identification of client priorities + Implements and communicates investment related changes based ... Reviews, Asset Allocation Flags, and other risk reports + Execute the Regions Client Experience at an advanced level + Initiates and monitors required actions… more
- Truist (Tampa, FL)
- …Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist ... job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist… more
- SitusAMC (Tallahassee, FL)
- SitusAMC is where the best and most passionate people come to transform our client 's businesses and their own careers. Whether you're a real estate veteran, a ... training, and test support. This role will fill a multitude of roles involving client interaction. We will develop them into subject matter experts for our products.… more