- TD Bank (Jacksonville, FL)
- …customer service at every interaction and execute on plans to continuously improve the customer experience + Acts as a trusted advisor expected to meet the needs ... existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment,...experience or are just starting your career in financial services, we can help you realize your potential.… more
- TD Bank (Tampa, FL)
- …customer service at every interaction and execute on plans to continuously improve the customer experience + Acts as a trusted advisor expected to meet the needs ... existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment,...experience or are just starting your career in financial services, we can help you realize your potential.… more
- Oracle (Tallahassee, FL)
- …role in supporting this growth. The Workload Health team is responsible for financial planning and modeling for specific product families within the broader OCI ... ecosystem. As a trusted advisor to OCI leadership, the team focuses on optimizing...lead a small team of direct reports, managing complex financial projects that span across the product lifecycle. Your… more
- Deloitte (Miami, FL)
- …+ Financial services, crypto, technology, and/or aerospace and defense industry experience + Experience in financial reporting and SEC requirements ... are seeking professionals who want to build off their IPO and transactions experience to oversee complex engagement related to IPO/SPAC readiness and execution as… more
- CVS Health (Miami, FL)
- …** + Seek out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer needs, effective ... about the retail beauty industry and believes the client experience should be top-notch. Our customers will experience...you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …account performance details. + Continually works with the Fund Sponsor to improve the Financial Advisor and client experience with respect to the investment. ... generate client trade confirms, update positions and valuations on client statements, pay Financial Advisor commissions, process redemptions, and maintain… more
- City National Bank (Tallahassee, FL)
- …documentation, processing money movement transactions as an example * Partner with Financial Advisor (s) in developing a business plan and delivering against ... resources of one of the largest and most respected financial firms in the world. Our small size and...internal departments to provide day-to-day support in responding to advisor and client inquiries and ensuring timely and accurate… more
- JPMorgan Chase (Jacksonville, FL)
- …and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Advisor Team Lead in JP ... that focus on growth and a world class client experience . You will collaborate with key partners across the...of various technology issues + Maintain and update Independent Advisor coverage report + Serve as liaison and manage… more
- NBC Universal (Orlando, FL)
- …Culture for Universal Destinations & Experiences, you will serve as a strategic advisor , capability builder, and experience creator, directly aligning talent and ... leader with direct reports in a Human Resource Business Partner capacity required . MAJOR RESPONSIBILITIES: + Strategic Business Partnership + Serve with integrity as… more
- Wolters Kluwer (Plantation, FL)
- …management, production and editorial) on the development and maintenance of CCH Axcess IQ/ Advisor is also required . The candidate must also have an understanding ... will directly impact our brand's online presence and user experience . A successful candidate for the position will have...taxpayer's reporting requirements + Knowledge of CCH Axcess is required + Act as advisor on advanced… more