- Citigroup (Jacksonville, FL)
- …outbound calls + Confidently articulate the value proposition for Citi Personal Wealth Management and digital programs available + Provide exceptional support ... polices, and procedures + Provide timely feedback to senior management to identify client pain points and...Exceptional ability to apply problem solving skills to satisfy client servicing and fulfillment needs **Job Family… 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
- Citigroup (Jacksonville, FL)
- …making a positive impact on the communities we serve. Citi's Personal Banking and Wealth Management (PBWM) division is building a purpose-driven team to serve ... strong worldwide presence, and a powerful global franchise. The Technology Head of Servicing Communications is a senior management level position responsible for… 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
- DLP Capital (St. Augustine, FL)
- …of real estate lending experience + 2+ years experience in forward facing client management /sales experience + Preferred experience in multi-family lending + ... Director of Relationship Management , Lending is responsible for sourcing & servicing great elite sponsor relationships & deals that meet DLP's investment box &… more
- DLP Capital (St. Augustine, FL)
- …their dreams. We deliver a suite of services including lending, investment funds management , and loan servicing in addition to an exclusive membership platform ... basis, the Investor Outreach Associate acts as an on-demand servicing and support resource / 'go-to' team member for...years Investor Relations experience within private equity or fund management preferred + Results oriented team player + Strong… more
- DLP Capital (St. Augustine, FL)
- …their dreams. We deliver a suite of services including lending, investment funds management , and loan servicing in addition to an exclusive membership platform ... entitlements, design team coordination, and successful hand-off to the end-user client . What you have already achieved: (Requirements) + Proven track record… 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
- DLP Capital (St. Augustine, FL)
- …their dreams. We deliver a suite of services including lending, investment funds management , and loan servicing in addition to an exclusive membership platform ... This leader is responsible for supporting strategic planning, core client targeting and acquisition, product development, marketing, branding, events,...focused on scaling businesses and preserving wealth . We are proud to have been named on… more
- DLP Capital (St. Augustine, FL)
- …their dreams. We deliver a suite of services including lending, investment funds management , and loan servicing in addition to an exclusive membership platform ... construction lenders. Driving the placement of both DLP and client -owned assets, this role is pivotal to the growth...to provide solutions to improve the performance of the management company. + Learn all DLP Direct Lending Partners… more