- Bank of America (Jacksonville, FL)
- …to understand life and financial goals, and pairing new solutions and services to meet client needs. **Responsibilities:** + Works with clients to build ... of solutions that the bank offers to help achieve financial goals. Key responsibilities include balancing service ...and deepen relationships by uncovering financial needs and recommending the best products, services… more
- Truist (Miami, FL)
- …Markets and Banking solutions or other advisory services that align with client 's strategic and financial objectives based on banker's knowledge of sector ... and capabilities to portfolio companies is key. Additional responsibilities on internal client management duties as specified by manager and team. **Essential… more
- Bank of America (Jacksonville, FL)
- …into various credit and operating systems **Job Requirements:** + 2+ years of financial services experience + Excellent verbal and written communications skills ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible… more
- MyFlorida (Spring Hill, FL)
- …and the Spring Hill clinic. Directly responsible for ensuring that client intake, financial eligibility determination, scheduling, cashiering, and any ... maintain proficiency. Refugee Health Coordinator including training staff, qualifying patients, financial reporting. QI mentor for Clinic Services staff. Manage… more
- BMO Financial Group (Winter Park, FL)
- …expertise. **C. Client and Relationship Management** + Ensures delivery of exemplary client service by troubleshooting as client advocate in a ... through significant business development and excellent management of key client relationships throughout the Southeastern United States with specific concentration… more
- Bank of America (Tampa, FL)
- …Audits (where applicable) **Required Qualifications:** + Two or more years of financial services experience + Excellent verbal and written communications skills ... are guided by a common purpose to help make financial lives better through the power of every connection....while following established procedures. Anti-Money Laundering (AML) Know Your Customer/ Client Due Diligence (KYC/CDD) is part of the Global… more
- American Express Global Business Travel (Tallahassee, FL)
- …and engaged Client Management team, with high will to retain and grow their client portfolio. The Client Manager Director creates a culture to motivate, ... investment in travel through increased cost savings, outstanding customer service and greater spend control. Amex GBT provides a...We're growing faster than ever and introducing new solutions, services , and strategies to bring greater value to our… more
- WSP USA (Fort Myers, FL)
- …the internal client office and Central Office, as requested. Obtain approval of client manager prior to submittal. + Performs all other tasks assigned by the ... signed Service Agreement where WSP has expressly requested recruitment/staffing services specific to the position at hand. Any unsolicited resumes, including… more
- TD Bank (FL)
- …you've got years of banking experience or are just starting your career in financial services , we can help you realize your potential. Through regular leadership ... within a designated region or area + Superior Customer Service skills + Strong organization skills to handle multiple...Proficient in Microsoft Office + Ability to provide community services , including, but not limited to, Financial … more
- IQVIA (Miami, FL)
- …across customer account. + Serve as Project Manager for single service DM projects, including financial tracking, revenue recognition, and invoicing. + ... **Job Overview** + Independently manage end-to-end delivery of data management services for single/multi- service projects, ensuring quality deliverables on time… more