- Intuit (Miami, FL)
- …- Seasonal Local Service Expert, you will serve as a trusted advisor , empowering customers to achieve positive financial outcomes while supporting Intuit's mission ... your clients.Additionally, you will play a key role in growing TurboTax's client base within the local community, establishing long-term relationships, and driving… more
- ReturnPro (Miami, FL)
- …you will serve as the strategic partner for a portfolio of high-value client accounts. You will be responsible for nurturing relationships, driving customer value, ... the ongoing needs of the business. Own the full client relationship lifecycle for assigned enterprise accounts, acting as...acting as the key point of contact and trusted advisor Develop and execute strategic account plans to deliver… more
- Principal Financial Group (Miami, FL)
- …impact, dedicated to one of our amazing Miami based clients. This is a large client that has locations all over the country so there will be travel, within Florida ... participation in the retirement plan. + Collaborate with the Plan Sponsor, Advisor and internal teams to provide appropriate education solutions. + Develop… more
- Bank OZK (Doral, FL)
- …coaching conversations with leadership. + Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating ... professional disposition + Ability to demonstrate confidence and act as a trusted advisor + Ability to communicate effectively both verbally and in writing + Ability… more
- Lloyd's Register (Fort Lauderdale, FL)
- …global processes. This role also involves promptly and professionally receiving and acknowledging client requests. What we offer you Fixed Term Contract of 12 months ... are fulfilled, including assessing the feasibility of remote surveys when applicable. Client Communication: Confirm client attendance by delivering clear and… more
- WheelHouse IT (Fort Lauderdale, FL)
- …driving sales growth and customer satisfaction. The Account Manager is responsible for client retention and growth, leading a team of six to success. Key ... and delivery of items to appropriate team members for execution. Client Engagement: Build strong relationships with clients through regular communication, proactive… more
- James Perse Los Angeles (Bal Harbour, FL)
- JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR BAL HARBOUR LOCATION OBJECTIVE OF THE POSITION The Senior Client Advisor is ... and operational standards. In the absence of Store Management, the Senior Client Advisor is charged with overseeing all aspects of the store and staff,… more
- Bank of America (Miami, FL)
- Private Client Advisor II Miami, Florida;Palm Beach, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Miami/Private- Client - Advisor -II\_25035213) **Job Description:** At Bank of America,… more
- JPMorgan Chase (Miami, FL)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Tiffany & Co. (Coral Gables, FL)
- …timeless design, and a dedicated commitment to corporate sustainability. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying ... our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization...the Tiffany brand in each client interaction using the Tiffany touch; your own flair… more
- Tiffany & Co. (Bal Harbour, FL)
- …& Innovative, Deliver Excellence and Cultivate an Entrepreneurial Spirit **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying ... our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization...the Tiffany brand in each client interaction using the Tiffany touch; your own flair… more
- James Perse Los Angeles (Aventura, FL)
- WE ARE CURRENTLY HIRING A FULL TIME CLIENT ADVISOR FOR OUR BLOOMINGDALE'S AVENTURA LOCATION OBJECTIVE OF THE POSITION The Client Advisor is responsible ... with James Perse. + Ensure the highest standards of client service are maintained at all times. + Maintain...all store and company procedures while maintaining operational and client experience excellence. + All other duties as assigned.… more
- Regions Bank (Coral Gables, FL)
- …Manages the most sophisticated client relationships + Acts as an expert client advisor , providing guidance and solutions for the development and on-going ... system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client... Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net… more
- First Horizon Bank (Coral Gables, FL)
- …then you have found your home with First Horizon Advisors. As a Financial Advisor , you will be responsible for developing client relationships and partnerships ... to gain command of the tools and proven methods that will lead to Advisor and Client success. If you are ready to positively impact the lives of your clients,… more
- Bank of America (Miami, FL)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... Registered Wealth Management Client Associate Miami, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend… more
- Raymond James Financial, Inc. (Miami, FL)
- …Become trained and skilled to effectively and efficiently function in the Financial Advisor role: + Develop client pipeline by prospecting, networking, community ... and support to prepare trainees for a successful career as a Financial Advisor . Raymond James advisors provide sound financial advice and counsel consistent with our… more
- World Insurance Associates, LLC. (Miami, FL)
- …presented client "pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and your ... to bring value to clients + Must be willing to become each client 's trusted risk management advisor and bring the entire World platform to each client (P&C,… more
- World Insurance Associates, LLC. (Miami, FL)
- …and payroll & HR solutions. Employee Benefits Sales Producer - Employee Benefits Client Advisor Position Overview World's Client Advisors bring risk ... of discretion surrounding sensitive information Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and your performance.… more
- Capgemini (Miami, FL)
- …execution, risk mitigation, and reporting. + Act as the operational and technology advisor to the client -s CIO, ensuring strategic alignment and delivery ... **About the job:** Sogeti is seeking a seasoned Client Delivery Partner / Executive to lead the...operational excellence. As the CIO-s trusted operational and technology advisor , the CDP brings a strong Engagement Management (EM)… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client (s). + Manages budgeting and tracking of ... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented...order from clients at the direction of the Financial Advisor . + Receives unsolicited orders from the clients; may… more
