- Raymond James Financial, Inc. (Clearwater, FL)
- Job Summary: Celebrating more than 30 years of service and excellence in the Financial Service Industry, Thakar Financial LLC is seeking a dynamic Client ... Service Associate who is looking to join this growing...with the team to provide support to the financial advisor . + With accuracy process client transactions per client… more
- SHI (Tallahassee, FL)
- …on industry trends, emerging technologies, and competitive landscape to refine and enhance service positioning + Act as a trusted advisor to clients, providing ... - Azure plays a pivotal role in driving revenue growth, shaping our service offerings, and collaborating with clients to design tailored solutions. This role… more
- HUB International (Gainesville, FL)
- …accounts in accordance with company objectives and procedures; complements advisor responsibilities for new business development and existing client perpetuation, ... practice. **In this role, you will:** + Assist EB Advisor with request for insurance coverage quotes from insurance...as assigned by management. + Provide training/mentoring to Customer Service Representatives. **What you offer us:** + Life &… more
- Thrivent Financial (Fort Lauderdale, FL)
- The Market Director is a key area leader to help drive growth through advisor teams and future team leaders to serve Thrivent's clients. The Market Director should ... to support the market capacity growth and total sales objectives through advisor referrals and community relationships. + Collaborate with all channel stakeholders… more
- ADP (Maitland, FL)
- ADP is hiring a **Client Service - Product Support Specialist -- Tax.** + _Are you ready to join a company offering career advancement opportunities throughout your ... to join a company with award-winning training and world-class service guidelines to help you achieve success, growth, and...from state and federal agencies. + **Be a Trusted Advisor and Problem Solver.** You will use a breadth… more
- Edward Jones (Tallahassee, FL)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone - ... them coming a mile away. You and your financial advisor are essential in working together to help your...**Can you see yourself ** + Delivering exceptional personalized service to ensure clients feel understood and informed +… more
- Edward Jones (St. Augustine, FL)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone - ... them coming a mile away. You and your financial advisor are essential in working together to help your...**Can you see yourself ** + Delivering exceptional personalized service to ensure clients feel understood and informed +… more
- Bank of America (Tampa, FL)
- …is a training program to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to become ... execution of the EGP model. Core Responsibilities: Develop and service client segments and the next generation and their...experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …fundamental scope and complexity, as well as serve as a technical training advisor to advisory teams. May provide comprehensive solutions to complex problems or ... of personalized team coaching, group coaching, practice management events/workshops, and advisor consultations + Primary focus on (1) Sales (identifying revenue… more
- Autodesk (Tallahassee, FL)
- …**Responsibilities** + Develop strong relationships with customers acting as their trusted advisor and advocate their needs in collaboration with our internal teams ... + Ensure high levels of customer satisfaction managing a portfolio of existing and newly implemented customers by providing quality, timely responses and resolutions + Leverage the strong, trusted relationships built with your customers using GCPay to generate… more