- JPMorgan Chase (Aventura, FL)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management , you will provide ... client service, operational marketing and administrative support to Private Client Advisors within Wealth Management . **Job responsibilities** + Support… more
- JPMorgan Chase (Boca Raton, FL)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- American Express Global Business Travel (Tallahassee, FL)
- …relationships with accounts and customers and drive alignment around the client 's business, account strategies, and objectives. **What You'll Do:** + **Primary ... plans for assigned portfolio; drive alignment across the organization around client business objectives, ensuring all internal teams understand and support account… 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 ... team members to achieve and/or exceed upselling opportunities. Responsible for market management (ie, awareness and management of external distribution channel… more
- Bank of America (Naples, FL)
- …goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision ... the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates… more
- Bank of America (Sarasota, FL)
- …goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help pursue the life they envision through ... follow their passion of becoming a Financial Advisor. **Job Description:** The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role… more
- Bank of America (Palm Beach, FL)
- …network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide ... CFA, CTFA, CFM or JD a significant plus **Skills:** + Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning +… more
- Evolent (Tallahassee, FL)
- …more broadly. **Qualifications** + **Experience:** 5-8+ years in healthcare, consulting, or client management roles, with a proven track record of delivering ... Value** will serve as a key member of the Client Value team, responsible for the effective management... Client Value team, responsible for the effective management of value-based contracts in the Performance Suite. Under… more
- Norstella (Tallahassee, FL)
- …discipline. + 5+ years' experience in account management and/or leading client relationships. Mastered client management best practices & principles. ... the client , when partnering with internal teams ( Client Services, Data Operations, Product Management , etc.). + Act as the internal and external escalation… more
- American Express Global Business Travel (Tallahassee, FL)
- … Group is a strategic leader at Amex GBT, reporting/supporting to the Director of Client Management in owning the client relationship. This person is ... business reviews **What We're Looking For:** + 5-10 year's global account/ client management - travel industry experience + Extensive customer/ client facing… more