- Citigroup (Jacksonville, FL)
- …multiple functions with a high degree of accuracy. + Strong desire to create a top-notch client experience with every client every day. + Open to receiving ... and reporting control issues with transparency. **Qualifications:** + 2-5 years of experience in Client Service and/or Sales within financial services (banking,… more
- Bank of America (Lakeland, FL)
- …engages potential new clients through referrals or financial center clientele **Skills:** + Client Experience Branding + Client Solutions Advisory + ... to clients, helping them achieve their financial goals; Conduct client reviews/presentations, including a review of investment goals and...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Lake Mary, FL)
- … needs and potential product services recommended **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and Client Focus + Oral ... them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- WSP USA (Fort Myers, FL)
- …the internal client office and Central Office, as requested. Obtain approval of client manager prior to submittal. + Performs all other tasks assigned by the ... a full-time **Reports Coordinator!** The Reports Coordinator will support client operations. The Reports Coordinator will work from the...Diploma + Bachelors Degree + 3+ years of relevant experience \#LI-MC1 **About WSP** WSP USA is the US… more
- Wolters Kluwer (Tallahassee, FL)
- …established account base of CPA firms. You will report to the Divisional Manager , Field Sales. **Specific job responsibilities are outlined below:** **YOU WILL** + ... meets customer needs by identifying gaps/issues where current products do not meet client requirements; work with Product Managers to translate unmet client … more
- Citigroup (Miami, FL)
- …multiple functions with a high degree of accuracy. + Strong desire to create a top-notch client experience with every client every day. + Open to receiving ... and reporting control issues with transparency. **Qualifications:** + 0-2 years of experience in Client Service and/or Sales within financial services (banking,… more
- Citigroup (Jacksonville, FL)
- …multiple functions with a high degree of accuracy. + Strong desire to create a top-notch client experience with every client every day. + Open to receiving ... and reporting control issues with transparency. **Qualifications:** + 2-5 years of experience in Client Service and/or Sales within financial services (banking,… more
- Truist (Orlando, FL)
- …of responsibility based on client and company needs, which can include client experience , back office processes or systemic processes outside the client ... leads to ensure their solutions effectively address program priorities while balancing client experience and technical integrity. 9. Facilitate sprint planning… more
- Grant Thornton (Fort Lauderdale, FL)
- …spanning the US, Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by ... Technology Modernization - Strategy Manager As a Technology Modernization Strategy Manager...strategic technology advisory services to address business needs throughout client organizations for the Technology Modernization Practice - all… more
- Banfield Pet Hospital (Miami, FL)
- …Position Profile The role of the Shift Lead is to perform the duties of a Client Services Coordinator or Vet Assistant when not filling in or assisting the Practice ... Manager or Chief of Staff in guiding the team...when called upon and ensuring quality medical care, exceptional client service, associate engagement and maximum productivity. Helping create… more