- World Insurance Associates, LLC. (Titusville, FL)
- …leads through internal organic channels such as referrals from existing clients, client advisors and unit leaders. + Manage inbound quote requests and outbound lead ... accurate activity and client records in CRM/AMS + Collaborate with Client Advisors to optimize outcomes + Cross-sell opportunities from existing books of business… more
- JPMorgan Chase (Jacksonville, FL)
- …Wealth Management, you will support the market and serve as a liaison between Advisors and Private Client Investment Associates. You will drive the execution of key ... + Serve as liaison and manage relationships between Private Client Investment Associates, Advisors , and Market Directors of Wealth + Maintain and track revenue share… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Duties and Responsibilities** + Reviews, calculates, and reconciles payroll for termed Advisors and Branches and provides detailed reporting to support payment or ... and/or write-off transactions. + Establishes contact and discussions with termed Advisors and/or Branch Managers to facilitate payments or collections. + Creates,… more
- Santander US (Miami, FL)
- …service their clients effectively. + Provides infrastructure support to several Financial Advisors (FAs) + Driven to provide superior service for both internal and ... requests, inquiries and service needs + Manages the Financial Advisors ' calendars, including scheduling appointments + Provides administrative support including… more
- Charles Schwab (Miami, FL)
- …and certain third-party asset management, products and services to consultants and advisors , across multiple distribution channels. The team also supports with the ... will build trusting relationships with local Financial Consultants and Wealth Advisors , providing education and support to their clients and investors interested… more
- SHI (Tallahassee, FL)
- …within SHI Services Cybersecurity Business Unit. This role partners with Client Advisors , Cybersecurity Advisors , other Security Consultants, and subject matter ... experts to design and deliver service-centric solutions that address client security needs. You will engage with enterprise clients to uncover, develop, and win security services opportunities-both project-based professional services and managed services-by… more
- Aaron's Inc (Haines City, FL)
- …is also eligible for incentive pay based on performance._ Aaron's Customer Account Advisors serve as coaches to our customer, driving payment collections and lease ... bring them one-step closer to ownership. **Skills for Success** Customer Account Advisors can connect and relate well to people, demonstrate empathy, listen… more
- Sharecare (Tallahassee, FL)
- …platform that connects families with non-medical, in-home caregivers, and Care Advisors provide support and guidance to families during the caregiver search, ... + Ability to maintain strict confidentiality, and exercise good judgment + Care Advisors are expected to meet performance goals set forth per CareLinx guidelines +… more
- Arena Investors LP (Jacksonville, FL)
- …commercial real estate bridge lending, and commercial and consumer assets). Quaestor Advisors , LLC ("Quaestor") is an affiliated Special Servicer, which provides mid ... committee presentations *Work with legal, financial, valuation and accounting advisors on account management, diligence and documentation *Help to structure… more
- Truist (Tampa, FL)
- …and train support teammates accordingly 7. Partner with sales leadership and advisors to assist in sales and client acquisition activities through ongoing support, ... commercial credit and deposit knowledge to successfully support a team of advisors with all product discussions and offerings. 3. Previous leadership experience… more
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