- ADP (Maitland, FL)
- ADP is hiring an **Associate Client Service - Product Support Specialist -- Tax.** + _Are you ready to join a company offering career advancement opportunities ... your specific team or role, you will be providing support using phone, email, or chat-based communication. Don't worry...from state and federal agencies. + **Be a Trusted Advisor and Problem Solver.** You will use a breadth… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …with Marketing senior leadership and the Data Insights team, identifies advisor experience metrics/KPIs and establishes overall advisor experience objectives ... council meeting moderation, and all meeting logistics. + Builds broad-based support for marketing ideas and projects. Develops concepts for marketing campaigns… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …& Enablement** + Serve as the primary technology liaison for transitioning Financial Advisors, delivering tailored, hands-on support throughout the onboarding ... future-state ("to-be") workflows to identify opportunities for efficiency and enhanced advisor experience. + Define and maintain key business artifacts, including… more
- TD Bank (Palm Beach, FL)
- …portfolios, customizing a broad range of products and services to meet the financial needs of TD's customers. The job acquires, develops and manages commercial ... with a focus on growing the portfolio by providing financial solutions and developing new business from both existing...existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment,… more
- TD Bank (Coral Gables, FL)
- …business, customizing a broad range of products and services to meet the financial needs of TD's customers. The job acquires, develops and manages commercial banking ... with a focus on growing the portfolio by providing financial solutions and developing new business from both existing...existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment,… more
- Veterans Affairs, Veterans Health Administration (Miami, FL)
- …facility engineering and operations. The Chief Engineer is a key managerial advisor reporting directly to top Medical Center management. This position is a ... aspects of engineering matters. This position is a fully participating technical advisor in all or almost all significant management planning, policy, and… more
- City National Bank (Tallahassee, FL)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *… more
- M&T Bank (Naples, FL)
- …for direct client interaction. **Primary Responsibilities:** + Assist the Wealth Advisor with operational support , inclusive of reporting that supports ... Assists Wealth Advisors and Senior Wealth Associates to provide support in the identification and expansion of business and...present at internal committee meetings. + Assist the Wealth Advisor by attending internal meetings to deepen knowledge of… more
- KeyBank (Naples, FL)
- …Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment ... of this client promise acting as the primary client advisor developing and implementing strategies based on the client's... developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to ensure supervisory practices align with regulatory expectations, mitigate firm risk, and support advisor and client outcomes. + Develop and implement a robust ... procedures. + Investment Company Act of 1940 and SEC regulatory environment. + Financial advisor business models and supervisory needs. **Skill in** + Strategic… more