- 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Manage work estimation and planning of analytical activities, which may include team resourcing, project timeframes, and scope of projects. Develop and execute plans ... competence to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify… more
- JPMorgan Chase (Tampa, FL)
- …future of travel while taking your career to new heights! As a Travel Advisor , you will support both internal and external customers with questions related to travel ... and more complex situations. Demonstrating problem-solving skills and functioning as a service specialist, you will take the necessary steps to recognize, research,… more
- BMO Financial Group (West Palm Beach, FL)
- …to meet the client 's specific financial planning needs. Coordinates and integrated team of subject matter experts to craft and execute creative solutions for the ... relationship plans, financial plans and reviews) + Leads Annual Client Review with team members to evaluate...build capability and drive business growth. + Meets high-quality service standards to maximize relationship retention and growth. +… more
- Mass Markets (FL)
- …advice comply with insurance regulations and company policies. + Deliver high-quality service to ensure customer satisfaction and retention. + Respond to customer ... information to customers. + Promote various insurance products and services to meet sales targets and business objectives. +...with their insurance policies. + Work closely with other team members and departments to ensure a cohesive customer… more
- US Bank (Fort Lauderdale, FL)
- …Responsible 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. Incumbent is a highly seasoned financial industry...of US Bancorp Banking, Trust, and Investment products and services - Ability to partner with colleagues to identify… more
- Google (FL)
- …for common platforms and devices. + Ability to engage and collaborate with client stakeholders and other groups within the customer environment to drive resolution ... teams like Mandiant Security Architects, Detection and Infrastructure Engineers, client Information Technology (IT) resources, and other business resource owners,… more
- Leap (Boca Raton, FL)
- …customer first. Key responsibilities include supporting sales initiatives, enhancing team and customer engagement, maintaining visual and operational standards, and ... accessories, including basic knowledge of materials, product features, and the service expectations of high-end clientele. + Availability: Flexible and adaptable to… 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...team . + Provide a high level of customer service . Use appropriate interpersonal styles and communicate effectively, both… more
- Raymond James Financial, Inc. (Clearwater, FL)
- …Works both independently and with the team to provide support to the financial advisor . + With accuracy process client transactions per client request or ... Industry, Thakar Financial LLC is seeking a dynamic Client Service Associate who is looking to...financial advisor request. + Open new client accounts. + Ensure client paperwork and… more