- Citigroup (Miami, FL)
- …Provide banker with suggestions on potential sales opportunities based on perceived client needs, utilizing cash management , large balance and un-invested cash ... procedures before execution, identify potential problems and refer to appropriate management . + Identify inappropriate client situations and transactions.… more
- Raymond James Financial, Inc. (Lakewood Ranch, FL)
- …learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management , customer service and compliance ... policies, mission, strategies, and compliance guidelines. **Skill in** + Operating client relationship manager system and other required software applications… more
- Cushman & Wakefield (Jacksonville, FL)
- …This position supports the Assistant and/or Chief Engineer and Sr. Facilities Manager in the day-to-day maintenance, repair, and efficient operation of all building ... systems and equipment on behalf of the client . This position supports the Assistant and/or Chief Engineer...supports the Assistant and/or Chief Engineer and Sr. Facilities Manager in the day-to-day maintenance, repair, and efficient operation… more
- HUB International (Tallahassee, FL)
- …employee benefits broker, providing a broad array of property, casualty, risk management , life and health, employee benefits, investment and wealth management ... customer support providing compliance research, writing, and guidance to address client needs. The Compliance Administrator shall serve as the compliance "rapid… more
- TD Bank (Doral, FL)
- …or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the ... clients by reviewing financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central point of contact,… more
- First Horizon Bank (Homestead, FL)
- …Assist Banking Center Manager with training personnel. + Assist banking center management with "on the job training" of new associates. + Assist with dual ... selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales… more
- PNC (Coral Gables, FL)
- …Making, Financial Analysis, Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management , Customer Experience Management , ... field on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. As a Financial Wellness Consultant, you will work within the PNC… more
- WTW (Tampa, FL)
- …calculations, investment manager searches and selection, portfolio and investment manager monitoring and preparation of materials for client meetings. We ... for our clients. Your work will involve following our manager research process to form views on investment strategies...equities, alternative credit, real assets and liquid alternatives). + ** Client Consulting** - you will support client … more
- SitusAMC (Tallahassee, FL)
- SitusAMC is where the best and most passionate people come to transform our client 's businesses and their own careers. Whether you're a real estate veteran, a ... team for execution + Owns the process of prioritizing and troubleshooting client questions, including communicating status clearly and proactively keeping the … more
- TD Bank (Aventura, FL)
- …or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the ... needs, reviewing financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central point of contact,… more