- JPMorgan Chase (Tampa, FL)
- …leader as trade advisor for complex Letter of Credit transactions. The assigned client portfolio may be comprised of operating transactional accounts and complex ... and resolve customer requests + Manage dedicated Standby Letter of Credit client portfolio having frequent interactions with internal/external clients, working… more
- First Horizon Bank (Key Largo, FL)
- …per policy. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Manage independently a significant client portfolio for the bank and/ or manage multiple Relationship ... Provide mentoring and training to other bank associates, including Private Bankers, Portfolio Managers, and Client Relationship Assistants. + Maintain proper… more
- Truist (Orlando, FL)
- …manages a portfolio within the Dealer Services segment. Includes day-to-day client interaction, managing portfolio risk and adheres to all regulatory and ... externally with prospects and clients. Underwrites and documents all prospect and client transactions. Possesses a mastery of client expertise, analyzes… more
- Cayuse Holdings (Tallahassee, FL)
- …closely with Business Unit and company leadership to voice and advocate internally for client portfolio priorities and for best teams/people to sell and delivery ... **_EMPLOYEE TYPE:_** Full-Time Salary Exempt **_TRAVEL:_** Yes **_RELOCATION:_** No Our client account leaders build, lead, sell and deliver large, complex, programs… more
- Acxiom (Tallahassee, FL)
- …Ability to contribute to the generation of revenue proactively and strategically across client portfolio . Possess the skills and knowledge needed to identify, ... business needs to Acxiom products, solutions, and services. + Manages client portfolio revenue and bookings forecasts. + Creates and maintains appropriate,… more
- ADP (Maitland, FL)
- …including client satisfaction, client experience and product adoption across the client 's ADP portfolio . The CSE identifies customer risk and acts as an ... ADP is hiring a Principal Client Success Executive. + Are you ready to...ready to manage a book of large, complex global client accounts + Do you enjoy working through … more
- Truist (Pembroke Pines, FL)
- …services). Ensure an integrated and seamless approach to developing, servicing and enhancing the client portfolio . Serve as an advocate for clients with the IRM ... review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass… more
- First Horizon Bank (Orlando, FL)
- …assigned market region of a complex nature. **Key Responsibilities Include** + Maintains a client portfolio for the bank + Expand existing client ... alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions + Ensures client adherence to covenants with… more
- Insight Global (Boca Raton, FL)
- Job Description Insight Global is looking for a Portfolio Analyst for a financial advisory client in Boca Raton. The Portfolio Analyst will support the ... investment team by helping manage and monitor client portfolios, analyzing financial data, and assisting with trading and reporting. This is a hands-on role with… more
- BrightView (Kendall, FL)
- …or concerns as needed + Ensure renewals of each account within the assigned client portfolio + Proactively listen to potential site enhancement needs of existing ... for clients. This role builds long-term relationships that fosters client satisfaction and retention, grows the portfolio ...fosters client satisfaction and retention, grows the portfolio the right way through ancillary sales and price… more