- Bank of America Corporation (Winter Park, FL)
- …while balancing the risk and exposure for MerrillManaging the branch's Wealth Management Client Associates and Service Support StaffRepresenting the office ... the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the...partner closely with advisor teams to deliver a branded client service model focusing on digital solutions… more
- ADP (Automatic Data Processing) (Maitland, FL)
- …core implementation sales collateral and governance review of sales transition process. Client Service Relationship Management:Manage relations with Service ... experienced staff, including indirect/dotted-line management of Director-level roles in Product , Technical Services, and Service organizations. Additionally, you… more
- The Bank of New York Mellon Corporation (Lake Mary, FL)
- …thought leadership, operating model improvements, product innovation, and continuous service improvement based on client feedback and in-depth service ... team member for the role of Senior Vice President, Client Service Manager to join our ...foster strong and collaborative relationships, both internally with senior product , tech, and ops management and externally with our… more
- Truist Financial (Winter Park, FL)
- …service specialists (Integrated Relationship Management [IRM] partners) who are designated to support client service and development efforts (eg banking, ... process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of… more
- The Bank of New York Mellon Corporation (Lake Mary, FL)
- …that solve client challenges and achieve account growth, while recommending product / service enhancements internally to fill underserved client interests ... and recommend product /services directly to the client Conducts check-ins with assigned clients, ensuring their continued...Insurance Ability to lead and communicate to a virtual service and coverage team to ensure firm-wide alignment on… more
- The Bank of New York Mellon Corporation (Lake Mary, FL)
- …in-depth and comprehensive knowledge of assigned products, the marketplace and client needs to drive product growth/development and maximize ... degree preferred. 7-10 years of total work experience preferred. Experience in Product Management, operations, client management preferred. MBA or CFA preferred.… more
- The Bank of New York Mellon Corporation (Lake Mary, FL)
- …situations for internal and external clients Provides leadership and recommendations for client support and training to assist with documentation, quality review ... client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience Provides consultative support of complex… more
- The Bank of New York Mellon Corporation (Lake Mary, FL)
- …looking for multiple senior-level product managers for our newly built enterprise and client platforms. These roles can be based in: NYC, NY, Lake Mary, FL, or ... Financial Product - Expertise in investment banking, lending, payments, etc Experience/ Service - Expertise in client journeys, channels, services You will… more
- The Bank of New York Mellon Corporation (Lake Mary, FL)
- …areas. Oversees relationship management for a broad set of key BNY clients. Ensures customer service levels are meet client needs and resolves any client ... future team member for the role of Senior Director, Fund/ Client Accounting Manager to join our Operations team. This...generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.… more
- ADP (Automatic Data Processing) (Maitland, FL)
- …this role, you will use your instructional design knowledge to design ADP product applications, processes, and soft skills training for our clients and new ... Service and Implementation associates. You will leverage your facilitation...in instructional design, as well as 3+ years in technical/ product application training facilitation. Familiarity with designing or delivering… more
- Hub International Limited (Winter Park, FL)
- …own entrepreneurial journey. You will be the cornerstone of our superior customer service and will be charged with ensuring client satisfaction.ESSENTIAL DUTIES ... career that helps local businesses in the communityStrong community support and involvement through HUB Gives SUMMARY:As a HUB...role is vital to our success in all our product lines - from personal, commercial, employee benefits, and… more
- Wave (Maitland, FL)
- …and sales reports are accurate and submitted in a timely manner. Hand off customer service and non-sales related client inquiries to the Customer Service ... voice and video customers. MAJOR DUTIES AND RESPONSIBILITIES Actively and consistently support all efforts to simplify and enhance the customer experience Place… more
- The Bank of New York Mellon Corporation (Lake Mary, FL)
- …forces changing the financial services industry. Coordination with all Internal Pershing X Sales, Product , Service , and Support teams to achieve overall firm ... X Broker Dealer, Trust, and Registered Investment Advisor segments. Promote firm services/ product offerings that solve client challenges and achieve account… more
- Bank of America Corporation (Orlando, FL)
- …of business (ie, GCBK, GCB, PSB, Specialized Industries, CREB). Drive collaboration between product , sales and client relationship teams to package, market and ... solutions that address the challenges clients face and grow market share through client calling and deal support . Participates with most senior levels (ie,… more
- CliftonLarsonAllen (Orlando, FL)
- …and onboarding of family members. Create a unified team vision for client service and use data/metrics to support decision making and to create a team ... point of contact through implementation of full Talent Solutions product suite.As a Client Experience Director you...best practice process that ensure a high-quality standard of client service on all system implementations is… more
- Finastra (Misys International Banking Systems Limited) (Lake Mary, FL)
- …to identify and deliver on growth opportunities, potential cost savings and client service enhancements.Strategically focused and responsible for client ... for the client both internally and externally, identifying and prioritizing key client service issues and acting when required as primary point of contact… more
- JP Morgan Chase & Co. (Orlando, FL)
- …experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Finastra (Misys International Banking Systems Limited) (Lake Mary, FL)
- …managing multiple accounts.Ability to build credible and influential client relationshipsDemonstrates product and industry knowledge including ... role will develop and execute account strategies to drive client retention and growth within a defined portfolio of...a pipeline for Finastra products and services, engage and support of internal stakeholders such as Solution Consultants and/or… more
- Finastra (Misys International Banking Systems Limited) (Lake Mary, FL)
- …will need to build and maintain strong internal networks across the Sales, Support , Services and Product organizations, partnering with these teams to deliver ... for an individual portfolio of customers, spanning the TCM product portfolio. Critical to the success of the role...the best possible solution(s) & service (s) to our customers. The CSE will also provide… more
- Deloitte (Lake Mary, FL)
- …Model (PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery. Work you'll do/Responsibilities Manage a team of 10+ ... a team ensuring high quality work. Will partner with client and must establish and maintain strong client...technical Workday resource for one or more modules to support the balancing of capacity across the team. *… more
