- Bank of America (St. Petersburg, FL)
- …+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- Bank of America (St. Augustine, FL)
- …Key responsibilities include deepening client relationships through platform services , supporting clients with self- service or transactional activities, and ... provide financial center clients with both consumer and small business solutions, services , and strategies when uncovering personal banking needs and helping clients… more
- The ODP Corporation (Tallahassee, FL)
- …Sales and Services :** + Responsibility in the Print function to support efficient operation while driving overall store sales. + Operates and assists associates ... the Print Services area to maintain efficient production and ensure client orders are completed correctly and on-time. + Effectively utilizes communication tools… more
- Bank of America (Gainesville, FL)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...at least one year experience working in the financial service industry and/or a sales environment where goals were… more
- Bank of America (Stuart, FL)
- …needs. + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds. + Mitigates and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended....of one year of experience working in the financial service industry and/or a sales environment where goals were… more
- PNC (Palm Beach Gardens, FL)
- …strong client commitment and advocacy by delivering proactive and responsive service to meet client goals.Differentiates client experience through ... Description** + Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and… more
- CHS (Clearwater, FL)
- …annual Satisfaction Survey will be provided to the relationship manager for each PAS client where Claims services are provided. The Departments will be graded in ... Administrator (TPA) which provides a wide range of administrative services to insurance companies, sharing organizations, insurance marketing organizations, and… more
- PNC (Coral Gables, FL)
- …a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Holds team accountable for deliverables. + Held ... expand his/her external network for business development. + Manages risk through appropriate client selection and ensures that our service delivery is consistent… more
- Raymond James Financial, Inc. (Naples, FL)
- …existing procedures and precedents. Act as first-line supervisor of a team providing customer service support , and play a key role in helping to achieve targets ... best possible approaches available within established systems. Identify the products or services that best meet the customer's stated needs, use personal expertise… more
- Mass Markets (Tampa, FL)
- …CALL CENTER JOB OPENINGS We are looking for bilingual call center representatives to support inbound customer service , help desk, technical support , and ... prior contact center experience isn't required, experience in customer service , tech support , inside sales or back-office...of customers each week across the country to resolve support issues, sell new products and services ,… more