- HSBC (Miami, FL)
- …in providing clients with appropriate investment solutions and attracting/enhancing client relationships and profitability. As ourInvestment Counselor Analyst ... Investment Counselor Analyst Brand: HSBC Area of Interest: Private Banking...that strategy + Monitor performance and appropriateness of the client 's overall investment portfolio + Build trust with clients… more
- Convey Health Solutions (Fort Lauderdale, FL)
- Job Description Job Title: Client Advisory Analyst Position Summary: Pareto Intelligence (TM) is a bold and innovative healthcare analytics organization ... transformative analytic solutions that others say are not possible. Our Client Advisory Analysts are key members of this mission-immersing themselves in advanced… more
- Convey Health Solutions (Fort Lauderdale, FL)
- …including hiring, promotions, performance management, discipline, and discharge. Positions Supervised: + Client Advisory Analyst - Approx. 4 positions + ... Job Description Job Title: Client Advisory Manager Position Summary: The Client Advisory Manager is responsible for leading the delivery of strategic… more
- Deloitte (Miami, FL)
- …this role ends on 12/31/25. Work you'll do As Master Business Analyst within Deloitte's Finance Operate offering, you will lead engagements implementing proprietary ... clients. You will work at the intersection of product development, client delivery, and operational excellence-ensuring our Finance Operate products, including our… more
- TD Bank (Fort Lauderdale, FL)
- …Insights, & Artificial Intelligence **Job Description:** The Senior Business Intelligence Analyst provides specialized end to end BI support, visualization / ... ad-hoc projects as assigned. **Depth & Scope:** + Works independently as the senior analyst / subject matter expert and may provide technical support to others +… more
- Deloitte (Miami, FL)
- …services firm assisting employers in operating payrolls for their workforce. As a Senior Analyst , you will join a dynamic team delivering our US Managed Payroll Tax ... will need to deliver the following activities to the highest standards of client service with impeccable levels of accuracy: Payroll Tax Configuration & System… more
- Truist (Bal Harbour, FL)
- …Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist ... job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist… more
- Fifth Third Bank, NA (Fort Lauderdale, FL)
- …Planning expert and resource for high net worth prospects and client relationships involving complex financial issues and strategies, typically including ... corporate executives, and private foundations. Provides professional consulting / advisory services to clients through the development, delivery and implementation… more
- JPMorgan Chase (Miami, FL)
- …needs such as credit, investments, or banking. Protect and maintain client confidentiality during investment discussions in accordance with country-specific laws and ... regulations. Provide a holistic approach to the client 's balance sheet, using the Spanish language to present options to clients. Advise clients on investment… more
- Mastercard (Miami, FL)
- …on transaction projections and customer needs. Create performance dashboards by client , monitor approval rates, and propose optimization initiatives to scale ... customers' needs into scalable solutions that deliver results. Business analyst capabilities with technical proficiency. Self-motivated, collaborative, and results-driven… more
