• AVP, Bilingual Customer Service Sr Analyst…

    Citigroup (Miami, FL)
    …skills required. + Strong background and interest in the fields of operations and compliance; previous sales referral experience preferred + Interpersonal ... + Actively supports a Private Banker in delivering consistently high quality banking , credit, trust, fiduciary, capital markets and investment services to target… more
    Citigroup (07/18/25)
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  • Compliance Project Manager, OneTrust

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …concepts, practices and procedures used in the securities industry. + Principles of banking and finance and securities industry operations . + Financial markets ... management, information compliance risk management, and the securities and/or banking industry to support Information Compliance Risk Management's (ICRM) people,… more
    Raymond James Financial, Inc. (07/02/25)
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  • Compliance Manager - RJIM Communication Review

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …concepts, practices and procedures used in the securities industry. + Principles of banking and finance and securities industry operations . + Financial markets ... and skills obtained through education and experience in securities and/or the banking industry to ensure firm policies and procedures are up-to-date and commensurate… more
    Raymond James Financial, Inc. (05/29/25)
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  • Client Service Officer - C11

    Citigroup (Miami, FL)
    …within the Financial Services sector (Private Banking /Wealth management experience preferred ) + Proven experience in a front/middle office environment ... Banking Teams and clients, along with partner organizations including Front Office (Bankers), Tax Operations , Business Execution, Client Onboarding, Product… more
    Citigroup (07/15/25)
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  • Merrill Market Client Relationship Manager

    Bank of America (Destin, FL)
    …Wealth Management Client Associates and Service Support Staff + Overseeing the daily operations of a Merrill branch office ensuring appropriate supervision and ... to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed...of Bank of America. Merrill is committed to an in- office culture with specific requirements for office -based… more
    Bank of America (05/29/25)
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  • Registered Wealth Service Associate

    Citigroup (Jacksonville, FL)
    …treated with a closed loop process. + Handles all inquiries/requests related to banking and /or investment operations - including placing unsolicited securities ... experience in Client Service and/or Sales within financial services ( banking , insurance, investments) preferred . + Prior work...array of products and services. + Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred . +… more
    Citigroup (07/03/25)
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  • US Compliance - Regulatory Issue Management Lead

    TD Bank (Fort Lauderdale, FL)
    …team member has a chance to make a tangible impact - both in day-to-day operations and in the design of a future-focused compliance program. This not just about ... collaborative and creative in your approach. You will manage day-to-day operations while also helping design and implement a forward-thinking compliance program… more
    TD Bank (07/31/25)
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  • Wealth Solutions Advisor

    Citigroup (Jacksonville, FL)
    …+ Guidance on utilizing online resources + Resolving client issues escalated by Operations and Account Opening teams + Qualify banking referrals and marketing ... environment. You will be responsible for proactive investment and banking guidance/education, which includes account opening and asset gathering, providing… more
    Citigroup (05/09/25)
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  • Senior Analyst, Client Due Diligence

    TD Bank (Lake Mary, FL)
    …can provide you more specific details for this role. **Job Description:** Preferred Qualifications: Global Operations and Business Services employees bring ... while delivering infrastructure services to support trading, investment, and corporate banking functions. Team Overview: The Client Due Diligence (CDD) team conducts… more
    TD Bank (06/21/25)
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  • SVP, Operational Risk Sr Officer I

    Citigroup (Jacksonville, FL)
    …Risk Senior Group Manager, who has responsibility for oversight of US Personal Banking (USPB) Operations . Chief Operating Office (COO) and Customer ... for leading effective oversight and independent challenge of Citi's US Personal Banking Customer Service and Credit Operations functions to ensure that… more
    Citigroup (07/29/25)
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