- Citigroup (Jacksonville, FL)
- …experience in Client Service and/or Sales within financial services (banking, insurance , investments) preferred. + Prior work experience in a related job ... working independently within established procedures and make decisions without manager approval. + Able to perform multiple functions with...of accuracy. + Strong desire to create a top-notch client experience with every client … more
- Bank of America (Palmetto, FL)
- …* Obtained your insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- Bank of America (Vero Beach, FL)
- …(CRPC). + Obtained insurance licenses. **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and Client Focus + Oral ... to advance in many roles within our organization. Key responsibilities include triaging client leads, making referrals to business partners based on client needs… more
- Bank of America (North Port, FL)
- …/ GED / Secondary School or equivalent Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- SitusAMC (Tallahassee, FL)
- SitusAMC is where the best and most passionate people come to transform our client 's businesses and their own careers. Whether you're a real estate veteran, a ... for everyone, we proudly serve. At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your… more
- Help at Home (Tampa, FL)
- …a client per month to maintain perspective and connections to the Client and Caregiver experience . + Prepares and submits routine departmental reports as ... managers, referral sources, and others directly involved in the client 's care. **This is an on-site position and address...referral sources, team leads, managers and the branch manager . + May conduct in home visits with… more
- Citigroup (Miami, FL)
- …+ Knowledge of banking, fiduciary, credit and investments required. + Excellent client facing service experience and problem resolution skills required. + ... America businesses. Their focus is to ensure that effective client service is provided to our ultra high net...to establish overdraft lines & escalate to Service Team Manager . + Maintain Credit Documentation Deficiencies > 60 days… more
- AECOM (Tampa, FL)
- …include, but are not limited to: + Perform the roles of a Project Manager such as maintaining client relationships, contracting, project planning and execution, ... activities such as maintain project budgets, schedule, staffing, quality control, and/or client relations. + Minimum 2 years of experience developing proposals… more
- WTW (Tampa, FL)
- …calculations, investment manager searches and selection, portfolio and investment manager monitoring and preparation of materials for client meetings. We ... for our clients. Your work will involve following our manager research process to form views on investment strategies...equities, alternative credit, real assets and liquid alternatives). + ** Client Consulting** - you will support client … more
- Citigroup (Miami, FL)
- …multiple functions with a high degree of accuracy. + Strong desire to create a top-notch client experience with every client every day. + Open to receiving ... and reporting control issues with transparency. **Qualifications:** + 0-2 years of experience in Client Service and/or Sales within financial services (banking,… more