- JPMorgan Chase (Tampa, FL)
- …complaint response team for appropriate resolution + Act as liaison for annual compliance branch exam. Work with Market Manager to address any remediation needed ... wealth planning, philanthropy, credit and banking. As a Private Bank Supervisory Manager in Asset & Wealth Management, you will coordinate and work closely… more
- Adecco US, Inc. (Tampa, FL)
- …resolution for account and client on-boarding and maintenance inquiries. + Partner with branch offices and clients to assist with brokerage account needs. + ... and maintenance processes. You will work directly with our branch offices, the Retirement Benefits Contact Center, and clients...and clients to help them establish and maintain their brokerage accounts. + **Pay Rate** : $ 22.12/hr +… more
- Charles Schwab (Jacksonville, FL)
- …success of this local Schwab branch , under the guidance of your Client Relationship Manager and Branch Manager , both of whom you will assist to help ... are at the core of this role. In the Branch Network at Schwab, you have both a clear...maintain good cross-enterprise working relationships + Basic understanding of brokerage regulations and rules that govern client accounts +… more
- Bank of America (Jacksonville, FL)
- …email and phone calls with contra brokers, trade support teams, trading desks, branch offices, Financing and Clearing, Bofas Prime Brokerage clients, and other ... related to 161, 671, Financing and Clearing, Bofas Prime Brokerage and Stock Loan. There will be daily interaction...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and methods. + Conflicts of Interest and other compliance issues involved with branch manager /FA trading activity. **Skill in:** + Operating standard office ... **Essential Duties and Responsibilities:** + Reviews requests for Outside Brokerage Accounts to ensure compliance with firm policy and...them of any supervisory concerns that may arise with branch or home office associates and work together with… more
- Citigroup (Jacksonville, FL)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... as they exit military service. The MOLP (Ops Senior Manager Program) utilizes customized development paths to help each...as a Commissioned or Non Commissioned Officer in any branch of service, ideally at the O-2 through O-4,… more
- Bank of America (Tampa, FL)
- …call center environment. Key responsibilities include receiving calls from clients, branch offices, banking centers, and various internal associates and adhering to ... and accurate information on client inquiries around retail, retirement, and brokerage account information + Handles escalated and complex inquiries on accounts… more