- City National Bank (Tampa, FL)
- …makes decisions of significant importance related to risk associated with the loan, documentation needed from client , negotiation of terms, etc. * Independently ... clients. Develops new business relationships and maintains important revenue-generating client relationships through new business development, relationship and portfolio… more
- City National Bank (Miami, FL)
- …efforts, and referrals from centers of influence, previous customers, and client referrals.Assess the financial needs of potential and existing customers to ... business within the bank.Recommend loan solutions that align with client financial needs, underwriting guidelines, and applicable regulatory requirements.Collect and… more
- Santander US (Miami, FL)
- …Risk Tolerance Statement; assist with special projects relative to the Onboarding & Documentation Unit. The Client Onboarding Sr. Analyst is responsible for ... The Client Onboarding Sr. Analyst reports to the Client Onboarding & Documentation Unit manager. **Position Duties / Responsibilities** * Conducts account… more
- Waveguide Communications (Coral Springs, FL)
- …knowledge of AutoCAD; ability to read and edit drawings; create plot files for client end documentation . + Maintain knowledge of Photoshop to update and maintain ... The Documentation Specialist is resposible for creating and maintaining...is resposible for creating and maintaining technical and business documentation , training, and communication materials for internal and external… more
- Raymond James Financial, Inc. (Hallandale Beach, FL)
- …and security information using internal databases and other technologies. + Ensures key client information and documentation is current with firm and industry ... in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem… more
- Raymond James Financial, Inc. (Tallahassee, FL)
- …+ For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission ... excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem… more
- Raymond James Financial, Inc. (Orlando, FL)
- …and security information using internal databases and other technologies. + Ensures key client information and documentation is current with firm and industry ... in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem… more
- Raymond James Financial, Inc. (Jacksonville, FL)
- …and security information using internal databases and other technologies. * Ensures key client information and documentation is current with firm and industry ... returns. * Reviews, assesses and responds to all corporate action items and client account alerts. * Prepares financial reports, spreadsheets and other materials for… more
- Public Consulting Group (Tallahassee, FL)
- …Regional Teams, technical staff, and other internal stakeholders to ensure a seamless client experience. + Maintain shared internal documentation of client ... the public sector. To learn more, visit www.publicconsultinggroup.com . The Sr. Client Service Associate - Progress Track is responsible for the day-to-day… more
- MyFlorida (Fort Pierce, FL)
- …and HMS Databases within three business days. Completes and maintains accurate documentation of all client -specific activities. Documentation including ... client interactions and roles undertaken on behalf of a client . Documentation includes written case notes and requires form scanning. Detailed case notes… more
