- 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
- Citigroup (Tampa, FL)
- …patching and upgrades to ensure compliance with security standards for each client . + Provide Cognos technical assistance to application and business teams to ... case of any disaster. + Drive Root Cause Analysis (RCA) post restoration of service and implement steps to avoid such situation. + Design testing approaches, complex… more
- Arena Investors LP (Jacksonville, FL)
- …1940; . Support the CCO with FINRA broker-dealer requirements; . Monitoring of Client guidelines and restrictions; . Review of marketing materials; . Review of ... trading list and watchlist; . AML/KYC risk-assessment and due-diligence; . Service provider due-diligence; . Portfolio management review and monitoring (eg trade… more
- C&W Services (Tallahassee, FL)
- …Management. **Other:** + Performs special assignments as needed or as requested by the Senior Vice President and/or the Vice President , Operations. + ... opportunities. + Growth may consist of new lines of service within an existing client site or...Executes such other responsibilities as determined by the Senior Vice President and/or the Vice … more