- PNC (Deerfield Beach, FL)
- …within an omni channel environment. Provides solutions and advice to improve client financial well-being. Leads effective problem resolution. + Fosters a ... be successful in this position. **Preferred Skills** Accountability, Banking, Client Counseling, Customer Experience (CX), Customer Loyalty, Decision Making, People… more
- Acosta Group (Tampa, FL)
- …The Business Manager Assistant will be responsible for customer forms creation, client financial tools, trade spend reconciliation, order and claims alerts, ... generation via customer portals, Acosta Sprint, Acosta Relay and Excel. + Client Financial Tools - Creating customer events and maintenance as required. + Trade… more
- Banco Popular Puerto Rico (Sunrise, FL)
- …clients by listening and uncovering their needs to gain in-depth knowledge of client 's financial life priorities and provide the products/services that are most ... activities as needed, including merchant depository processing, ATM settlements, client transactions, etc. Best in Class Customer Experience + Consistently… more
- Raymond James Financial, Inc. (Naples, FL)
- … meeting materials and follow up on action items. + Support and strengthen client relationships through responsive communication. + Update financial plans as ... in financial planning software and Microsoft Office Suite. + Client -centered mindset with a passion for building long-term relationships. **Education** +… more
- ARAMARK (Tallahassee, FL)
- …statements for the district. Provide oversight and take ownership to deliver client and company financial targets using Aramark systems. Understand performance ... on growth, cost, and productivity, leading people, and delivering financial commitments. Whether focused on multiple sites for a...commitments. Whether focused on multiple sites for a single client or multiple clients, the key success measures of… more
- Bank of America (Destin, FL)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management… more
- Raymond James Financial, Inc. (Jacksonville, FL)
- …support to the financial advisors and branch office. * Opens new client accounts, researches client and security information and tracks daily contacts for ... reports and client -specific reporting as needed for review by the financial advisor. * Oversees the process of outside account reporting, securities litigation… more
- Citigroup (Jacksonville, FL)
- …inquiries while identifying cross sell opportunities. **Responsibilities:** + Assist in evaluating client financial needs to identify and offer new Citi products ... with customer inbound calls and provide customer service, as necessary + Align client needs to product service solutions within a complex sales-based environment +… more
- City National Bank (Miami, FL)
- …provides information about Bank products and services that can enhance client 's financial position specifically through government guaranteed products. ... as well as all regulatory requirements (eg, Bank Secrecy Act, Know Your Client , Community Reinvestment Act, Fair Lending Practices, City National Code of Conduct,… more
- Butterfly Effects (Deerfield Beach, FL)
- …client questions regarding invoices, benefits, and payment plans. + Communicate client financial responsibility clearly and accurately. + Verify insurance ... closely with field staff and office staff to ensure client satisfaction. + Identify and proactively address potential concerns...+ Propose solutions to improve processes and enhance the client experience. Why Work at Butterfly Effects? + A… more