673 client relationship manager jobs at 339 companies in Florida
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Client Relationship Manager
Winter Garden, Florida, United States
OnsiteFull Time
Sunrise Landscape: Provides commercial landscape maintenance and installation services in Florida.
5+ YOE5+ years client service or account management experience, proficiency with Aspire or similar CRM, strong written/verbal communication, valid U.S. driver's license and ability to travel to client sites.
Chicago or Little Rock or Baton Rouge or New Orleans or Nashville or Mobile or Birmingham or Tampa or Miami or Orlando or Jacksonville or Savannah or Atlanta or Georgia or North Carolina or South Carolina or Florida or Texas or Arizona or California or Colorado or Minnesota or Illinois or Indiana or Iowa or Wisconsin or Michigan or United States
$100k-$157k/yrRemoteFull Time
Voya FinancialNYSE: VOYA: Provides retirement, investment, and insurance products and services.
6+ YOE6+ years in defined contribution client relationship management; FINRA Series 6 or 7 and 63 required; bachelor’s degree; strong client management, negotiation, presentation, and critical thinking skills; travel 25–40%.
Lido Advisors: Provides wealth management and financial planning for high-net-worth individuals.
1+ YOEBachelor's degree, 1+ year client support experience (RIA/financial services preferred), Series 65 or 66 required or to be attained, strong attention to detail and client service, Excel and Salesforce proficiency.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Salesforce, Microsoft PowerPoint
CliftonLarsonAllen: Professional services firm providing audit, tax, and consulting services.
10+ YOE10+ years experience including public accounting (Big Four Audit Manager preferred), bachelor’s in accounting/finance/business required, CPA preferred, client relationship and business development experience, strong interpersonal and project management skills.
Garver: Multi-disciplined engineering and planning firm for infrastructure projects.
Proven experience managing municipal/DOT accounts, navigating government procurement, strong communication and stakeholder management, willingness to travel; high-school diploma required, 2- or 4-year degree preferred.
Winter Park or Tampa or Jacksonville or Tallahassee
HybridFull Time
Hub International: Provides global insurance brokerage and risk management services.
2+ YOE2+ years relevant experience, high school diploma required, Bachelor’s preferred; Florida 2-15 license required or willing to obtain; proficiency in Microsoft Word/Excel/PowerPoint and Brokerage Builder; strong confidentiality, presentation, and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Brokerage Builder
Sunwest Bank: Entrepreneurial business bank serving businesses and entrepreneurs nationwide.
5+ YOESenior banking professional with experience in loans and deposits, financial analysis, regulatory compliance, and client relationship management.
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
3+ YOEBachelor's degree or equivalent experience; active Series 7, Series 63, and Series 9/10 (may be obtained within 90 days) required; 3+ years customer service and financial services experience; strong communication and financial acumen.
San Francisco or Raleigh or Charlotte or Chicago or Jacksonville or Cincinnati or Columbia or Kansas City or Dallas or Los Angeles or Boston or San Jose or Seattle or Tampa or Atlanta or Austin or Washington or Miami or Denver or Detroit or Nashville or Buffalo or Florham Park or New York or Orlando or Philadelphia or Pittsburgh or Hartford or Portland or Houston
$123k-$424k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
8+ YOEBachelor's degree, at least 8 years in the cyber industry with proven demand generation and sales success, executive relationship-building, strategic go-to-market and sales planning experience.
Thrive: Provides managed IT, cybersecurity, and cloud services for organizations.
5+ YOE5+ years client delivery/managed services experience, ITIL/ITSM and process improvement expertise, P&L and project management skills, customer relationship management, college degree preferred.
Private Client Relationship Manager II - Tampa, FL
Tampa, Florida, United States
$115k-$173k/yrOnsiteFull Time
TD BankToronto Stock Exchange: TD: Provide retail, commercial, and wholesale banking and financial services.
10+ YOEHigh net worth client service, banking and lending expertise; 4-year degree preferred; 10+ years financial services; Series 7/63/65 or 66; Life/Health licenses; CFP preferred.
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
10+ YOEInstitutional relationship management with institutional clients; capital markets knowledge; FINRA licensing (6/7 and 63) required; typically 10+ years experience; bachelor's degree typical; CFA preferred; strong communication and analytical skills.
New York or Chicago or Beaverton or Seattle or Kansas City or Tampa or Atlanta or Washington or Phoenix
$130k-$145k/yrRemoteFull Time
Epiq: Provides technology-enabled legal services and eDiscovery solutions.
5+ YOE5+ years eDiscovery/litigation support experience, proven team leadership, project management, client relationship skills, BA required; Relativity Certified Administrator and PM/eDiscovery certifications preferred.