- Kimley-Horn (Tallahassee, FL)
- …federal, state, and local regulations, as well as Kimley-Horn's and our client 's practices, procedures, and standards. + Evaluate development proposals to identify ... Personal leave, flexible scheduling, floating holidays, and half-day Fridays. + Financial Wellness: Student loan matching in our 401(k), and performance-based… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …areas; remains current with developments and trends in areas of expertise. + Client Focus: Make internal and external clients and their needs a primary focus ... of actions; develop and sustain productive client relationships. + Mentorship: Ability to mentor and guide team members to ensure good practices are followed and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and troubleshooting IPSec Tunnels. + SSL VPN (Global Protect, F5 BigIP Edge Client ) + SDWAN and SASE technologies (preferably Cisco Viptela and Prisma SDWAN/Access). ... their needs a primary focus of actions; develop and sustain productive client relationships. + Work a non-standard schedule including nights and/or weekends and/or… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and their needs a primary focus of actions; develop and sustain productive client relationships. + Work a non-standard shift including nights and/or weekends and/or ... **_This position follows our hybrid workstyle policy: Expected to be in a Raymond James office location a minimum of 10-12 days a month._** **_Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future._**… more
- HUB International (Tallahassee, FL)
- …related duties as assigned. + Works Closely with the Benefits & Financial Analyst . **ADDITIONAL DUTIES AND RESPONSABILITIES:** + Attends seminars, professional ... The Client Relationship Manager acts as a liaison between the client and insurance carriers for service, enrollment, claims and administration; constantly… more
- Xerox (Boca Raton, FL)
- Client Manager **General Information** Press space or enter keys to toggle section visibility City Boca Raton State/Province Florida Country United States Department ... tomorrow. Today, Xerox is continuing its legacy of innovation to deliver client -centric and digitally-driven technology solutions and meet the needs of today's… more
- KeyBank (Naples, FL)
- … (CIMA) (preferred) + Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state) ... client advisor developing and implementing strategies based on the client 's financial goals, and by coordinating with the extended KPB relationship team to… more
- Truist (Homosassa, FL)
- …service that clients deem outstanding. 2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and ... Wealth, Advisory, and/or Retail Lending experience) or one years' experience in a financial client relationship manager role. 3. Advanced knowledge of a broad… more
- Regions Bank (West Palm Beach, FL)
- …+ Technical Training in financial and economic markets + Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, ... development investment objectives and goals through discussion and identification of client priorities + Implements and communicates investment related changes based… more
- Regions Bank (Orlando, FL)
- … Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and ... relationships. **Primary Responsibilities** + Performs perpetual discovery, assessing a client 's financial situation to retain & grow the client … more