- Citigroup (Boynton Beach, FL)
- …offer solutions through a wide range of products, services and tools based on client profiling. + With the support of product specialists, intuitively recognize ... and understand a client 's banking, credit and investment needs and goals to...expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where… more
- Ankura (FL)
- …process + Cultivate and maintain long term relationships with clients by delivering elite client service and engaging them by using knowledge of each industry ... role is an executive level position that sells, leads and manages complex client engagement(s). The successful candidate will be a "person of stature" and… more
- World Insurance Associates, LLC. (Tampa, FL)
- …& HR solutions. Sales Executive - Commercial Lines Position Overview World's Client Advisors bring risk management solutions to businesses and individuals. Your ... can prospect any company of any size to provide value to your client . Imagine the potential. Primary Responsibilities + Identify, prospect, and cultivate new… more
- Regions Bank (Orlando, FL)
- …+ Ensures that account administration complies with fiduciary principles + Coordinates client service activities with other wealth management partners + Mentors ... the Advisor is responsible for retaining and providing advisory services and support to their existing client relationships. **Primary Responsibilities** +… more
- KeyBank (Palm Beach Gardens, FL)
- …Executes, through the Comprehensive Practice Management process, prioritized pro- active client contacts, per service standards. Compliance Maintains compliance ... and relationship skills for high-net-worth business. Applied knowledge of investments/securities in support of sales and client servicing. Completion of Cannon… more
- Citigroup (Plantation, FL)
- …offer solutions through a wide range of products, services and tools based on client profiling. + With the support of product specialists, intuitively recognize ... and understand a client 's banking, credit and investment needs and goals in...expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where… more
- Deloitte (Boca Raton, FL)
- …projects span Business Threads, inclusive of tax compliance and advisory client service delivery for Corporate, Investment Management, Operating Flowthroughs, ... facilitate formal decision-making. Functional + Engage with Tax professionals to understand client service pain points, assess opportunities, and deliver process… more
- The ODP Corporation (Orlando, FL)
- …customer relationships and become a trusted advisor by utilizing provided training to support sales offerings. The Team Lead will support a customer-centric ... and merchandising standards, freight, and logistics activities, and prioritizing unparalleled client satisfaction. The Retail Team Lead will also be a part-time… more
- Mugwump Productions (Ponte Vedra Beach, FL)
- …to support budget management and program profitability. + Provide exceptional client service , anticipating needs and resolving issues quickly. + Contribute ... + Be part of a creative, growing company that values both innovation and client service . + Work alongside seasoned professionals in a prestigious resort… more
- AssistRx (Orlando, FL)
- …and roadmap for a defined set of patient support offerings (digital, service -based, or hybrid). + Translate market needs, client feedback, and regulatory ... This may include offerings such as patient onboarding, financial assistance, nurse support , adherence programs, or digital engagement tools. You will drive product… more
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