- Raymond James Financial, Inc. (Coral Gables, FL)
- …setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking of Financial ... Advisor expenses. + Creates reports to build more practice...industry regulations. + Trading terminology. **Skill in:** + Client Relationship Management (CRM) software, or similar contact management software.… more
- Broadcom (Tallahassee, FL)
- …As a Technical Adoption Manager (TAM), you will serve as a trusted advisor , driving a cross-functional, unified customer experience using your technical, ... You will also be able to create a long-term relationship with your assigned customers while developing an understanding...customer engagement, you will serve as a trusted advisor , and ensure best-in-class execution and recommend improvements in… more
- Cisco (Tampa, FL)
- … needs and align the proper Cisco solution - own the room and establish a trusted advisor relationship at levels up to CxO + Proven track record or managing and ... positioning Cisco security solutions aligned accurately to their requirements. As an advisor to the customer , you'll be working with technology experts… more
- Raymond James Financial, Inc. (Clearwater, FL)
- …solver, and is able to work independently. This role helps provide high quality customer service to prospective and existing clients. The candidate will play a key ... with the team to provide support to the financial advisor . + With accuracy process client transactions per client.... + Create notes and other records in Client Relationship Management software. + Perform other tasks as assigned.… more
- Bank of America (Okeechobee, FL)
- …lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions ... Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of...technology **Skills:** + Active Listening + Business Acumen + Customer and Client Focus + Oral Communications + Problem… more
- PNC (Palm Beach Gardens, FL)
- …through onboarding and servicing.Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business. ... of team processes, such as pre-call planning, post-call debriefs and relationship reviews. Generates quality referrals for ecosystem partners. Delivers Financial… more
- OneRail (Orlando, FL)
- …Customer -Centric: You approach sales through the lens of value delivery and relationship building; trusted advisor mindset. + Consultative Seller: Expert in ... segment. The role executes a consultative sales strategy that connects customer n eeds with OneRail's differentiated logistics platform. Ideal candidates brings… more
- Mastercard (Miami, FL)
- …agile team is responsible for end-to-end solutions for a diverse global customer base. Centered on data-driven technologies and innovation, these services include ... and communication strategies. Establishes function metrics for measuring and tracking customer satisfaction * Act as trusted business partner and project management… more
- Kyndryl (Tallahassee, FL)
- …Data & AI, ERP, and Application services to help meet the demands for a truly innovative customer . In order to best serve this customer you will need to be local ... C-suite, spanning the intersection between complex Business and IT customer solutions, transformations that impact across the entire ...seen as the 'go to' person and a trusted advisor by senior executives *Leading C-level client interactions and… more
- TECO Energy (Ybor City, FL)
- …to completed budgeting and monthly forecasting processes. * Ability to grasp relationship between business needs and system solutions. * Highly motivated with strong ... customer service focus. WORKING CONDITIONS Normal working conditions with...budgeting and monthly forecasting processes * Ability to grasp relationship between business needs and system solutions * Highly… more