- JPMorgan Chase (Orlando, FL)
- …capabilities, and skills** + 1+ year of sales experience in Retail Banking, Financial Services , or other related industries with proven success in establishing ... can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default Chase is a leading financial services firm, helping nearly half of America's… more
- Cushman & Wakefield (Tallahassee, FL)
- …C&W with responsibility to manage the client relationship while providing exceptional client service and delivering on all aspects of the contract. The Sr. ... vision, strateg** **y** **and measurem** **e** **nt metrics to the applicable service lines** **Develop and maintain strong client ** **relationships** **Impl**… more
- Truist (Miami, FL)
- …range of products and services . 10. Excellent oral, written, presentation and client service skills. 11. Demonstrated ability to lead multi-faceted client ... client relationships. The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to attorneys and law...Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service… more
- Hanson Professional Services Inc. (Jacksonville, FL)
- …The belief in sustainability within our company's practices creates a focus on client success and partnerships that are important to our communities and our ... **Employee Stock Ownership Plan** **Comprehensive health & well-being plans** ** Financial wellness plans** **Work-life balance programs** Want to know more?… more
- Hanson Professional Services Inc. (Miami, FL)
- …The belief in sustainability within our company's practices creates a focus on client success and partnerships that are important to our communities and our ... **Employee Stock Ownership Plan** **Comprehensive health & well-being plans** ** Financial wellness plans** **Work-life balance programs** Want to know more?… more
- Citigroup (Miami, FL)
- …clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve ... as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build relationships with client families that cross… more
- JPMorgan Chase (Tampa, FL)
- …Own/Manage work queues (phone/email/internal case), required daily tasks and established service level agreements, and troubleshoot and investigate client ... the development and maintenance of policies, procedures, and training materials Ensure client satisfaction and confidence in JP Morgan's service offering, based… more
- World Insurance Associates, LLC. (West Palm Beach, FL)
- …across personal lines, commercial lines, employee benefits, and financial services . + Deliver a high-touch client experience, ensuring proactive policy ... Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World")...Position Overview World Insurance Associates ("World") is a unique financial services organization with a global network… more
- JPMorgan Chase (Tampa, FL)
- …delivery of new accounts and full suite of products and services . Leverage service team to deliver an outstanding client experience + Protect the firm by ... provide a high-touch experience by building relationships and providing financial advice with a focus on client ...Outlook, Excel, Word, and PowerPoint Chase is a leading financial services firm, helping nearly half of… more
- JPMorgan Chase (Tampa, FL)
- …MS Office tools including Outlook, Excel, Word, and PowerPoint Chase is a leading financial services firm, helping nearly half of America's households and small ... If you are client -focused, enjoy building relationships, and providing financial...virtually + General knowledge of core business products and services including deposit, lending and cash management + Ability… more