- TRAKAmerica (Bonita Springs, FL)
- …Acts as a liaison with IT, Finance, Audit, Media, Affidavits, Performance Management and/or other internal departments to accomplish client goals. Communicates ... special projects related to client initiatives as assigned by client or management . Performs periodic reviews of client inventory to ensure workflows… more
- HSBC (Miami, FL)
- …Revenue. As our Private Client Relationship Manager you will: + Combine client relationship management with strong risk assessment and management ... Private Client (PC) Relationship Manager Brand: HSBC Area of...HNW/UHNW clients + At least 5 years of relationship management experience in the banking sector + Proven track… more
- Estate Planning Law Firm (Palm Coast, FL)
- …continuity between intake and case execution. Primary Responsibilities (85%) – Data Management Review client files to identify missing or incomplete information. ... client and matter data within the firm’s case management system (eg, Clio). Scan, upload, and properly label...Strong computer skills and comfort with scanning and document management systems. Success Metrics Client files consistently… more
- Balanz USA (Miami, FL)
- …and organizations to maintain visibility and enhance the business development function. Client Management · Take clients through a discovery process in ... firm represents the strategic expansion of BALANZ into the US private client wealth management space. While this marks our first US-based platform dedicated to… more
- Towne Park (Lake Buena Vista, FL)
- …opportunity to brighten someone else's day and make an impact. When we see a customer, a client or one of our own team members smile, we know we made an impact. It's ... responsible for account performance for financial, guest/patient satisfaction, and client satisfaction objectives. **Job Details** **Compensation:** Towne Park is… more
- United Site Services (Davie, FL)
- …and scalable solutions for local and regional clients By focusing on proactive client management and delivering tailored services, the Account Executive will ... project and event success. Our deep industry expertise, excellence in process management , and dedication to corporate responsibility are pillars of our value… more
- Paradigm Financial & Insurance Services, LLC (Deland, FL)
- …, you will manage a variety of tasks crucial to daily operations: Case and Client Management : Track and log all new business, servicing cases, and communications ... practice. The individual will play a vital role in maintaining excellent client relationships, managing scheduling and communications, and assisting in the daily… more
- TEAM Concepts Corp (Fort Lauderdale, FL)
- Job Description Job Description Our client is a growing Florida-based property management company overseeing more than 1,000 multifamily units. They specialize ... Qualifications Minimum 5–7 years of experience in business development, sales, or client acquisition within property management , multifamily, or real estate.… more
- Birdi Systems, Inc. (Daytona Beach, FL)
- …for both delivering results and identifying growth opportunities. Key Responsibilities: Client & Account Management Act as the strategic liaison ... experienced Service Manager to lead our service operations and manage strategic client accounts in highly regulated and high-security environments. This role blends… more
- Vandelay Administrative Services LL (Boynton Beach, FL)
- …empathy, professionalism, and a solution-first mindset. Qualifications Prior experience in client services, customer service, account management , or financial ... feel—and we’re looking for the right person to join us. Position Summary The Client Services Representative serves as a primary point of contact for clients enrolled… more
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