- TD Bank (West Palm Beach, FL)
- …to maximize retention and growth + Works with dedicated Institutional client services team to ensure all NEW clients receive the complete on-boarding experience ... identify entity prospects. The job also retains and grows the client base and total client relationship and is accountable for exceeding prospect's and 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
- 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
- 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
- Securitas Security Services USA, Inc. (Estero, FL)
- …services and related operations provided to an assigned account including client service and problem resolution, service enhancement and expansion, new business ... functions for assigned account; may be assigned a rank, as defined by client contract. Does not perform Security Officer duties except on a limited, relief… more