- Bank of America (St. Augustine, FL)
- …and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or ... transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting… more
- Cognizant (Tampa, FL)
- …a trusted Salesforce and Retail/CPG Technical Solution SME:** Act as a trusted advisor by leveraging Salesforce insights to anticipate client needs, align with ... part of Delivery team and serve as a strategic advisor and subject matter expert (SME) within the Retail...in technical and management capacity. Focused on growing our client base, this role supports the entire customer lifecycle… more
- Truist (Tampa, FL)
- …new High Net Worth ($5+MM in AUM) clients and deepen and strengthen existing client relationships in the Reserve segment of Truist Wealth. The Reserve IM 2will ... deliver advice proactively based upon financial planning and a holistic view of the client 's circumstances. The Reserve IM 2 will typically manage a client base… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …with Marketing senior leadership and the Data Insights team, identifies advisor experience metrics/KPIs and establishes overall advisor experience objectives ... departments. Develops/ensures connections leading to enhanced opportunities for visibility and advisor engagement. + Presents to audiences of various levels and… more
- Concentrix (Tallahassee, FL)
- …build new client relationships of trust and become a trusted advisor . - Excellent problem-solving and conflict-resolution abilities. - Ability to analyze data ... as a result. - Proactively generates and builds new client relationships from qualification to close. - Demonstrates a...practices and disciplines of the company. Acts as an advisor and coach internally to develop win strategy through… more
- Topcon Positioning Systems, Inc (Tallahassee, FL)
- …a trusted advisor , offering solutions and recommendations aligned with the client 's business objectives. + Target new and existing accounts through JV projects, ... relationships with Topcon's most valuable clients, driving revenue growth through client management and strategic account development. This role requires a proactive… more
- SHI (Tallahassee, FL)
- …+ Client Relationship Management + Function as a trusted advisor for clients, building strong relationships with stakeholders and decision-makers + Address ... to lead the design of innovative ServiceNow solutions that align with client business objectives. This role combines deep platform expertise with consultative… more
- Black & Veatch (Orlando, FL)
- …facilities. The PFAS Process Lead will collaborate with the PFAS Initiative Team, Client Directors, and Project Managers on new business pursuits related to PFAS ... marketing opportunities such as presenting at local/national conferences, building/maintaining client relationships, and identifying new business prospects The PFAS… more
- Citigroup (Tampa, FL)
- …+ Subject matter expert who develops and implements business initiatives, client solutions, and/or projects + Stays abreast of developments within the ... Supports a wide range of internal clients (product, sales, client delivery, and technology) and external corporate clients +...direct impact on the business + Acts as an advisor or coach to new or junior staff. Builds… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Visa sponsorship, either currently or in the future._** **Key Responsibilities** + ** Advisor Onboarding & Enablement** + Serve as the primary technology liaison for ... future-state ("to-be") workflows to identify opportunities for efficiency and enhanced advisor experience. + Define and maintain key business artifacts, including… more