- JPMorgan Chase (Fort Lauderdale, FL)
- …leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a ... team + Work with Team Leader to monitor Client Advisor loadings. + Submit and monitor fee schedules and...to learn proprietary software + Experience and interest in financial markets and concepts + Excellent interpersonal skills +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Cultivate and manage relationships with key clients, acting as a trusted advisor . + Obtains, interprets and evaluates financial information to determine credit ... + Provides guidance and direction to less experienced lenders in analyzing financial data and evaluating credit worthiness. + Interprets, applies and recommends… more
- MUFG (Tampa, FL)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... With a vision to be the world's most trusted financial group, it's part of our culture to put...scripting languages (Python). + 2+ years' experience with job/workflow management tools (Autosys) and other pipeline orchestration tools +… more
- Mass Markets (FL)
- …including healthcare, retail, government, education, telecom, technology e-commerce, and financial services. Our contact centers are powered by both on-site ... and verticals to drive top-line growth. + Client Engagement & Relationship Management Cultivate relationships with key clients and stakeholders, serving as a trusted… more
- City National Bank (Lake Mary, FL)
- …strategies and asset allocation for Royal Bank of Canada (RBC) Rochdale Financial Advisors and clients. Assist Sr. Portfolio Managers (SPM) in the development ... responsibilities, and thinking, and serving clients - Delegate portfolio management tasks between the team members * Reinforce PM/Research...stand in as the PM - team, client, and advisor facing; mindset of serving clients and advisors *… more
- Principal Financial Group (Tampa, FL)
- …of Group Life, Disability, Dental, Vision, and Critical Illness solutions through financial advisors (ie, brokers) for employer groups ranging from 3 to 499 ... employees. + Enhance networks, relationships, and Principal Financial Group's local brand through active participation in associations, industry groups, advisor … more
- Deloitte (Tallahassee, FL)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... to execute work streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) + Identify potential issues… more
- Oracle (Tallahassee, FL)
- …achieving health network goals. Key Responsibilities: * Client Consultation & Relationship Management : o Serve as the strategic lead for client engagements, working ... Maintain and grow client relationships through ongoing support, acting as a trusted advisor for all aspects of the population health solution suite. * Implementation… more
- Sprinklr (FL)
- …is the definitive, AI-native platform for Unified Customer Experience Management (Unified-CXM), empowering brands to deliver extraordinary experiences at scale ... powerful solutions for every customer-facing team - spanning social media management , marketing, advertising, customer feedback, and omnichannel contact center … more
- Oracle (Tallahassee, FL)
- …of **service, field service, subscriptions,** **spare parts, depot repair, returns management , and service logistics processes** as well as hands-on expertise with ... + Lead client workshops and requirements analysis for **service,** **parts management , returns, depot repair, and billing** + Design **end-to-end service logistics… more