- Bank of America (Tampa, FL)
- Registered Private Wealth Client Associate Tampa, Florida **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Office. **Job Summary:** The Senior Product Manager will operate within the Wealth Management Technology group, which is focused on delivering tools and applications ... implementation performed by the Financial Advisor on a recurring basis. The associate will have extensive knowledge and skills obtained through education, and… more
- Morgan Stanley (Tampa, FL)
- …important part of our culture. **Job:** ** Wealth Management* **Title:** *Registered Client Service Associate - Tampa, FL* **Location:** *Florida-Tampa* ... Client Solutions team is seeking a *Registered Client Service Associate *in our...relationships * Engage with participants to introduce value add wealth and liquidity solutions where appropriate * Process and… more
- Morgan Stanley (Tampa, FL)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** * Client Service Associate (Tampa, FL)* **Location:** ... Virtual Client Solutions team is seeking a * Client Service Associate *in our*Tampa,...wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide… more
- Morgan Stanley (Tampa, FL)
- …and resolving client complaints. The Registered Client Resolution Associate will provide industry leading service to Morgan Stanley institutional ... center, escalations, resolution, **Job:** ** Wealth Management* **Title:** *Registered Client Resolution Associate - Gilbert, AZ or Tampa, FL* **Location:**… more
- Citigroup (Tampa, FL)
- The Client Srvc Intmd Assoc Anlyst is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards ... through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely… more
- KPMG (Tampa, FL)
- **Business Title:** Senior Associate , Workday Projects/Assets/Customers Lead **Requisition Number:** 112679 - 27 **Function:** Advisory **Area of Interest:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Tampa, FL)
- **Business Title:** Sr. Associate , Workday Payroll - Implementation **Requisition Number:** 118414 - 27 **Function:** Advisory **Area of Interest:** **State:** FL ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Tampa, FL)
- **Business Title:** Associate , Federal Finance Transformation **Requisition Number:** 117411 - 27 **Function:** Advisory **Area of Interest:** **State:** FL ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Tampa, FL)
- **Business Title:** Senior Associate , Federal Finance Transformation **Requisition Number:** 117410 - 27 **Function:** Advisory **Area of Interest:** **State:** FL ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Tampa, FL)
- **Business Title:** Associate Director, Alliances, Oracle **Requisition Number:** 118158 - 27 **Function:** Advisory **Area of Interest:** **State:** FL **City:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …debits and credits. + Researches and resolves fee disputes, ensuring accurate client billing and satisfaction. + Compiles, reviews, and interprets statistical data ... for accuracy, ensuring transactions align with company policies and client agreements. + Maintains a high level of customer... agreements. + Maintains a high level of customer service by effectively communicating with both internal and external… more
- Regions Bank (Clearwater, FL)
- …in sales presentations + Determines the financial viability and associated risks of client business + Oversees and provides exceptional service for client ... following issues through to resolution, meeting deadlines, and anticipating strategic client needs including future opportunities and risks + Retains existing … more