- Delta Air Lines, Inc. (Miami, FL)
- How you'll help us Keep Climbing (overview & key responsibilities) The Client Support Coordinator role provides support for projects and needs for DPS's external ... Professional Services (DPS). This role provides administrative support including communication, data , and logistical support. This position will report to the DPS… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …relationships with senior leadership, including executive management of the Private Client Group (PCG), the firm's wealth management unit, and Asset Management ... regulators to provide essential risk context. . Reports risk-related data including risk exposure, compliance to risk policies, and...risks and regulations in all aspects of the Private Client and Asset Management . Risk assessment methodologies .… more
- Bank of America (Jacksonville, FL)
- …refresh requirements + Perform client refresh through the review of client documentation, vendor databases and data entered into proprietary systems to ... management **Desired Qualifications:** + Anti Money Laundering (AML) Know Your Customer/ Client Due Diligence (KYC/CDD) experience Skills: + Data Collection… more
- Finexio (Orlando, FL)
- …Benefits Why You'll Love Working at Finexio: + Culture: We are a humble, client -first team that is focused on collaborative data -driven success. + Speed: We ... technology so much so they are also customers and partners. The Client Operations Associate is responsible for delivering extraordinary customer experience that… more
- WTW (Miami, FL)
- …Together, we unlock potential. Learn more at wtwco.com . The Senior Surety Client Manager supports Producers and Account Executives in all prospecting and account ... management initiatives related to surety and insurance client 's accounts with surety needs within in a small...requesting periodic informational updates, analyzing them and then communicating data to underwriters + Responds to clients' needs and… more
- WTW (Miami, FL)
- …unlock potential. Learn more at wtwco.com . **Description** The Senior Surety Client Manager supports Producers and Account Executives in all prospecting and account ... management initiatives related to surety and insurance client 's accounts with surety needs within in a small...requesting periodic informational updates, analyzing them and then communicating data to underwriters + Responds to clients' needs and… more
- Robert Half Office Team (Bradenton, FL)
- …guidelines. * Identify discrepancies or anomalies in documents and ensure compliance with client rules. * Input key data into internal systems with precision ... the efficient processing and handling of inventory, documents, and data . The ideal candidate will possess strong organizational skills...Scan and digitize documents for both internal use and client review. * Conduct research to locate missing or… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …reporting functions and appropriate record retention + Compile and manipulate portfolio data and create reports used in senior management meetings + Review daily ... + Identifies process and policy efficiencies to balance risk management with client /FA experience + Performs other duties and responsibilities as assigned + Assists… more
- Acosta Group (Jacksonville, FL)
- **DESCRIPTION** The ** Client Solutions Director** is responsible for strategic growth planning to include new business development, capacity planning, resource ... project. + Work with Retail Analysts to gather, analyze and report category data . + Communicate project results to clients. + Develop project recaps for internal… more
- Highmark Health (Tallahassee, FL)
- …RESPONSIBILITIES** + Review new products, services, capabilities, and technologies with the client in order to sell assigned product lines, renewals and add-on sales ... account needs. Lead internal partners (Clinical, Analytics, etc.) in delivering client strategy. + Other duties as assigned or requested. **QUALIFICATIONS**… more
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