- TD Bank (Doral, FL)
- …service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals . The ... achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Spanish/Bi-lingual… more
- AssistRx (Orlando, FL)
- …should have excellent communication abilities and be highly motivated to meet objectives and goals . + Act as a point of contact for existing and potential customers ... other internal partners to support customer retention and brand goals + Expand user adoption of technology platform +...activity to achieve weekly, monthly, and quarterly metrics and goals + Cultivate deep reliable relationships with your clients… more
- AssistRx (Orlando, FL)
- …should have excellent communication abilities and be highly motivated to meet objectives and goals . + Act as a point of contact for existing and potential customers ... members and other internal partners to support customer onboarding and brand goals + Expand user adoption of technology platform, targeting health systems, IDNs,… more
- TD Bank (Aventura, FL)
- …clients in the Mass Affluent (MA) segment by identifying needs, reviewing financial goals and making investment recommendations aligned to their client's goals . ... to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. **Depth & Scope:**… more
- Bank of America (St. Petersburg, FL)
- …the largest businesses of its kind in the world specializing in goals -based wealth management, including planning for retirement, education, legacy, and other life ... goals through investment advice and guidance. Merrill's Financial Advisors...revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals , and preparing investment recommendations that align with the… more
- Marriott (Bal Harbour, FL)
- …recognizes the contributions of team members. **Maintaining Guest Services and Front Desk Goals ** * Achieves and exceeds goals including performance goals , ... the customers on a daily basis. * Develops specific goals and plans to prioritize, organize, and accomplish your...a clear and consistent message regarding the Front Office goals to produce desired results. * Reviews staffing levels… more
- NHS Management, LLC (Daytona Beach, FL)
- …from many different conditions. As you care for and help patients achieve goals and regain independence, you can form significant relationships with them and ... state and federal regulations, and as needed to achieve the financial goals of the facility. Promote an environment that provides optimal efficiencies and… more
- PVH Corp. (Sunrise, FL)
- …+ Participate in staff meetings, as needed + Articulates Corporate business goals within the store. **Delivering Customer Service:** + Consistently provides Customer ... conflict and unproductive disagreements + Creates energy and excitement around shared goals and values + Consistently adheres to assigned schedule + Demonstrates a… more
- Concentrix (Tallahassee, FL)
- …beyond WOW + Define the portfolio's purpose that is aligned with strategies and goals , focused on Data Services + Own the portfolio strategy, vision, and plan; ... Define the goals for the portfolio and the offerings in it;...Create offerings to fulfill a defined purpose and meet goals + Manage the offering manager(s) to fulfill the… more
- Bank of America (Vero Beach, FL)
- …and customized solutions to clients, helping them achieve their financial goals ; Conduct clientreviews/presentations,including a review of investment goals and ... and asset thresholds, meeting with clients to review financial and investment goals , building a financial plan, and recommending brokerage products. Job expectations… more