- Raymond James Financial, Inc. (St. Petersburg, FL)
- …will focus on delivering a new suite of strategic reports and dashboards that support Private Client Group Management, its Divisional Directors and their related ... initiatives. This includes developing rollout plans, training IT and operational support areas, and assisting in communications and documentation to support… more
- World Insurance Associates, LLC. (New Smyrna, FL)
- …our multiple offices throughout the region. Position Overview The Commercial Lines Account Manager will play an integral role in driving our mission to deliver ... excellence in client management and retention. Primary Responsibilities + Effectively managing...audits for accuracy + Coordinate expiration list with department manager to obtain renewal business information Qualifications + Bachelor's… more
- Aegon Asset Management (FL)
- …Summary Responsible for relationship management of assigned clients to ensure client satisfaction, retention and profitability of retirement 401(k) plans. May also ... annual plan reviews. + Cross sell additional products and services to deepen client relationships and improve profitability using a consultative approach. + Serve as… more
- Beemac Logistics (St. Petersburg, FL)
- …home days possible after achieving sales goals and KPIs benchmarks. What makes a successful Client Solutions Manager (CSM): + As a successful CSM, you will act ... Utilize multiple forms of communication such as telephone, e-mail, instant messenger, and other support software. What you need to bring to the table: + You must be… more
- Lane Valente Industries (Punta Gorda, FL)
- …of the team with an emphasis on integrity and learning. CURRENT OPPORTUNITY: Client Account Manager JOB RESPONSIBILITIES: Responsibilities include, but are not ... an experience HVAC professional with great office skills Full Time Salaried position with expectations for off hours support and decision making Powered by JazzHR more
- Datavant (Tallahassee, FL)
- …consistent and effective manner ensuring that appropriate changes are implemented. + Support audit processes ensuring work flows and results are properly documented ... and maintained. Identify process improvements as needed. + Assist in the development of an effective training program regarding correct coding techniques/practices + Assist with training new auditors and training of other staff as needed. + Create methods to… more
- CVS Health (Tallahassee, FL)
- …Manage the onboarding process for new clients/groups by collaborating with account manager to gather client requirements and transferring them to system ... customer satisfaction. Serve as the primary point of contact for the client to provide product training, resolve escalated customer service issues, streamline… more
- The Cigna Group (Miami, FL)
- …and ensuring client satisfaction with products and service. + Coordinates with Client Service Executive(CSE) and/or Client Manager to ensure needs are ... and installation matters to appropriate service organization representatives + Partner with Client Manager and Client Service Executive to proactively… more
- Bank of America (Palm Beach Gardens, FL)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... Wealth Management Client Associate Palm Beach Gardens, Florida **To proceed...in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage… more
- JPMorgan Chase (Jupiter, FL)
- …redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a team that is dedicated to delivering ... inquiries from start to finish and completing servicing requests as needed. + Support Relationship Managers in deepening client relationships by taking client… more