- Kimley-Horn (Miami, FL)
- …others + Create work plans and adhere to the budget set by the client and performing strong project management knowledge + Attend meetings and communicate with ... hardworking, and proactive employees. We take pride in how our employee retention , robust benefits package, and company values have led to Kimley-Horn's placement… more
- ClearlyAgile (Tampa, FL)
- …help us maintain a corporate culture where employees feel valued and engaged + Retention : help create and maintain an environment where employees want to stay + ... while maintaining a team-first mindset. + Customer-centric - Always focus on the client and their customers. See the world from their perspectives. + Quality -… more
- BMO Financial Group (West Palm Beach, FL)
- …to create integrated business development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads / assists with creation ... attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client ...demonstrate the value provided and assesses clients at-risk for retention . + Makes recommendations to senior leaders on strategy… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …+ Effectively managing client relationships. + Strategic planning as part of client retention focus. + Gathering and compiling information and data. + ... + Effectively managing client relationships. + Strategic planning as part of client retention focus. + Gathering and compiling information and data. +… more
- Truist (Jupiter, FL)
- …America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... Advisory, and/or Retail Lending experience) OR, 3 years' experience in a financial client relationship manager role. 3. Advanced knowledge of a broad range… more
- MyFlorida (Orlando, FL)
- …shall establish monthly case conferences with clients' medical and other providers to sustain retention in care and improve the client 's quality of life as ... Orange County. The incumbent serves as the Intensive Case Manager for clients accessing services directly at the SCC...than 35 clients and updated case information for each client monthly, keep all records in accordance with the… more
- Bank of America (Naples, FL)
- …including headcount and marketing priorities * Deliver for Clients: o Responsible for client satisfaction and retention o Drives delivery of the investment and ... driving growth, productivity, and an integrated business across all client solutions. The Market Executive will focus on growing...would also be supported by a local Business Support Manager . Series 7, 63, 65 or 66, and 24… more
- PNC (Hollywood, FL)
- …and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing ... to internal business partners as appropriate. + Acquires, expands and maintains client relationships through business development and client networking. Grows … 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
- TD Bank (Doral, 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