- Truist (Tampa, FL)
- …to book management data (ie pipelined reports and referrals) 3. Support the sales and retention efforts by scheduling appointments, making follow up telephone calls, ... Support Integrated Relationship Management activities through strong understanding of offerings, solutions , and referral pathways. 5. Triage and delegate client and… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …Performs reviews of client accounts. + Develops and implements plans to meet office sales goals. + Facilitates sales promotion activities such as seminars and ... new products and RJA managed underwritings. + Participates in community affairs as a representative of the firm. + May service clients in his/her own book of… more
- CBRE (Miami, FL)
- …18-Aug-2025 Service line Advisory Segment Role type Full-time Areas of Interest Sales Support Location(s) Charlotte - North Carolina - United States of America, ... The Role:** As a CBRE Consulting Manager, you will focus on Strategy & Solutions for CBRE's Supply Chain Advisory team. Work with Industrial & Logistics clients and… more
- CBRE (Tallahassee, FL)
- …financial statements to identify the fair market value of assets. + Compare sales prices of similar properties to discover whether prices are reasonable. Make ... work activities are closely related. + Suggest improvements to existing processes and solutions to improve the efficiency of the team. **What You'll Need:** To… more