- 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
- Citigroup (West Palm Beach, FL)
- …clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve as a ... seek strategic advice regarding financial matters. + Build relationships with client families that cross generations to establish long-term connections to the… more
- Capital One (Tallahassee, FL)
- …One. **Responsibilities:** + Manage a portfolio of clients with key focus on retention , growth and risk management + Analyze the company's total business spend to ... to increase AP file penetration + Learn about the client and the specific industry vertical in which they...Become a trusted advisor by building positive relationships, handling client needs and coordinating client appreciation activities… more
- Insight Global (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
- ADP (Miami, FL)
- …within our TotalSource organization.** As a senior leader within the Client Service organization, the **Vice President, Service Executive** is responsible for ... the strategic oversight and leadership of Payroll, Implementation, and client -facing Human Resources service teams within the TotalSource Broker/Center of Influence… more
- Truist (Miami, 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
- Citigroup (Miami, FL)
- …clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve as a ... seek strategic advice regarding financial matters. + Build relationships with client families that cross generations to establish long-term connections to the… more
- Citigroup (Miami, FL)
- **Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop ... clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market,… more
- Truist (Winter Park, 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) 3. Support the sales and retention efforts by scheduling appointments, making follow up telephone… more
- PNC (Fort Lauderdale, FL)
- …collaborate with you to develop customized financial solutions that reflect each client 's unique needs and aspirations. We take a comprehensive, holistic, and ... and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing… more