- HUB International (Winter Park, FL)
- + The Client Relationship Manager acts as a liaison between the client and insurance carriers for service, enrollment, claims and administration; ... insurance company service partner contacts (such service and claim representatives) and client contacts. + Confidentially assist with all claims matters and bring to… more
- Ascensus (Lake Mary, FL)
- …to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 ... accounts. A Retirement Plan Consultant is able to handle client meetings both in person and via phone. This...meet or exceed defined business objectives, firm goals and client obligations, as applicable Assist clients with all initial… more
- Truist (Winter Park, FL)
- …Wealth, Advisory, and/or Retail Lending experience) or one years' experience in a financial client relationship manager role. 3. Advanced knowledge of a ... America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships… more
- Ascensus (Lake Mary, FL)
- …gather, evaluate and report meeting results. + Work directly with the Plan Sponsor and Client Relationship Manager on the most effective education medium for ... RIS new business efforts, presenting in sales presentations for prospects and annual relationship reviews with existing clients. Act as liaison between RIS and IRM… more
- PNC (Orlando, FL)
- …valued and have an opportunity to contribute to the company's success. As a(n) Relationship Manager II - C&IB within PNC's Commercial Banking organization, you ... to be successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision… more
- Ascensus (Lake Mary, FL)
- …is independent, experienced, and responsive. **JOB SUMMARY** : The Non-Qualified Senior Relationship Manager manages multiple large and complex accounts, some of ... years of retirement industry experience with 5-7 years direct experience in client relationship management or equivalent combination of education and experience.… more
- JPMorgan Chase (Orlando, FL)
- …relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ... by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships,… more
- Regions Bank (Orlando, FL)
- …section of the system. **Job Description:** At Regions the Treasury Management Relationship Manager Associate (TMRM Associate) supports Treasury Management ... significant TM relationships. The TMRM Associate assists TMRM in preparing for client and prospect meetings through research, preparing of sales proposals, and… more
- Regions Bank (Orlando, FL)
- …into the careers section of the system. **Job Description:** At Regions, the Commercial Relationship Manager focuses on delivery of credit and a broad range of ... product / service client solutions within a dedicated geographic area and targets...- $250MM. **Primary Responsibilities** + Identifies, prioritizes and develops relationship strategy for high-value retention, expansion clients and acquisition… more
- Synchrony (Altamonte Springs, FL)
- Job Description: **Role Summary/Purpose:** The principal responsibility of the Platform Relationship Manager will be to work with the GM and Cross Functional ... Big Commerce). This includes driving core elements of the Platform relationship (joint planning, educating Platform counterparts on Synchrony solution, attending… more
- TD Bank (Orlando, FL)
- …role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Relationship Manager III services the needs of large/complex business ... directed by policy and/or credit approval + Leads all aspects of relationship management for an assigned portfolio /segment and/or geography + Delivers exceptional… more
- Truist (Orlando, FL)
- …is the primary point of contact, responsible for maintaining and growing existing client relationships as well as developing new primary relationships in order to ... time to time. + Responsible for all aspects of client management including driving execution of credit facilities, capital...contact for clients and prospects to grow and deepen client relationships by executing on a defined profitable growth… more
- Ascensus (Lake Mary, FL)
- …proper administration + Meets periodically with contacts, ensure timeliness of client deliverables, and field inquiries + Directs Trust Administrators with the ... Employee Benefits Specialist (CEBS) or other retirement industry certificates **COMPETENCIES** + Client Service Oriented + Personable + Team Player + Proactive +… more
- AssistRx (Orlando, FL)
- The Senior Account Manager cultivates and maintains AssistRx's relationship with our Pharmaceutical manufacturing partners. In this role, you'll be working with ... to upsell and enhance their products and services. + Research high-level solutions for the client . + Develop the relationship with the client through regular… more
- ADP (Maitland, FL)
- ADP is hiring a ** Client Service Manager -- Tax.** +...independently and as part of a team + Strong client relationship building skills + Ability to ... You carry the weight of ADP's service reputation and client satisfaction in your hands. The nature of what...can provide the best service and solution around the client 's payroll tax needs. Still, every day will be… more
- Ascensus (Lake Mary, FL)
- …made to enable people with disabilities to perform these essential functions._ + Provides client assistance and customer service on day to day issues with clients by ... to reply to requests for specialized reports, communicate fund actions, consult on client inquiries and research/resolve issues + Works under pressure in a very fast… more
- CDM Smith (Orlando, FL)
- …**Preferred Qualifications:** -EPC business development experience in industrial markets with demonstrated client relationship building in at least one of the ... CDM Smith offices CDM Smith is seeking an Industrial Client Service Leader to help further accelerate the growth...Smith Placement Agreement from the CDM Smith Recruitment Center Manager to receive payment for your placement. Verbal or… more
- CDM Smith (Orlando, FL)
- …CDM Smith's Federal Services Unit is seeking an experienced and results-driven Client Service Leader to drive our digital growth with the US Government. ... The Client Service Leader will play a key role in...Qualifications:** * Demonstrated success in business development and long-term relationship management for federal-sector clients. * Proven ability to… more
- Paylocity (Lake Mary, FL)
- …to meet those objectives. Locations: Lake Mary, FL (hybrid schedule) Reports To: Current Client Consultant Manager The below represents the primary duties of the ... documentation required by internal departments for implementation. + Set appropriate client expectations. + Maintain customer relationship management (CRM)… more
- Allied Universal (Orlando, FL)
- …to Account Manager , Field Supervisor, Branch and/or Regional Manager . Responsible for maintaining positive client /security relationships through frequent ... Allied Universal is looking to hire an Assistant Account Manager . The Assistant Account Manager job is...the assigned post in accordance with post orders and client instructions, and following all internal procedures. To support… more