- Bank of America (Jacksonville, FL)
- Wealth Management Client Servicing Representative Chandler, Arizona;Tampa, Florida; Jacksonville, Florida; Scranton, Pennsylvania **Job Description:** At ... issues handled by experienced associates or above. Job Description: As a Wealth Management Client Services Representative, you will work in an inbound… more
- Citigroup (Jacksonville, FL)
- …highest level of support from those teams. + Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; ... clients interested in becoming new clients. + Responsible for executing specific client contact campaigns as defined by Sales Management /Segments. + Responsible… more
- Bank of America (Jacksonville, FL)
- …team by assisting in the completion of special projects as required **Skills:** + Client Management , Customer and Client Focus + Customer Service, Account, ... to our RBCC (Retirement Benefits Contact Center) agents to ensure satisfactory participant servicing . + Participate in in-person client and prospect meetings +… more
- HUB International (Jacksonville, FL)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 13,000 employees in 475+ ... through HUB Gives** We currently have an opportunity for Client Service Assistant to join our Florida Personal Lines...new business and Account Managers with the processing and servicing of all personal lines accounts in accordance with… more
- Truist (Jacksonville, FL)
- …management and retail lending solutions OR, 5 or more years of sales and client management experience with a demonstrated ability to manage a portfolio of ... Relationship Management [IRM] partners) who are designated to support client service and development efforts (eg banking, mortgage, planning, investments, and… more
- Carrington (Jacksonville, FL)
- …assess evolving business needs, changes in processes and operations, and or special client requirements. + Inform Risk Management 's Executive Management of ... audits. Ensure compliance with applicable local, state, federal, regulatory and client requirements. Perform all duties in accordance with the company's policies… more
- HUB International (Jacksonville, FL)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ ... is responsible for assisting Producers and other Account Managers with the servicing of assigned accounts in accordance with the practices, policies and procedures… more