- Bank of America (St. Augustine, FL)
- …Key responsibilities include deepening client relationships through platform services , supporting clients with self- service or transactional activities, and ... provide financial center clients with both consumer and small business solutions, services , and strategies when uncovering personal banking needs and helping clients… more
- Capital One (Tallahassee, FL)
- …they operate; understand purchasing needs and behavior + Become a trusted advisor by building positive relationships, handling client needs and coordinating ... 50 million+ consumers. We are a passionate and entrepreneurial team that embraces bold ideas, fosters collaborations and delivers...client -side processes should work with our products and services + Work independently and seek out feedback and… more
- Concentrix (Tallahassee, FL)
- …Builds and demonstrates a strong understanding and knowledge of BPO and Technical Services associated with their target client 's industry sector. - Develops and ... contacts across various verticals and a world class operations team to deliver the solution. Our team ...client relationships of trust and become a trusted advisor . - Excellent problem-solving and conflict-resolution abilities. - Ability… more
- Deloitte (Miami, FL)
- …presenting at conferences. A summary of the expectations is provided below: + Client Service : Advise client on leading practices and technology/industry ... Business Development: Participate in sales pursuits as a pursuit team member or subject matter advisor . Participate...Demonstrated experience with the sales cycle by helping frame client opportunities. Participated in the pursuit team … 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
- Hanson Professional Services Inc. (Sarasota, FL)
- …The belief in sustainability within our company's practices creates a focus on client success and partnerships that are important to our communities and our ... is a strategic partner to the CEO and President serving as a knowledgeable advisor on a wide range of operational and transportation-related topics. This position is… 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 ... goals, and by coordinating with the extended KPB relationship team to execute and advise on the client...client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and… more
- Parexel (Tallahassee, FL)
- …a timely manner with an understanding of issues which may impact project profitability and client satisfaction + Acts as a trusted advisor to clients, often on ... and methodologies, as well as extensive knowledge of what services RS provides. A Senior/Vice President Technical provides a...resolutions to possible problems or conflicts within the project team and/or the client + Provides guidance… 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)...3. As a key member of the Truist Wealth client facing team , share responsibility for developing… more
- Bank of America (Pensacola, FL)
- …The **Market Supervision Manager** (MSM) is a member of the Market Leadership Team , along with the Market Client Relationship Manager (CRM). The Market ... must determine when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance… more