- Truist (Fort Lauderdale, FL)
- …Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as part of the broader client facing wealth ... ability to manage client and firm priorities 5. Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and… more
- Publix (Lakeland, FL)
- …primary responsibility will be designing and developing solutions using Sitecore CMS, ASP. NET , C#, JavaScript, HTML, and CSS. **Job Responsibilities:** + Develop and ... leveraging Sitecore CMS * 3+ years of experience with . NET and C# development * 3+ years of experience...+ Experience with source control systems using GIT and Microsoft Azure DevOps + Experience with unit testing and… more
- Truist (Miami, FL)
- …advisor support to a team of Wealth Advisors managing a portfolio of high net -worth clients. Closely works with assigned advisor(s) to meet the needs and objectives ... + Excellent oral and written communication skills + Proficiency in Microsoft Office applications + Exemplary customer service and professional etiquette skills… more
- Deloitte (Boca Raton, FL)
- …services. + Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement leaders to address budgeting, ... people, Client Interaction and Sales + Technical skills including Excel, Microsoft PowerPoint, QlikView, and Tableau + Global experience (foreign language skills,… more
- Revelyst (Tallahassee, FL)
- …and performance analysis to senior management + Develop plans to deliver annual net sales and contribution plans for the region + Effectively manage all trade, ... needed. + Proficiency with CRM software (eg, Salesforce), sales analytics tools, and Microsoft Office Suite. + Strong analytical skills with the ability to use data… more
- Citigroup (Miami, FL)
- …relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. ... communication skills. + Organized with strong attention to details. + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro,… more
- Cushman & Wakefield (Tallahassee, FL)
- …reduction targets and disclosures-including Science-Based Targets, CDP, carbon neutrality, net zero, TCFD, SFDR, renewable energy commitments, etc. + Decarbonization ... and handle multiple projects at the same time + High proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) to effectively review and generate reports,… more
- Softchoice (FL)
- …and for maintaining the customer relationships with Softchoice to positively impact our Net Promoter Score (NPS). The CDAE is responsible to grow their accounts by ... a position, please reach out directly to ###@softchoice.com (file: C:/Users/dnik/AppData/Local/ Microsoft /Windows/INetCache/Content.Outlook/CFB2RD0J/###@softchoice.com) . We are committed to working with you… more
- City National Bank (Tallahassee, FL)
- …upon relationships with City National Rochdale's (CNR) high and ultra-high net -worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth ... skills * Outstanding written and verbal communication skills * Outstanding Microsoft Excel, PowerPoint, and Word creation abilities * Demonstrable expertise in… more
- Deloitte (Miami, FL)
- …in Agile environments and applying core design patterns. + Demonstrated proficiency in . NET Core, ASP. NET Core Web API, and databases (SQL/NoSQL, Entity ... (CSSLP) + Certified Secure Software Lifecycle Professional (CSSLP) - (ISC)2 + Microsoft Azure Preferred: + Experience with LLMs (Large Language Models) in solving… more
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