- 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
- Cardinal Health (Tallahassee, FL)
- …+ Ideally targeting individuals with 8+ years of demonstrated experience client -facing in Account Management or Consultative Sales (specifically selling/managing ... with applicable industry partner Area Sales Managers and Strategic Account Managers within your member network to collaborate and...coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to… more
- Cushman & Wakefield (Tallahassee, FL)
- …space management platform and industry best practices; introduce innovation to the account team/ client . * Hold expertise in CAD/CAFM and the methodologies ... (SDM) will be responsible for day-to-day functionality of the client 's Space Management tool including data integrity of CAD...data and reporting (regular or ad hoc) for a client portfolio or set of buildings. **Job Description** **Principle… more
- Bank of America (Boca Raton, FL)
- …Acumen * Customer and Client Focus * Oral Communications * Problem Solving * Account Management * Client Experience Branding * Client Management * ... center traffic, appointments, and outbound calls effectively * Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an… more
- Bank of America (Oviedo, FL)
- …Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + ... center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an… more
- Santander US (Miami, FL)
- …* Attend clients' visits and accompany them to deposit/withdraw funds from their account (s). * Resolve client 's inquiries such as loan request, investment ... to You!** **Position Summary:** The Sr. Relationship Analyst is responsible to perform client service tasks in a well-organized and timely manner, having a complete… more
- FREEMAN (Orlando, FL)
- …accurate equipment counts on show site. + Serves as customer service liaison to the client when the account executive is not available on show site. + Ensure ... as well as new technologies to deliver moments that matter. **Summary** Assist Account Executives in the overall coordination of meeting rooms and/or exhibits for… more