- Raymond James Financial, Inc. (Clearwater, FL)
- … meetings for the financial advisor. + Create notes and other records in Client Relationship Management software. + Perform other tasks as assigned. Knowledge ... Sie/Series 7 and Series 66 preferred + Experience in using Client Relationship Management software + Proficient n Microsoft Office software _Th_ _akar Financial… more
- Highmark Health (Tallahassee, FL)
- …Management and Resolution + Working in a Matrixed Organization + Client expectations management **Language (Other than English):** None **Travel ... and leadership from more senior Delivery Owners. The incumbent provides project management leadership and facilitates the delivery of system changes from approval… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …delivering a new suite of strategic reports and dashboards that support Private Client Group Management , its Divisional Directors and their related management ... to technical specifications. + Partner with stakeholders such as PCG Management , Divisional Directors, financial advisors, operations, and legal and compliance to… more
- Bank of America (Destin, 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
- The ODP Corporation (Boca Raton, FL)
- …are aligned with client needs. + Facilitate the setup of transportation management systems (TMS), warehouse management systems (WMS), and other tools. + ... updated on industry trends and best practices to enhance the client experience. + Team Management + Lead, mentor and develop a high- performing team fostering… more
- WTW (Tampa, FL)
- …point of contact for providing all service, escalation, and placement to meet the client 's insurance and risk management needs. The ACA has a strong connection ... all policy requirements (legal, regulatory & compliance) are met + Client -level coordination & management of all service delivery (GSD) + Engage Service Liaisons… more
- Datavant (Tallahassee, FL)
- …adjustment projects and reports on project status to all stakeholders. Datavant's Client Success Managers are hybrid project management and consulting resources ... strong healthcare industry knowledge combined with communications and project management skills. They are key to successful client... management skills. They are key to successful client retention and project success. You will: + Lead… more
- Bank of America (Jacksonville, FL)
- …in a client service capacity **Skills:** + Attention to Detail + Customer Service Management + Customer and Client Focus + Issue Management + Active ... + Data Collection and Entry + Problem Solving + Account Management + Analytical Thinking + Client Experience Branding + Fraud Management **Minimum Education… more
- NTT America, Inc. (Tallahassee, FL)
- …for coordinating internal and external resources to close sales opportunities. + Excellent client engagement and management skills, aimed at improving client ... RFPs drop. Influence scope and position NTT DATA early through proactive client engagement and tight collaboration with internal teams. **Deal Strategy and… more
- Acosta Group (Jacksonville, FL)
- …to assigned client (s) and is responsible for communicating directions to field management , client support teams, retail, and reporting teams on a day-to-day ... **DESCRIPTION** The Client Account Manager in a 3PL Retail Merchandising...execution performance. + Partner with cross-functional team members (Senior Management , Field Operations, and Customer Service) to meet all… more