- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the business. + Bring together the most appropriate RJIB team to provide exceptional service to the client. + Ensure that any professional, technical, or client ... service problem or request is resolved in a timely...Advanced investment concepts, practices, and procedures used in the securities industry. + Advanced transaction structure and process. +… more
- JPMorgan Chase (Miami, FL)
- As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening and enriching client ... relationships. You will serve as the primary point of contact for all service related needs of a Private Banking client. This will entail working in a complex… more
- JPMorgan Chase (Jacksonville, FL)
- …Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client Advisors ... RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through JP Morgan Securities LLC (JPMS), a… more
- JPMorgan Chase (Hollywood, FL)
- …and services for their needs + Partners with Specialists ( Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers ... advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the...of clients more convenient by sharing and setting up self- service options to access their accounts 24 hours a… more
- JPMorgan Chase (Windermere, FL)
- …doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and ... latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as… more
- JPMorgan Chase (Palm Harbor, FL)
- …RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through JP Morgan Securities LLC (JPMS), a ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …investment opportunities. Coverage universe will span the spectrum of hedge funds, private equity funds, real estate funds, managed futures funds, and ... due diligence reviews of third party asset managers and service provider operational support, internal controls, trade processing, and...**Knowledge of:** * Operations of broker dealers, hedge funds, private equity , and similar firms * Fund… more
- Arena Investors LP (Jacksonville, FL)
- …+ Review third-party business valuations for closely-held companies, publicly-traded companies, and private equity for financial reporting purposes (ASC 946, ASC ... across a wide array of asset types (including but not limited to private direct corporate credit, commercial real estate bridge lending, and commercial and consumer… more