- Raymond James Financial, Inc. (Clearwater, FL)
- Job Summary: Celebrating more than 30 years of service and excellence in the Financial Service Industry, Thakar Financial LLC is seeking a dynamic Client Service ... and with the team to provide support to the financial advisor. + With accuracy process client transactions per...advisor. + Create notes and other records in Client Relationship Management software. + Perform other tasks as assigned.… more
- Wells Fargo (Weston, FL)
- …our team means immersing yourself in a world of innovative financial solutions. Our portfolio encompasses traditional asset-based lending, senior secured lending, ... credit requests, program documentation, support for senior peers and reporting on financial trends. Become the go-to expert in this ever-evolving portfolio. Ready to… more
- Allied Universal (Jacksonville, FL)
- …and corporate support functions on key client initiatives. **RESPONSIBILITIES:** + ** Relationship Management and Client Intimacy** : + Develop and nurture ... ongoing training, response plans and solutions to maintain contract compliance + ** Financial Performance and Growth:** + Manage the P&L and drive financial… more
- Truist (Tampa, FL)
- …appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to ... Integrated Relationship Management (IRM). Levels (I - III) should be...from time to time. Leverage the Truist Sales Process, Financial Insights, and the Industry & Advisory team to… more
- Regions Bank (Naples, FL)
- …assessing a client's financial situation to retain and grow the client relationship , conducts and manages all pre-call and post-call meetings for every call + ... segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. **Primary Responsibilities**… more
- Truist (Orlando, FL)
- …job description:** Dealer Banker is responsible and has full lifecycle relationship ownership and holistic product ownership for the overall performance for ... change from time to time. 1. Leverage the Truist Sales Process, Financial Insights, the Leadership Institute and partner closely with Truist Securities… more
- ChenMed (Pembroke Pines, FL)
- …family education and identify post-hospital needs. + Enhance a collaborative relationship to maximize the patient's/family's ability to make informed decisions. + ... at regular intervals throughout hospitalization and develops an effective working relationship . Assist physicians to maintain appropriate cost, case, and desired… more
- Fiserv (Tallahassee, FL)
- …move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a ... in managing digital payments and digital banking relationships with established large financial institution clients across North America. You will act as an advocate… more
- CVS Health (Plantation, FL)
- …you will work cross-functionally to ensure we have the best bottom line financial performance for your assigned categories. The Lead Director, Category Manager of ... bringing ideas to market in an agile way, while balancing growth potential against financial risk for the broader team + Drives the team to deliver best-in-class… more
- KeyBank (Fort Myers, FL)
- …functions within the Private Bank branch (eg, accurately process all financial service transactions, maintain responsibility for cash drawer, follow proper balancing ... Escalate instances according to procedure. + Partner closely with the Client Relationship Associates. Enlist assistance from KPB Relationship Manager, Fiduciary… more