- Citigroup (Miami, FL)
- …affected by the performance of the individual. **Responsibilities:** + Lead client onboarding and account opening efforts around our world-class Investments ... platform, as a part of our core client coverage team + Partner with sales teams to...opening process + Provide the highest level of customer service and teamwork to our clients + Possess an… more
- Fiserv (FL)
- …management for a portfolio of existing clients. As the strategic advisor to the client , this individual is required to have an in-depth understanding of the ... client 's business, goals, strategies, and industry trends and directions....requirements. This will include product specialists, solution consultants and service sales to generate new business opportunities and greater… more
- Fifth Third Bank, NA (Tampa, FL)
- …regulatory requirements, while identifying new and fostering strong existing fiduciary client relationships. The Senior Trust Advisor partners closely with the ... Bank team to support regional growth strategies and deepen client relationships by providing fiduciary advice that aligns with...values . + Anticipa te c lients' Private Bank service offering needs and c oordinate with Private Bank… 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
- Zelis (St. Petersburg, FL)
- …This position involves collaborating closely with team members to understand client data and requirements for print fulfillment. The specialist is responsible ... implementation process, strong problem-solving skills and a commitment to enhancing client satisfaction through effective training and support initiatives. What you… more
- Bank of America (Pensacola, FL)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability… more
- Conduent (Ocoee, FL)
- …**Director, Finance Services** is responsible for leadership & oversight of all Conduent client operational finance as well as corporate F&A functions and staff for ... responsibilities include other Conduent F&A functions as noted below. **Responsibilities** Client Financial Operations: + Direct, manage, and mentor staff of 20+… more
- WestCare Foundation (St. Petersburg, FL)
- …required clinical documentation such as psychosocial assessments, Individual Treatment/ Service Plans (ITP/ISP), progress notes, and monthly reviews. Counselors ... actively participate in interdisciplinary treatment team meetings, monitor client progress throughout care, and contribute to discharge planning to ensure continuity… more
- WestCare Foundation (Miami, FL)
- …of the Mobile MAT program. Mobile MAT program is a healthcare service that delivers addiction treatment directly to individuals in their communities using ... to the standards of care + Completes nursing assessment for every assigned client including Mental Status Exam on all new admissions + Demonstrates the ability… more
- KeyBank (Naples, FL)
- …and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing ... strategies based on the client 's financial goals, and by coordinating with the extended...come together to make decisions, solve problems, and develop products/ service ; establishes shared goals to foster collaboration and ensures… more