- Raymond James Financial, Inc. (Clearwater, FL)
- …level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + Opens new client ... client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing...calm and professional manner. + Analyze problems and establish solutions in a fast paced environment. + Use mathematics… more
- Bank of America (Pensacola, FL)
- …The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital ... solutions and enterprisecapabilities. **Specific responsibilities include, but are not...leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching… more
- ADP (Miami, FL)
- …for success! This role is responsible for acting as a trusted payroll advisor and client service professional by providing timely and accurate advice around payroll ... compliance and delivering payroll solutions that positively impact the client's business and create...can expect on a typical day:** **Be a Trusted Advisor and Problem Solver.** You will use your wide… more
- Capital One (Tallahassee, FL)
- …compliance information. + Customer Engagement: Act as a trusted technical and security advisor , engaging customer security teams and IT leaders to align on their ... security and technology conversations, shaping best practices and positioning our solutions as industry-leading. + Go-to-Market & Sales Acceleration: Bridge the gap… more
- Advantive (Tampa, FL)
- …responsible for developing strong relationships with customers by serving as a trusted advisor and advocate. You will proactively engage with our customers to ensure ... they realize value from our products and solutions , leading to both revenue retention and new revenue...work US Pacific Time (PT) hours + Develop trusted advisor relationships with assigned customers, advocating on their behalf… more
- World Insurance Associates, LLC. (Miami, FL)
- …benefits, investment advisory and retirement plan services, and payroll & HR solutions . Employee Benefits Sales Producer - Employee Benefits Client Advisor ... World's Client Advisors bring comprehensive risk management and employee benefit solutions to businesses and individuals. Your primary focus is identifying,… more
- Concentrix (Tallahassee, FL)
- …our clients. **Description** Concentrix is a global leader in customer experience solutions and technology, improving business performance for some of the world's ... problems that span the full breadth of Concentrix tech-powered solutions and human-centered services. They lead and manage the...practices and disciplines of the company. Acts as an advisor and coach internally to develop win strategy through… more
- ADP (Fort Myers, FL)
- …999 employees. You will manage complete sales cycles, sell ADP's suite of solutions (40+ products and services) to executives, and accurately forecast your sales ... your new business is up and running on the solutions you sell. As you see more and more...here. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- ChenMed (Miami, FL)
- …**Strategic Partnering & Stakeholder Engagement** + Acts as a trusted advisor to senior leadership, aligning learning strategies with business goals and ... within client groups to anticipate business challenges and recommend targeted learning solutions . + Champions learning initiatives at the executive level to gain… more
- Oracle (Tallahassee, FL)
- …Cloud Service (VBCS) Implementation/Solution Architect, you will serve as a trusted advisor to the customers, providing expert mentorship on Oracle Integration Cloud ... will be part of a team delivering comprehensive, end-to-end services and solutions that accelerate the entire customer journey. Work alongside certified and… more