- Raymond James Financial, Inc. (St. Petersburg, FL)
- …cohesion with other Virtual Financial Advisors to oversee over $3 billion in client assets to ensure proper fiduciary processes and procedures are integrated and ... the business. * Provides escalated support and guidance in dealing with client portfolios and various customer queries. * Informs appropriate management about issues… more
- Jacobs (Fort Lauderdale, FL)
- …employees with growth opportunities while delivering global solutions to our client 's local programs. We consistently receive high rankings from Engineering ... the Business Leader for our Florida/Caribbean geography, you are responsible for client relationships with existing clients and for relationship development with new… more
- SitusAMC (Tallahassee, FL)
- SitusAMC is where the best and most passionate people come to transform our client 's businesses and their own careers. Whether you're a real estate veteran, a ... team for execution + Owns the process of prioritizing and troubleshooting client questions, including communicating status clearly and proactively keeping the … more
- Acxiom (Tallahassee, FL)
- …for Adobe Workfront (Adobe Practice) will serve as the primary advocate for client success, ensuring maximum value realization from a client 's Adobe Workfront ... project management solutions with exceptional relationship management skills to drive client satisfaction, retention, and growth. This role requires a strategic… more
- Bank of America (Jacksonville, FL)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... * Recommends banking and investments strategies that align with client financial goals and needs * Triages client... client financial goals and needs * Triages client requests and makes referrals to appropriate internal service… more
- Zimmerman Advertising (Fort Lauderdale, FL)
- …Account leadership and represent the wider Agency in establishing and exceeding Client goals. General Responsibilities + The Sr. Account Executive assists with ... that these projects meet or exceed internal team and Client expectations + Sr. Account Executives are in direct...Sr. Account Executives are in direct contact with the Client and are responsible for representing the Agency's core… more
- TD Bank (Aventura, FL)
- …needs, reviewing financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central point of contact, ... responsible for providing client service & developing the relationship to achieve greater...receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to… more
- Bank of America (St. Petersburg, FL)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... to achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a sustainable book… more
- EXOS (Miami, FL)
- …a culture of excellence and growth. In this management role, you'll oversee client programs, guide and support staff, and drive program innovation using Exos' ... cutting-edge methodology. If you're passionate about leadership in coaching, committed to client success, and ready to make a lasting impact, we want to hear from… more
- RailPros Field Services (Jacksonville, FL)
- …internal compliance responsibilities, this role serves a critical client -facing function; supporting external compliance services and revenue-generating ... opportunities through conducting client audits, delivering consulting services, and collaborating with customers...CFRs and industry regulations. + Respond to and track client requests for training records and compliance documentation. +… more