- Bank of America (Destin, FL)
- …cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching teams to deliver a modern, digital first ... in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team,… more
- Sharecare (Tallahassee, FL)
- …experience in a business development, account management, or customer support role in software or financial services + At least 3-5 years of experience in a ... SLAs + Understand and report up to date financial standing of services and Interprets data...changes that may impact Sharecare's ability to efficiently deliver services + Responsible for creating client profile,… more
- City National Bank (Miami, FL)
- …units. Analyzes needs of prospects and provides information about Bank products and services that can enhance client 's financial position specifically ... Colleagues with the closing of deals and the implementation of banking services . Interacts with Bank colleagues to discuss prospects/referrals and formulate sales… more
- Butterfly Effects (Deerfield Beach, FL)
- …client questions regarding invoices, benefits, and payment plans. + Communicate client financial responsibility clearly and accurately. + Verify insurance ... benefits for ABA therapy services (both in-network and out-of-network). + Provide support in...closely with field staff and office staff to ensure client satisfaction. + Identify and proactively address potential concerns… more
- Jacobs (Fort Lauderdale, FL)
- …economic and financial analysis with support from more junior members of the financial services team. * Lead pursuits for economic and financial studies ... financial pro forma projections, benefit-cost analyses, cost of service , rate and valuation models, and other related forms... consulting tasks. * Present findings of economic and financial studies to client staff and governing… more
- Cherry Bekaert (Palm Beach Gardens, FL)
- …An ideal fit for our firm displays a passion for superior client service , uncompromising integrity, excellent project management abilities, and leadership ... Staff throughout engagements + Broaden technical knowledge through review of complex client transactions + Financial statement preparation and/or review +… more
- Cherry Bekaert (Tampa, FL)
- …An ideal fit for our firm displays a passion for superior client service , uncompromising integrity, excellent project management abilities, and leadership ... Staff throughout engagements + Broaden technical knowledge through review of complex client transactions + Financial statement preparation and/or review +… more
- Truist (Lakeland, FL)
- …equivalent education and related training or experience. 2. Four years of financial services and consumer/small business expertise or equivalent experience ... motivating teammates, to fulfill the Purpose Mission and Values for client 's financial success and team empowerment. 6. Partnership with Integrated Relationship… more
- Parsons Corporation (Jacksonville, FL)
- …Leads a team to complete transportation projects; responsible for fulfillment of executed client contracts and financial performance of project + Establish and ... collections of outstanding accounts receivables + Submit and regularly review financial reports, including percent complete, client billing, outstanding accounts… more
- Parsons Corporation (Fort Lauderdale, FL)
- …Leads a team to complete transportation projects; responsible for fulfillment of executed client contracts and financial performance of project + Establish and ... collections of outstanding accounts receivables + Submit and regularly review financial reports, including percent complete, client billing, outstanding accounts… more