- Charles Schwab (Orlando, FL)
- **Your opportunity** As a **International Client Service Specialist** , you will service international (non-US residents) and domestic clients with all a full range ... 7 and 63 licensesrequired + 1-2 years of experience in Client Service, FinancialServicesand/or Brokerage Services with an emphasisintrading, engaging with clients… more
- Deloitte (Jacksonville, FL)
- …broad range of responsibilities with a focus on overseeing the cross-workstream Customer/ Client Master Data Management process for all Deloitte member firms served ... by the global SAP system for finance management, and the global Salesforce system for opportunity...on Informatica. Job responsibilities: + Oversight of all end-to-end Customer/ Client master data management processes across Deloitte's SAP and… more
- NTT America, Inc. (Tallahassee, FL)
- …Wholesale Carrier and Wholesale Operator of the Year, among others. The Global Client Manager (GCM) is responsible for generating new revenue from the sale of ... of such Providers + Bachelor's Degree in Business, Marketing, Finance or a related field preferred **Skills and Core...with limited supervision + Ability to work efficiently with finance , sales engineering, legal, and IP engineering resources +… more
- Aegon Asset Management (FL)
- …fixed annuities. These are supported by Transamerica Corporate , which includes Finance , People and Places, General Counsel, Risk, Internal Audit, Strategy and ... Provides dedicated on-site support, educational and advisory services for a major client at one or more locations. Ensures that overall program objectives are… more
- UMB Bank (Tallahassee, FL)
- **RETIREMENT CLIENT ADVISOR-DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a customer portfolio ... unparalleled customer experience while managing a book of business and building client relationships. + Partners with UMB Portfolio Management and Research to fully… more
- Grant Thornton (Fort Lauderdale, FL)
- Grant Thornton is seeking a Client Relationship Executive (Director) to join the team in Fort Lauderdale, FL. The Client Relationship Executive (CRE) initiates, ... Partners and C-Suite executives. Identify key decision makers at client and prospect organizations at the C-Suite and Board...concepts is required; prior experience in an Accounting or Finance role is a plus. Strong proficiency in assigned… more
- Oracle (Tallahassee, FL)
- **Job Description** **What We're Looking For:** As a Client Manager, you will be part of a highly skilled team of business process and industry experts, managing ... + Industry knowledge and experience in Manufacturing, Wholesale/Distribution, or Finance /Accounting. + Ability to remain composed and solutions-focused under… more
- Oracle (Tallahassee, FL)
- **Job Description** As a Senior Client Manager, you will join a collaborative team of seasoned practitioners and Subject Matter Experts, managing critical Customer ... adoption of Oracle + NetSuite solutions in conjunction with Client and Partner needs * Place the client...Oracle + NetSuite. * Bachelor level degree in Accounting, Finance or comparable area strongly preferred. MBA or other… more
- Cushman & Wakefield (Maitland, FL)
- **Job Title** Client Accountant **Job Description Summary** The Client Accountant is responsible for all aspects of property level financial reporting for an ... assigned portfolio within Client Accounting. The Client Accountant will apply...as requested **Education/Experience/Training:** * Bachelor's Degree in Accounting or Finance preferred **Work Experience:** * Minimum of one year… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …through experience, specialized training, and/or certification-to implement Know Your Client ("KYC"), Customer Identification Program ("CIP"), Customer Due Diligence ... procedures used in the securities industry. + Principles of banking and finance and securities industry operations. + Financial markets and products. **Skill in:**… more