- Citigroup (Miami, FL)
- …preferred **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** Full time **Primary Location:** Miami ... A PC will also work closely with their assigned Financial Advisors to conceptualize, propose, and review tailored investment...markets. + Represent the team's global macroeconomic views in client meetings throughout the region and should be able… more
- World Insurance Associates, LLC. (New Smyrna, FL)
- …World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local ... in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services , and human capital management solutions. Our… more
- Bank of America (Okeechobee, FL)
- …Key responsibilities include deepening client relationships through platform services , supporting clients with self- service or transactional activities, and ... and financial skills + Knowledge of banking products and services + Strong computer skills including Microsoft applications and previous experience utilizing… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and three (3) or more years of relevant experience in operational support within financial services . + Experience supporting RIA and IBD operations is preferred. ... The RCS Client Admin Support Team Lead is a key...who perform operational functions for the RIA & Custody Services (RCS) division. This role requires a detail-oriented professional… more
- US Bank (Sarasota, FL)
- …degree in finance, accounting or other related field + 15 or more years of financial services experience + 10 or more years of experience with ultra high ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...of the Ascent team providing a full complement of services to the client group. Demonstrates an… more
- City National Bank (Tallahassee, FL)
- …a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic ... net worth investors who have expressed an interest in CNR investment services . Develops "partnering" relationships with Independent Financial Advisor, accounting… more
- World Wide Technology (Orlando, FL)
- …individuals on high-performance teams? Come join WWT today! We are looking for a Client Manager to join our SLED Southeast team. **Why should you join the SLED ... team?** As a Client Manager, you will be managing SLED accounts in...customers while also focusing on expanding WWT's footprint of services capabilities from deployment services to post… more
- First Horizon Bank (Orlando, FL)
- …MS Office Suite **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and ... bank, including loans, deposits, Treasury Management, and other bank services + Research and coordinate responses to client... services + Research and coordinate responses to client needs, with other departments within the bank, as… more
- Iron Mountain (Tallahassee, FL)
- …expert, sustainable solutions in records and information management, digital transformation services , data centers, asset lifecycle management, and fine art storage, ... 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… more
- First Horizon Bank (Coral Gables, FL)
- …complex following strict departmental standards and guidelines. **Responsibilities** + Assists Private Client Services RM's in providing financial ... service to some existing clients, supporting Private Client Services in growing markets, with a...**About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our… more