- First Horizon Bank (Miami Lakes, FL)
- …wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services . First Horizon has been recognized as one of the ... regulations. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Monitor all aspects of client relationships and conduct customer due diligence and enhanced due diligence… more
- First Horizon Bank (Jacksonville, FL)
- …wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services . First Horizon has been recognized as one of the ... lending experience (consumer, commercial, or small business) + Demonstrated understanding of banking processes, regulatory requirements, and client needs in the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of the unique investment management offerings (strategy and allocation; institutional fiduciary services ; private client banking ; and private placement ... to help create awareness of our private wealth consulting services . Promote the Wealth Consulting teams through home office...to provide comprehensive recommendations for the financial advisor, the client and the client 's legal and tax… more
- CGI Technologies and Solutions, Inc. (Miami, FL)
- …Time **Position Description:** CGI is one of the largest IT and business consulting services firms in the world. With a presence across the globe, CGI partners with ... clients to deliver end-to-end services -from strategic IT and business consulting to systems integration,...to three days per week at one of the preferred CGI office locations: New York City, Fairfax VA,… more
- Citigroup (West Palm Beach, FL)
- …assisting with the execution of branch activities, including day-to-day delivery of client -facing services and processing transactions, in coordination with the ... a positive first impression through friendly and efficient customer service + Perform efficient and accurate banking ...cash + Identify referral opportunities for new products and services based on client 's financial goals +… more
- Citigroup (Plantation, FL)
- …needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. + With the support of product ... specialists, intuitively recognize and understand a client 's banking , credit and investment needs and goals in order to provide holistic financial solutions. +… more
- NTT America, Inc. (Tallahassee, FL)
- …strong consulting capability, and a knack for solving complex business challenges in banking , financial services , and insurance This role uses their subject ... and regulatory environments + Excellent communication, analytical thinking, and client management skill ** Preferred Qualifications** + Experience working… more
- Raymond James Financial, Inc. (Lakewood Ranch, FL)
- …goals for assets under management and required production. + Provides a high level of client service . + Manages the full scope of a client relationship ... learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance… more
- BMO Financial Group (West Palm Beach, FL)
- …with internal/external stakeholders. + Ensures alignment between stakeholders. + Bridges banking , trust and investment disciplines together for client ... attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client ...build capability and drive business growth. + Meets high-quality service standards to maximize relationship retention and growth. +… more
- MUFG (Tampa, FL)
- …Systems, Computer Science, Software Engineering, or a related field. Experience in the financial services or banking industry is preferred . + Minimum 8-12 ... 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...Science and Software Engineering. + Experience in the financial services or banking industry is preferred… more