- Truist (Tampa, FL)
- …clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team , contributing to the short and long-term strategic planning ... the establishment of the strategic direction of the Financial Advisor team to increase revenue. 2. Consults...support, including ongoing counsel and advice, relationship reviews and client service initiatives. 5. Participate in the… more
- SHI (Tallahassee, FL)
- …and cost estimates + Drive revenue growth within the professional services team by identifying new opportunities and optimizing service offerings + Technical ... Client Relationship Management + Function as a trusted advisor for clients, building strong relationships with stakeholders and...business development executives, to ensure a unified approach to service delivery and client engagement + Work… more
- SHI (Tallahassee, FL)
- …of services + Drive revenue growth within the professional services team byidentifyingnew opportunities andoptimizingservice offerings + Engage with SHI ... emerging technologies, and competitive landscape to refine and enhance service positioning + Act as a trusted advisor... success managers, to ensure a unified approach to service delivery and client engagement + Contribute… more
- Edward Jones (Valrico, FL)
- …- and our people. Our licensed branch associates are highly visible members of the client team , working under the leadership of a financial advisor . You ... Registered Branch Associates are an essential part of the client team , and we rely on their...changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf… more
- Kyndryl (Tallahassee, FL)
- …role in driving profitable growth, leveraging our comprehensive capabilities to build strong client relationships, and leading your team to success. This role ... + Leverage a proven track record of consulting and selling digital workplace services , managing large client portfolios and driving revenue growth. ** Client… more
- Truist (Miami, FL)
- …and execute all marketing and direct sales activities for a Financial Advisor team with a goal of increasing client retention to sustain and grow revenue. ... Provide leadership to the Financial Advisor team and contribute to the short-...Develop and execute a cohesive branding strategy to maximize client retention and increase new business. 3. Create all… more
- Edward Jones (Longboat Key, 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
- Edward Jones (Tallahassee, FL)
- …Skills + Digital Tool Utilization + Team Collaboration **Role Requirements** + ** Client Service :** Provide exceptional service to clients via inbound and ... of that team along with the financial advisor . You are the first voice a client...**Can you see yourself ** + Delivering exceptional personalized service to ensure clients feel understood and informed +… more
- TIAA (FL)
- The Divisional Director, Advisor Consultants leads and develops a team of Advisor Consultants by implementing strategies across all channels to build ... team . **Key Responsibilities and Duties** + Leads a team of Wealth Advisor Consultants across all...with partner firms and collaborating with internal sales and service teams to ensure Wealth Advisor Consultants… more
- Anywhere Real Estate (Miami, FL)
- …Client Groups, build trusted relationships, and act as the liaison between Client Groups, brand leadership, and internal service teams. Support onboarding for ... and service delivery benchmarks that ensure operational effectiveness and client satisfaction. Collect and analyze data from global affiliates. 7. **Legal, IP… more