- JPMorgan Chase (Palm Beach, FL)
- …of: * the banker that manages the overall bank relationship with the client * the Client Specialist , who initially helps determine the appropriate ... The Client Specialist is a sophisticated wealth...The Client Specialist is a sophisticated wealth expert that focuses...wealth services to best meet the objectives of each client . The Client Specialist provides… more
- Regions Bank (Tampa, FL)
- …section of the system. **Job Description:** At Regions, the Private Wealth Management Relationship Specialist assists in the coordinated delivery of a broad ... o Facilitates day to day standard transactional needs of the client base, including processing deposits, payments, account transfers, bill payments, wire… more
- Indeed (Miami, FL)
- …seekers. (*Comscore, Total Visits, March 2025) **Day to Day** As a Senior Client Success Specialist you will communicate directly with advertising agency ... get up to speed and have an impact from day one. + Demonstrate relationship management, churn prevention, and client engagement skills while also understanding… more
- Fiserv (Coral Springs, FL)
- …an impact on a global scale, come make a difference at Fiserv. **Job Title** Client Service Specialist **What does a successful Client Service Specialist ... do at Fiserv?** As a Client Service Specialist Fiserv, you will provide Level 2 support for...and growth of the SMB Direct portfolio and assure client satisfaction by maintaining overall relationship with… more
- Wolters Kluwer (Tallahassee, FL)
- …preferred; other candidates will be considered) **OVERVIEW** As an Account & Relationship Management Executive, you will manage a portfolio of national accounts in ... Skills: Strong analytical skills for tracking and adapting sales performance. + Relationship Building: Exceptional ability to build and maintain long-term client … more
- Bank OZK (Sarasota, FL)
- …minimize errors and reduce fraud. + Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to ... serve as a role model for banking center team members and coach relationship -building activities. + Collaborate effectively with line of business partners to foster… more
- Edward Jones (West Palm Beach, FL)
- …and home office departments to triage all questions for each client relationship , maintaining ownership, driving accountability, and effectively collaborating ... Jones products and services, and ongoing reporting and support. The Client Concierge Specialist will play a critical role in helping serve our high-net-worth… more
- CIBC (FL)
- …paced Contact Center where you'll have meaningful client -focused conversations. As a Client Support Specialist , you'll be the first point of contact for ... We're building a relationship -oriented bank for the modern world. We need...digital banking needs. You'll deepen relationships by understanding the client 's needs and quickly resolving issues or problems. You'll… more
- Bank OZK (Port Charlotte, FL)
- …coaching conversations with leadership. + Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating ... issues to next level of authority, as needed. + Collaborate effectively with line of business partners to foster teamwork, exceptional customer service, and continuous learning. + Actively promote teamwork, leading by example and taking initiative to assist… more
- First Horizon Bank (Orlando, FL)
- …the office and document processing. Provide assistance to Commercial Relationship Managers in the department. **Responsibilities** + Provide Commercial Lending ... Support to Commercial Relationship Managers, often serving as a primary point of...other bank services + Research and coordinate responses to client needs, with other departments within the bank, as… more