- Raymond James Financial, Inc. (St. Petersburg, FL)
- …pricing team, including gaining familiarity with pricing policies and procedures. + Client Communication: Deliver client support via email and phone, ensuring ... initiatives, technological enhancements, and process improvement projects. + Vendor Relationship Management: Build in-depth knowledge of the department's security… more
- Raymond James Financial, Inc. (Orlando, FL)
- …sales support tasks and provide help to others. + Help manage internal client relationships by carrying out simple procedural tasks. + Support others by carrying ... at an intermediate level to connect with customers to strengthen the relationship , meeting personal needs through positive customer experiences. Typically works with… more
- IQVIA (Orlando, FL)
- IQVIA, in partnership with our client , Sanofi, is looking for high performing Market Development Specialists (inside sales representatives) with a track record of ... execute against business goals. + Strong cross-functional teamwork skills. + Strong relationship building skills and the ability to identify key decision makers to… more
- Wayfair (Boca Raton, FL)
- …team. + Lead the use of utilization design tools, CRM software and client accounts for consistent customer experience and record keeping. + Master selling ... exceed sales targets. + Strong sales, organization, self-motivation, communication and relationship management skills. + An ability to handle customer escalations… more
- Santander US (Miami, FL)
- …possibilities **We Want to Talk to You!** **The Difference You Make:** The Sr. Specialist , Client Lifecycle Management contributes to the overall success of the ... CIB Client Lifecycle Management, Analyst - Miami Country: United...service in all interactions. + Establishes a trusted advisor relationship to ensure customer satisfaction. + Partners with Sales… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …through experience, specialized training, and/or certification-to implement Know Your Client ("KYC"), Customer Identification Program ("CIP"), Customer Due Diligence ... resolve conflicts or issues to facilitate a positive working relationship between the field and home office. + Perform...in:** + Administering AML policies and procedures. + Analyzing client documentation. + Planning and scheduling work to meet… more
- Bank of America (Lakeland, FL)
- …products. Job expectations include effectively balancing sales performance, operational risk, and client relationship care. This position is subject to SAFE Act ... has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending ...Detail + Collaboration + Issue Management + Prospecting + Relationship Building **Minimum Education Requirement:** High School Diploma /… more
- Truist (Fort Pierce, FL)
- …or referring the client to the appropriate branch team members or specialist . 4. Understand the importance of Integrated Relationship Management (IRM) to ... handling or client service experience 3. Six months of client relationship building or sales experience 4. Excellent interpersonal and communication skills,… more
- Truist (Tampa, FL)
- …Advisory, and/or Retail Lending experience) or one years' experience in a financial client relationship manager role. 3. Advanced knowledge of a broad range ... as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist… more
- Bank of America (St. Augustine, FL)
- …**Required Qualifications:** + Minimum of one year demonstrated sales experience in a relationship -oriented and client -centric environment + In lieu of one year ... Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at... Experience Branding + Client Management + Client Solutions Advisory + Relationship Building +… more