Management Consultant jobs in United States, Florida, Jacksonville

This job is responsible for standard activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective, efficient operations support for internal business partners and external clients. Job expectations include operating with a standard level of independence, and referring to their team lead or manager for direction and support with more complex issues and escalations.

Responsibilities:

Performs onboarding and maintenance of accounts and reviewing required account documentation.
Responds to client inquiries via numerous channels to support operational efficiency and quality client service
Performs basic research, follow-up and resolution of routine research requests
Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate
Provides general operational support including handling inbound calls, mail sorting, and mail distribution
Reviews and approves required account documentation

Skills:

Account Management
Customer and Client Focus
Oral Communications
Research
Attention to Detail
Collaboration
Written Communications
Prioritization
Recording/Organizing Information
Result Orientation

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Bank Of America Transaction Management Ops Analyst - Year United States, Florida, Jacksonville

Bank Of America Account Management Ops Representative United States, New Jersey

Bank Of America Account Management Ops Representative United States, Arizona, Chandler

Bank Of America Account Management Ops Representative United States, Florida, Tampa

07.12.2025

Bank Of America Transaction Management Ops Analyst – Alternative United States, Florida, Jacksonville

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Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures. Responds to moderately complex client inquiries via numerous channels...

This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members.

Responsibilities:

Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures
Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions
Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units

Skills:

Attention to Detail
Customer and Client Focus
Oral Communications
Prioritization
Problem Solving
Account Management
Analytical Thinking
Coaching
Written Communications
Mentoring
Research
Result Orientation

Responsibilities:

Responds to moderately complex client inquiries through numerous channels to support operational efficiency and quality client service

Responsible for the analysis and resolution of moderately complex transactions requiring escalations and/or exceptions

Validate key control reports

Perform Quality Assurance

Required Skills:

2+ years' experience in operations functions
Must have ability to communicate Trade information to external parties
Process manual trade instructions
Strong organizational skills
Strong communication skills (verbal and written)Strong problem-solving and decision-making skills
Time management skills
Proficiency in Microsoft Office products including advanced Excel skills

Skills:

Oral Communication
Written Communication
Customer Focus
Research
Problem Solving
Collaborating
Multitasking
Organization
Time Management
Microsoft Excel
Microsoft Outlook
System Navigation

Desired Skills:

Moderate knowledge of investments and financial markets preferred
Thorough working knowledge of the operational aspects of transactions and products

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18.11.2025

Bank Of America Investment Consultant II - Merrill Premium United States, Florida, Jacksonville

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::This job is responsible for providing prospects and self directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities...

Job Description:

Job Description:
This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach.Responsibilities:

Deliver exceptional service to clients by answering general account inquiries

Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients

Assist clients with brokerage consumer website usage and navigation

Educate potential and existing clients about investment products, services and trading strategies

Research and resolve client requests

Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations

Required Qualifications:

Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)

- Strong analytical and organizational skills

- Detail oriented, with good follow-up skills

- Strong interpersonal skills

- Ability to multi-task in a dynamic environment

- Requires basic knowledge of the organization, products and/or services

- Requires knowledge of financial markets and trading strategies

- Excellent verbal and written communication skills

- Proven ability to meet and exceed productivity and performance goals

- Must be technologically savvy and able to quickly learn new systems

- Must be flexible to work assigned shift within center hours of operation

- Strong desire for point of call resolution

- Focus on client satisfaction

Desired Qualifications:

- Call center experience is preferred but not required

- Previous Brokerage experience is a plus

- 1+ years of financial industry experience

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16.09.2025

Bank Of America Wealth Management Client Service Representative United States, Florida, Jacksonville

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Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information. Handles escalated and complex inquiries...

2nd shift (United States of America)

Job Description:

This job is responsible for providing exceptional customer service to clients in an inbound call center environment. Key responsibilities include receiving calls from clients, branch offices, banking centers, and various internal associates and adhering to the bank's policies and procedures, while thinking critically to determine the best course of action to resolve the issue at hand. Job expectations include providing appropriate account maintenance and resolving client requests in a timely and accurate manner, while demonstrating empathy.

Responsibilities:

Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information
Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service
Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk
Communicates effectively while offering empathy and demonstrating professionalism during all interactions with clients
Navigates multiple systems to migrate clients to on-line and self-delivery channels that enable constant account access

Desired Qualifications:

Experience in a call center and/or a financial/banking center
Customer service experience

Skills:

Account Management
Customer and Client Focus
Issue Management
Oral Communications
Active Listening
Adaptability
Problem Solving
Risk Management
Attention to Detail
Business Acumen
Valuation Ethics and Practice Standards

High School Diploma / GED / Secondary School or equivalent

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15.09.2025

Bank Of America Transaction Management Ops Representative BPRO Mail Processi... United States, Florida, Jacksonville

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Performs standard transaction processing and reconciliation according to the established written guidelines and procedures. Responds to client inquiries via numerous channels to support operational efficiency and quality client service. Performs...

This job is responsible for standard transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support and providing quality service and operations support for internal business partners and external clients. Job expectations include operating with a standard level of independence, and escalating complex issues to leadership to minimize risk.

Responsibilities:

Performs standard transaction processing and reconciliation according to the established written guidelines and procedures
Responds to client inquiries via numerous channels to support operational efficiency and quality client service
Performs basic research, follow-up and resolution of routine research requests
Identifies potential issues in daily operational tasks and escalates risk concerns, as needed
Provides general operational support including handling inbound calls, mail sorting, and mail distribution

Skills:

Attention to Detail
Customer and Client Focus
Oral Communications
Problem Solving
Recording/Organizing Information
Written Communications
Account Management
Analytical Thinking
Prioritization
Collaboration
Mentoring
Research
Result Orientation

LOB Job Description:

The Perform Bookkeeping and Deposit Checks for Merrill Clients team supports the deposit of checks into Merrill brokerage accounts, the opening and sorting of mail that may contain a check, and the validation of financial transactions for Merrill brokerage accounts. This job is responsible for standard transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include processing mail (including deposits) and providing quality service and operations support for internal business partners and external clients. Job expectations include operating with a standard level of independence, and escalating complex issues to leadership to minimize risk.

Required Skills:

Attention to Detail
Effective Written Communications
Recording/Organizing Information
Adaptability
Accountability
Prioritization
Research
Risk Management

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24.08.2025

IE-

Intercontinental Exchange - ICE Software Compliance Engineer Asset Management United States, Florida, Jacksonville

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License Compliance: On-going review of industry and best practices of licensing changes as it related to internal systems and/processes to ensure proper license usage and compliance; End-user device, On-premises and...

Job Purpose

The SAM Compliance Engineer plays a critical role in ensuring software compliance and support audit readiness. Using ServiceNow SAM Pro, this role ensures that software asset management tooling and compliance management is operating effectively.

Responsibilities

License Compliance: On-going review of industry and best practices of licensing changes as it related to internal systems and/processes to ensure proper license usage and compliance; End-user device, On-premises and Cloud Infrastructure devices.
- Contracts Review: Ability to review software vendor contracts to assess and determine licensing, usage and compliance needs.
- Audit Support: Prepare cost and usage reports for internal and/or vendor audits.
- Operational Improvements: Identity opportunities to improve operations via process improvements and/or automation
- Reporting: Generate monthly license position reports, dashboards, and financial summaries.
- SAM Compliance Tooling: Administration of tools such as ILMT, License Servers, SAMPro configuration (DMAP, SW Models, Entitlements, SAMPro Workspace), File Based

Software Asset Management Operations: Develop and maintain a deep understanding of the software asset lifecycle, IT Asset Management policies, SAM procedures, the data model and functionality of the CMDB and software asset management tools in ServiceNow
Understand License Terms: Thoroughly review and comprehend the terms and conditions of software license agreements and understand the systems we have to maintain compliance; including but not limited to open source and commercial libraries.
Maintain Centralized License Inventory: Ensure completeness of software license inventory in a ServiceNow CMDB; maintain records of software purchases and licenses; work onboard and manage licenses acquired by other groups or through acquisition activities.
Manage Overall License Position and Usage Tracking Strategy: Develop and partner with stakeholders to develop methods and implement systems/procedures to manage and track usage and license effectively; monitor how licenses are used and assigned within the organization.
Conduct Regular Audits: Regularly assess compliance with license terms, identify any discrepancies and trends.
Ongoing Compliance Awareness and Education: Continue to educate and train staff on software compliance, policies and tools.
SAM Reporting: Continue to develop and maintain core data and metrics in the form of live ServiceNow Reports and/or dashboards.
Software Discovery Management: Understand and partner with stakeholders to ensure the appropriate level of data is collected to support the SAM License Compliance Program; co-manage data enrichment from data/discovery sources to ensure appropriate data coverage; may manage and/or own discovery tools as needed.
Prepare reports for use by ICE management and by external vendors/auditors.

Knowledge and Experience

Required

3+ years’ experience in Software Asset Management, end user, infrastructure and Cloud license compliance
Experience with ServiceNow SAM Pro, including license workbench and reconciliation jobs.
Administration of IBM’s ILMT
Strong understanding of software licensing (IBM, Microsoft, Adobe, Oracle, etc.).
Strong license compliance experience
Advanced data analysis using excel, excel formulas or other data analysis tools
Bachelor’s degree in computer science, Business Administration, Finance or Information Technology
Certifications in SAM (e.g., CSAM, ServiceNow SAM Pro)
Strong written and verbal communication skills. Ability to prepare and give presentations
Ability to multitask and work independently on multiple projects
Ability to perform well under pressure
Ability to create diagrams, business processes, workflow and/or entity relationship diagrams

Preferred

Working experience on Tanium, Axonius or JAMf
ServiceNow Software Discovery Investigations
Python, Perl or scripting skills
AI-driven automation, prompt engineering and LLM integration
1+ years CMDB and Hardware Asset Management experience

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21.08.2025

USB

US Bank Client Relationship Consultant Banker - United States, Florida, Jacksonville

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Healthcare (medical, dental, vision). Basic term and optional term life insurance. Short-term and long-term disability. Pregnancy disability and parental leave. 401(k) and employer-funded retirement plan. Paid vacation (from two to...

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

Job Description

- High school diploma or equivalent
- Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the .

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.