- Citigroup (Tampa, FL)
- …for regulatory reporting & tax, focusing on the complexity of global wealth management clients, products, and services . Ensure adherence to regulations such as ... such as investments, alternatives, funds, deposits, structured products, and advisory services etc. **Data Quality Management :** Develop and monitor robust… more
- Bank of America (Jacksonville, FL)
- …providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and ... to the client's investment needs. Job expectations include owning the management , research, and communication process of resolving client issues and achieving… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Excellent verbal and written communication skills. + High level of Customer Service + Organization and time management sufficient to prioritize workload, ... facilitating the entire life cycle of structured investments, including initial product setup, pre-trade suitability review and checks, ongoing reporting and… more
- MUFG (Tampa, FL)
- …Infrastructure like. profiles, parameters, environment variables etc. + Experience in raising service requests with Informatica for resolving any product related ... proficiency with multiple data integration tools like Informatica and AWS services for Data Integration. **Responsibilities for Data Platform Engineer:** Platform … more
- RELX INC (Boca Raton, FL)
- …satisfaction is consistently achieved. Responsibilities: + Conduct general and targeted product review and perform specified research training (both in-person and ... curated subscriber account list of 200+ accounts + Provide comprehensive customer service to existing users, including by not limited to: light technical… more
- Truist (Jupiter, FL)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth ... community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal...delivery of a broad range of wealth products and services to high net worth individuals. Following is a… more
- Citigroup (Tampa, FL)
- …Strong senior stakeholder management experience. + Experience in Reference Data Management . Familiarity with external products and services that add value to ... Generally accountable for delivery of a full range of services to one or more businesses/ geographic regions. Excellent.... Sound knowledge of Transactional Life Cycles, Reference Data Management and Settlement process of Securities . +… more
- Bank of America (Orlando, FL)
- … and facilitates client relationships with Product Specialists in Credit, Treasury Management , and Merchant Services in order to design and deliver financial ... relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …domestic, international, and global investment strategies. This will encompass authoring product approval memorandums directed at senior management ; making ... fund manager interactions. In addition to being a key participant in product recommendations for the firm's investment platform. Additional job functions include… more
- Citigroup (Tampa, FL)
- …operational support necessary to fulfill its mission of delivering innovative solutions and services for Citi's Global Legal Department. GLS is a team of diverse ... business intelligence used to manage legal spend. Legal Program Services (LPS), within GLS, support Citi Global Legal function...an underpinning Legal component. The team leverage support from product legal & country legal teams to ensure advice… more
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