- Cherry Bekaert (Orlando, FL)
- …energy, and expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We are all ... flows + Interacting extensively with personnel of the target companies and the client + Preparing due diligence reports outlining analyses and findings **What you… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …management offerings (strategy and allocation; institutional fiduciary services; private client banking; and private placement insurance offerings). + Comprehensive ... business partners to provide comprehensive recommendations for the financial advisor, the client and the client 's legal and tax professionals (eg attorney… more
- Huron Consulting Group (Pensacola, FL)
- …project work stream delivery, work plan management, analytics, reporting and client interface/presentations. They collaborate with client staff and leadership ... the interpersonal skills needed to quickly establish relationships of trust and collaboration + Willingness to travel up to...travel up to 50% as needed to work with client or other internal project teams + Flexible living… more
- Community Based Care of Brevard, Inc. (Orlando, FL)
- …data validation. In addition, this position obtains, maintains and processes client information to determine eligibility for Federal/State funding and Medicaid. In ... documentation which meets all Federal and State requirements for client eligibility. ESSENTIAL FUNCTIONS: Accurately enters required program information adhering… more
- SEI, Inc. Security (Lakeland, FL)
- …activities, including cold calling, emailing, and lead follow-ups. + Identify and qualify client prospects to grow the customer base. + Manage and prepare estimates ... to 3 days a week. + Identify and develop client prospects through networking, lead generation and lead management...organization standards + Execute high level of integrity and trust with both internal and external customers. Skills and… more
- MyFlorida (Largo, FL)
- …culturally diverse fathers and families by initiating and maintaining regular client contact. Provides case management/care coordination for fathers, by visiting ... cases in a timely manner when no further services are needed, or the client is ineligible for services. Ensures services are provided that satisfy the needs of… more
- First Horizon Bank (Tampa, FL)
- …emerging payment technologies. This role will sit at the intersection of client insight, market intelligence, innovation, and business strategy - and ensure First ... (stablecoins, cryptocurrencies, digital assets, and blockchain)-aligned with business objectives, client needs and competitive positioning. * End-to-end product ownership… more
- First Horizon Bank (Fort Myers, FL)
- …Establish and nurture relationships with key clients and partners to expand the client base. Proactively collaborate with and refer to key line of business partners ... networking, and participation in local activities to achieve goals and priorities. Client experience + Deliver excellent client experiences consistently and… more
- Huron Consulting Group (FL)
- …and deliver technology solutions that deliver results and seamlessly align with client goals, visions and missions. Remarkably versatile, our Managers also spend ... and identify opportunities for value creation based on deep understanding of client (internal or external) challenges + Excellent communication skills - oral and… more
- Citigroup (Tampa, FL)
- …a net worth of $25mm and as well as our Citi Gold and Citi Private Client business (net worth of ~$200k - $1mm). The Wealth Operations organization are looking to ... key businesses such as Deposits, Lending, Investments and understand importance of KYC, Client Onboarding and Client Reporting. As part of Change Management… more