- Deloitte (Tampa, FL)
- …estate, telecom, technology, healthcare, media & entertainment, energy, retail, and financial services that frequently involve asset management, venture capital, ... Busy Season? You've earned your stripes as a tax specialist and tapped into the world of cutting-edge tax...activities, recruiting, and process and technology innovation. + Identify service opportunities, manage client accounts, and advance… more
- Verint Systems, Inc. (Tallahassee, FL)
- …The Services Director ("Director") is responsible for supporting the delivery of services and ensuring the development of new client work for clients within ... with all levels of leadership to create strategies, tools & solutions for Verint's service offerings. + Responsible to sell services on a quarterly and annual… more
- Citigroup (Jacksonville, FL)
- …**Qualifications:** + 1-3 years of relevant experience + Sales and customer service ( financial services , call center, retail) experience preferred ... \# Customer Service The Service and Sales Specialist is an...identifying cross sell opportunities. **Responsibilities:** + Assist in evaluating client financial needs to identify and offer… more
- Truist (Jupiter, FL)
- … that clients deem outstanding. 2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and ... but is not limited to, the delivery of excellent client service behaviors, support of the Truist...a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. 2.… more
- Sedgwick (Orlando, FL)
- …Top Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Customer Service Representative- Orlando Hiring ... FUNCTIONS and RESPONSIBILITIES** Acts as primary liaison with callers from multiple client accounts within a shared services environment. Follows specifications… more
- Sedgwick (Tallahassee, FL)
- …Top Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Service Center Representative Are you looking ... calls to the appropriate contact at multiple locations or escalates to Service Center Specialist /management as needed. + Attendance during scheduled work… more
- Deloitte (Miami, FL)
- …are critical to businesses. Your contributions can help clients improve financial performance, accelerate new digital ventures, and fuel growth through innovation. ... technology & data platforms. Our delivery models are tailored to meet each client 's unique requirements. Recruiting for this role ends on 9/14/2025 Work You'll Do… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Description** **Raymond James Overview** **One of the largest independent financial services firms in the country could** **be** **the place** **you ... company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities...client loyalty. + Provide a high level of client service with a strong focus remaining… more
- BMO Financial Group (West Palm Beach, FL)
- …through proactive delivery of holistic advice and solutions designed to meet the client 's specific financial planning needs. Coordinates and integrated team of ... + Leads / assists with creation business proposals or presentations (eg relationship plans, financial plans and reviews) + Leads Annual Client Review with team… more
- Citigroup (Miami, FL)
- …deepen client relationships. **Responsibilities:** + Exhibits strong sales and service skills, presenting products and services while proactively educating ... demonstrate expertise in digital capabilities and to identify the financial needs of the clients. May require standing 60-70%...service , digital engagement and basic sales/referrals + Open, client service orientation and desire to help… more