- Raymond James Financial, Inc. (Lakewood Ranch, FL)
- …simple sales support tasks and provide help to others. Help manage internal client relationships by carrying out simple procedural tasks. Support others by carrying ... senior colleague. Provide an efficient counter service by carrying out standard branch operations tasks and informing customers about simple products. Skills: Uses… 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 ... Edward Jones Generations (TM) team provides an end-to-end, HNW client experience by partnering with our branch ...products and services, and ongoing reporting and support. The Client Concierge Specialist will play a critical… more
- Regions Bank (Tampa, FL)
- …of the system. **Job Description:** At Regions, the Commercial Loan Fulfillment Specialist - CBG Operations will orchestrate the closing process for all members ... of the Relationship Team and vendors associated with each loan. The...formulation of plans to mitigate risks + Understands the client 's needs and identify opportunities to improve and resolve… more
- Huntington National Bank (Winter Park, FL)
- Description Summary: The Sr. Administrative Support Specialist , Auto Finance position provides Simply the Best customer service at all times. Duties & ... + Responsible for the day-to-day activities and interaction between the client and Huntington, in terms of the establishment, documentation, and maintenance… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the resources in the branch or complex. + Learn and practice client relationship foundations by evaluating client financial needs, investment ... branch stakeholders in a number of ways including leveraging Client Relationship Management Systems, on-boarding clients, opening accounts, and financial… more
- Truist (Fort Myers, FL)
- …by fulfilling the need or referring the client to the appropriate branch team members or specialist . 4. Understand the importance of Integrated ... or cash handling or client service experience 3. Six months of client relationship building or sales experience 4. Excellent interpersonal and communication… more
- Allied Universal (Clearwater, FL)
- …AND / OR Military Police, Master of Arms, Security Forces or Correctional Specialist )** + **Full and Part-Time Positions Available / Swing Shift and Overnights** + ... that authorized removal of property is conducted within appropriate client requirements + Investigate and prepare reports on accidents,...8 or more years of service in any military branch + Associate's degree (or 60 credits) or higher… more
- Regions Bank (The Villages, FL)
- …The ideal candidate is customer-focused and partnership centric with previous branch based Financial Advisor experience. **Primary Responsibilities** + Provides a ... and local market/community involvement + Builds and maintains a strong client network and pipeline + Provides and demonstrates expert-level portfolio planning… more