- The Estee Lauder Companies (Orlando, FL)
- …and territories under brand names including: Estee Lauder, Aramis, Clinique, Lab Series , Origins, MAC, La Mer, Bobbi Brown Cosmetics, Aveda, Jo Malone London, ... with Retail managers, store and brand-dedicated staff, and consumers to drive client acquisition, engagement, and conversion. They will capture consumer insights by… more
- Wells Fargo (Miami, FL)
- …in assigned market through pro-active, strategic and consistent business development and client retention + Work to understand and comply with anti-money laundering ... Global Market Intelligence, Bloomberg, Capital IQ or other data service providers, including Excel plug-ins + Ability to work...recognized equivalents will be accepted. + Registration for FINRA Series 63 (or 66) must be completed within 90… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to support the generation of new business activity. The ideal candidate is client - service oriented, detail-oriented, and can thrive in a team-driven and ... obtain within three (3) months of hire. * FINRA Series 86/87 licenses or the ability to obtain within...ability to obtain within one (1) year of hire. * FINRA Series 63 may be required, depending on… more
- Arena Investors LP (Jacksonville, FL)
- …1940; . Support the CCO with FINRA broker-dealer requirements; . Monitoring of Client guidelines and restrictions; . Review of marketing materials; . Review of ... trading list and watchlist; . AML/KYC risk-assessment and due-diligence; . Service provider due-diligence; . Portfolio management review and monitoring (eg trade… more
- Neuberger Berman (FL)
- …through relationship building via individual and group financial advisor meetings, client events, and conferences. **Responsibilities** + Lead and develop the ... make prospecting calls, create qualifying lists, and provide on-going service to existing and new clients. + Maintain a...related to the sales opportunity pipeline in concert with Client Advisory Specialists. + Exhibit a strong business acumen… more
- First Horizon Bank (Coral Gables, FL)
- …profitability goals. * Actively communicate the firm's value proposition and advice-based service offering to all stakeholders. * Develop client relationships ... a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and...Bachelor's Degree required from accredited college or university. * Series 7, and either 66 or 63/65. Life &… more
- Veterans Affairs, Veterans Health Administration (Miami, FL)
- …Registered Nurse Accreditation Specialist is located at the Quality and Patient Safety Service at the Miami VA Healthcare System and is responsible to the assigned ... Specialist is responsible for the documented outcomes of the program. Program or service level outcomes must be broad and complex and can be demonstrated at… more
- Truist (Cape Coral, FL)
- …relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives. 5. Participate in the preparation for ... determine which investment products and services best meet the client 's needs and to implement those products and services...year of experience in the securities industry. 3. FINRA Series 7 and 66. 4. Applicable state health and… more
- Citigroup (Tampa, FL)
- …the trade clearing and booking flows + Management of the department covering client derivatives post execution trade support and exchange clearing + Work closely ... meeting management expectations and enabling career growth + Articulate various service levels and internal workflows via detailed presentations to global business… more
- First Horizon Bank (Fort Myers, FL)
- …ensure the banking center delivers quality, accurate, and timely customer service . **ESSENTIAL DUTIES AND RESPONSIBILITIES** Strategic leadership + Coach, lead and ... relationships with key clients and partners to expand the client base. Proactively collaborate with and refer to key...Microsoft Office suite, Salesforce **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)** As part of… more