- Williams Parker (Sarasota, FL)
- …commitment to exceptional client service and developing long-term client relationships. + Experience in estate and trust planning, including excellent ... also represent clients, or their fiduciaries, in estate and trust administration and, when necessary, in probate litigation proceedings...and reviewing estate tax returns, gift tax returns, and trust income tax returns is preferred. + Ability to… more
- Grant Thornton (Orlando, FL)
- …& Platforms team, you will get the opportunity to design and optimize post-sale client experiences during the retention & expansion phase of our client journey. ... You will be responsible for designing end-to-end client -centric experiences that are intuitive, thoughtful, pragmatic, and follow UI/UX design best practices. You'll… more
- Truist (Tampa, FL)
- …to coordinate resources, problem solve, and deliver to clients the highest level of client service . * Is intensely focused on building brand internally. a. ... new High Net Worth ($5+MM in AUM) clients and deepen and strengthen existing client relationships in the Reserve segment of Truist Wealth. The Reserve IM 2will… more
- Grant Thornton (Jacksonville, FL)
- Technology Modernization - Client Relationship Executive - NetSuite As a Client Relationship Executive, you will be a core member of our national sales team and ... will be chartered with assisting in strategically building our client base across their assigned industry and region, as well as expanding our relationship with key… more
- Bank of America (Tampa, FL)
- …related to the execution of the EGP model. Core Responsibilities: Develop and service client segments and the next generation and their next generations ... Management or Relationship Management. The Private Wealth Management Associate provides quality client service and effective and efficient operations support. He… more
- CHS (Clearwater, FL)
- …service issues or program questions, establishing a strong working relationship and client trust . * Investigates and participates in formal responses relating ... sharing organizations, insurance marketing organizations, and employers. One core service , claims administration, is where submissions for payment/reimbursement/sharing from… more
- Grant Thornton (Jacksonville, FL)
- …taxes, taxation of international activity, and transfer pricing + Exceptional client service , communication, interpersonal, and presentation skills + Experience ... Family generally has the primary tax relationship with the client , and you will help with the engagement management...with the engagement management for multiple clients for your service line - all with the resources, environment, and… more
- Bank of America (Jacksonville, FL)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access… more
- WTW (Miami, FL)
- …+ Manages clients' expectation and relationships positively and effectively + Collaborates with Client Service teams and H&B Communities of Expertise (CoEs) to ... quality deliverables on time and within budget + Strong client service orientation and ability to manage...applicants with arrest and conviction records. At WTW, we trust you to know your work and the people,… more
- ARAMARK (Jacksonville, FL)
- …Delivers and models WEST as the foundation for delivering excellent customer service Identifies client needs and communicates operational progress Develops a ... related to facility maintenance and engineering services, including Aramark and client financial accountability, and compliance with the standards established by… more