Jobs in United States, Florida, Miami Beach
Bank Of America Wealth Management Client Associate United States, Florida, Miami
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Job Description:
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Skills:
Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
These jobs might be a good fit
Bank Of America Relationship Banker - Downtown Beaches Market Bilingual Span... United States, Florida, Miami Beach
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Job Description:
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.Responsibilities:
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilitiesRequired Qualifications:
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Is confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages time and capacity.
• Focuses on results, while acting in the best interest of the client.
• Can be flexible to work weekends and/or extended hours as needed.Desired Qualifications:
• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or financeSkills:
• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit
EY Databricks Data Engineer - Senior Consulting Location Open United States, Florida, Miami
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Technology – Data and Decision Science – Data Engineering – Senior
In this role, you will design and build analytics solutions that deliver significant business value. You will collaborate with other data and analytics professionals, management, and stakeholders to ensure that technical requirements align with business needs. Your responsibilities will include creating scalable data architecture and modeling solutions that support the entire data asset lifecycle.
Your key responsibilities
As a Senior Data Engineer, you will play a pivotal role in transforming data into actionable insights. Your time will be spent on various responsibilities, including:
- Designing, building, and operating scalable on-premises or cloud data architecture.
- Analyzing business requirements and translating them into technical specifications.
- Optimizing data flows for target data platform designs.
- Design, develop, and implement data engineering solutions using Databricks on cloud platforms (e.g., AWS, Azure, GCP).
- Collaborate with clients to understand their data needs and provide tailored solutions that meet their business objectives.
- Lead end-to-end data pipeline development, including data ingestion, transformation, and storage.
- Ensure data quality, integrity, and security throughout the data lifecycle.
- Provide technical guidance and mentorship to junior data engineers and team members.
- Communicate effectively with stakeholders, including technical and non-technical audiences, to convey complex data concepts.
- Manage client relationships and expectations, ensuring high levels of satisfaction and engagement.
- Stay updated with the latest trends and technologies in data engineering and cloud computing.
This role offers the opportunity to work with cutting-edge technologies and stay ahead of industry trends, ensuring you gain a competitive advantage in the market. The position may require regular travel to meet with external clients.
Skills and attributes for success
To thrive in this role, you will need a blend of technical and interpersonal skills. Your ability to communicate effectively and build relationships will be crucial. Here are some key attributes we look for:
- Strong analytical and decision-making skills.
- Proficiency in cloud computing and data architecture design.
- Experience in data integration and security.
- Ability to manage complex problem-solving scenarios.
To qualify for the role, you must have
- A Bachelor’s degree in Computer Science, Engineering, or a related field required (4-year degree). Master’s degree preferred
- Typically, no less than 2 - 4 years relevant experience in data engineering, with a focus on cloud data solutions.
- 5+ years of experience in data engineering, with a focus on cloud data solutions.
- Expertise in Databricks and experience with Spark for big data processing.
- Proven experience in at least two end-to-end data engineering implementations, including:
- Implementation of a data lake solution using Databricks, integrating various data sources, and enabling analytics for business intelligence.
- Development of a real-time data processing pipeline using Databricks and cloud services, delivering insights for operational decision-making.
- Strong programming skills in languages such as Python, Scala, or SQL.
- Experience with data modeling, ETL processes, and data warehousing concepts.
- Excellent problem-solving skills and the ability to work independently and as part of a team.
- Strong communication and interpersonal skills, with a focus on client management.
Required Expertise for Senior Consulting Projects:
- Strategic Thinking: Ability to align data engineering solutions with business strategies and objectives.
- Project Management: Experience in managing multiple projects simultaneously, ensuring timely delivery and adherence to project scope.
- Stakeholder Engagement: Proficiency in engaging with various stakeholders, including executives, to understand their needs and present solutions effectively.
- Change Management: Skills in guiding clients through change processes related to data transformation and technology adoption.
- Risk Management: Ability to identify potential risks in data projects and develop mitigation strategies.
- Technical Leadership: Experience in leading technical discussions and making architectural decisions that impact project outcomes.
- Documentation and Reporting: Proficiency in creating comprehensive documentation and reports to communicate project progress and outcomes to clients.
Ideally, you’ll also have
- Experience with data quality management.
- Familiarity with semantic layers in data architecture.
- Familiarity with cloud platforms (AWS, Azure, GCP) and their data services.
- Knowledge of data governance and compliance standards.
- Experience with machine learning frameworks and tools.
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $106,900 to $176,500. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $128,400 to $200,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
- Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
These jobs might be a good fit
Bank Of America Wealth Management Client Associate United States, Florida, Miami
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Job Description:
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Skills:
Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit
Bank Of America Business Solutions Advisor - Bay Point Financial United States, Florida, Miami
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This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.
Responsibilities:
- Recommends financial advice and guidance that align with client financial goals and needs
- Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
- Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
- Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
- Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
- Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience
Required Qualifications:
- Has demonstrated experience and proven success with business-to-business sales and/or small business banking
- Has strong communication skills with the ability to effectively influence clients
- Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution
- Has a proven sales track record
- Can build productive partnerships and working relationships
- Is experienced with outbound phone sales
Desired Qualifications:
- Experience with financial information, spreadsheets and financial skills
- Experience with in-person customer service and sales
- Experience working with small business clients
- Experience meeting or exceeding goals
- A working knowledge of small business products and services
- Bilingual skills
Skills:
- Client Management
- Client Solutions Advisory
- Customer and Client Focus
- Referral Identification
- Risk Management
- Client Experience Branding
- Credit Documentation Requirements
- Credit and Risk Assessment
- Pipeline Management
- Referral Management
- Attention to Detail
- Collaboration
- Issue Management
- Prospecting
- Relationship Building
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit
Bank Of America Registered Wealth Management Client Associate United States, Florida, Daytona Beach
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Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Required Qualifications:
- FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or 66
- Displays advanced industry knowledge and understanding of investment products
Desired Qualifications:
- Energetic individual that is self-motivated, coachable and flexible in thought
- Enjoys a fast-paced environment with changing and evolving responsibilities
- Detail oriented
- Invested in personal development
- Consistently pursues client experience excellence
- Works quickly to fulfill client needs, delivering complex solutions
- Frequent communication and an abundance of discretion with sensitive information
- Microsoft Word, Excel and PowerPoint experience with Salesforce a plus
- Professional verbal and written communication
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
Minimum Education Requirement:High School Diploma / GED / Secondary School or equivalent
- For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.
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EY Databricks Data Engineer - Manager Consulting Location Open United States, Florida, Miami
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Technology – Data and Decision Science – Data Engineering – Manager
In this role, you will design and build analytics solutions that deliver significant business value. You will collaborate with other data and analytics professionals, management, and stakeholders to ensure that business requirements are translated into effective technical solutions. Key responsibilities include:
- Understanding and analyzing business requirements to translate them into technical requirements.
- Designing, building, and operating scalable data architecture and modeling solutions.
- Staying up to date with the latest trends and emerging technologies to maintain a competitive edge.
Key Responsibilities:
As a Data Engineering Manager, you will play a crucial role in managing and delivering complex technical initiatives. Your time will be spent across various responsibilities, including:
- Leading workstream delivery and ensuring quality in all processes.
- Engaging with clients on a daily basis, actively participating in working sessions, and identifying opportunities for additional services.
- Implementing resource plans and budgets while managing engagement economics.
This role offers the opportunity to work in a dynamic environment where you will face challenges that require innovative solutions. You will learn and grow as you guide others and interpret internal and external issues to recommend quality solutions. Travel may be required regularly based on client needs.
Skills and attributes for success:
To thrive in this role, you should possess a blend of technical and interpersonal skills. The following attributes will make a significant impact:
- Lead the design and development of scalable data engineering solutions using Databricks on cloud platforms (e.g., AWS, Azure, GCP).
- Oversee the architecture of complex cloud analytics solutions, ensuring alignment with business objectives and best practices.
- Manage and mentor a team of data engineers, fostering a culture of innovation, collaboration, and continuous improvement.
- Collaborate with clients to understand their analytics needs and deliver tailored solutions that drive business value.
- Ensure the quality, integrity, and security of data throughout the data lifecycle, implementing best practices in data governance.
- Drive end-to-end data pipeline development, including data ingestion, transformation, and storage, leveraging Databricks and other cloud services.
- Communicate effectively with stakeholders, including technical and non-technical audiences, to convey complex data concepts and project progress.
- Manage client relationships and expectations, ensuring high levels of satisfaction and engagement.
- Stay abreast of the latest trends and technologies in data engineering, cloud computing, and analytics.
- Strong analytical and problem-solving abilities.
- Excellent communication skills, with the ability to convey complex information clearly.
- Proven experience in managing and delivering projects effectively.
- Ability to build and manage relationships with clients and stakeholders.
To qualify for the role, you must have:
- Bachelor’s degree in computer science, Engineering, or a related field required; Master’s degree preferred.
- Typically, no less than 4 - 6 years relevant experience in data engineering, with a focus on cloud data solutions and analytics.
- Proven expertise in Databricks and experience with Spark for big data processing.
- Strong background in data architecture and design, with experience in building complex cloud analytics solutions.
- Experience in leading and managing teams, with a focus on mentoring and developing talent.
- Strong programming skills in languages such as Python, Scala, or SQL.
- Excellent problem-solving skills and the ability to work independently and as part of a team.
- Strong communication and interpersonal skills, with a focus on client management.
Required Expertise for Managerial Role:
- Strategic Leadership: Ability to align data engineering initiatives with organizational goals and drive strategic vision.
- Project Management: Experience in managing multiple projects and teams, ensuring timely delivery and adherence to project scope.
- Stakeholder Engagement: Proficiency in engaging with various stakeholders, including executives, to understand their needs and present solutions effectively.
- Change Management: Skills in guiding clients through change processes related to data transformation and technology adoption.
- Risk Management: Ability to identify potential risks in data projects and develop mitigation strategies.
- Technical Leadership: Experience in leading technical discussions and making architectural decisions that impact project outcomes.
- Documentation and Reporting: Proficiency in creating comprehensive documentation and reports to communicate project progress and outcomes to clients.
Large-Scale Implementation Programs:
- Enterprise Data Lake Implementation: Led the design and deployment of a cloud-based data lake solution for a Fortune 500 retail client, integrating data from multiple sources (e.g., ERPs, POS systems, e-commerce platforms) to enable advanced analytics and reporting capabilities.
- Real-Time Analytics Platform: Managed the development of a real-time analytics platform using Databricks for a financial services organization, enabling real-time fraud detection and risk assessment through streaming data ingestion and processing.
- Data Warehouse Modernization: Oversaw the modernization of a legacy data warehouse to a cloud-native architecture for a healthcare provider, implementing ETL processes with Databricks and improving data accessibility for analytics and reporting.
Ideally, you’ll also have:
- Experience with advanced data analytics tools and techniques.
- Familiarity with machine learning concepts and applications.
- Knowledge of industry trends and best practices in data engineering.
- Familiarity with cloud platforms (AWS, Azure, GCP) and their data services.
- Knowledge of data governance and compliance standards.
- Experience with machine learning frameworks and tools.
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $125,500 to $230,200. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $150,700 to $261,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
- Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
These jobs might be a good fit
Share
Job Description:
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Skills:
Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
These jobs might be a good fit
