- Raymond James Financial, Inc. (St. Petersburg, FL)
- …monitor accounts for compliance, and resolve account -related issues for advisory and managed accounts . * Advisor Support: Serve as the ... a variety of operational procedures within the department, which may include: new fee based agreement processing, system reconciliation, accounts distributions,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …a quality service to clients while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing ... and resolving client problems. + Design, implement, and facilitate training programs for new hires and existing staff. + Maintain and update training materials to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …a quality service to clients while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing ... with complex queries, and investigating and resolving client problems. + Collect, analyze, and interpret workforce data to identify trends and gaps. + Develop accurate staffing forecasts based on historical data, business growth, and seasonal patterns. +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory ... procedures to ensure own work is undertaken to the required standards. + Answer the telephone and assist callers or those making varied inquiries by email or mail with any requests for information, directing more complex matters to colleagues as necessary.… more
- Black & Veatch (Tampa, FL)
- …**Preferred Qualifications** + Sales and BD Acumen (Proven ability to break into new accounts and expand service offerings; develop a sales lead from ... **Client Advisory Partner Electric & Gas (Central Region)** Date:...the strategic go-to-market framework + Develop and execute Large Account Management Process (Gold Sheet) for Strategic Accounts… more
- Robert Half (Miami, FL)
- JOB REQUISITION Miami Technology Audit & Advisory Senior Consultant LOCATION MIAMI ADDITIONAL LOCATION(S) JOB DESCRIPTION You Belong Here T he Protiviti Career ... our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us...You: Protiviti is looking for a Technology Audit & Advisory Senior Consultant to join our grow ing team… more
- Deloitte (Tallahassee, FL)
- …workforce. As a Senior Analyst, you will join a dynamic team delivering our US Managed Payroll Tax Services offering. Recruiting for this role ends on May 31st, 2026 ... jurisdictions. + Apply for identification numbers (eg, FEIN, SUI) when expanding into new states or regions. + Maintain good working knowledge of Tax State/SUI… more
- Cardinal Health (Tallahassee, FL)
- …business including Medicare, Medicaid, and various commercial markets. The Advisor of Managed Care-National Accounts is responsible for regional retail (chain) ... pharmacy accounts from a managed care contracting perspective. The primary purpose of this...reporting, communicating contract operations and conditional impact, providing general account assistance, leading advisory board panel calls… more
- Truist (Ormond Beach, FL)
- …[limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the ... footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated… more
- Ensono (Miami, FL)
- …assigned quota and revenue goals. + Proactively identify, qualify, and develop new business opportunities within assigned accounts and targeted prospects. + ... that reshape how our world runs. As an expert technology adviser and managed service provider with cross-platform certifications, Ensono empowers our clients to keep… more
- Black & Veatch (Tampa, FL)
- …at the center of everything we do and empower them to grow, explore new possibilities and use their diverse talents and perspectives to solve humanity's biggest ... in a flexible environment where you are empowered to grow and explore new possibilities. We offer competitive compensation; 401K match and benefits that start day… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**Knowledge of:** + Company's working structure, policies, mission, and strategies. + Managed account platforms. + General office practices, procedures, and ... metrics, and helps implement processes to further enhance the team's performance. + Onboards new clients, opens new client accounts and researches client and… more
- Ankura (FL)
- …expert services, managed security services, cyber risk and data privacy advisory services customized to clients' requirements. Our experts assess cyber risk and ... who will work with team members in developing and executing on key account plans, nurturing executive level client relationships of the most strategic accounts… more
- Oracle (Tallahassee, FL)
- …significant achievements for your customer such as upgrades, new releases and new features are managed effectively and with no adverse impact on co-existing ... sessions and support clients in defining relevant processes + Collaborate with the Account Management team, relevant CSM's, TAM's, ASM's, Sales Leaders, and broader … more
- Bank of America (Cape Coral, FL)
- …Chartered Retirement Planning Counselor (CRPC). + Obtained insurance licenses. **Skills:** + Account Management + Advisory + Client Experience Branding + ... products such as stocks, bonds, mutual funds, banking, and managed money solutions. This role is a bridge between...part of daily activities. + Identifies and engages potential new clients through referrals or financial center clientele. +… more
- Ascendis Pharma (FL)
- …Assistance Program + Employee Discounts + Professional Development + Health Saving Account (HSA) + Flexible Spending Accounts + Various incentive compensation ... our TransCon(R) drug development platform to fulfill our mission of developing new and potentially best-in-class therapies to address unmet medical needs. Our… more
- Bank of America (Jacksonville, FL)
- …on knowledge of client needs and potential product services recommended **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and ... a client. Additionally, the FSA will set clear expectations when establishing a new relationship to create a smooth and streamlined experience. + Responsible for the… more
- Ankura (FL)
- …expert services, managed security services, cyber risk and data privacy advisory services customized to clients' requirements. Our experts assess cyber risk and ... who will work with team members in developing and executing on key account plans, nurturing executive level client relationships of the most strategic accounts… more
- Option Care Health (Tallahassee, FL)
- …service and ongoing growth. Additional responsibilities include KOL development, Advisory Board leadership, Ambulatory Infusion Suite strategy, Patient Advocacy ... and lead by example by demonstrating success in creating new business. + Collaborates with Market Access team to...group practices. + Leads the recruitment and management of Advisory Board Members within the Area. + Works cross-functionally… more
- Bank of America (Tampa, FL)
- …Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer ... products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments strategies that align with… more