- Amerant Bank (Coral Gables, FL)
- …support and exceptional customer service to the bank's affiliated broker dealer and registered investment advisor.Responsibilities:Middle Office Liaison for the ... escalated and/or complex problems in client accounts.Process asset movement requests inside of their pre-established SLA times within a quality-controlled process… more
- CRC Insurance Services, Inc. (Miami, FL)
- …Monitor accounts to ensure compliance with the firm's policies and procedures. 6. Assist broker to meet or exceed production goals as assigned by CRC. 7. Maintain ... current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education. 8. Maintain necessary licenses to produce business. **QUALIFICATIONS** **Required… more
- ChenMed (Pembroke Pines, FL)
- …party vendors associated with seniors with supervision Develops and executes specific broker and partner strategies and plans. + Engages with new patients through ... negative experiences **Networking** Effectively building formal and informal relationship networks inside and outside the organization + Builds strong formal and… more
