21 client solutions jobs at 9 companies in Venice, FL
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Commercial Solutions Banker
St. Petersburg or Winter Park or Mount Dora or United States
RemoteFull Time
3+ YOE3+ years commercial/business banking or treasury experience; strong knowledge of commercial account structures, ACH/wire/Positive Pay/RDC; excellent communication, organization, and client service skills; ability to work US Eastern hours remotely.
ACH, wire transfer, Positive Pay, Remote Deposit Capture (RDC), Teladoc, E-Verify
2w
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Financial Solutions Advisor Registration Candidate - Daniels Crossing Financial Center
Fort Myers, Florida, United States
OnsiteFull Time
1+ YOEObtain SIE, Series 7 and Series 66 (63/65 accepted) within required timelines, register under SAFE Act if originating mortgages; aptitude for licensing, client relationship building, time management, and technology adaptation.
2w
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Financial Solutions Advisor Registration Candidate - Daniels Crossing Financial Center
Fort Myers, Florida, United States
OnsiteFull Time
1+ YOEObtain SIE, Series 7 and Series 66 within required timeframes, register under SAFE Act for mortgage originations, 1 year financial services or sales experience preferred, strong client relationship and sales aptitude.
2mo
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Connected Solutions Mid Market Sales Engineer (T&O)
New York City or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$63k-$219k/yr HybridFull Time
4+ YOE4+ years client-facing technical experience; 4+ years architecting UKG/ADP solutions; 2+ years in cloud modernization or data/AI initiatives; pre-sales, solution design, POCs, stakeholder management; Bachelor’s degree or equivalent experience.
UKG, ADP, GenAI, AI/ML, WFM
1w
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Outsourced Accounting Senior – Treasury and Payment Solutions
Atlanta or Iselin or Miami or Baton Rouge or Fort Myers or New York City or New Orleans or West Palm Beach or Fort Lauderdale or Columbus or Chicago
HybridFull Time
3+ YOEBachelor's in accounting/finance required; 3+ years treasury/accounts payable or related experience; CPA or CTP preferred; strong internal controls, Excel, client-facing and analytical skills; ability to work extended hours.
Microsoft Excel
2mo
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Microsoft Dynamics 365 Business Applications - Client-Facing Senior Technical Architect
Chicago or Washington DC or Tallahassee or Sarasota or Hartford or Nashville or Costa Mesa or San Jose or Atlanta or Boston or Burlington or Cleveland or Columbus or Dallas or Fort Lauderdale or Fort Wayne or Grand Rapids or Indianapolis or Knoxville or Lexington or Plano or Livingston or Louisville or Los Angeles or Miami or The Woodlands or New York or Oak Brook Terrace or Sacramento or San Francisco or South Bend or Springfield or Tampa or Houston or Austin
$143k-$301k/yr OnsiteFull Time
8+ YOE8+ years designing and delivering enterprise solutions on Microsoft platforms; 5+ years with D365 F&O/AX and/or CE; 2–3 full-cycle implementations in architect/lead role; Bachelor's degree; hands-on D365 F&O extensibility and Power Platform/Azure experience; strong integration and security governance; Microsoft certifications.
Microsoft Dynamics 365 Finance and Operations, Power Platform, Azure, Dataverse, DMF, OData, API Management, Service Bus, Event Grid, Functions, Logic Apps
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Relationship Banker / SrRB - Sun City
Sun City Center, Florida, United States
OnsiteFull Time
4+ YOEDevelop and expand client relationships; provide financial solutions; cross-train for teller duties; meet sales targets; strong communication.
Microsoft Office
2mo
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Sales Executive - PEO, Sarasota
Sarasota, Florida, United States
HybridFull Time
4+ YOEH.S. diploma required, 4 years of HCM or PEO sales experience, valid driver's license required; ability to prospect, present solutions, and onboard PEO clients.
2w
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Financial Consultant - Ft. Myers, FL
Fort Myers, Florida, United States
OnsiteFull Time
FINRA Series 7 and 66 licensed (or ability to acquire Series 66 upon hire), proven relationship-building and investment knowledge, ability to present complex solutions, client service orientation; degree/CFP helpful.
1mo
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Senior Solution Advisor, Payment Integrity
St. Petersburg or Plano or Boston or St. Louis or Atlanta or Morristown
$127k-$161k/yr HybridFull Time
Experience in healthcare payment integrity/case management required; college degree and active LPN or RN required; coding experience or certification preferred; strong data analysis, client-facing, project management, and MS Office skills.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word