- PNC (Coral Gables, FL)
- …RM team to share best practices and opportunities. + Leverages Small Business sales development partners to engage in effective client outreach. + Utilizes ... Credit Products, Customer Engagement, Customer Loyalty, Customer Solutions, Identifying Sales Opportunities, Small Businesses **Competencies** Business Acumen, Client… more
- Bank of America (Winter Park, FL)
- …effective. The **Registered Wealth Management Client Associate** role is a sales support position, typically providing dedicated operational and sales ... Advisors (FAs). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of...multiple communication methods to ensure a consistent and exceptional client service experience. + Act as a… more
- Prime Therapeutics (Tallahassee, FL)
- …and/or relevant work experience; HS diploma or GED is required + 12 years of client service experience to include 7 years of account management in PBM or ... trade, and finance. This position establishes and maintains relationships with client decision-makers, industry consultants, health-plan account and sales … more
- Finexio (Orlando, FL)
- …with these functions. Key Responsibilities Client Operations + Manage daily client operations to ensure timely and accurate service delivery. + Enhance, ... Level Agreements (SLAs), and process improvement plans. + Handle high-priority client escalations and support complex issue resolution in collaboration with… more
- First Horizon Bank (Miami Beach, FL)
- …sources; effectively work with various specialists and partners who are designated to support client service and business development efforts (eg credit, ... functions.** + Bachelor's Degree Required + 5 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage… more
- JPMorgan Chase (Miami, FL)
- …capabilities, and skills** + A minimum of five years of financial services or service sales experience, established high net worth referral network and strong ... creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted...builder with a track record of delivering an exceptional client experience + Demonstrated success driving sales … more
- Wells Fargo (Ocala, FL)
- …and maintaining filing and record keeping necessary to support efforts to service and grow client relationships + When applicable, acts as the liaison ... and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues +… more
- Comscore (Miami, FL)
- …Build and collaborate our qualification & response strategies. + Work collectively within Comscore's sales support , client service , and product teams to ... measurement. Comscore's Commercial Team is seeking an Enterprise Account Executive to support our Strategic Partnerships team. This exciting role will manage the… more
- First Horizon Bank (Orlando, FL)
- …sources; effectively work with various specialists and partners who are designated to support client service and business development efforts (eg credit, ... requirements are met where needed. + 5 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage… more
- JPMorgan Chase (Palm Beach, FL)
- …and counsel, offers attractive wealth management solutions, and delivers a high level of service . As a Client Specialist within JP Morgan Wealth Management, you ... The Client Specialist is a sophisticated wealth expert that...Effectively advance opportunities presented to you through a focused sales process. + Generate new assets under management through… more