דרושים United States, Jacksonville

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...

Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs. Responds to customer inquiries and concerns,...

Performs moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures. Responds to moderately complex...

Performs set-up and maintenance of core data across client, account, instrument, and agreement data, and oversees data quality within key data platforms. Ensures transactions are completed in an accurate and...

FINRA Securities Industry Essentials Examination (SIE), Series 7 & Series 63 licenses. One or more years of call center experience. Minimum of one year experience verbally delivering complex information clearly,...

Conducting client due diligence (CDD) and enhanced due diligence (ECDD) in accordance with internal policies, procedures and regulatory guidelines. Review of refresh requirements for assigned jurisdiction in line with related...

Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Generate business results and acquire...