- KeyBank (Naples, FL)
- …and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing ... strategies based on the client 's financial goals, and by coordinating with the extended...and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors… more
- Truist (Tampa, FL)
- …to coordinate resources, problem solve, and deliver to clients the highest level of client service . * Is intensely focused on building brand internally. a. ... for partnering with Wealth Advisors to deliver Investment Management Services to new High Net Worth ($5+MM in AUM)...($5+MM in AUM) clients and deepen and strengthen existing client relationships in the Reserve segment of Truist Wealth.… more
- H&R Block (Melbourne, FL)
- …business expenses, gross taxes, and other reports, as needed. + Perform payroll services as requested by the business client account including preparation of ... meetings and training sessions to continuously improve the bookkeeping service provided to the client . + Attends training related to the effective and efficient… more
- Help at Home (Winter Park, FL)
- …clients and caregivers. + Prepares and submits required departmental reports. + Documents client conditions, services provided, and any changes or concerns. + ... **Overview** _As the nation's leading provider of high-quality home care services , we empower our clients to live independently, safely, and with dignity in their… more
- Citigroup (Miami, FL)
- …needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. + With the support of product ... + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:**… more
- Performance Optimal Health (Naples, FL)
- …as data entry, scheduling, and document management (print/fax/scan). + Promote additional services and products to enhance client engagement with the Performance ... to empower clients to live better lives. Through our services , based on the Four Pillars of Optimal Health-exercise,...Teams and other channels. Requirements Qualifications: + Exceptional customer service skills and a passion for client … more
- Truist (Miami, FL)
- … management skills with the ability to sell a wide range of products and services and very strong Client Service Skills. 7. Excellent verbal, written ... financial consulting for all medical and/or legal clients. 2. Develops overall client strategy to introduce all appropriate financial solutions and specialists to… more
- Ensono (Miami, FL)
- …Recovery Services , successfully execute tasks associated with any given client 's disaster recovery plans. + Follow ITSM change control procedures _We want ... reshape how our world runs. As an expert technology adviser and managed service provider with cross-platform certifications, Ensono empowers our clients to keep up… more
- Turner & Townsend (Tampa, FL)
- …Championing innovation, digital transformation, and process improvement initiatives to enhance service delivery and client satisfaction. + Preparing and ... **Company Description** Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. Working with our clients… more
- Oracle (Tallahassee, FL)
- …deployment of services within Oracle PaaS/SaaS Cloud, including building new service toolkits and setting up the necessary tools and infrastructure. + Identify ... the value of Oracle Cloud solutions. Serving as a client advocate, this role provides deep product expertise and...Cloud (OIC), Oracle SOA Suite, Oracle Visual Builder Cloud Service (VBCS), Oracle Process Cloud (PCS), and Oracle Database.… more