- JPMorgan Chase (Miami, FL)
- …order to prudently carry out the firm's fiduciary duties and to provide superior client service * Partner with client 's other advisors (attorney, ... respected by external professional advisor community * Develop, retain and deepen client relationships * Partner with Wealth Advisors, Bankers, Investors, and Trust… more
- MUFG (Tampa, FL)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... a meaningful impact is rewarded. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our… 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, ... senior leaders across lines of business to design innovative client focused products to enhance adoption + Plan and...and own commercialization of new services with internal Sales, Service and onboarding colleagues. + Succeed in a diverse,… more
- JPMorgan Chase (Orlando, FL)
- …Business Management, Financial Planning, Investment Acumen, Relationship Management and Service . This role also supports market level leaders, helping them ... Management tools, products and capabilities - specifically Wealth Plan (WP) and client relationship system + Build out useful advisor content and drive adoption… more
- Citigroup (Tampa, FL)
- …and trade capture) and basic knowledge of other areas (settlement, post settlement, client service , margin, control, etc.), to resolve issues that have impact ... success + Support a wide range of internal clients (product, sales, client delivery, and technology) and external corporate clients + Accountable for management… more
- Citigroup (Tampa, FL)
- …is to facilitate the clearance, settlement and investigation of client securities and derivatives transactions. **Responsibilities:** + Identify project resources, ... and track appropriate KPIs (key performance indicator) and SLAs ( service level agreement) for the group + Recommend and...activities with clients to meet their needs + Assess service quality and identify areas for improvement + Advise… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …specialists. Foster a culture of accountability, continuous improvement, and client -centric service . Manage staffing, training, and performance evaluations ... to ensure team excellence. + **Technology & Systems Integration:** Oversee the implementation and optimization of technology platforms used in advisor transitions. Collaborate with IT and digital teams to enhance automation, data accuracy, and user experience.… more
- Citigroup (Tampa, FL)
- …**Education:** + Bachelors/University degree or equivalent **Job Family Group:** Customer Service **Job Family:** Institutional Client Management **Time Type:** ... Full time **Primary Location:** Tampa Florida United States **Primary Location Full Time Salary Range:** $93,440.00 - $140,160.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and… 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 ... Oriented Principles using Java 17 + 5-8 years of experience on Service Oriented and Microservices architectures, including REST and GraphQL implementations +… more
- Citigroup (Jacksonville, FL)
- …Banking uses its deep footprint to deliver a consistent and enhanced client -centric banking experience. Within Citi's Global Consumer Banking business, the FCFP ... Management Policy + Partner with internal stakeholders to understand supplier service /product being contracted and associated requirements + Support new contracts… more