- Raymond James Financial, Inc. (St. Petersburg, FL)
- …ten (10) years of Compliance, Legal, Banking and/or regulatory experience in the financial services industry. + Minimum five (5) years management experience ... **Essential Duties and Responsibilities** + Manages Capital Markets & Advisory ("CMA") Compliance's core compliance program to ensure compliance...within the financial services industry. ~or~ + Any equivalent… more
- Ankura (FL)
- …unique expertise and knowledge in a variety of industries, ranging from consumer goods to financial services , and have been involved in some of the largest cases ... not receive a response. Ankura Consulting Group, LLC is an independent global expert services and advisory firm that delivers services and end-to-end… more
- Truist (Tampa, FL)
- …and coach a team of wealth support specialists and oversee the daily service , sales and operations support of the assigned division. Performance accountabilities and ... first escalation point 3. Work closely with the Wealth Advisory Group Support leader to regularly review, establish, and...experience 2. Five years of previous banking or other financial institution experience with an emphasis in operations or… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and recording time and expenses. + Carry out a range of client service activities, including handling client cases and inquiries that are more complex or ... outside the norm. **Skills** + Works at an intermediate level to achieve thoroughness and accuracy when accomplishing a task. Typically works with guidance. + Works at an intermediate level to receive, monitor and deal with all allocated customers. Typically… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Microsoft documents, databases, and other departmental systems. + Provide a quality service to clients while identifying opportunities to secure new business or ... support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving client problems. + Collect, analyze, and interpret workforce data to identify trends and gaps. + Develop accurate staffing forecasts… more
- First Horizon Bank (Miami Lakes, FL)
- …banking and financial risk management; + provide critical assurance and advisory services on the governance, risk management, and control frameworks ... or 24, etc.). Prior experience at a large, complex financial institution or Big Four advisory practice....**About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our… more
- Thrivent Financial (Tallahassee, FL)
- …for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed ... and service existing clients/contracts * Position products, services , and strategies to help clients gain financial... financial advisors are credentialed to provide investment advisory services . Visit Thrivent.com or FINRA's Broker… more
- Thrivent Financial (Miami, FL)
- …for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed ... financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and... financial advisors are credentialed to provide investment advisory services . Visit Thrivent.com or FINRA's Broker… more
- Bank of America (Port Saint Lucie, FL)
- …+ Bachelor's degree and/or a minimum of one year of financial services industry or sales experience **Skills:** * Advisory * Account Management * ... Financial Solutions Advisor - Registration Candidate St Lucie...* Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention… more
- Robert Half Office Team (Vero Beach, FL)
- …abilities. * Detail-oriented approach to reviewing and preparing documents. * Previous experience in financial services or investment advisory is a plus. * ... Capable of managing multiple tasks in a fast-paced environment. TalentMatch(R) Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract,… more