- PNC (Fort Lauderdale, FL)
- …higher degree of supervision. + With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the ... risk, such as regulatory, reputational, operational and credit risks. + Focuses on client opportunities by providing ideas and insights based on an understanding of… more
- Deloitte (Jacksonville, FL)
- …architect plays an integral role in defining and assessing the client organization's cloud security strategy, architecture and practices. This individual's primary ... cloud security planning, deployment and review expertise to project teams and client organizations in the Cyber Risk space. Responsibilities include: + Lead the… more
- Datavant (Tallahassee, FL)
- …They represent all Ciox products and services, while leading the customer account planning strategy and ensuring assigned customers' needs and expectations are met ... and satisfaction as a partner + Manage Risk and Client Termination/Losses + Measure and monitor Customer Satisfaction via...Liaison/Single point of contact for the customer + Develop account plans and account research + Have… more
- Allegis Global Solutions (Jacksonville, FL)
- …Talent Assessors (TA), and Recruitment Coordinators (RC) supporting the account . Reporting into the Recruitment Operations Manager, Recruitment Operations Executive, ... recruitment delivery process and carrying out activities accordingly to ensure that account KPIs are met. + Communicate recruitment trends, market intelligence, and… more
- Truist (Orlando, FL)
- …The preference is to be within the geography of Truist. The New Account Onboarding Analyst reports to the Fiduciary Executive - Onboarding Center of Excellence ... Team Leader and is responsible for direct oversight into all facets of new account setup, including coding on SEI/Trust 3000 platform, setup of statements and fees.… more
- Truist (Oakland Park, FL)
- …the following job description:** Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of ... monies assigned. Deliver superior quality service, identifying and understanding the client 's financial needs. Cross-trained to support sales and service activities,… more
- Truist (Doral, FL)
- …the following job description:** * This is a in-office position* Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio ... advisor(s) to meet the needs and objectives of the client and will serve as the primary point of...and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to the centralized service team. 6. Work… more
- BMO Financial Group (Winter Park, FL)
- …through significant business development and excellent management of key client relationships throughout the Southeastern United States with specific concentration ... Managing Director is recognized as a major advocate for client initiatives and effectively leads deal teams and partners...+ 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or… more
- CBRE (Tallahassee, FL)
- …and Facilities Management outsourcing pursuits, and will lead interactions in a client -facing role in large, regional and global pursuits, renewals and expansions. ... the cultivation, pursuit strategy, and pursuit execution to include the client pipeline, proposals, presentations, deal underwriting, and other client -facing… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …business and intertwined departments. * Assists in sales practices, oversight of the account opening process, the execution of client unsolicited orders, and ... cohesion with other Virtual Financial Advisors to oversee over $3 billion in client assets to ensure proper fiduciary processes and procedures are integrated and… more