- Bank of America (Jacksonville, FL)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... decisions when inheriting assets. By developing a relationship with the client , Financial Solutions Advisors can engage clients in goals-based conversations that… more
- PNC (Fort Lauderdale, FL)
- …Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or ... collaborate with you to develop customized financial solutions that reflect each client 's unique needs and aspirations. We take a comprehensive, holistic, and… more
- Bank of America (Jacksonville, FL)
- …and needs Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates and ... and **Merrill** offering model and collaborate with business partners to provide service /education to active and separated Merrill 401k and Equity Plan Participants.… more
- Bank of America (Boynton Beach, FL)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- Bank of America (Coral Springs, FL)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- Bank of America (Lakeland, FL)
- …In lieu of this requirement, has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, ... effective customer service skills with ability to manage the full client end-to-end experience and problem resolution. + Strong written and verbal communications… more
- Securitas Security Services USA, Inc. (St. Augustine, FL)
- …and contractual standards + **Growth & Retention:** Support organic growth through strong service delivery and client retention **What You Bring to the Table** ... high-performing District Manager with a **strong background in HOA-focused operations and client engagement** to lead a 2,800 HPW operational portfolio across the… more
- WheelHouse IT (Orlando, FL)
- …complex technical issues. + Collaborate with a high-performing team to continuously improve service quality and client satisfaction. + Gain a deep understanding ... We're looking for a technical expert who thrives in dynamic environments, values client relationships, and brings both precision and passion to the job. What You'll… more
- City Wide Facility Solutions (Delray Beach, FL)
- …locations is performed to City Wide standards and delivering exemplary results and customer service to the client . As a manager, this employee is expected to ... for ensuring that the janitorial cleaning scope of work or service -level agreement associated with various commercial buildings are fulfilled and performed… more
- PNC (Sarasota, FL)
- …Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or ... to internal business partners as appropriate. + Acquires, expands and maintains client relationships through business development and client networking. Grows … more