- Truist (Tampa, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES ... report process, prepare routine client correspondence and perform maintenance of client records. 5. Manage the financial advisor 's calendar to maximize the… more
- World Insurance Associates, LLC. (West Palm Beach, FL)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services ... payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to...across personal lines, commercial lines, employee benefits, and financial services . + Deliver a high-touch client experience,… more
- Edward Jones (West Palm Beach, FL)
- …to provide an optimal branch and client experience + Deliver excellent service by proactively anticipating Financial Advisor and client needs and ... them are the measure of everything we do. And Service and Operations divisions are at the center of...by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax… 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 ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that… more
- World Insurance Associates, LLC. (Tampa, FL)
- …presented client "pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and your ... World Insurance Associates ("World") is a unique financial services organization with a global network of brokers...to clients + Must be willing to become each client 's trusted risk management advisor and bring… more
- Navy Federal Credit Union (Pensacola, FL)
- …of insurance/investment products and services to achieve the financial client 's goals as a registered representative/ advisor /agent of Navy Federal Investment ... Overview To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video… more
- APTIM (Tampa, FL)
- … client projects. This individual will serve as a technical leader, trusted client advisor , and key contributor to the evolution of APTIM's environmental and ... part of APTIM's broader initiative to expand its consultancy services in EHS, Sustainability, and Environmental Social Governance (ESG)...ESG-focused service offerings. **Key Responsibilities/Accountabilities:** + Lead and support APTIM's… more
- Hubbard Broadcasting (West Palm Beach, FL)
- …onboarding from start to finish, ensuring implementation is well-organized and aligned with client expectations. Serve as an advisor to clients, utilizing 2060 ... and across the entire client lifecycle. Lead client retention efforts by providing exceptional service ...Lead client retention efforts by providing exceptional service that ensures client satisfaction and nurtures… more
- Truist (Miami, FL)
- …of America) **Please review the following job description:** Responsible for providing client coverage banking services to corporate clients, to include ... winning Capital Markets and Banking solutions or other advisory services that align with client 's strategic and...6. Proven ability to develop, nurture and monetize "trusted advisor " client relationships with senior executives 7.… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... + May participate in live meetings with the Financial Advisor and their respective client (s). + Manages...Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent… more