- MetLife (Tampa, FL)
- …projections and validates data integrity * Responsible for monitoring the key financial parameters * Responsible for client billing, reconciliation, and ... in client -facing implementation calls * Prepares historical information for Financial Consulting Services to assist them with the renewal and underwriting *… more
- PNC (Palm Bay, FL)
- … opportunities by providing ideas and insights based on an understanding of the client 's needs and their financial well-being. Focuses on increasing client ... Financial Analysis, Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and… more
- PNC (Fort Lauderdale, FL)
- … opportunities by providing ideas and insights based on an understanding of the client 's needs and their financial well-being. Focuses on increasing client ... Financial Analysis, Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and clients. + Assist team members with marketing efforts including presentations, financial advisor/ client launch campaigns, and webinars. + Stay abreast of ... an array of bespoke solutions designed to enhance a client 's portfolio and overall wealth strategy, by harnessing multi-asset...to holistically support the RJ CAS platform, and the financial advisors and clients who use it. + Provides… more
- Bank of America (Tampa, FL)
- …Workforce Strategy leadership team, responsible for shaping and articulating the Client Protection's workforce strategy, financial planning narratives, and ... executive-level storytelling. This leader ensures that Client Protection's operational capacity, financial priorities, and performance insights are aligned with… more
- System One (Pensacola, FL)
- …for potential abuse and/or fraud to determine if litigation is warranted to protect client 's interest and reduce financial loss * Monitor attorneys assigned to ... attorneys of any legal issues and their impact on client * Process and distribute time sensitive legal documents,...and state laws, rules and regulations * Experience in financial counseling, negotiating, and explaining decisions to members *… more
- UMB Bank (Tallahassee, FL)
- …key position reports to the EVP/National Marketing Manager and has access to company financial , market, client , and personnel information. . You will market to ... referral sources and influence centers; assisting in the underwriting process of new client proposals from prospect to client funding; and seeking approval from… more
- SitusAMC (Tallahassee, FL)
- …with forecasting, metrics/KPIs, profitability, cost of service, pricing, budgeting, review of financial data, and accounting activities such as client billing ... decision-making across the organization + Develop and deliver various ad-hoc client deliverables and customized financial deliverables that support business… more
- Insight Global (Coral Springs, FL)
- … tracking and reporting when needed. * Assist with preparations of financial or client -related documents. * Communicate professionally by email, phone, ... software programs, and ready to help support both internal operations and client outreach. Key Responsibilities * Manage and organize company records, files, and… more
- Citigroup (Tampa, FL)
- … client authentication and transaction validation. The role involves direct client interaction, ensuring the authenticity of financial instructions, and ... India) to manage workflow and support daily volumes. + Investigate and resolve client inquiries related to financial transactions. + Ensure strict compliance… more