- RGP (Miami, FL)
- …Reporting & SEC Reporting Consultant to step in and lead a client 's financial reporting , accounting policy, and SEC compliance functions. In this role, ... issues. + Research new accounting standards and assess impacts to the client 's reporting environment. + Develop and update accounting policies in response to… more
- Cengage Group (Jacksonville, FL)
- …and direct operations team to achieve business targets; including student/candidate tracking and client reporting data and metrics. + Vet and prepare trainees ... every day. To learn more, please see https://www.cengagegroup.com/about/inclusion-and-diversity/ **The Client Operations Manager will:** This role will work to… more
- Insight Global (Orlando, FL)
- …to processing fund of hedge fund investments on behalf of its clients and providing client reporting . This candidate will serve as a lead for the day-to-day ... Globals top banking clients is looking to add a Client Processing Lead Representative to their Fund Order Processing...team sits within the Alternative Investment Services space, doing client processing within Fund of Hedge Fund Custody, and… more
- Sedgwick (Tallahassee, FL)
- …designated authority. + Communicating claim activity and processing with the claimant and the client . + Reporting claims to the excess carrier and responding to ... Workplaces in Financial Services & Insurance Workers Compensation Claims Examiner | Dedicated Client | NY Licensing Required | Remote Are you looking for an… more
- Raymond James Financial, Inc. (Clearwater, FL)
- …and prospecting for new clients. + Prepares various business summary reports and client -specific reporting as needed for review by the financial advisor. + ... software. + Excel, including developing spreadsheets as needed and for ongoing reporting . + Effective communication across multiple client interactive platforms… more
- Raymond James Financial, Inc. (Gainesville, FL)
- …Follow up to ensure accurate completion + Prepare various business summary reports and client -specific reporting as needed for review by the financial advisor + ... **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including...the financial advisors and branch office + Open new client accounts, process money movement, and research information as… more
- Terracon (Winter Park, FL)
- …monitors the results of subordinate direct reports. + Oversees the process of reporting client development results for both direct reports and themselves. This ... **34012BR** **Service Line:** Client Development **Office Name:** Winter Park **Job Description:**...large office or region. This would include tracking and reporting of key marketing information, facilitating strategy meetings, motivating… more
- JPMorgan Chase (Tampa, FL)
- …You will play a key role in processing BODR (Beneficial Owners' Discrepancy Reporting ), Client Experience Metrics, USAPA (USA Patriot Act), and KYC activities ... operational excellence and support strategic transformation by collaborating with client -facing teams and key stakeholders to ensure regulatory compliance, data… more
- AssistRx (Orlando, FL)
- …insights that improve outcomes for patients, providers, and partners. As our Supervisor, Client Reporting + Analytics, you'll lead a talented group of Data ... + Partner Across the Business - Work closely with the Manager, Client Reporting + Analytics and cross-functional stakeholders to align analytics strategy with… more
- Black & Veatch (Coral Springs, FL)
- …updated and aligned with governance to ensure accurate tracking and management of client relationships. + Provide prospect reporting , forecasts, client ... ** Client Account Manager - Food & Beverage** Date:...a difference, we are looking for you! As the ** Client Account Manager for Food** , Beverage and Agribusiness,… more