- BMO Financial Group (Miami, FL)
- …Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. **Responsibilities:** + Acts as an escalation point for ... client needs. + Manages high-value client portfolios, driving cross-selling, retention , and profitability. + Implements cross-selling initiatives, driving client… more
- BMO Financial Group (West Palm Beach, FL)
- Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of investment ... and training programs; may include delivery of training to audiences. + Performs sales & service support activities as required to meet client needs and maintain… more