- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Under limited supervision, uses specialized knowledge and skills in securities and/or banking industry compliance obtained through experience, specialized training ... as a technical advisor to various business lines. Resolves or recommends solutions to complex problems. Extensive contact with internal customers is required to… more
- MUFG (Tampa, FL)
- …the globe, we're 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...currently recruiting for an Associate Vice President, Middleware Cloud Services Engineer that will be located in Tampa, FL… more
- Fifth Third Bank, NA (Bradenton, FL)
- …and external client relationships. + Highly developed knowledge of the securities business, investment products and financial solutions . + Highly developed ... and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial...to focus on business development and growth. + Prioritize client needs and introduce services of other… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of the management team to develop tactical plans for FCM-related enterprise client and corporate securities review initiatives. Completes assignments with ... serve as the primary liaison to RJF business executives on enterprise client investigations and higher-risk corporate securities reviews matters. + Demonstrate… more
- Charles Schwab (Orlando, FL)
- …we strive to make a difference in people's lives through our innovative solutions and world-class service . **Required Qualifications** + Active FINRA Series 7 ... set of career opportunities. If you currently have your securities licenses, enjoy working in a team setting, and...**Preferred Qualifications** ** ** + 1+ years of customer service experience + 1+ years of client … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... Diploma or equivalent and three (3) years experience in the financial services industry, preferably including related service experience. * Associates Degree… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …lines including Compliance, Legal, Risk or other Firm divisions. + Review client background information, securities transactions, and fund movements to identify ... the AML Analyst applies specialized knowledge and skills in securities and/or banking industry compliance, gained through experience, specialized training… more
- City National Bank (Lake Mary, FL)
- …take across the Book and for specific clients * Trade execution; buy and sell securities to implement asset allocations for client portfolios, based on client ... for trades and allocation changes for existing clients. * Client calls and inquiries: be able to discuss both...and the firm's investment thesis - Specific strategies and solutions : business description and reasons we own - Tie… more
- Citigroup (Miami, FL)
- …through business partners and recommend the best offering to clients based on client profiling and suitability assessments + Make securities recommendations and ... + 5-8 years of experience + Experience in a proactive, successful sales and service role in the financial services industry + Strong analytical and financial… more
- MUFG (Tampa, FL)
- …Payments, Enterprise Services , Transformation, Regulatory & Governance, or Global Project Solutions . Come learn with us and shape your future! Please see our ... computer skills and strong proficiency in Excel to research solutions to client problems through resolution +...Global Product Solutions : Deposits + Global Product Solutions : Supply Chain Finance Analyst + Trade Services… more