- Charles Schwab (Sarasota, FL)
- …needs, Investor Services can help. To read more about our client offerings visit: Charles Schwab - Investor Services (https://www.aboutschwab.com/what-we-do) **What ... + Notary preferred + Minimum 12 months in a client service industry + Basic understanding of brokerage regulations...Basic understanding of brokerage regulations and rules that govern client accounts + Demonstrated experience handling client … more
- Randstad US (Clearwater, FL)
- relationship specialist . + clearwater , florida +...Our client is currently searching for a Relationship Specialist that is fluent in both English ... and Spanish to join their team. The ideal candidate will perform outstanding personalized customer service to their clients. If you would be interested in discussing further please here, or contact me directly at ###@randstadusa.com. salary: $50,000 - $55,000… more
- Regions Bank (Sarasota, FL)
- …careers section of the system. **Job Description:** At Regions, the Private Wealth Relationship Specialist assists in the coordinated delivery of a broad range ... to a challenging and sensitive portfolio of affluent clients. The Private Wealth Relationship Specialist will be responsible for supporting a Private Wealth… more
- Regions Bank (Fort Walton Beach, FL)
- …section of the system. **Job Description:** At Regions, the Private Wealth Management Relationship Specialist assists in the coordinated delivery of a broad ... o Facilitates day to day standard transactional needs of the client base, including processing deposits, payments, account transfers, bill payments, wire… more
- Wells Fargo (Miami, FL)
- **About this role:** Wells Fargo is seeking a Senior Business Relationship Support Specialist in Global Treasury Management as part of Enterprise Functions. ... Support complex or large portfolio of customers and share leadership role with relationship managers and customer support manager in managing a portfolio of accounts… more
- Bank OZK (Fort Myers, FL)
- …coaching conversations with leadership. + Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating ... issues to next level of authority, as needed. + Collaborate effectively with line of business partners to foster teamwork, exceptional customer service, and continuous learning. + Actively promote teamwork, leading by example and taking initiative to assist… more
- PNC (Fort Lauderdale, FL)
- …needed to be successful in this position. **Preferred Skills** Business Decisions, Client Counseling, Client Relationship Building, Competitive Advantages, ... but are not limited to, handling: * Cross-discipline Sales Support * New Client Onboarding * Administrative Support * Risk Management The position is primarily based… more
- First Horizon Bank (West Palm Beach, FL)
- …**Summary** Provide assistance to the Commercial and Private Banking Relationship Managers. **Key Responsibilities Include** + Provide Commercial Lending Support ... to Commercial Relationship Managers + Review and Fund Loans + Assist...bank services + Authorize payment and fees of commercial client overdrafts + Approve and process commercial client… more
- JPMorgan Chase (Tampa, FL)
- …the face of Payments Technology to the large corporate clients with client communication, technical relationship management, and delivering Root Cause Analysis ... be beneficial + Intermediate knowledge and use of PowerPoint and Excel for client facing presentations + Knowledge of one or more general purpose programming… more
- Bank of America (Palm Beach Gardens, FL)
- Wealth Management Specialist - NR Palm Beach Gardens, Florida **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more