- Citigroup (Tampa, FL)
- …a net worth of $25mm and as well as our Citi Gold and Citi Private Client business (net worth of ~$200k v. $1mm). The Wealth Operations organization are looking to ... as Banking, Lending, Investments and understand importance of KYC, Client Onboarding and Client Reporting. As part...the process creating efficiency and reducing cycle time + Partner with technology teams to deliver best in class… more
- Prestige Employee Administrators (Tampa, FL)
- …the renewal process + Participate continually in medical underwriting process with internal partner /team + Communicate renewal materials to client and broker + ... will function strategically for the overall scope of the client . They will be the primary lead for benefit...with internal benefits team to provide guidance and/or resolve service problems to both employees and clients pertaining to:… more
- Truist (Ocala, FL)
- …the following job description:** Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering ... tolerance to determine which financial strategies and solutions best meet the client 's needs. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the… more
- Citigroup (Boca Raton, FL)
- …discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools ... based on client profiling. + With the support of product specialists,...expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where… more
- Citigroup (Plantation, FL)
- …discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools ... based on client profiling. + With the support of product specialists,...expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where… more
- Bank of America (Miami, FL)
- … Partner closely with internal stake holders including CBK/IBK bankers, product, client service , global markets, and wholesale credit consult on sales ... product penetration across an assigned portfolio and partnering closely with client -facing teammates to consult on sales opportunities. Job expectations include… more
- Iron Mountain (Tallahassee, FL)
- …drafting, maintaining and training others on technology-specific contract templates (across client , vendor, and partner agreements) and ancillary legal strategic ... asset lifecycle management, and fine art storage, handling, and logistics. We proudly partner every day with our 225,000 customers around the world to preserve their… more
- First Horizon Bank (Miami Lakes, FL)
- …multiple resources to ensure client requirements are met + Provide detailed client training for new services + Partner with Treasury Management Sales, ... + A track record of gaining an understanding of client needs and delivering excellent customer service ...of client needs and delivering excellent customer service + Ability to self-prioritize and excellent time management… more
- SHI (Tallahassee, FL)
- …front line sellers and business development executives, to ensure a unified approach to service delivery and client engagement + Work with product and marketing ... to lead the design of innovative ServiceNow solutions that align with client business objectives. This role combines deep platform expertise with consultative… more
- CMTA, Inc (Orlando, FL)
- …high-performance, sustainable engineering design, with a long-standing commitment to innovation and client success. As part of the Legence family, we are uniquely ... **Florida** market. This role will focus on developing and managing client relationships, identifying project opportunities, and supporting the engineering teams… more