- CRC Insurance Services, Inc. (FL)
- …button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.** _If you have a disability and need assistance ... "go-to" person for clients to efficiently direct case activity, design, underwriting, sales strategies, etc. for direct access and non-direct access carriers 3.… more
- Principal Financial Group (Miami, FL)
- …benefit event education to former participants, those in the Personal Retirement Account or those approaching a benefit event. This will include the retention ... may be required upon starting. + Successfully being approved as a registered representative by all 50 States and Washington DC. + Excellent verbal and written… more
- Truist (Jacksonville, FL)
- …America) **Please review the following job description:** JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working ... appropriate. 3. Assist clients with trades, requests for information, research, account problems, etc. 4. Provide client relationship management support, including… more
- Truist (Margate, FL)
- …identifying and understanding the client's financial needs. Cross-trained to support sales and service activities as needed. ESSENTIAL DUTIES AND RESPONSIBILITIES: ... compliance with current guidelines. 7. Serves as point of contact for account maintenance, problem resolution, identifying solutions and services and referring the… more
- RTX Corporation (Opa Locka, FL)
- …working capital. + Facilitate the SAP settlements of both revenue and cost of sales to ensure proper matching is achieved. + Prepare journal entries and robust ... balance sheet account reconciliations. + Collaborate with Operations Finance to understand...Medical, dental, and vision insurance + Three weeks of vacation for newly hired employees + Generous 401(k) plan… more
- Citigroup (Jacksonville, FL)
- …the sub-function/job family. **What you'll do:** + Manages a large multi-faceted project/ account /campaign or multiple projects at the same time. + Owns project goals ... + Drives end results of the project as a representative of the business. + Works closely with the...of the business. + Works closely with the Customer, Sales Team, Engineering and Manufacturing to define a project… more
- TD Bank (Lake Mary, FL)
- …services firm offering investment banking services, equity and credit research, sales and trading, prime brokerage, global clearing, commission management services ... insights that help our clients outperform **Empathy:** We proactively consider and account for the priorities and concerns of our colleagues and clients… more
- Leonardo DRS, Inc. (Melbourne, FL)
- …preparing routine teaming agreements, MOUs, MOAs, and domestic and international consultant/ sales representative agreements and other contractual agreements + ... dental, and vision coverage, a company contribution to a health savings account , telemedicine, life and disability insurance, legal insurance, and a 401(k) savings… more
- Truist (Tampa, FL)
- …to book management data (ie pipelined reports and referrals) 3. Support the sales and retention efforts by scheduling appointments, making follow up telephone calls, ... client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to the centralized service team. 6. Work closely with… more
- Truist (Miami, FL)
- …to book management data (ie pipelined reports and referrals) + Support the sales and retention efforts by scheduling appointments, making follow up telephone calls, ... client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to the centralized service team + Work closely with… more