• Client Success Manager - Remote

    Sharecare (Tallahassee, FL)
    …along with updated financial information. + Participate in client strategy and revenue goals for coming year **Contract Renewal** + Participate in pre-renewal ... tactical plans to ensure client satisfaction + Prepare, in collaboration with Director Client Success the QBR and Annual Review **Reporting** + Collaborate with… more
    Sharecare (08/23/25)
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  • Wealth Support Specialist II ( South Florida)

    Truist (Doral, FL)
    …experience and support of the advisor's purpose-driven advice delivery, revenue -generating activities, and client acquisition activities. 2. Support administrative ... to book management data (ie pipelined reports and referrals) 3. Support the sales and retention efforts by scheduling appointments, making follow up telephone calls,… more
    Truist (08/23/25)
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  • Senior Wealth Support Specialist II ( Tampa, FL.)

    Truist (Tampa, FL)
    …experience and support of the advisor's purpose-driven advice delivery, revenue -generating activities, and client acquisition activities. 2. Support administrative ... to book management data (ie pipelined reports and referrals) 3. Support the sales and retention efforts by scheduling appointments, making follow up telephone calls,… more
    Truist (08/02/25)
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