- Edward Jones (Valrico, FL)
- …asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial ... ** Client advocate. Skilled communicator. Problem solver. Does that...a wide variety of issues related to personalized investment solutions , involving the financial advisor when appropriate… more
- Acxiom (Tallahassee, FL)
- We are seeking a Client Solutions Architect - Senior Director who combines deep expertise in cloud data architecture with strong hands-on experience in ... This role is ideal for a senior leader who can serve as a trusted advisor to enterprise clients, guiding them through the design and delivery of modern, privacy-safe… more
- Mass Markets (FL)
- …Business Process Outsourcing (BPO), and Anything-as-a-Service (XaaS) cloud technology solutions across a wide range of industries, including healthcare, retail, ... with customers to understand their requirements and provide relevant solutions . + Ensure that all activities and advice comply...including encrypted ones, are not allowed for accessing the client 's Work at Home systems. + You must provide… more
- MUFG (Tampa, FL)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...privacy, and security industry best practice guidance, leveraging technological solutions to meet enterprise needs. + Evaluate the extent… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …solutions . + Increase operational efficiency, improve productivity and strengthen the advisor / client relationship through the use of technology. + Address the ... effort, conduct needs analysis, create education plans and develop education solutions for branch associates, management, advisory teams, and other audiences. +… 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
- 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
- EFI Global (Tampa, FL)
- …empower clients to make better-informed business decisions. EFI's combination of global solutions and local expertise has earned the firm a reputation for delivering ... Reviews the work output of others ensuring all work meets or exceeds client expectations and contractual obligations. + Meets or exceeds productivity levels as… more
- Xylem (Orlando, FL)
- …customer expectations through innovative and sustainable solutions . We're Hiring for a ** Client Solutions Manager** in the East Region of the United States! ... Volunteer Program, Xylem Watermark (https://www.xylem.com/en-us/watermark/) ! THE ROLE **: ** The ** Client Solutions Manager** will be responsible for becoming a… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …macroeconomic/market research into actionable tactical investment views + Develop commentary for advisor and client consumption that outlines our strategic and ... and will be expected to participate in presentations, conferences, and other client -related events. **Essential Duties and Responsibilities** + Lead the design and… more