- Banco Popular Puerto Rico (Sunrise, FL)
- …experiences and backgrounds. We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including ... and uncovering their needs to gain in-depth knowledge of client 's financial life priorities in order to...a large corporation that offer a wide variety of services and financial solutions to our customers,… more
- Raymond James Financial, Inc. (Tampa, FL)
- …used in the securities industry. + Client relations management tools. + Financial services news and data resources. + Principles and practices of marketing ... and client relations management tools + Financial services news and data resource tools...relationships with others. + Provide high level of customer service . + Self-motivated and able to work independently as… more
- Rock Family of Companies (FL)
- …or refinance process and how to better manage their mortgage + Evaluate client financial status and documents including their credit, employment, income, assets ... obtain real estate financing that meets their personal and financial goals + Represent the Rocket brand in various...client concerns + Provide every referral source and client with the best client service… more
- PNC (Deerfield Beach, FL)
- …within an omni channel environment. Provides solutions and advice to improve client financial well-being. Leads effective problem resolution. + Fosters a ... followed and the support and adherence to compliance and regulatory guidelines. Manages service and operational aspects of a Branch & Business Center branch. Builds… more
- University of Miami (Coral Gables, FL)
- …orders. + Liaise between vendors, contractors, UM Purchasing, UM Accounts Payable, client financial representatives and project managers as needed to ensure ... JOB FUNCTIONS1. Prepares balance sheets, profit and loss statements, and other financial reports.2. Analyzes trends, costs, revenues, financial commitments, and… more
- Citigroup (Jacksonville, FL)
- …**Qualifications:** + 1-3 years of relevant experience + Sales and customer service ( financial services , call center, retail) experience preferred ... identifying cross sell opportunities. **Responsibilities:** + Assist in evaluating client financial needs to identify and offer...+ Interact with customer inbound calls and provide customer service , as necessary + Align client needs… more
- Raymond James Financial, Inc. (Jacksonville, FL)
- …60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client ... financial advisors and branch office. * Opens new client accounts, researches client and security information...or equivalent and a minimum of three (3) years financial services industry experience, or an equivalent… more
- Acosta Group (Tampa, FL)
- …The Business Manager Assistant will be responsible for customer forms creation, client financial tools, trade spend reconciliation, order and claims alerts, ... Contract generation via customer portals, Acosta Sprint, Acosta Relay and Excel. + Client Financial Tools - Creating customer events and maintenance as required.… more
- Banco Popular Puerto Rico (Hialeah, FL)
- …and uncovering their needs to gain in-depth knowledge of client 's financial life priorities and provide the products/ services that are most appropriate ... US, 33012 Company: Popular Workplace Type: On-site Sales and Service Associate Hialeah FL The Sales and Service...backgrounds. We reaffirm our commitment to always offer essential financial services and solutions for our customers… more
- ARAMARK (Tallahassee, FL)
- …statements for the district. Provide oversight and take ownership to deliver client and company financial targets using Aramark systems. Understand performance ... on growth, cost, and productivity, leading people, and delivering financial commitments. Whether focused on multiple sites for a...commitments. Whether focused on multiple sites for a single client or multiple clients, the key success measures of… more