- Truist (Cape Coral, FL)
- …clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and ... the establishment of the strategic direction of the Financial Advisor team to increase revenue. 2. Consults clients and...and risk tolerance to determine which investment products and services best meet the client's needs and to implement… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is ... + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and...Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent… more
- Truist (Weston, FL)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information such… more
- Truist (Doral, FL)
- …The teammate will support workload management, and triage and delegate client and advisor operational requests to a centralized service team as appropriate. ... to the centralized service team. 6. Work closely with the centralized service team to ensure client and advisor requests are fulfilled in a… more
- Truist (Tampa, FL)
- …The teammate will support workload management, and triage and delegate client and advisor operational requests to a centralized service team as appropriate. ... to the centralized service team. 6. Work closely with the centralized service team to ensure client and advisor requests are fulfilled in a… more
- SHI (Tallahassee, FL)
- …professional services team by identifying new opportunities and optimizing service offerings + Technical Demonstrations: + Develop and deliver customized demos ... we're proud to be a $15 billion global provider of IT solutions and services .** **Over 17,000 organizations worldwide rely on SHI's concierge approach to help them… more
- 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...the Clearwater Beach, Florida area. Duties and Responsibilities: + Services the daily interactions with clients, including basic inquiries… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Analyst to develop forward-looking, predictive, and prescriptive analytics that fuel advisor engagement and business growth. This role will help uncover patterns ... and opportunities in advisor behavior, performance, and preferences-enabling smarter decision-making at scale....data scientist in a business setting, preferably in financial services or B2B relationship models + Proficient in Python… more
- MyFlorida (Gainesville, FL)
- …. Requisition No: 857082 Agency: Children and Families Working Title: SOCIAL SERVICES COUNSELOR-F/C - 60005645 Pay Plan: Career Service Position Number: ... SOCIAL SERVICES COUNSELOR-F/C - 60005645 Date: Jul 30, 2025...variety of entry level to leadership positions including food service , maintenance, direct care, nurses, counselors, rehab therapists, medical… 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 ... experience in a similar role, with a focus on service delivery and revenue growth in Professional Services + Strong leadership skills and the ability to work… more