- AssistRx (Orlando, FL)
- …advisor to clients and colleagues. + Present new ideas and innovations to client to upsell and enhance their products and services. + Research high-level solutions ... for the client . + Develop the relationship with the ...to everyone involved. + Ability to define problems, collect data , establish facts and draw valid conclusions. + Bachelor's… more
- PNC (Coral Gables, FL)
- …and services. + Provides ideas and insights based on understanding of the client 's needs and their financial well-being while focusing on increasing client ... + Leverages Small Business sales development partners to engage in effective client outreach. + Utilizes technology to enhance client engagement and… more
- Citigroup (Boca Raton, FL)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …relationships with senior leadership, including executive management of the Private Client Group (PCG), the firm's wealth management unit, and Asset Management ... regulators to provide essential risk context. . Reports risk-related data including risk exposure, compliance to risk policies, and...risks and regulations in all aspects of the Private Client and Asset Management . Risk assessment methodologies .… more
- MUFG (Tampa, FL)
- …business. Roles covered in this function include, client valuation, client statement/balance delivery, static data process/ data management, ... the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building… more
- Bank of America (Tampa, FL)
- …refresh requirements + Perform client refresh through the review of client documentation, vendor databases and data entered into proprietary systems to ... management **Desired Qualifications:** + Anti Money Laundering (AML) Know Your Customer/ Client Due Diligence (KYC/CDD) experience Skills: + Data Collection… more
- Acosta Group (Miami, FL)
- …and training team from planning, execution to measurement. As a Junior Account Manager, Client Services, you will be a central position on the team, responsible for ... leading day to day preparation, planning and organization of a client portfolio and their subsequent brand programs. The Junior Account Manager is the hub of the… more
- WTW (Miami, FL)
- …Together, we unlock potential. Learn more at wtwco.com . The Senior Surety Client Manager supports Producers and Account Executives in all prospecting and account ... management initiatives related to surety and insurance client 's accounts with surety needs within in a small...requesting periodic informational updates, analyzing them and then communicating data to underwriters + Responds to clients' needs and… more
- WTW (Miami, FL)
- …unlock potential. Learn more at wtwco.com . **Description** The Senior Surety Client Manager supports Producers and Account Executives in all prospecting and account ... management initiatives related to surety and insurance client 's accounts with surety needs within in a small...requesting periodic informational updates, analyzing them and then communicating data to underwriters + Responds to clients' needs and… more
- Highmark Health (Tallahassee, FL)
- …SUMMARY** This job implements and administers strategic activities related to client retention, growth, and profitability of existing accounts within the assigned ... + Understand and utilize economic, financial, market and industry segment data to accurately diagnose business strengths and weaknesses, identify key issues… more