- CBRE (Tallahassee, FL)
- …**About Us** CBRE is the world's largest commercial real estate services and investment services firm. The CBRE Renewables Advisory group operates with the agility ... a pipeline of qualified partners and clients across the renewables ecosystem. + Act as a trusted advisor throughout the deal lifecycle-from initial conversations to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to assist with issues concerning various broker-dealer trades and investment products. + Collaborates with cross-functional teams, including portfolio managers, ... processes. + Review customer account data for accuracy, ensuring transactions align with company policies and client agreements. + Maintains a high level of customer… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …in the securities industry, financial markets and financial products. + Company 's working structure, policies, mission, and strategies + General office practices, ... (OTS); Federal Reserve System; and state banking regulatory agencies. + Fundamental investment concepts, practices and procedures used in the securities industry. +… more
- CVS Health (Tallahassee, FL)
- …passionate about transforming health care. As the nation's leading health solutions company , we reach millions of Americans through our local presence, digital ... team in support of the front store and retail pharmacy businesses across the company 's more than 9,000 CVS Pharmacy(R) locations. This role will lead and develop a… more
- Regions Bank (Orlando, FL)
- …a team of professionals that specialize in serving the unique administrative, investment , and risk-mitigation needs of the nonprofit community and charitable ... the footprint for key initiatives + Serves as a leader in the community , networking with prospective clients + Actively markets business solutions internally and… more
- Regions Bank (Pensacola, FL)
- …range of bank products and services (trust, insurance, deposits, credit, mortgage, investment , etc.) to affluent clients. This role is responsible for rendering an ... of 40 per week under the Fair Labor Standards Act . This position requires registration with the Nationwide Mortgage...in a business related field o Thorough understanding of Investment Services and Banking Industry o Solid understanding of… more
- MUFG (Tampa, FL)
- …colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving ... procedures relative to Regulatory Compliance including but not limited to the Bank Secrecy Act , USA Patriot Act , Anti-Money Laundering Act , Privacy Act… more
- JPMorgan Chase (Palm Beach, FL)
- …an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities ... clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and ... and principles sufficient to administer personal trusts * Fundamental investment concepts, practices and procedures used in the securities...achieve desired outcomes * Make prompt, pragmatic choices and act with the client in mind * Take ownership… more
- Adecco US, Inc. (Jacksonville, FL)
- …**Description.** This role is responsible for activities supporting management investment advisory programs within the Business Governance team. Including reviewing ... program policy and procedure request as well as conducting reviews of investment and maintenance requests for client accounts, according to established guidelines… more