- HUB International (Fort Lauderdale, FL)
- …slide decks, and follow-up resources. + Maintain, monitor, and update Customer Relationship Management (CRM) software with accurate client and meeting data. ... advisor requests in a timely manner. + Collaborate with Directors, Advisors, and Relationship Managers on client service initiatives. + Participate in client… more
- WTW (Tampa, FL)
- …demonstrate: + Strong negotiation skills + Effective management and mentoring of Associate Client Advocates (ACAs) + Robust project management capabilities + ... **Description** The Client Advocate (CA) is a key client...Ability to interpret, analyze, and present analytical models + Relationship Management skills: able to leverage internal and external… more
- AssistRx (Orlando, FL)
- …to upsell and enhance their products and services. + Research high-level solutions for the client . + Develop the relationship with the client through regular ... The Senior Account Manager cultivates and maintains AssistRx's relationship with our Pharmaceutical manufacturing partners. In this...In this role, you'll be working with pharmaceutical executives ( Associate Director and above) on a daily basis to… more
- Citigroup (Jacksonville, FL)
- The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... services. + Directly responsible for providing timely responses to client service requests, received via telephone or email. +...issues will be owned end to end by the associate and will be treated with a closed loop… more
- Citigroup (Jacksonville, FL)
- The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... services. + Directly responsible for providing timely responses to client service requests, received via telephone or email. +...issues will be owned end to end by the associate and will be treated with a closed loop… more
- Wells Fargo (Palm Beach, FL)
- …skills, including time and priority management. + Collaborate effectively with relationship team members, client 's advisors and other colleagues. + ... trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also provides… more
- Guidehouse (Tampa, FL)
- …to lead in the energy transition. **The Opportunity** We are seeking a dynamic ** Associate Director** to drive growth and client impact to utility and energy ... This role is ideal for a strategic thinker and relationship builder who thrives in a fast-paced, collaborative environment...of energy. **What You Will Do** **:** As an ** Associate Director** , you will: + **Lead strategic consulting… more
- Truist (Miami, FL)
- …deposits, credit cards, mortgages, etc. within the Medical or Legal industry per the client relationship plan. 6. Has a basic knowledge of all wealth management ... firms by supporting and partnering with Specialty Wealth Advisors and Specialty Relationship Managers Typically manages a portfolio of Medical clients or legal… more
- Grant Thornton (Tampa, FL)
- POSITION SUMMARY Audit Associate As an Audit Associate at Grant Thornton, your primary responsibility will be performing audit procedures in the areas of cash, ... and other income and expenses. + Gain understanding of client operations, processes, and business objectives and utilize that...the audit. + Develop and maintain a good working relationship with clients to enhance customer satisfaction and work… more
- WTW (Jacksonville, FL)
- …present hard-to-place submissions to carriers, negotiate to secure coverage that meets client needs, oversee preparation of client proposals and maintain strong ... consultative advisor who thrives in creating technical sound solutions that address the client 's risk without turning their balance sheet upside down, this is the… more