- Raymond James Financial, Inc. (St. Petersburg, FL)
- … for individuals. * Review and summarize planning documents to help the financial advisor and client gain an understanding of the client 's planning, ... with relevant departments to provide comprehensive recommendations for the financial advisor , the client and the client 's legal and tax professionals (eg… more
- BMO Financial Group (Sarasota, FL)
- …care for the client through proactive delivery of holistic advice and solutions designed to meet the client 's specific financial planning needs. Coordinates ... team of subject matter experts to craft and execute creative solutions for the client . + Develops and executes the business development strategy, sales targets… more
- Deloitte (Tampa, FL)
- …As the Client Relationship Executive, you will: + Build trusted advisor relationships with key client executives through content-driven discussions aligned ... develop strategic relationships within the National Reconnaissance Office (NRO) Client Business Unit. Candidates should have strong relationship management skills… more
- Equitable (Orlando, FL)
- Financial Advisor - FL Orlando, Mt. Dora, Kissimmee, Daytona Beach, and Melbourne (5125) ( 240000F8 ) **Primary Location** : UNITED STATES-FL-Orlando ... you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play...and access to a full suite of remote-work technology solutions . You will also upskill from participating in local… more
- Cognizant (Tallahassee, FL)
- …partner for three leading providers of cloud or platform-based CPQ and Billing Solutions . We provide unique and differentiated value to our clients, our ISV ... intellectual property, and a refined set of delivery accelerators. **Job Summary** The Solution Architect is a senior project leadership role that is critical to the… more
- Truist (Orlando, FL)
- …uncover needs and provide opportunities to add value. Demonstrates how particular investment solutions match client 's individual needs, using a wide range of ... to add value through holistic financial management. Demonstrates how particular investment solutions match client 's individual needs, using a wide range of… more
- ADP (Miami, FL)
- …feature/functionality, system requirements, internal processes, and related questions. Resolves client issues surfaced by the sales organization, some of which ... issues (payroll, tax filing, banking/money movement, etc.), many of them potential client escalations, and other inquiries via phone and email from Mega Elites.… more
- Paychex (St. Petersburg, FL)
- …service, the goal is to drive increased participation in MPP plans, improve client retention and support the overall goals of the organization. 50% Travel and ... Human Resource Professionals, Benefit Specialty Group, Benefit Service team, Client Advocates, Underwriting, Paychex Insurance Agency, and other key stakeholders… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and reputation risk to the firm as it relates to addressing client grievances and regulatory inquiries. Works independently on difficult assignments that are ... in nature requiring originality and ingenuity and provides comprehensive solutions to complex problems. **Essential Duties and Responsibilities** + Pro-actively… more
- Citigroup (Miami, FL)
- …market clients. In addition, they are able to deliver quality Private Bank client relationships ( solutions and services) in an intensely competitive fragmented ... in a way that is easily understood **Relationship Management** + Serve as the client 's advocate and trusted advisor (primary contact) for strategic advice on… more
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