- Raymond James Financial, Inc. (St. Petersburg, FL)
- …level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + Opens new client ... reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client Relationship… more
- PagerDuty (Tallahassee, FL)
- …win in the enterprise. The Customer Success Management team acts as a Trusted Advisor to our customers, ultimately responsible for ensuring their success. As a key ... leaders (Success Managers and Directors) who embody our values, establish trusted advisor relationships and focus on making every customer successful. + Instill… more
- Bank of America (Pensacola, FL)
- …The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital ... a Merrill branch office ensuring appropriate supervision and compliance to industry regulations , and policies and procedures + Driving business growth byleading the… more
- PDS Tech Commercial (Medley, FL)
- …the aerospace industry. In this role, you will act as a trusted advisor , strategic partner, and culture champion-helping to shape the employee experience while ... ability to serve as a trusted HR Business Partner, advisor , and employee advocate. **This position requires use of...to facilities subject to the International Traffic in Arms Regulations (ITAR) and/or Export Administration Regulations (EAR).… more
- ServiceNow, Inc. (Orlando, FL)
- …will serve as both a **technical leader** and a **business process advisor ** . You will guide customers through their DevOps transformation journey-ensuring ... to measure DevOps adoption and success. + Serve as a trusted advisor to executives, providing best practice, adoption frameworks, and transformation recommendations.… more
- ServiceNow, Inc. (Orlando, FL)
- …SAP, Oracle). + Customer Engagement & Advisory + Act as a trusted advisor on configuration vs. customization, ensuring platform best practices. + Lead or co-lead ... service metrics (CSAT, FCR, MTTR, field first-time-fix). + You act as a trusted advisor to customers and partners, guiding them to adopt ServiceNow best practices. +… more
- Insight Global (Tampa, FL)
- Job Description A large broker-dealer and registered investment advisor firm local to the Tampa area is looking for 2 Compliance Associates to sit within the ... communication complies with states and federal laws, state insurance regulations , FINRA and SEC rules and regulations ,...standards. In this role, you will be managing financial advisor and regulator inquiries through multiple platforms such as… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Customer Identification Program ("CIP") requirements in compliance with AML rules and regulations . Leads projects of moderate scope and complexity and serves as a ... technical advisor to various business lines. Resolves or recommends solutions...and validation, to ensure compliance with AML rules and regulations . * Review existing and prospective client accounts for… more
- TD Bank (Jacksonville, FL)
- …workflow and staff + Ensures 48 hour turn time SLA is met + Acts as an advisor to production and operations staff to ensure team goals are met + Helps with the ... pro-actively manage workflow + Desktop Underwriter and Loan Product Advisor experience preferred + Portfolio product experience preferred +...12 USC || 5102 et seq., and its implementing regulations , 12 CFR Part 1007 + Must be eligible… more
- BAE Systems (Jacksonville, FL)
- …maritime organization. The HR Business Partner will serve as a trusted advisor , partner with business leaders, and lead strategic and organizational change efforts ... effective measures of success. + Serve as a trusted advisor and partner to the leadership team, by developing...and Coaching Leadership + Knowledge in Employment Law and Regulations + Strong employee relations background, with the ability… more