- Bank of America (Jacksonville, FL)
- …Know Your Customer/ Client Due Diligence (KYC/CDD) is part of the Global Operations organization and is responsible for client AML/KYC refresh globally. The ... business in completing AML/KYC due diligence checks as well as maintaining client records. **Responsibilities:** + Maintains accuracy of client portfolio using… more
- Bank of America (Ponte Vedra Beach, FL)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... Key responsibilities include creating relationships with FAs to deepen Merrill client relationships by connecting them to consumer banking solutions and providing… more
- Deloitte (Boca Raton, FL)
- …people insights across work, workforce and workplace topics (eg, operations , attrition, mobility, future of work, talent acquisition, compensation, performance ... embrace decision-making with clear, data-driven insights. Your responsibilities will include: Client Engagement and Relationship Management + Serve as a primary… more
- TAIT Towers (Orlando, FL)
- …and The Olympics Position Purpose The VP, Project Delivery is a senior, client -facing leader responsible for the strategic oversight of a portfolio for a global ... project execution while driving sustained revenue growth. Acting as the primary client advocate, this role champions each client 's vision and orchestrates… more
- Citigroup (Delray Beach, FL)
- …risk and control, driving lobby leadership, and ensuring consistent delivery of client and team experiences aligned with the bank's standards **Responsibilities** : ... the branch, providing support in complex transactions and ensuring an exceptional client experience. + Champion risk and control by monitoring day-to-day … more
- Verdantas (Orlando, FL)
- …Chief Strategy Officer and work across the organization to drive growth, expand client relationships with major accounts, and grow the project pipeline and backlog. ... technologies such as 3D modeling and laser scanning to optimize planning and operations . As the **National Power Market Sector Leader,** you will establish a… more
- United Site Services (Davie, FL)
- …Executive - Events is responsible for supporting and expanding client relationships within designated territories, delivering efficient and scalable solutions ... for local and regional clients By focusing on proactive client management and delivering tailored services, the Account Executive will drive account retention and… more
- City National Bank (Lake Mary, FL)
- …new clients, and recommendations for trades and allocation changes for existing clients. * Client calls and inquiries: be able to discuss both economic and client ... portfolio topics: - Introductory and ongoing review calls, build the client relationship and rapport, discuss the relevant economic outlook and the applicability to… more
- JPMorgan Chase (Tampa, FL)
- …you will leverage a consultative selling approach, focusing on understanding each client 's unique business needs, challenges, and goals. By actively listening and ... annual account reviews. Sharing best practices and collaborating with service and operations teams to address concerns will be essential to your role. Additionally,… more
- City National Bank (Tallahassee, FL)
- …and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated ... customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. Identifies… more