- Raymond James Financial, Inc. (St. Petersburg, FL)
- …with business practices to mitigate risk to the business. * Provides escalated support and guidance in dealing with client portfolios and various customer queries. * ... regarding services and products offered. * Establishes and manages client brokerage accounts while maintaining complete client information in accordance with… more
- JPMorgan Chase (Tampa, FL)
- …and resolve compliance surveillance inquiries + Provide principal approval for brokerage trade corrections. Review and action brokerage account maintenance ... a retirement savings plan, backup childcare, tuition reimbursement, mental health support , financial coaching and more. Additional details about total compensation… more
- Truist (Tampa, FL)
- …Electronic Correspondence/Social Media Review of direct reports and as needed in support of the department. + Effectively communicate policy and procedure changes to ... Life/Health and Variable Insurance Licensing + 7 years related retail brokerage and/or investment advisory experience with an emphasis in Supervision/Compliance.… more
- Parker Hannifin Corporation (Miami, FL)
- …sustainable flight for the lifecycle of the aircraft, including aftermarket support . Our passionate people with deep engineering expertise, together with our ... goal of addressing the world's most pressing engineering challenges. The Services and Support Operations (SSO) is a global leader of integrated MRO services and … more
- Anywhere Real Estate (Jacksonville, FL)
- …be expected to keep a pulse on global real estate trends to support business planning. This role is 100% remote. **Key Responsibilities:** 1. **Client Relationship ... the liaison between Client Groups, brand leadership, and internal service teams. Support onboarding for new members including technical issues. 2. **Global Strategy… more
- Anywhere Real Estate (Jacksonville, FL)
- …for a motivated and detail-oriented **Finance Data Governance Sr Analyst** to support data governance and quality initiatives across our finance and procurement ... and improving operational efficiency. **Key Responsibilities** **Procurement & Vendor Data Support ** + Assist in monitoring procurement activities to ensure vendor… more
- Thrivent Financial (Tallahassee, FL)
- …Thrivent located in Gainesville and Tallahassee, FL, is looking to grow and support a full-time Financial Professional. By joining our existing team, you can learn ... and accelerate your career. In this role, training and support will come directly from our practice, with a...TIMI's Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the… more
- Anywhere Real Estate (Jacksonville, FL)
- …Realty. This role blends 1:1 coaching, small group facilitation, and strategic support for local leadership to ensure agents are productive, connected, and aligned ... proposition from day one. **Core Responsibilities** **Experienced Agent Onboarding Support ** _(70%)_ + Deliver personalized onboarding experiences for experienced… 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 ... the Production Management team with administrative structure and strategic support for workforce transformation, business data analytics and reporting including… more
- CBRE (Miami, FL)
- …Service line Advisory Segment Role type Full-time Areas of Interest Sales Support Location(s) Charlotte - North Carolina - United States of America, Dallas ... team. Work with Industrial & Logistics clients and the Americas Industrial Brokerage platform. In this role, you'll work alongside brokers, clients, and… more
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