- Citigroup (Miami, FL)
- …providing support in complex transactions and ensuring an exceptional client experience. + Champion risk and control by monitoring day-to-day operations, ... risk and control, driving lobby leadership, and ensuring consistent delivery of client and team experiences aligned with the bank's standards **Responsibilities** :… more
- Bank of America (Palmetto, FL)
- …Planning Counselor (CRPC). * Obtained your insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client ... in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both… more
- Bank of America (Tampa, FL)
- …Management or Relationship Management. The Private Wealth Management Associate provides quality client service and effective and efficient operations support . He ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- CVS Health (FL)
- …administrative and operational support . The role works alongside the primary account manager , who focuses on strategic and consultative needs of the ... and external customers. **Key Responsibilities** Client Relationship Support : + Partner with internal Account Managers...Assistance Programs (EAP). + 1-2 years of experience with client support . + Proficiency in Microsoft Office… more
- Audacy (Orlando, FL)
- …+ Perform customer needs analysis (CNA) in the field in partnership with Account Executives to uncover client 's goals and strategic objectives + Recommend ... with Account Executive + Articulately relay feedback and expectations to client in partnership with Account Executives and internal teams. + Assist… more
- Cognizant (Tallahassee, FL)
- …by EDL/SM, with input from the Project Manager and Account Manager . * Provides day-to-day supervision and support to the System Analysts and Software ... technical requirements, in conjunction with COGNIZANT Team. * Provides client operational support to the SLA Team...duties, technical guidance or learning objectives from the Regional Manager . * May be assigned work by the Project… more
- Bank of America (Boca Raton, FL)
- …Retirement Planning Counselor (CRPC). + Obtained your insurance licenses. **Skills:** + Account Management + Advisory + Client Experience Branding + Customer ... them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on...and as such affirms in policy and practice to support and promote the concept of equal employment opportunity,… more
- Bank of America (Vero Beach, FL)
- …Chartered Retirement Planning Counselor (CRPC). + Obtained insurance licenses. **Skills:** + Account Management + Advisory + Client Experience Branding + ... many roles within our organization. Key responsibilities include triaging client leads, making referrals to business partners based on...and as such affirms in policy and practice to support and promote the concept of equal employment opportunity,… more
- PNC (Tampa, FL)
- …on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. PNC will not provide sponsorship for employment visas or participate ... supervision. + Works within stated guidelines to acquire and/or expand and retain client relationships to generate revenue and deepen share of wallet. Handles the… more
- IQVIA (Miami, FL)
- …and track change orders to completion. + Participate in pricing discussions across customer account . + Serve as Project Manager for single service DM projects, ... of Data Team Lead (DTL), Program Lead, Customer Site Manager , and/or a leadership role in a specific CDM...policies, and, where available, CDM guidance documents. **Essential Functions** Client Management: + Serve as primary point of contact… more
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