- ASM Global (Melbourne, FL)
- …supplies. + Develop and implement all financial reporting, including: + Prepares financial statements for the Client and Legends | ASM Global Corporate, and ... of accounting and administrative controls. + Coordinates preparation of Client or external audit materials and financial ...of Client or external audit materials and financial reporting; implements recommendations of Client as… more
- City National Bank (Tallahassee, FL)
- …* Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. ... THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale...Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or… more
- Highmark Health (Tallahassee, FL)
- …**Required** + 1 year with Project delivery + 1 year with Client Relationships **Preferred** + None **LICENSES or CERTIFICATIONS** **Required** + None **Preferred** ... + Project Management Professional (PMI) **SKILLS** + Project Management + Financial Planning and Management + Strong Communication skills + Problem Management and… more
- Iron Mountain (Tallahassee, FL)
- …welcome your unique contributions? If so, let's start the conversation. The Senior Client Delivery Program Manager, Digital Solution (DS) is responsible for the end ... DS cross functional programs for new and existing customers. The Senior Client Delivery Program Manager works directly with customer stakeholders and internal Iron… more
- World Wide Technology (FL)
- …Join WWT today! World Wide Technology, Inc. has an opportunity available for a Client Manager to join our Media & Entertainment account team. This position will be ... mailings, telemarketing, order processing, marketing events, etc.). + Maintaining client and OEM relationships. + Continuing education on evolving networking,… more
- First Horizon Bank (Miami Beach, FL)
- …and other bank services + Authorize payment and fees of private wealth client overdrafts + Approve and process private wealth clients' withdrawals on lines of ... + Open new accounts and ensure all required documentation is obtained from the client + Process wire requests for clients. + Assist other AAs and other departments… more
- World Insurance Associates, LLC. (New Smyrna, FL)
- …personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid ... play an integral role in driving our mission to deliver excellence in client management and retention. Primary Responsibilities + Effectively managing a high volume… more
- Bank OZK (Jacksonville, FL)
- …relationships with customers by engaging in meaningful conversations regarding their financial needs and goals, identifying referral opportunities, and processing ... financial transactions. Promote a positive, helpful, and friendly team...exceptional customer service. + Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- The RCS Client Admin Support Team Lead is a key contributor responsible for guiding and supporting a team of specialists who perform operational functions for the ... (KPIs); develop business cases for key activities/projects; and estimate the financial and human resources required to deliver performance targets. + Manage… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …with internal and external business partners to provide comprehensive recommendations for the financial advisor, the client and the client 's legal and ... management offerings (strategy and allocation; institutional fiduciary services; private client banking; and private placement insurance offerings). + Comprehensive… more