- Raymond James Financial, Inc. (Coral Gables, FL)
- …and performance tracking. + Servicing of alternative investments and foreign accounts , including setup and maintenance. + May participate in live meetings ... with the Financial Advisor and their respective client(s). + Manages budgeting and...team's performance. + Onboards new clients, opens new client accounts and researches client and security information using internal… more
- DoorDash (Miami, FL)
- …about you because + You have 2+ years of experience working in a Customer Success or Account Management role with excellent verbal and written communications ... About the Team The Customer Success Team at DoorDash's In-Store division is...targets while identifying upsell opportunities to pass to our account development teams. + Develop success plans to ensure… more
- Cisco (Maitland, FL)
- …be successful with Hypershield and Cisco Nexus Smart Switches + Engage with assigned customer accounts to accelerate their value realization by assisting in the ... in the Eastern Region, **Meet the Team** Isovalent, now part of Cisco, is the company founded by the... networks + Build deep technical relationships with key customer team members and be a trusted advisor… more
- Wells Fargo (Ponte Vedra Beach, FL)
- …clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or ... a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the...new or prospective clients + Establish and service client accounts , prepare forms, research account inquiries and/or… more
- Wells Fargo (Miramar Beach, FL)
- …clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or ... Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the...new or prospective clients + Establish and service client accounts , prepare forms, research account inquiries and/or… more
- Wells Fargo (Winter Park, FL)
- …Wells Fargo is seeking a **Market Growth Director** in Wealth and Investment Management as part of Wells Fargo Advisors. This role is part of the National Sales ... skills, deep financial product knowledge, and a proven ability to influence advisor behavior and business outcomes. The Market Growth Director will work closely… more
- TD Bank (Tampa, FL)
- …new business from both existing and new customers. The role is a trusted advisor who, with sensitivity to the customer 's operating environment, structures and ... + Impacts a range of sales achievement for largest accounts and relationships and a significant part ...interaction and execute on plans to continuously improve the customer experience + Acts as a trusted advisor… more
- Brink's (Tallahassee, FL)
- …creating account growth strategies, building pipelines, analyzing performance for customer insights, and tracking ongoing deals in Salesforce + Build trust and ... portfolio into compelling deals + Collaborate with other functional teams (eg, Customer Care, Operations, Marketing) to achieve account development and… more
- Iron Mountain (Tampa, FL)
- …a proven track record in managing a book of business, building strategic customer relationships, and executing account strategies effectively. + **Strategic & ... and socially responsible ways. Are you curious about being part of our growth story while evolving your skills...pivotal role in establishing and growing our presence, deepening customer relationships, and contributing to the success of our… more
- Sprinklr (FL)
- …for new and existing customers as well as develop relationships with key customer stakeholders as a trusted advisor for Sprinklr services solutions, including ... teams to scope and propose new services and support business, to grow existing accounts and secure new customers across our account portfolio with a particular… more
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