- JPMorgan Chase (Tampa, FL)
- …+ Oversee of a specific portfolio of clients and align client needs to bank solutions. + Provide value-added bank , product, and industry insight to clients ... of escalation and resolution for service issues liaises with bank partners to manage complex issues, sensitive closings and...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Citigroup (Tampa, FL)
- **Overview of the Organization:** Citi, the leading global bank , has approximately 200 million customer accounts and does business in more than 160 countries and ... products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As… more
- Citigroup (Boca Raton, FL)
- …+ Build relationships with new clients with the goal of bringing in new bank and brokerage assets. + Deepen relationships with existing clients in PWM and Retail ... bank through the use of financial planning and excellent...and suitability assessments + Make securities recommendations and provide investment advice to clients through a select number of… more
- Wells Fargo (Palm Beach, FL)
- …**Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families ... needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and… more
- JPMorgan Chase (Tampa, FL)
- …stakeholders. + Build strong internal partnerships and alignment with Commercial and Investment Bank Global Corporate Bankers and Treasury Services (TS). + ... Card, you will oversee a portfolio of Global Corporate Bank (GCB) Commercial Card clients, each with annual spend...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- JPMorgan Chase (Tampa, FL)
- The Corporate Investment Bank 's Know Your Customer (KYC) team is at the forefront of safeguarding JP Morgan's reputation and financial assets by ensuring strict ... wide range of client types and structures, including SPVs, personal investment vehicles, trusts and foundations, governments, organizations, and banks +… more
- Principal Financial Group (Miami, FL)
- …and presentation skills. If you have extensive knowledge of the financial markets, investment products, and building advisor relationships - then this may be the job ... the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.… more
- Principal Financial Group (Miami, FL)
- …a licensed individual is preferred: + Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or ... the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.… more
- JPMorgan Chase (Tampa, FL)
- …global environment. As a Business Management Senior Associate within the Commercial & Investment Bank COS group, you will support key initiatives, develop ... responsible for transforming end-to-end service and onboarding support for Commercial & Investment Banking clients. As a Business Manager, you will partner with the… more
- Finexio (Winter Park, FL)
- …in the B2B Payments and Fintech industry. The company has raised over $65m in investment and is backed by investors JP Morgan, Discover, NBH Bank , Mendon Venture ... Partners, and Valley Bank . These investors believe in the mission and technology so much so they are also customers and partners. The Client Operations Associate is responsible for delivering extraordinary customer experience that serves as a… more