- Regions Bank (Naples, FL)
- …be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or ... the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments… more
- Sodexo (Miami, FL)
- …international clients. You'll be at the forefront of business expansion, client relationship management, and operational excellence, all while ensuring an ... performance, and best-in-class service delivery, collaborating with senior leadership, client partners, and high-performing teams. Your leadership will directly… more
- Truist (Orlando, FL)
- …non-interest income portfolio from mid-sized law firms through the development and retention of long term, profitable client relationships. The Legal Specialty ... Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service delivery...decision makers to drive new business engagements and support retention efforts. 7. Partner with National Director of Legal… more
- HNTB (Miami, FL)
- …with HNTB's Sophisticated Contracting Approach (SCA). Leads or actively participates in client contract scoping and negotiations. + Serves as the primary client ... to deliver the scope, schedule and budgets to completion and to the client 's satisfaction. Leads client contract scoping and negotiations. + Performs technical… more
- HNTB (Lake Mary, FL)
- …accordance with HNTB's Sophisticated Contracting Approach (SCA). + Serves as the primary client liaison and manages the project team to deliver the scope, schedule, ... and budgets to completion and to the client 's satisfaction. Assists with client project scoping...project staffing, including, but not limited to; recruitment, development, retention , and succession of project staff; development of plan… more
- Regions Bank (Tampa, FL)
- …be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or ... Responsibilities** + Administers and oversees the most complex transactions and client relationships, demonstrating a thorough understanding of client … more
- Citigroup (Miami, FL)
- …risk and control, driving lobby leadership, and ensuring consistent delivery of client and team experiences aligned with the bank's standards **Responsibilities** : ... the branch, providing support in complex transactions and ensuring an exceptional client experience. + Champion risk and control by monitoring day-to-day operations,… more
- Truist (Orlando, FL)
- …(United States of America) **Please review the following job description:** Provides in-office client and advisor support to a team of Wealth Advisors managing a ... advisor(s) to meet the needs and objectives of the client and will serve as the primary point of...pipelined reports and referrals) + Support the sales and retention efforts by scheduling appointments, making follow up telephone… more
- TD Bank (New Smyrna Beach, FL)
- …clients by reviewing financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central point of contact, ... responsible for providing client service & developing the relationship to achieve greater...delivering legendary service during every customer interaction to maximize retention and growth + Ensures all NEW clients receive… more
- Citigroup (Tampa, FL)
- …responsible for providing full leadership and direction of a team to provide client resolution and support in coordination with the Customer Service team. The ... key performance and productivity indicators/metrics + Oversee the resolution of client inquires, complaints, and issues related to our online banking platforms,… more