- Raymond James Financial, Inc. (St. Petersburg, FL)
- …meetings, conference calls and seminar events. * Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other ... * Strong interpersonal and leadership skills to provide a high level of customer service. * Cultivating and maintaining effective working relationships at all levels… more
- WheelHouse IT (Fort Lauderdale, FL)
- …manage our team of technical professionals while driving sales growth and customer satisfaction. The Account Manager is responsible for client retention and growth, ... support, and timely resolution of issues. + Serve as a trusted advisor to clients, understanding their business needs and recommending tailored IT solutions.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Examples include measuring client profitability and attrition, evaluating financial advisor productivity, completing performance reports for key initiatives and ... internal customers and IT professionals. + Provide a high level of customer service. + Establish and maintain effective working relationships with others.… more
- M&T Bank (North Palm Beach, FL)
- …presentation skills Strong planning skills Strong organizational skills Strong customer focus Thorough knowledge of fiduciary business including decisioning ... technical trust and planning experience CTFA (Certified Trust and Financial Advisor ) certification Strong interpersonal skills **Physical Requirements:** M&T Bank is… more
- V2X (Melbourne, FL)
- …professionalism. As a Senior Financial Analyst, you will serve as a key advisor and subject matter expert in budget formulation, execution, and financial analysis ... evaluate contract / program status and ensures compliance with USG and customer requirements. + Monitors progress of program requirements. + Monitors cost… more
- DarkStar Intelligence LLC (Tampa, FL)
- …senior level. Provides mentorship to junior personnel and serves as a key advisor to leadership on ISR collection efforts. Location: Tampa, FL Schedule (FT/PT): ... and relevance. + Collaborate across the intelligence community to identify customer needs and develop validated collection strategies. + Evaluate the efficiency… more
- Mastercard (Miami, FL)
- …customers; either within the MA payment ecosystem and beyond, to Recorded Future's diverse customer base. This position will be based in Purchase, St. Louis or Miami ... members on product development and go-to-market implementation. Strategic partner and trusted advisor to a demanding business unit; High level of interaction with… more
- Regions Bank (Tampa, FL)
- …architectures and vendor dependencies + Builds and maintains technical trusted advisor relationships with influential technical decision makers within Technology + ... and platforms (OpenTelemetry, DynaTrace, Splunk a plus) + Knowledge with Customer Relationship Management (CRM) systems like Salesforce + Understanding the… more
- Behind the Design (Coral Springs, FL)
- …+ Submit detailed specs after the in-home sales process and follow the customer relationship through to a satisfactory installation + Build and nurture long-term ... their living spaces, join our team of design-driven professionals and become the trusted advisor clients rely on and rave about. This is your opportunity to grow… more
- JPMorgan Chase (Jacksonville, FL)
- …operational marketing and administrative support to the primary Private Client Advisor (s), within JPMorgan Wealth Management. **Job responsibilities** + Work as a ... performance reports + Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires + Support business unit operational… more