Customer Relationship Specialist I - Boca Raton

You have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. · ...

This role partners closely with the Policy Customer Service Manager and external customer service vendors to drive continuous improvement in customer experience. · Monitor and review customer service calls · Review transaction processing for accuracy · ...

This role partners closely with the Policy Customer Service Manager and external customer service vendors to drive continuous improvement in customer experience. · Minimum of 5 years' experience working with a Property and Casualty carrier, in a Customer Service leadership or Und ...

Banesco USA is seeking a Client Relationship Specialist - B&P for our Aventura Banking Center. · Acquire, retain and expand new and existing client relationships by providing exceptional customer service. · Consistently meet or exceed sales goals at the banking center level. · ...

Roxxy is expanding its team in Fort Lauderdale and searching for a Relationship Support Specialist who understands what it means to take ownership and deliver real results for clients. · This role involves working hands-on with business owners, internal teams, and real financial ...

We are searching for a Relationship Support Specialist who understands what it means to take ownership and deliver real results for clients.This is an opportunity to build a long-term career at Roxxy. · ...

Banesco USA is seeking a Client Relationship Specialist - B&P for our Aventura Banking Center. · ...

We offer excellent benefits, advanced opportunities and exceptional training. Founded in 1946 as a community-based credit union focusing on educators we expanded to serve 23 counties across Florida. · ...

The Member Relationship Specialist assists members in meeting their financial needs and goals by offering superior products and services. This is done by providing outstanding service to both internal and external members. · ...

We're nationally recognized as an industry leader in financial services. · Responsible for providing sales leadership and coaching to team members, · Cultivate professional relationships with customers, · Originate a consumer loan portfolio. Cultivate professional relationships w ...

The primary purpose of this position is to assist the members of our growing community in meeting their financial needs and goals within each of BrightStar's branches by offering them superior consumer and business products and services. · Experience: One to three years of simila ...

We are seeking a highly detail-oriented and proactive Team Client Relationship Specialist to support execution of strategic marketing activities across three key channels – multi-generational wealth, business owners, and women & wealth. · This role is central to ensuring consiste ...

This role is central to ensuring consistent delivery of compliant, high-touch content, events, and outreach for one of the most dynamic client acquisition strategies targeting ultra-high-net-worth individuals. · As the operational glue between ideation and execution, you will ens ...

The primary purpose of this position is to assist the members of our growing community in meeting their financial needs and goals within each of BrightStar's branches by offering them superior consumer and business products and services. · This is done by providing outstanding se ...

The Shantz Mantione Group is seeking a highly detail-oriented and proactive Team Client Relationship Specialist to support execution of strategic marketing activities across three key channels – multi-generational wealth, business owners, and women & wealth. · ...

This role directly supports the Shantz Mantione Group's growth goals across three priority channels referenced. Without operational follow-through, high-value opportunities slip through the cracks. You'll make sure they don't. · Channel Coordination & Project ManagementServe as o ...

We are seeking a highly detail-oriented and proactive Team Client Relationship Specialist to support execution of strategic marketing activities across three key channels – multi-generational wealth, business owners, · women & wealth.Own the marketing and event calendar for assig ...

+ Manage marketing and event calendars for assigned partners · + Coordinate content approvals and campaign execution with external marketing teams · + Utilize marketing platforms and project management tools to streamline workflows · + Execute events such as salons, forums, stake ...

We are looking for a dynamic retention specialist to help us retain our core customer base.In this role, you will deal directly with our customers to find out what issues they are facing, · how we may improve our products or services, · and how to retain their business. · Communi ...

This is a full-time role for a Sales Specialist located in Boca Raton, FL.The Sales Specialist will be responsible for identifying and acquiring new clients, maintaining relationships with current customers, and achieving sales targets. · ...