- JPMorgan Chase (Tampa, FL)
- …a large portfolio of clients? If so, this could be the role for you! As a Client Service Account Manager in the Diversified team, you will support a portfolio of ... gaps, and discovering development opportunities. **Job responsibilities:** + Serve as a key advisor and proactive partner to the client , providing advice and… more
- HUB International (Fort Myers, FL)
- …complements advisor responsibilities for new business development and existing client perpetuation, and is expected to maintain a book of accounts based ... support and involvement through HUB Gives **SUMMARY:** The Employee Benefits Account Manager markets and services accounts in accordance with company objectives and… more
- KeyBank (Naples, FL)
- … is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client 's financial ... client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and...Manager (CRM) system, and personal meetings. Captures the client 's goals in a financial plan. + Prepares and… more
- Truist (Tampa, FL)
- … experience , which should include experience as an investment advisor , portfolio manager , or other investment-related activities with a focus on ... **Please review the following job description:** The Reserve Investment Manager 2 (IM) is responsible for partnering with Wealth...advice for HNW clients. 4. Actively assist in the client onboarding experience and develop the Investment… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Works both independently and with the team to provide support to the financial advisor . + With accuracy process client transactions per client request or ... financial advisor request. + Open new client accounts. + Ensure client paperwork and...preferred. + Sie/Series 7 and Series 66 preferred + Experience in using Client Relationship Management software… more
- AECOM (Tampa, FL)
- …steering business and client opportunity and serving as a role and advisor to the overall project team.** Candidates should have demonstrated use of industry ... management is desired. + 8 years of recent relevant experience in a direct Design Manager /...developing and growing clients and design teams, achieve trusted advisor status. + Demonstrated experience in managing… more
- Sharecare (Tallahassee, FL)
- …have excellent client management and relationship building skills. The Provider Sales Manager will serve as a trusted advisor and subject matter expert on ... of 5 years' experience in consultative solution selling environment + Excellent client facing and presentation skills + Strong client success skillset with… more
- The ODP Corporation (Sunrise, FL)
- …culture. Quickly builds ongoing customer/ client relationships and becomes a trusted advisor . Partners with General Manager to execute on new business-related ... for growing total sales within the location. The Sales Manager will partner with the General Manager ... first environment resulting in a memorable and positive client experience ; building customer retention, strong relationships,… 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, ... career opportunities go to www.topconcareers.com . **Summary** The National Account Manager , Strategic Partner will lead and grow relationships with Topcon's most… more
- Brink's (Tallahassee, FL)
- …provide equal opportunity to participate and grow. Job Description As an Enterprise Client Partner (ECP) at Brink's, you will build and maintain long-term executive ... relationships at national retailers, serving as a trusted collaborator and advisor to key decision-makers. By leveraging knowledge of the complete Brink's solution… more
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