- Citigroup (Tampa, FL)
- …Corporate Action or Proxy events + Serve as primary contact for Prime Broker clients, providing support across Asset Servicing specific to Corporate Action and ... Tax, and Technology, Front and Middle office, to effectively service Prime Broker clients + Perform reconciliations for applicable client account positions as… more
- TD Bank (Coral Gables, FL)
- …Client Wealth, (TDPCW), a US registered Investment Advisory Service and a US Broker Dealer and TD Wealth Management Services Inc. (TDWMSI). The Central Supervision ... licensing, as required **OCC Language:** + This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities… more
- VetsEZ (FL)
- …include: TaskMan, MenuMan, Alerts, KIDS + Experience with FileMan and MailMan + RPC Broker experience, to include the client and server. (Client is written in Delphi ... and is known as the Broker Development Kit, the server is written in Mumps) + Familiarity with Agile frameworks and regression testing. + Excellent analytical and… more
- Cushman & Wakefield (Tampa, FL)
- …Assist in measuring transactional performance * Ensure that all client and broker engagement documentation is executed Transaction Management: * Coordinate field ... broker selection process * Assist with determining client needs and communicating project parameters * Coordinate negotiations and management of transactions *… more
- CVS Health (Tallahassee, FL)
- …who help us build our Aetna's Specialty Division business via the broker distribution channels for Dental/Vision products covering for the small group segment ... ability to work independently. **Preferred Qualifications** + Established relationships with Broker Channel. + Carrier Sales experience. + Salesforce experience. +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …specifically related to independent Registered Investment Advisers (RIA) and Introducing Broker Dealers (IBD) that clear and custody with Raymond James. Routine ... forms, reporting, and guidance for establishing custody and clearing relationships, and broker -dealer best practices to include, but are not limited to: + FINRA… more
- Cushman & Wakefield (Tampa, FL)
- …Assist in measuring transactional performance + Ensure that all client and broker engagement documentation is executed Transaction Management: + Coordinate field ... broker selection process + Assist with determining client needs and communicate project parameters + Coordinate negotiations and management of transactions +… more
- AON (Lake Mary, FL)
- …of the entire testing process. + Performs the system demo with the client/ broker prior to the enrollment start date + Builds Training curriculum and define ... of the entire testing process. + Performs the system demo with the client/ broker prior to the enrollment start date + Builds Training curriculum and define… more
- AON (Miami, FL)
- …objective job-related criteria. What the day will look like As part of the Broker team, you will work closely in collaboration with broking teams across solution ... objective job-related criteria. What the day will look like As part of the Broker team, you will work closely in collaboration with broking teams across solution… more
- HUB International (Tampa, FL)
- …Limited ("HUB") is the 5th largest global insurance and employee benefits broker , providing a broad array of property, casualty, risk management, life and ... your career with the 5th largest global insurance and employee benefits broker worldwide. Our expansive network, powered by over 17,000 dedicated professionals… more
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