- Edward Jones (Valrico, FL)
- …asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial ... ** Client advocate. Skilled communicator. Problem solver. Does that... team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …ensure supervisory practices align with regulatory expectations, mitigate firm risk, and support advisor and client outcomes. + Develop and implement a robust ... **Skill in** + Strategic and analytical thinking to align regulatory, firm, advisor , and client needs. + Establishing KPIs and linking them to business outcomes.… more
- BMO Financial Group (West Palm Beach, FL)
- …management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an ... understanding of and care for the client through proactive delivery of holistic advice and solutions...of holistic advice and solutions designed to meet the client 's specific financial planning needs. Coordinates and integrated team… more
- Truist (Davie, FL)
- …job description:** Job Summary Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, ... tolerance to determine which financial strategies and solutions best meet the client 's needs. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the… more
- Google (FL)
- …for common platforms and devices. + Ability to engage and collaborate with client stakeholders and other groups within the customer environment to drive resolution ... teams like Mandiant Security Architects, Detection and Infrastructure Engineers, client Information Technology (IT) resources, and other business resource owners,… more
- US Bank (Fort Lauderdale, FL)
- …for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around ... client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship… more
- MUFG (Tampa, FL)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...our colleagues must think and act to become more client -obsessed, inclusive and innovative. They reflect who we are,… more
- Leap (Boca Raton, FL)
- …candidate's experience, skills, competencies, and qualifications. Interpersonal Skills: + Client -Centric & Hospitality-Driven- seeks to create genuine and authentic ... deep product knowledge and delivers accurate, valuable insights to enhance the client experience. + Adaptable: Thrives in a dynamic, matrixed environment by staying… more
- Citigroup (Miami, FL)
- …in a way that is easily understood **Relationship Management** + Serve as the client 's advocate and trusted advisor (primary contact) for strategic advice on ... **Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the...client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored… more
- Acxiom (Tallahassee, FL)
- …for continuous improvement. **Facilitate Cross-Functional Collaboration** * Act as a trusted advisor to client marketing, sales, and product teams, fostering ... They will work as an integral extension of the client 's marketing team, contributing to the client ...the client 's marketing team, contributing to the client organization's vision and success. **What You Will Do:**… more