- Shuvel Digital (Pensacola, FL)
- …the below information for clarity on the position description. Description: A Shared Services Advisor provides guidance and support across various shared ... over $149 billion in assets, and over 23,000 employees. Our client is seeking a Shared Services - Advisor (HR)-15556-Hybrid in Pensacola, FL. You seem to… more
- Edward Jones (Tarpon Springs, FL)
- ** Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team.** At Edward Jones, we're all about making a ... licensed branch associates are highly visible members of the client team, working under the leadership of a financial... team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are… more
- Bank of America (Sarasota, FL)
- …previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, ... applies knowledge of borrowing and banking to recommend financial services that best align with the client 's...service skills with ability to manage the full client end-to-end experience and problem resolution. + Strong written… more
- Edward Jones (Tallahassee, FL)
- …registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your ... administrator to help you run your branch. World-class products, services and support . And the stability of...A support network that extends from your client support team office to your region… more
- Truist (Orlando, FL)
- …service specialists (Integrated Relationship Management [IRM] partners) who are designated to support client service and development efforts (eg banking, ... services . Leverage the Truist referral network to generate client acquisition and provide comprehensive advice and solutions. Following...but is not limited to, the delivery of excellent client service behaviors, support of… more
- Truist (Jupiter, FL)
- …sources; effectively work with various specialists and IRM partners who are designated to support client service and business development efforts (eg credit, ... and deepening client relationships through needs-based, high-level client service and through delivery of the...investment, trust and fiduciary services , and insurance services ) in a manner that promotes client … more
- Fifth Third Bank, NA (Naples, FL)
- …in accordance with licensing guidelines. + Minimum of eight (8) years of successful sales/ client service experience in financial services industry. + Stays ... Fifth Third Bank. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private...Ensures delivery and execution of Private Bank experience and client service standards. Responsible and accountable for… more
- Regions Bank (Sarasota, FL)
- … acquisition, the Advisor is responsible for retaining and providing advisory services and support to their existing client relationships. **Primary ... + Ensures that account administration complies with fiduciary principles + Coordinates client service activities with other wealth management partners + Mentors… more
- Ensono (Miami, FL)
- …and identify opportunities for cost reduction. + Develop a holistic understanding of client 's environment and Ensono support model. + Assist in the development ... point for significantly "visible" and/or prolonged outages. + Participate in monthly/quarterly service review meetings with Client as required to review… more
- Citigroup (Jacksonville, FL)
- …through a wide range of products, services and tools based on client profiling. + With the support of product specialists, intuitively recognize and ... Client and digital programs available + Provide exceptional support and issue resolution for digital and dedicated advice...experience + Experience in a proactive, successful sales and service role in the financial services industry… more