- M&T Bank (Naples, FL)
- …to support an organized sales strategy and approach. Document the Customer Relationship Management system (CRM) with prospect, sales, client information and ... provide support in the identification and expansion of business and ensure client satisfaction. As skills and knowledge build, this position has increased… more
- Bank of America (Pensacola, FL)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... personal relationship with their advisory team committed to their needs....be an advisor - from acquiring, building and managing client relationships to considering a client 's complex… more
- Allied Universal (Orlando, FL)
- …**Essential Functions** + Supervise the day to day security operations of an assigned client site + Manage a team of security officers, site and/or shift supervisors ... scheduling, payroll, training, coaching, development and support + Ensure the client site is provided with high quality security services to protect… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- … client experience and drive operational efficiency. + Vendor relationship management with fintech providers through all stages from negotiation, implementation, ... Director plays a leadership role in defining and overseeing the implementation of client product and technology solutions for RCS. This leader drives strategy and… more
- Cushman & Wakefield (Tampa, FL)
- …properties in the Americas on behalf of a global corporate service client (s). Ensures consistent quality of service/ work product: market optimization planning and ... estate functions to ensure consistency * Manage the flow of key documentation and client communications * Work with the client 's operational groups at all levels… more
- Truist (Winter Park, FL)
- …administration to a challenging and sensitive portfolio of affluent clients. Provide client support to Trust Advisors. Help coordinate with other members of the ... below. Specific activities may change from time to time. 1. Prioritize relationship management activities by facilitating the day-to-day transactional needs of the … more
- Citigroup (Miami, FL)
- …financial concepts and investment strategies in a way that is easily understood ** Relationship Management** + Serve as the client 's advocate and trusted advisor ... **Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the... teams and transactions / Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi… more
- Fiserv (Tallahassee, FL)
- …US banks. You will partner with the Account Team (Account Executives & Relationship Managers) and will be responsible for assisting with operational and strategic ... needs. In addition, the position is responsible for supporting client relationships and driving resolution to internal and external issues through influence,… more
- JPMorgan Chase (West Palm Beach, FL)
- …development process, acting as a trusted advisor to Business Relationship Managers-Acquisition (BRM), Business Development Managers (BDM), their clients, and ... prospects. In your role, you will strive to provide an exceptional client experience while minimizing risk. **Job Responsibilities:** + Collaborates with Business … more
- Paycom Online (Tampa, FL)
- …available benefits. The Strategic Account Manager (internally known as Client Relations Representative) is responsible for retaining existing company relationships ... through usage, retention, and additional revenue. Manages the ongoing relationship with existing clients by: + Leveraging technology to ensure they see a return on… more