- Regions Bank (Panama City, FL)
- …a business plan and delivering an effective variety of financial products and services to help the client succeed financially + Provides small business ... eligible. **Requirements** + Bachelor's degree and four (4) years closely related client -facing financial services experience, including a minimum of two (2)… more
- Regions Bank (Orlando, FL)
- …of projects focused on relationship management, portfolio management, research and/or client experience within Asset Management, Institutional Services or ... Wealth Management Development Program is focused on developing an associate talent pool that has been exposed to and...in a variety of activities within Asset Management, Institutional Services , or Private Wealth Management designed to refine a… more
- Bank of America (Tampa, FL)
- …Wealth Planning, Investment Management or Relationship Management. The Private Wealth Management Associate provides quality client service and effective and ... assigned. **Skills:** + Account Management + Business Acumen + Customer Service Management + Client Management + Portfolio Management + Referral… more
- WTW (Tampa, FL)
- …engagements in a way that ensures profitable revenue for Willis Towers Watson, associate engagement and development and high client satisfaction + Think ... client contracting terms (eg scope of work, Master Services Agreements) + Be a positive role model of...: Medical (including prescription coverage), Dental, Vision, Health Savings Account , Commuter Account , Health Care and Dependent… more
- Compass Group, North America (Jacksonville, FL)
- …and build relationships with several stakeholders in this high-profile, high-volume account : client , principals, students, peers, vendors, etc. **Key ... 3+ Years of Experience, preferably in K12 schools, food service or similar setting. + **Position Details** : Lead... account current dietary recommendations and trends, overall account profiles, and client needs. Leads team… more
- Regions Bank (Tampa, FL)
- …wealth management functions. Functions may include private and institutional wealth client service and administration, asset management portfolio management, ... on department assignments while learning more about the financial services industry. As an intern, you will experience Regions'...as key team members supporting both internal and/or external client initiatives. Summer Interns will be assigned to a… more
- Mass Markets (FL)
- …the daily operations of the call center to ensure smooth workflow and optimal client services . + Ensure all operations comply with organizational policies and ... a highly experienced and strategicDirector of Operationsto oversee and enhance client relationships, operational efficiency, and service delivery within our… more
- PNC (Hollywood, FL)
- …Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or ... to internal business partners as appropriate. + Acquires, expands and maintains client relationships through business development and client networking. Grows … more
- Encore (Orlando, FL)
- …with clients at all levels of their organization and provide outstanding customer service while focusing on client retention. * Responsible for compliance with ... expectations, and executing the event. * Maintain the global perspective of the account to ensure ongoing client satisfaction and continuity across all events.… more
- Sharecare (Tallahassee, FL)
- …sales, customer service , and finance to resolve billing issues, clarify account details, and support billing operations. + Respond professionally and promptly to ... Summary:** The Billing Specialist plays a critical role in managing accurate account approvals, maintaining parent-child account relationships, and ensuring data… more