- Raymond James Financial, Inc. (St. Petersburg, FL)
- …cohesion with other Virtual Financial Advisors to oversee over $3 billion in client assets to ensure proper fiduciary processes and procedures are integrated and ... the business. * Provides escalated support and guidance in dealing with client portfolios and various customer queries. * Informs appropriate management about issues… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Director plays a leadership role in defining and overseeing the implementation of client product and technology solutions for RCS. This leader drives strategy and ... This role requires an understanding of the wealth management industry, client user requirements, and clearing and custody technology platforms. The individual… more
- KeyBank (Naples, FL)
- …and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing ... strategies based on the client 's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client 's needs. The RM… more
- Citigroup (Miami, FL)
- …the Citi Private Latin America businesses. Their focus is to ensure that effective client service is provided to our ultra high net worth clientele. They utilize the ... client relationships they build to recognize business growth opportunities....loans within Credit Policies. + Coordinate with Credit Specialist/Investment Finance to ensure timely processing of CA renewals. Ensure… more
- Guidehouse (Jacksonville, FL)
- …high impact assignments + Support end users with business processes in SAP Finance and Controlling (FICO module) with the management and external reporting of the ... FIVE (5+) plus years of SAP expertise in the Finance and Controlling (FICO) module + Strong knowledge and...or ability to self-relocate within reasonable driving distance of Client Office in Patuxent River + Ability to work… more
- Bank of America (Jacksonville, FL)
- …on cutting edge-problems and help develop innovative solutions in all aspects of client coverage and deal execution including: + Adhering to the highest degree of ... professional standards and strict client confidentiality + Coordinating the activities of team members and clients with minimal supervision while taking on new… more
- Shuvel Digital (Villas, FL)
- …to support them. This position interacts with processing teams, vendors, and all client departments and systems integrated with SAP ECC and S/4 HANA. The Principal ... functions to achieve better business results + Serve as a liaison between client functional teams and IT for enhancements and projects + Prepare functional… more
- TEKsystems (Jacksonville, FL)
- …but not limited to invoicing, PO tracking, account resolution and working with client to resolve outstanding issues. + Responsible for gathering the necessary data ... those local/regional accounts on their aging including but not limited to client billing and payment policies and/or procedures, PeopleSoft issues, etc. + Auditing… more
- First Horizon Bank (Tampa, FL)
- …data into actionable insights, driving initiatives that support our client experience, business growth, and operational efficiency. **Key Responsibilities:** + ... business intelligence solutions that support retail banking strategies, including client segmentation, product performance, and branch network optimization. + Serve… more
- Robert Half (Orlando, FL)
- …s and deepen your abilities to communicate, gain trust, and network with client personnel and professional associates. At the direction of M anagers, you may ... to translate and communicate technology topics and audit issues to client personnel, including executives. + Supervisory experience of teams including mentoring,… more