- Citigroup (Jacksonville, FL)
- …experience in Client Service and/or Sales within financial services (banking, insurance , investments) preferred. + Prior work experience in a related job that ... The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or… more
- Citigroup (Miami, FL)
- … Client Service and/or Sales within financial services (banking, insurance , investments) preferred. + Basic understanding of Know-Your-Customer (KYC) and ... The Telesales Specialist role is a Client Service and Sales support position responsible for...working independently within established procedures and make decisions without manager approval. + Able to perform multiple functions with… more
- PNC (Coral Gables, FL)
- …field on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. As a Financial Wellness Consultant, you will work within the PNC ... or dedicated benefits managers to design a custom program for a client 's organization and provide employees of corporate clients with advice and services… more
- Citigroup (Jacksonville, FL)
- …experience in Client Service and/or Sales within financial services (banking, insurance , investments) preferred. + Prior work experience in a related job that ... The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or… more
- Citigroup (Key Biscayne, FL)
- …risk and control, driving lobby leadership, and ensuring consistent delivery of client and team experiences aligned with the bank's standards **Responsibilities** : ... the branch, providing support in complex transactions and ensuring an exceptional client experience. + Champion risk and control by monitoring day-to-day operations,… more
- TD Bank (West Palm Beach, FL)
- …clients by reviewing financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central point of contact, ... responsible for providing client service & developing the relationship to achieve greater...related to all business activities (eg OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) +… more
- Bank of America (Palmetto, FL)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes… more
- TD Bank (Aventura, FL)
- …needs, reviewing financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central point of contact, ... responsible for providing client service & developing the relationship to achieve greater...related to all business activities (eg OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) +… more
- Bank of America (Boca Raton, FL)
- …to advance in many roles within our organization. Key responsibilities include triaging client leads, making referrals to business partners based on client needs ... money managed solutions. + Recommends banking and investments strategies that align with client financial goals and needs. + Triages client requests and makes… more
- Help at Home (Miami, FL)
- …clients, homecare aides, managers, referral sources, and others directly involved in the client 's care. **This is an on-site position and address is:** 1 **0451 NW ... and all related paperwork. + Consistently maintains the confidentiality of patient/ client and agency information, following HIPAA guidelines relative to handling… more