- Grant Thornton (Fort Lauderdale, FL)
- …more, confidently. Your day-to-day may include: + Manage, direct, and monitor multiple client services teams on client engagements; plan, execute, direct, ... client 's tax burden + Consult, work with, and service client to make recommendations on business...business and process improvement and serve as a business advisor to client + Other duties as… more
- H&R Block (Jacksonville, FL)
- …tax office associate positions + Serve as point of contact for onsite escalated client service concerns + Ensure clients are scheduled properly and conflicts are ... transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we… more
- US Bank (Tampa, FL)
- …for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around ... client that meets and exceeds client needs....of US Bancorp Banking, Trust, and Investment products and services - Ability to partner with colleagues to identify… more
- H&R Block (West Palm Beach, FL)
- …tools (ie, video conferencing, phone, chat, email) + Generate business growth, increase client retention, and offer additional products and services + Understand ... transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we… more
- H&R Block (Jacksonville, FL)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. It...+ Ensure all H&R Block clients are receiving superior service + All other duties as assigned Your Expertise… more
- EFI Global (Tampa, FL)
- …YOU CARE, THERE'S A PLACE FOR YOU HERE EFI Global is a full- service engineering, fire investigation, environmental, health and safety, and specialty consulting ... services firm serving a variety of industries in both...output of others ensuring all work meets or exceeds client expectations and contractual obligations. + Meets or exceeds… more
- City National Bank (Tallahassee, FL)
- …investors who have expressed an interest in RBC Rochdale investment services . Develops "partnering" relationships with Independent Financial Advisor , accounting ... objective of providing the highest level of investment management services to their clients. Performance in the role is...accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare … more
- Citigroup (Miami, FL)
- …market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services ) in an intensely competitive fragmented ... in a way that is easily understood **Relationship Management** + Serve as the client 's advocate and trusted advisor (primary contact) for strategic advice on… more
- Leap (Boca Raton, FL)
- …accessories, including basic knowledge of materials, product features, and the service expectations of high-end clientele. + Availability: Flexible and adaptable to ... candidate's experience, skills, competencies, and qualifications. Interpersonal Skills: + Client -Centric & Hospitality-Driven- seeks to create genuine and authentic… more
- Truist (Orlando, FL)
- …issues in a timely manner by receiving and investigating incidents or service tickets. 4. Provides technical consultation on extremely challenging or unusual ... teams * Clarity * Archer * Knowledge of ITIL or other IT service management frameworks * Familiarity with regulatory compliance requirements * Experience working in… more