- Charles Schwab (Jacksonville, FL)
- …may be the opportunity for you. To read more about our client offerings visit: Charles Schwab - Investor Services (https://www.aboutschwab.com/what-we-do) **What ... firm that will champion your growth in the financial services industry. You'll play a critical role in the...you have** **Required Qualifications:** + 1+ years of Client /Customer Service experience **Preferred Qualifications:** + Previous… more
- Aegon Asset Management (FL)
- …transamerica.com . Job Description Summary Provides dedicated on-site support, educational and advisory services for a major client at one or more locations. ... Transamerica goals. + Conduct one-on-one retirement planning meetings with client employees. + Use Transamerica products and services...hours annually for employees in their first year of service . + Ten (10) paid holidays per year (typically… more
- Wells Fargo (Fort Lauderdale, FL)
- …and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues, ... applicable **Required Qualifications:** + 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
- Grant Thornton (Fort Lauderdale, FL)
- Grant Thornton is seeking a Client Relationship Executive (Director) to join the team in Fort Lauderdale, FL. The Client Relationship Executive (CRE) initiates, ... for generating new business opportunities for Grant Thornton across all service lines within a specific geographic market and designated industry verticals.… more
- Black & Veatch (Coral Springs, FL)
- …drivers and motivators. + Excellent communications/human relations skills (written, verbal, client service ); ability to maintain and expand key relationships. ... ** Client Account Manager - Food & Beverage** Date:...review board(s). + Provides key differentiators to use regarding services offered to clients. Works with project managers and… more
- Santander US (Miami, FL)
- …required KYC documentation and regulatory classification forms from third party stakeholders. + Service client on-boarding needs and liaise with Front Office to ... and email. + Enhances customer satisfaction by providing distinctive service in all interactions. + Establishes a trusted advisor...experience: - Required. + 3+ Years Experience in financial services preferably in a client facing operations… more
- Truist (Orlando, FL)
- …Leader II role supports the vision, strategic direction and execution of Wholesale services and continuous improvement of the client experience. The Team Leader ... products and solutions, managing capacity needs, meeting, or exceeding established service levels, and driving client satisfaction. 10. Demonstrated ability… more
- WTW (Tampa, FL)
- … relationships, strategy development, and execution at the insurance program level. The Associate Client Advocate (ACA) owns client service activities and ... in the design and delivery of full client presentations/proposals, client advocacy reports, client service plans and schedules + Coordinates the renewal… more
- JPMorgan Chase (Jupiter, FL)
- …their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a ... a team environment. **Job responsibilities** + Develop new and manage existing client relationships, providing exceptional service that exceeds expectations +… more
- First Horizon Bank (Tampa, FL)
- …work with various specialists and partners who are designated to support client service and business development efforts (eg credit, mortgage, planning, ... investment, trust and fiduciary services , and insurance services ) in a manner that promotes client ...insurance services ) in a manner that promotes client retention and prospect referrals. This includes effectively executing… more