- JPMorgan Chase (Tampa, FL)
- …needed + Coordinate with Central Supervision, address suitability concerns, review customized client materials, and act as a liaison for issue resolution. Review and ... resolve compliance surveillance inquiries + Provide principal approval for brokerage trade corrections. Review and action brokerage account maintenance requests (ie options, margin, QIB) + Perform oversight of incoming correspondence, checks, and securities.… more
- Arena Investors LP (Jacksonville, FL)
- …1940; . Support the CCO with FINRA broker-dealer requirements; . Monitoring of Client guidelines and restrictions; . Review of marketing materials; . Review of ... compliance policies and procedures; . Administration of firm (Investment Adviser and Broker-Dealer) annual compliance review (testing and monitoring); . Conflicts of interest review; . Code of Ethics administration (eg PA dealing, Gifts & Entertainment,… more
- Citigroup (Jacksonville, FL)
- …and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and ... efficient services. Our commitment to diversity includes a workforce that represents the clients we serve from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others,… more
- Citigroup (Jacksonville, FL)
- …and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and ... efficient services. Our commitment to diversity includes a workforce that represents the clients we serve from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others,… more
- JPMorgan Chase (Tampa, FL)
- …successful launch of products, gather crucial feedback, and ensure top-tier client experiences. With a strong commitment to scalability, resiliency, and stability, ... you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations. **Job responsibilities** + Develops a product strategy and product vision that delivers value to customers + Manages discovery efforts and… more
- Citigroup (Tampa, FL)
- …Skills **Job Family Group:** Technology **Job Family:** Business Analysis / Client Services **Time Type:** Full time **Primary Location:** Tampa Florida United ... States **Primary Location Full Time Salary Range:** $130,880.00 - $196,320.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee… more
- Citigroup (Tampa, FL)
- …(SME) in area(s) of Applications Development + Demonstrated knowledge of client core business functions + Demonstrated leadership, project management, and ... development skills + Relationship and consensus building skills **Education:** + Bachelor's degree/University degree or equivalent experience + Master's degree preferred Strong skills with .Net & Java; Use of AI tools as Copilot, Kaizen, SQUAD, other could be… more
- Citigroup (Tampa, FL)
- …and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and ... efficient services. Our commitment to diversity includes a workforce that represents the clients we serve from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others,… more
- Citigroup (Tampa, FL)
- …technical solutions. * Take an active role in the development and support of client solutions. * Work with and research the most current technologies for potential ... solutions and industry trends * Trains and mentors junior team members, acting as a formal/informal lead as required * Has direct impact to the architecture area by ensuring the quality of the tasks/services/ information provided by self and others. * Exhibits… more
- C&W Services (Tallahassee, FL)
- **Job Title** Director, Client Services **Job Description Summary** The Director, Client Services is responsible for the operations, growth, and profitability of ... account base. **Job Description** **Reporting Relationships** + The Director, Client Services reports to the Sr Director, Client...as needed or as requested by the Senior Vice President and/or the Vice President , Operations. +… more