- Bank OZK (Jacksonville, FL)
- …efforts. + Model and coach daily activities, including opportunity spotting/referrals, client relationship building, account opening, lending, outbound business ... development activities, and lobby management. + Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud. + Manage… more
- WTW (Miami, FL)
- …of products. * Ensures a smooth handover to Client Care for client onboarding and account management. Pipeline Management: * Maintain accurate and up-to-date ... through proactive outreach, referrals, and leveraging your existing network. New Client Acquisition: * Uncovers prospects deeper needs based on business criteria… more
- Bank of America (St. Augustine, FL)
- …as opening accounts, account maintenance, and Digital Assisted Shopping + Manages client interactions by taking the best course of action for the bank and its ... and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions… more
- CBRE (Tallahassee, FL)
- …will be responsible for providing consulting services to a high-profile healthcare client account to help achieve the company's strategic business objectives. ... This is a healthcare construction project management role, and the ideal candidate will have relevant healthcare construction project experience. This position does require the selected candidate to be based in California and will require roughly 30% travel.… more
- Deloitte (Miami, FL)
- …tax consultants and interns on assigned engagements. + Assisting with preparation of client billings and account reconciliations. + Assisting with drafting new ... tax planning, consulting, and compliance services to a diverse client base in various industry sectors. You will continue...experience The wage range for this role takes into account the wide range of factors that are considered… more
- Bank of America (Venice, FL)
- …of one year of financial services industry or sales experience **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding them with advice and… more
- Bank of America (North Port, FL)
- …High School Diploma / GED / Secondary School or equivalent Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- Bank of America (Jacksonville, FL)
- …Planning Counselor (CRPC). * Obtained your insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- Bank of America (St. Petersburg, FL)
- …Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management + Client ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- PNC (Coral Gables, FL)
- …needed to be successful in this position. **Preferred Skills** Account Management, Client Prospecting, Competitive Advantages, Customer Relationships, ... strategies and tactics. Develops and oversees the execution of account and sales plans. May have direct sales and... and sales plans. May have direct sales and client responsibilities. + Manages risk/return and drives quality for… more