- Edward Jones (Tampa, FL)
- …Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the ... BOA is to provide administrative support to a financial advisor or a team of multiple financial...or legal experience plus demonstration of job progression/responsibility + ** Client Service :** Provide exceptional service … more
- Deloitte (Miami, FL)
- …and technical issues. + Serve as a trusted advisor by managing client relationships, delivering consultative services , and consistently exceeding client ... + Oversee engagement teams, ensuring high-quality delivery of compliance and consulting services , while fostering team development and motivation. + Lead market… more
- Progress Rail Services Corp. (Jacksonville, FL)
- … client relationships; * Customer-focused mindset, with a passion for understanding client needs, delivering value, and providing exceptional service to drive ... to achieve sales targets and revenue goals. Your role involves understanding client needs, presenting solutions, and negotiating contracts to secure new business and… more
- Bank of America (West Palm Beach, FL)
- …responsibilities include serving as the primary point of contact or trusted advisor , collaborating with teammates, and facilitating client relationships with ... Sr. Relationship Manager - Global Commercial Banking - Dealer Financial Services (Miami, Fort Lauderdale, Palm Beach) Miami, Florida;West Palm Beach, Florida; Fort… more
- Deloitte (Tampa, FL)
- …opportunities, manage client accounts, and advance various Deloitte initiatives. The Team : National Federal Tax Services (NFTS) is a national practice within ... Do: As a Manager on our Strategic Partnership Solutions team you will: + Refine your skillset with the...products, and other various industries. + Deliver value to client experiencing a public offering (including SPACs) and interact… more
- SHI (Tallahassee, FL)
- …business objectives. + Drive revenue growth within the professional services team by identifying new opportunities and optimizing service offerings. + ... a $16 billion global provider of IT solutions and services .** **Over 17,000 organizations worldwide rely on SHI's concierge...to work independently and as part of a collaborative team . + Strong client relationship management skills.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …process improvement initiatives; identify inefficiencies and recommend enhancements + Support the Client Admin Support team members and managers with plans, ... issues, escalating as needed + Work with cross-functional teams ( Client Engagement, Service Advisors, and Risk) to...in writing. + Work independently and collaboratively within a team environment. + Deliver high-quality customer service … more
- SHI (Tallahassee, FL)
- …objectives. + Drive revenue growth within the professional services team by identifying new opportunities and optimizing service offerings. **Microsoft ... a $16 billion global provider of IT solutions and services .** **Over 17,000 organizations worldwide rely on SHI's concierge...to work independently and as part of a collaborative team . + Strong client relationship management skills.… more
- Citizens (Boca Raton, FL)
- … through cross-sell partners and acts as a trusted advisor to the client 's executive management team . Within the Middle Market team , the Relationship ... active market coverage of prospective clients to achieve new client acquisition goals to generate new and incremental margin...non-credit ancillary product sales, including capital markets products and services offered by the Bank. + The RM must… more
- ADP (Maitland, FL)
- …**Responsibilities:** + The analyst will act as a "one-stop-shop" for the Sales team and work collaboratively with Service organizations to ensure prioritized ... is hiring a** **Deal Desk Analyst I - Retirement Services (RS) within our Commercial Operations Center of Excellence...hit without exception. You will serve as a trusted advisor to Sales teams and work directly with SMB… more