- BMO Financial Group (West Palm Beach, FL)
- …management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an ... understanding of and care for the client through proactive delivery of holistic advice and solutions...Oversees the design, development, and implementation of tools and training required to deliver business results. + Leads/participates in… more
- Black & Veatch (Fort Myers, FL)
- …assist with providing guidance to engineering team members. + Maintain positive client relations understanding client interests and drivers through effective ... with business development activities. + Function as a technical specialist or in a lead role. + With minimal...all other internal/external team members on moderately complex projects Client Focus: + Responsible for assisting with identification of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Systems, on-boarding clients, opening accounts, and financial planning tools for client portfolios. Associates will provide technology training , support, and ... use of technology solutions designed for advisor efficiency, and building client portfolios. Wealth Management Associate participants will also focus on obtaining… more
- Truist (Fort Myers, FL)
- …referring the client to the appropriate branch team members or specialist . 4. Understand the importance of Integrated Relationship Management (IRM) to ensure we ... the following job description:** Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of… more
- Truist (Jupiter, FL)
- …Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist ... job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist… more
- Optiv (Tampa, FL)
- …team will include a Client Solution Architect, Executive Advisory Director, Client Operations Specialist , and one or more Client Associates. ... As an Account Executive (or a Client Director (CD) as we like to call...Resource Groups (http://www.optiv.com/company/about-us#dei-group) . + Work/life balance + Professional training resources + Creative problem-solving and the ability to… more
- Optiv (Tampa, FL)
- …Members of this cross-functional team will typically include a Solutions Architect, Client Operations Specialist and services practices personnel as appropriate ... As an Acquisition Account Manager, aka Acquisition Client Manager (ACM) you'll be responsible for new business sales for Optiv security services and security… more
- Optiv (Tampa, FL)
- …deep business experience and advanced security practitioner knowledge for understanding a client 's requirements within their domain. The Sr. DSA aligns some of the ... and can design pragmatic security solutions tailored to each client 's unique environment and provide our clients and sellers...expertise on all sales opportunities. In partnership with domain specialist and experts, the Sr. DSA will drive thought… more
- MyFlorida (Orlando, FL)
- …a caseload of no more than 35 clients and updated case information for each client monthly, keep all records in accordance with the local Service Standards and the ... of the DOH-Orange and SCC. Staff will provide at a minimum five (5) client services daily per provider schedule and accurately complete and scan documents into the… more
- Paycom Online (Tampa, FL)
- …available benefits. The Strategic Account Manager (internally known as Client Relations Representative) is responsible for retaining existing company relationships ... revenue opportunities to add to their portfolio + Maximizing employee and client usage of Paycom software **RESPONSIBILITIES** + Works closely with Outside Sales… more