Senior Client Advisor - Oviedo
Confidential
LAKE MARY
Full Time
Expires On: 05/13/2026
Job Description
Job Description
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Relationship Building
- Exhibit consistent relationship building including, but not limited to:
- Prepare for various customer interactions
- Build rapport
- Effectively utilize and document open and closed-ended questions to understand current and future financial goals of customers
- Match customer needs to Seacoast
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