- TD Bank (West Palm 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
- 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
- WSP USA (Fort Myers, FL)
- …and Arterial Operations. The Executive Assistant will work from the client building. The TMC Executive Assistance services include supporting day-to-day business ... desk operations. This position is also responsible for supporting the client with purchases and tracking warranties, licenses, subscriptions, renewals etc.… more
- TD Bank (Aventura, FL)
- …needs, 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
- Truist (Tampa, FL)
- …administration to a challenging and sensitive portfolio of affluent clients. Provide client support to Trust Advisors. Help coordinate with other members of the ... activities by facilitating the day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers, or other… more
- Citigroup (Miami, FL)
- **HNW Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to ... clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market,… more
- Citigroup (Miami, FL)
- …(including opening accounts, credit cards, etc.) referral routines to deepen client relationships. **Responsibilities:** + Exhibits strong sales and service skills, ... respond to customer inquiries promptly and effectively. + Is knowledgeable about the client 's accounts and business with the bank and uses sound judgment with… 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
- MyFlorida (Fort Pierce, FL)
- …etc.) Reviewing client utilization of services. Linkage, Referral, Patient Navigation, Retention in Care Timely coordination and linkage of the client to ... family planning needs). Comprehensive needs assessment describes in detail the client 's medical, physical, and psychosocial condition and needs. It identifies… more
- PSI Services (Tallahassee, FL)
- …**About the Role** The Operations Manager in PSI's Licensure team monitors daily client and customer operations to ensure they receive superior service. This role ... travel may associated with this role, as this individual travels to client sites, educator training, conferences, and more across the country. **Role… more