- Truist (Orlando, FL)
- …NC; Orlando, FL; Atlanta, GA. Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts as the service support team ... resolution. 2. Proficient understanding of product knowledge and continuously developing client service skills. 3. Research account and transaction records… more
- Citigroup (Jacksonville, FL)
- The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and...+ 2-5 years of experience in Client Service and/or Sales within financial services (banking,… more
- Bank of America (Jacksonville, FL)
- Consumer Investments - Financial Services Representative Jacksonville, Florida **To proceed with your application, you must be at least 18 years of age.** ... about developing strong relationships with clients, then the Financial Services Representative I is the ideal role...of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service … more
- Oracle (Tallahassee, FL)
- …**Commercial, Real-World Evidence (RWE), Clinical, Regulatory, and Safety research services ** within pharmaceutical and biotechnology organizations. This role is ... for identifying, developing, and closing complex, large-scale engagements by aligning client needs with integrated research, consulting, and data solutions. The… more
- Truist (Ponte Vedra Beach, FL)
- …goals, objectives and risk tolerance to determine which investment products and services best meet the client 's needs and to implement those products and ... relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives. 5. Participate in the preparation for… more
- Truist (Tampa, FL)
- …and client goal identification for prospective HNW clients. Analyze prospective client investment portfolios; develop investment strategy - inclusive of ... is responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net...solve, and deliver to clients the highest level of client service . * Is intensely focused on… more
- Oracle (Tallahassee, FL)
- …services to strategic Hospitality and Travel customers. As the CSS Sales Representative , you'll be responsible for closing service engagements within a ... located in the West will be given priority consideration. Oracle Customer Success Services helps customers achieve both IT and financial goals by focusing on the… more
- Bank of America (Jacksonville, FL)
- …is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to ... functionality and a wide variety of products. This role is responsible for phone-based service to relationship role where the representative is expected to take… more
- CBRE (Tampa, FL)
- Investment Sales Manager Job ID 218765 Posted 21-Oct-2025 Service line Advisory Segment Role type Full-time Areas of Interest Capital Markets, Sales Support ... portfolio managers and research analysts, to ensure alignment between client needs and investment strategies. + Regularly...part of the global leader in commercial real estate services and investment that helps businesses and… more
- Oracle (Tallahassee, FL)
- **Job Description** Oracle Customer Success Services (CSS) is an organization of 10,000+ employees that supports over 6,000 companies around the world. We are ... their IT environment and make the most of their investment in Oracle technology. Primary job duty is to...technology. Primary job duty is to sell Customer Success Services offerings to prospective and existing customers. Offerings included… more