• Team Lead, AML FCM Client Intelligence Unit

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …and products. **Skill in:** + Administering AML policies and procedures. + Analyzing client documentation . + Planning and scheduling work to meet regulatory ... through experience, specialized training, and/or certification-to implement Know Your Client ("KYC"), Customer Identification Program ("CIP"), Customer Due Diligence… more
    Raymond James Financial, Inc. (11/05/25)
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  • Documentation Specialist

    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
    Waveguide Communications (10/17/25)
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  • Private Client Relationship Manager II

    Citizens (Naples, FL)
    …the client 's needs to potential Citizens' solutions. + Build a comprehensive client profile, including documentation of client 's short- and long-term ... Core Banking Division, the primary objective of a Private Client Relationship Manager II will engage directly with our...right thing, and collaborating with other colleagues. The Private Client Relationship Manager II, along with a Private … more
    Citizens (11/16/25)
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  • Client Service Associate

    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 ... 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. (11/15/25)
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  • Registered Client Service Associate

    Raymond James Financial, Inc. (Miami, 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. (11/15/25)
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  • Senior Registered Client Service Associate

    Raymond James Financial, Inc. (Boca Raton, 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. (10/24/25)
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  • Client Associate

    Raymond James Financial, Inc. (Gainesville, FL)
    … accounts, process money movement, and research information as needed + Ensure client paperwork and documentation is accurate prior to submission and processing ... **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including...accurate completion + Prepare various business summary reports and client -specific reporting as needed for review by the financial… more
    Raymond James Financial, Inc. (10/21/25)
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  • Sr Client Service Associate

    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
    Public Consulting Group (08/28/25)
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  • Wholesale Payments Client Success Team…

    Truist (Orlando, FL)
    …Wholesale Payments solutions to clients. This role is critical in improving client relationships and supporting profitable growth. The Team Leader II role supports ... direction and execution of Wholesale services and continuous improvement of the client experience. The Team Leader II ensures the accurate execution and/or… more
    Truist (11/06/25)
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  • Client Services Representative

    Robert Half Office Team (Miami, FL)
    …Provide referrals to community resources and coordinate follow-up support + Maintain accurate client records and case documentation + Collaborate with staff and ... Description We're seeking a compassionate and organized Client Services Representative. This role is ideal for someone who enjoys helping others and can guide… more
    Robert Half Office Team (11/01/25)
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