- CHS (Clearwater, FL)
- …for escalation of service issues or program questions, establishing a strong working relationship and client trust. + Assists with the development of Policies ... Department is organized into Teams, each serving a specific client and/or product they offer. Each Team is managed...of calls reach a live Member and Provider Service Representative within 45 seconds. + Average Speed to Answer:… more
- Truist (Coral Gables, FL)
- … relationship management activities with a focus on the client experience and support of the advisor's purpose-driven advice delivery, revenue-generating ... client presentation and marketing materials + Support Integrated Relationship Management activities through good understanding of offerings, solutions and… more
- Bank of America (Jacksonville, FL)
- …us! **Job Description:** This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several ... products. This role is responsible for phone-based service to relationship role where the representative is expected...to sales with existing Merrill clients * Provides exceptional client care, growing client relationships, and guiding… more
- Truist (Miami, FL)
- …deposits, credit cards, mortgages, etc. within the Medical or Legal industry per the client relationship plan. 6. Has a basic knowledge of all wealth management ... firms by supporting and partnering with Specialty Wealth Advisors and Specialty Relationship Managers Typically manages a portfolio of Medical clients or legal… more
- Truist (St. Petersburg, FL)
- …America) **Please review the following job description:** Provide the perfect client experience to external clients (eg management companies, associations and ... homeowners) and internal business units. Work as a Client Services team member to ensure service standards are...lockbox research). + Provide support to the Association Services Relationship Sales Managers and management team. + Handle a… more
- Truist (Jupiter, FL)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist… more
- Truist (West Palm Beach, FL)
- …the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the ... appropriate channel according to Integrated Relationship Management (IRM). Levels (I - II) should be...and the Leadership Institute to consistently deliver a differentiated client experience in all client , prospect and… more
- Grifols Shared Services North America, Inc (Jacksonville, FL)
- …tools and telephone. The position will be responsible for customer relationship management and collaborating with interdepartmental teams to ensure proper resolution ... NAT equipment (Panther/RES). **Primary Responsibilities** + Responsible for customer relationship management by responding to clients within designated timeframes… more
- Truist (Ponte Vedra Beach, FL)
- …with trades, requests for information, research, account problems, etc. 4. Provide client relationship management support, including ongoing counsel and advice, ... relationship reviews and client service initiatives. 5. Participate in the preparation for and delivery of client presentations and engagements. 6. Assist the… more
- Truist (Miami, FL)
- …Advisor IIs will leverage their expertise and business acumen to facilitate relationship building and advising conversations and may be aligned to engage with ... and prospects (such as businesses with multifaceted organizational structure or relationship needs). They will partner with Integrated Relationship Management… more