- Bank of America (Miami, FL)
- …of influence **Required skills:** * 12+ years of private banking or complex financial services experience OR equivalent financial services /business ... are guided by a common purpose to help make financial lives better through the power of every connection....array of Private Bank and the bank's capabilities and services to meet specific client needs. Job… more
- Truist (Jacksonville, FL)
- …relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives. 5. Participate in the preparation for ... consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial ...and risk tolerance to determine which investment products and services best meet the client 's needs and… more
- JPMorgan Chase (Melbourne, FL)
- …years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor...not available in all states. Chase is a leading financial services firm, helping nearly half of… more
- Finexio (Orlando, FL)
- …with these functions. Key Responsibilities Client Operations + Manage daily client operations to ensure timely and accurate service delivery. + Enhance, ... As a high-growth fintech company, we focus on simplifying complex financial workflows while ensuring security, compliance, and operational excellence. We are… more
- Cayuse Holdings (Tallahassee, FL)
- … service delivery, project management or business operations) balancing client interaction, delivery excellence, and profitability with advancing long range ... with key clients + Creation of account strategic and financial plans/roadmap for servicing client needs +...+ At least 5+ years managing IT or professional services with complex, large clients. + Our Client… more
- 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 ... other life goals through investment advice and guidance._ _Merrill's Financial Advisors and Wealth Management Client Associates...for new and existing clients. + Provide products and services to each client , working with cross… more
- Brink's (Tallahassee, FL)
- …business strategy, and experience in negotiations + Experience working in or with financial services companies preferred, including at a retail commercial bank ... cash and valuables management, digital retail solutions, and ATM managed services . Our customers include financial institutions, retailers, government agencies,… more
- Prime Therapeutics (Tallahassee, FL)
- …of client priorities, market direction, and demand for new products/ services in the marketplace to influence the development and deployment of competitive ... our passion and drives every decision we make. **Job Posting Title** Vice President Client Engagement - Large Plan - REMOTE **Job Description** The Vice President … more
- Acxiom (Tallahassee, FL)
- …+ **Consultative:** Ability to engage with clients in a collaborative and client - services mindset to understand their needs, provide expert advice, and ... presence: aligning client business needs to Acxiom products, solutions, and services . + Manages client portfolio revenue and bookings forecasts. + Creates… more
- Public Consulting Group (Tallahassee, FL)
- …and budget while working at a detailed level. + Commitment to exceptional client service . + Creative problem-solving ability and a consultancy mindset. + ... and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000… more