- JPMorgan Chase (Palm Beach, FL)
- The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth ... wealth management solutions, and delivers a high level of service. As a Client Specialist within JP Morgan Wealth Management, you will focus on addressing the… more
- Truist (Tampa, FL)
- …relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, ... high-level client service and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new clients by leveraging… more
- Citigroup (Miami, FL)
- …Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth 's high net worth clients. A PC will manage the implementation of ... Citi Global Wealth investment products to identify unusual concentrations of individual...advisors to identify asset allocation gaps and with product specialist to define strategies to close such gaps. +… more
- BMO Financial Group (Sarasota, FL)
- …is established within the area and has years of experience in Wealth Management/Private Banking working with high net worth clients. Provides advisory-based sales ... of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter experts to craft… more
- Huntington National Bank (Naples, FL)
- Description Summary:The Private Bank Service Specialist III, as part of Huntington Private Bank, is responsible for the day-to-day activities and interaction between ... servicing of the relationship. Partners with one or more Wealth Advisors to support the sales process and deliver...deliver exceptional service to high-net worth clients. The Service Specialist III is also responsible for opening and maintaining… more
- Bank of America (Miami, FL)
- Residential Real Estate Specialist New York, New York;Miami, Florida; Stamford, Connecticut; Chicago, Illinois; Boston, Massachusetts; Charlotte, North Carolina; ... to make a difference. Join us! **Job Description:** The Residential Real Estate Specialist (RRES) is the primary source of expertise for UHNW clients to deliver… more
- Customs and Border Protection (Pembroke Pines, FL)
- …of mission support, workforce management, administrative research, and other program planning activities related to missions and functions of the position. This ... to $102,364.00 (GS-11 Step 10). As a Mission Support Specialist (Generalist), you will become a key team member...key team member of Homeland Security professionals involved in planning and carrying out a wide variety of administrative,… more
- Customs and Border Protection (Orlando, FL)
- …promotion potential to $79,443 (GS-9 Step 10). The Inventory Management Specialist performs analytical work pertaining to managing, regulating, and controlling ... accountable property, The work includes material management consisting of planning , acquisition, distribution, accountability, storage, and disposal/destruction of supplies… more
- Cherry Bekaert (Tallahassee, FL)
- …Financing Services Practice (SFS) is seeking an Application Writer and Community Engagement Specialist with a background in the New Markets Tax Credit (NMTC) or ... obligations + Proficiency in Word and Excel + BA in English, Journalism, Finance, Planning or related field preferred What We Offer You: + A well-run firm that… more
- S&P Global (FL)
- …also partners closely with Finance and business stakeholders on long-term financial planning . This small, nimble team is responsible for evaluating all significant ... divestitures, and other strategic options. + Support medium-term strategic planning processes. In partnership with the Finance team, help...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more