- TD Bank (West Palm Beach, FL)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship Managers ... will be expected to participate in basic financial planning discussions and client relationship reviews. This role will support other team members (Relationship… more
- Raymond James Financial, Inc. (Tallahassee, FL)
- …software. + Excel, including developing spreadsheets as needed and for ongoing reporting . + Effective communication across multiple client interactive platforms ... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- Livingston International (FL)
- …Responsible to conduct documented internal audit. + Assist MSD in compiling and reporting performance measurement statistics for the Client Service Team. + ... Client Import Analyst Join Livingston, the largest customs...acts as the primary support and day to day client contact for the client service teams/operations… more
- Cardinal Health (Tallahassee, FL)
- …for regularly reviewing weekly, monthly & quarterly - program activities with the client . + Attend all program and client meetings, takes detailed meeting ... ensuring that responsibilities are clear, and deadlines are met + Regular reporting out of all program's activities + Solicit feedback from the activity/task… more
- Raymond James Financial, Inc. (Boca Raton, FL)
- …software. + Excel, including developing spreadsheets as needed and for ongoing reporting . + Effective communication across multiple client interactive platforms ... in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem… more
- Convey Health Solutions (Fort Lauderdale, FL)
- …to drive value creation for clients and operational excellence within the organization. Reporting directly to the President, the Client Advisory Manager will ... Job Description Job Title: Client Advisory Manager Position Summary: The Client Advisory Manager is responsible for leading the delivery of strategic solutions,… more
- Black & Veatch (Coral Springs, FL)
- …Black & Veatch's reputation as a trusted partner. + **Provide accurate reporting and forecasting** , including prospect tracking, client feedback, and ... ** Client Account Manager - Industrial Manufacturing** Date: Nov...impact, we want to hear from you. As a Client Account Manager for Industrial Manufacturing, you will have… more
- Sedgwick (Jacksonville, FL)
- …Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Client Services Director - Workforce Absence **PRIMARY PURPOSE** : To determine account ... management strategies related to client service plans; to be responsible for retention of...Services staff. **ESSENTIAL FUNCTIONS and RESPONSIBILITIES** + Provides stewardship reporting to clients; identifying and educating clients on issues… more
- Veritext Legal Solutions (Miami, FL)
- …clients with exceptional service is the foundation of our business. In Client Scheduling, you will be responsible for scheduling meetings and depositions, responding ... What you'll get to do: + Respond to all client requests received via email and/or phone queue in...Veritext: Veritext is the global leader in technology-enabled court reporting services and litigation support solutions with a proven… more
- CVS Health (Tallahassee, FL)
- …Resources for Living EAP product. The position requires a background in client relationship management, business acumen in managing financial negotiations, and a ... mindset. The primary success metrics for this role will be client retention, customer satisfaction, and profitable growth. **P** **RIMARY RESPONSIBILITIES** +… more