9 client solutions jobs at 7 companies in Arcadia, FL
3mo
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VP, Client Solutions
US Remote - AL or US Remote - MA or US Remote - NJ or US Remote - FL or US Remote - IN or US Remote - AL or US Remote - CA or US Remote - DC or US Remote - PA or US Remote - CO or US Remote - MD or US Remote - IL or US Remote - OH or US Remote - TX
$200k-$250k/yr RemoteFull Time
20+ YOESenior leader with 20+ years in life sciences or biotech; strong client leadership, strategic growth, and delivery of services; willing to travel 50-75%; US remote locations.
CRM/PSA, Salesforce, Kantata, Data Visualization, Collaboration Platforms
2w
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Financial Solutions Advisor Registration Candidate - Daniels Crossing Financial Center
Fort Myers, Florida, United States
OnsiteFull Time
1+ YOEObtain SIE, Series 7 and Series 66 (63/65 accepted) within required timelines, register under SAFE Act if originating mortgages; aptitude for licensing, client relationship building, time management, and technology adaptation.
2w
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Financial Solutions Advisor Registration Candidate - Daniels Crossing Financial Center
Fort Myers, Florida, United States
OnsiteFull Time
1+ YOEObtain SIE, Series 7 and Series 66 within required timeframes, register under SAFE Act for mortgage originations, 1 year financial services or sales experience preferred, strong client relationship and sales aptitude.
1w
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Outsourced Accounting Senior – Treasury and Payment Solutions
Atlanta or Iselin or Miami or Baton Rouge or Fort Myers or New York City or New Orleans or West Palm Beach or Fort Lauderdale or Columbus or Chicago
HybridFull Time
3+ YOEBachelor's in accounting/finance required; 3+ years treasury/accounts payable or related experience; CPA or CTP preferred; strong internal controls, Excel, client-facing and analytical skills; ability to work extended hours.
Microsoft Excel
2mo
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Microsoft Dynamics 365 Business Applications - Client-Facing Senior Technical Architect
Chicago or Washington DC or Tallahassee or Sarasota or Hartford or Nashville or Costa Mesa or San Jose or Atlanta or Boston or Burlington or Cleveland or Columbus or Dallas or Fort Lauderdale or Fort Wayne or Grand Rapids or Indianapolis or Knoxville or Lexington or Plano or Livingston or Louisville or Los Angeles or Miami or The Woodlands or New York or Oak Brook Terrace or Sacramento or San Francisco or South Bend or Springfield or Tampa or Houston or Austin
$143k-$301k/yr OnsiteFull Time
8+ YOE8+ years designing and delivering enterprise solutions on Microsoft platforms; 5+ years with D365 F&O/AX and/or CE; 2–3 full-cycle implementations in architect/lead role; Bachelor's degree; hands-on D365 F&O extensibility and Power Platform/Azure experience; strong integration and security governance; Microsoft certifications.
Microsoft Dynamics 365 Finance and Operations, Power Platform, Azure, Dataverse, DMF, OData, API Management, Service Bus, Event Grid, Functions, Logic Apps
6d
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Relationship Banker - Fort Myers Cape Coral Market
Cape Coral, Florida, United States
OnsiteFull Time
Engage clients in branch to educate on self-service tools, process cash transactions, build client relationships, and connect clients to financial solutions; must work weekends and extended hours.
ATM, mobile banking, online banking
2mo
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Relationship Banker / SrRB - Sun City
Sun City Center, Florida, United States
OnsiteFull Time
4+ YOEDevelop and expand client relationships; provide financial solutions; cross-train for teller duties; meet sales targets; strong communication.
Microsoft Office
2mo
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Sales Executive - PEO, Sarasota
Sarasota, Florida, United States
HybridFull Time
4+ YOEH.S. diploma required, 4 years of HCM or PEO sales experience, valid driver's license required; ability to prospect, present solutions, and onboard PEO clients.
2w
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Financial Consultant - Ft. Myers, FL
Fort Myers, Florida, United States
OnsiteFull Time
FINRA Series 7 and 66 licensed (or ability to acquire Series 66 upon hire), proven relationship-building and investment knowledge, ability to present complex solutions, client service orientation; degree/CFP helpful.