- 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 ... in an effort to transition them to primary clients. + Coordinates the implementation and documentation of non-credit products and services. + Leverages knowledge of… more
- CDM Smith (Miami, FL)
- …Description:** CDM Smith has an exciting opportunity for an experienced driven Sr. Client Service Leader to lead client engagement and business development for ... and environmental infrastructure clients in the South Florida market *\tCreating client engagement strategies and pursuit plans for multiple water and environmental… more
- HUB International (Tallahassee, FL)
- The Client Relationship Manager acts as a liaison between the client and insurance carriers for service, enrollment, claims and administration; constantly ... insurance company service partner contacts (such service and claim representatives) and client contacts. + Confidentially assist with all claims matters and bring to… more
- TD Bank (Lake Mary, FL)
- …to support trading, investment, and corporate banking functions. Team Overview: The Client Due Diligence (CDD) team conducts due diligence on TD Securities clients ... quality standards. | Assist with onboarding requests: Continue to work on client onboarding, periodic reviews, and ad-hoc requests, ensuring compliance with KYC,… more
- Citizens (West Palm Beach, FL)
- …insure an exemplary customer experience. + Effectively delegate tasks to Sales Associate, Implementation Manager, and Client Services to ensure focus is on sales ... that drive efficiencies and best practices, resulting in winning the client 's operating business. Responsibilities + Responsible for expanding relationships for all… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Essential Duties and Responsibilities** . Establishes and oversees the implementation of a risk management framework for the business unit, to include defining the ... on risk mitigation strategies. . Leads the development and implementation of risk assessment and quantification models needed to...risks and regulations in all aspects of the Private Client and Asset Management . Risk assessment methodologies. .… more
- Kemper (Jacksonville, FL)
- …developments, workflows, and troubleshooting steps. Maintain comprehensive records of client requirements, solution designs, and implementation processes for ... full time SailPoint Engineer to add to our growing team. **Responsibilities** ** Implementation and Configuration:** Lead the implementation and configuration of… more
- AssistRx (Orlando, FL)
- …AssistRx. Key Responsibilities: Program Strategy & Execution + Serve as the primary client contact for the development, implementation , and ongoing management of ... Medical Copay programs for AssistRx manufacturer clients. Required engagement with client , account managers, program managers, finance team members and other… more
- Cherry Bekaert (Fort Lauderdale, FL)
- …responsibilities of the Sales Tax Manager are focused in the following areas: + Client Service + Project/Task Management + Implementation of SALT initiatives + ... of firm resources to complete projects. + Manage multiple client projects at any given time. + Alert SALT...+ Prepare and organize engagement work papers and files. Implementation of SALT Initiatives + Assist firm SALT Leadership… more
- CoreSite (Orlando, FL)
- …infrastructure while nurturing your professional growth and success. Project Manager- Client Services- The Project Manager is responsible for the timeliness, ... Requirements Duties: + Responsible for the overall planning, planning, implementation /management and close-out of customer move-in, expansion and migration projects.… more