- Bank of America (Boca Raton, FL)
- …and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience. + Act as a key team member leading ... in addition to the businesses of a particular Financial Advisor . For established clients, the Client Associate...for new and existing clients. + Provide products and services to each client , working with cross… more
- Sodexo (Orlando, FL)
- …in delivering seamless workplace hospitality solutions. + Serve as a trusted advisor to senior client stakeholders-analyzing their business needs, challenges, ... contract negotiations in partnership with operations teams, ensuring alignment between client expectations and service delivery capabilities. + Strong financial… more
- Raymond James Financial, Inc. (Gainesville, FL)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + ... the financial advisors and branch office + Open new client accounts, process money movement, and research information as...-specific reporting as needed for review by the financial advisor + Create and maintain records and files utilizing… more
- JPMorgan Chase (Weston, FL)
- …Client Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private ... generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance… more
- Anywhere Real Estate (Jacksonville, FL)
- The ** Client Experience Specialist** is a service -minded professional who manages all non-licensed aspects of the transaction, from contract to close, to create ... efficient, and accurate manner. + Collaborate closely with agent services department, agents and/or other third parties to ensure...with all parties involved in the transaction. + Prioritize service to the agent and all parties with a… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …through experience, specialized training, and/or certification-to implement Know Your Client ("KYC"), Customer Identification Program ("CIP"), Customer Due Diligence ... involving foreign financial institutions (FFI), cannabis-related clients (CRC), Money Service Businesses (MSB), gambling entities, and non-retail brokerage jurisdiction… more
- Citizens (Boca Raton, FL)
- …products and services through cross-sell partners and acts as a trusted advisor to the client 's executive management team. Within the Middle Market team, ... active market coverage of prospective clients to achieve new client acquisition goals to generate new and incremental margin...non-credit ancillary product sales, including capital markets products and services offered by the Bank. + The RM must… more
- Parexel (Tallahassee, FL)
- …a timely manner with an understanding of issues which may impact project profitability and client satisfaction + Acts as a trusted advisor to clients, often on ... rainmaking skills and relationships at the most senior levels within client organizations. A Senior/Vice President Technical must have a thorough understanding… more
- Deloitte (Miami, FL)
- …skills to manage multiple engagements independently. + Foster and manage strong client relationships, serving as a trusted advisor . + Lead, motivate, ... coordination to ensure high-quality delivery to our clients. At Deloitte, we provide services using an approach designed to provide the flexibility to serve the… more
- Truist (Fort Myers, FL)
- …relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives. 5. Participate in the preparation for ... and risk tolerance to determine which investment products and services best meet the client 's needs and...and delivery of client presentations and engagements. 6. Assist the … more