- Deloitte (Miami, FL)
- …tax consultants and interns on assigned engagements. + Reviewing and/or preparing client billings and account reconciliations. + Assisting with drafting ... tax planning, consulting, and compliance services to a diverse client base in various industry sectors. You will continue...research The wage range for this role takes into account the wide range of factors that are considered… more
- CBRE (Tallahassee, FL)
- …onsite and coordinates the team schedule and responsibilities. + Participate in client and account management to represent CBRE Turner and Townsend ... at pre-bid meetings, shortlist interviews, and project kick-off meetings. + Develop project plans, schedules, and communicate project goals and deliverables. + Conduct walk-through surveys (from 1 hour to multiple days) to assess condition of mechanical,… more
- PNC (Sarasota, FL)
- …needed to be successful in this position. **Preferred Skills** Account Management, Client Prospecting, Competitive Advantages, Customer Relationships, ... strategies and tactics. Develops and oversees the execution of account and sales plans. May have direct sales and... and sales plans. May have direct sales and client responsibilities. + Manages risk/return and drives quality for… more
- Bank of America (Sarasota, FL)
- …Planning Counselor (CRPC). * Obtained your insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- ReSource Pro (Orlando, FL)
- …identifying new opportunities, contributing to sales pursuits, and expanding revenue within existing client accounts. In this role you will Account Management & ... environments, and business needs. + Drive Strategy: Lead regular strategic meetings with client partners and key stakeholders to ensure alignment on goals and future… more
- Bank of America (Port Saint Lucie, FL)
- …of one year of financial services industry or sales experience **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding them with advice and… more
- Bank of America (Pinellas Park, FL)
- …High School Diploma / GED / Secondary School or equivalent Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- Bank of America (Ponte Vedra Beach, FL)
- …the full breadth of resources across the bank to create opportunities that meet a client 's diverse financial needs **Skills:** + Account Management + Client ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Cisco (Miami, FL)
- …of Cisco technology, services, and support specialists * Collaborate closely with the Client Executive on account planning activities * Educate the customer on ... and services portfolio. The SE will partner with a Client Executive in a pre-sales technical function, showcasing Cisco...Technology solution consultant to the customer and the Cisco account team * As a technology SME of the… more
- Robert Half Office Team (Boca Raton, FL)
- …integrated software tools and systems. * Execute follow-up tasks such as trades, account setup, and money movements after client meetings. * Address and ... with the corporate office to maintain seamless operations. * Respond to client inquiries and provide account -related information within compliance guidelines. *… more