48 client relationship jobs at 26 companies in Ocala, FL
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Relationship Manager III - AMG
Cleveland or Leesburg or Chicago or Houston or Columbus or Atlanta
$112k-$250k/yrOnsiteFull Time
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
5+ YOEBachelor's degree and 5+ years industry experience; strong client relationship, sales and investment knowledge; ability to manage and grow a book of business; preferred prior Series 7/63 and wealth management experience.
Relationship Banker/Senior Relationship Banker - Lake Deaton Plaza
The Villages, Florida, United States
OnsiteFull Time
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
2+ YOEHigh school diploma, 2 years client sales/service experience, proficiency with Microsoft Office, SAFE/NMLS compliance within 30 days, ability to multitask, travel and work weekends/extended hours.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Customer-facing banker who engages clients, processes cash transactions, educates on self-service channels, and meets sales goals; high school diploma and strong communication, problem-solving, and client-focus required.
Seacoast BankNASDAQ: SBCF: Provides retail and commercial banking services in Florida.
1+ YOEHigh school diploma or college degree/1+ year retail or financial services experience; 6 months cash handling; PC and Microsoft Office proficiency; strong communication and relationship skills; flexible schedule including weekends.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Licensed (or willing to obtain) insurance agent; strong communication, self-motivation, time management, and basic computer/CRM skills; ability to generate leads and build client relationships.
Tampa or Jacksonville or Tallahassee or Gainesville or Panama City or Panama City Beach or St. Augustine
FieldFull Time
LenovoHKSE: 992: Manufactures personal computers, mobile devices, and server infrastructure.
Bachelor's degree,8+ years enterprise technology sales,experience selling complex solutions to large accounts,ability to build C‑level relationships,comfortable with 50%+ travel,proficiency with Microsoft Dynamics CRM.
Central Pacific BankNYSE: CPF: Regional bank providing commercial and personal banking in Hawaii.
3+ YOERequires Series 7 and 66 (or 63/65), insurance license, and 3+ years of investment sales experience; ability to build client relationships and create client solutions.
Saks Fifth Avenue Selling Advisor - Commission Based Role $19.61-$24
Beverly Hills, Florida, United States
$17-$24/hrOnsiteFull Time
Saks Global: Operates luxury department stores and high-end fashion websites.
Proven sales experience and client-focused approach, strong product knowledge, ability to build client relationships and meet/exceed sales goals; passion for fashion and excellent communication skills.
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
3+ YOERequires Series 7 and 66 (or 63/65), insurance license, and 3+ years of investment sales experience; ability to build client relationships and create client-specific investment solutions.
Sales Representative & Trainer – Empower Others, Make a Difference
Groveland, Florida, United States
$85k-$105k/yrOnsiteFull Time
Altitude Business Group: Distributes supplemental health and life insurance for families and businesses.
Licensed (or willing to obtain) health & life insurance, strong communication and mentoring skills, ability to conduct presentations and build client relationships.
Part Time (30 Hours) Associate Banker, (New Build) Middleton, Leesburg, FL
Middleton or Leesburg
OnsitePart Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
High school diploma/GED, client service or comparable experience, ability to build relationships, engage clients, learn products quickly, and perform branch operations including cash handling and using branch technology.
The Strata Group: Residential real estate sales team serving buyers and sellers.
Experienced real estate agent with a proven closing record, strong CRM use, and local market knowledge; able to manage client relationships and coordinate transactions.
CRM, MLS, PPC, Zillow Leads, Realtor.com, Lead management
The True North Group: Provides supplemental health and life insurance for small businesses.
Conduct face-to-face sales of supplemental insurance, build client relationships, generate leads, and obtain Life & Health license within 30 days (support provided).
Hand & Stone Massage and Facial Spa - The Villages: A national spa brand providing massage, facial, and hair removal services with a supportive team environment.
Active Florida massage therapist license and massage liability insurance required; passion for therapeutic work, ability to build client relationships, and deliver customized treatment plans.
Impact Insurance Agency: Provides supplemental insurance solutions for businesses and their employees.
No prior sales experience required; structured training provided. Willingness to obtain health & life insurance license; strong communication and relationship skills; comfortable meeting clients in person.
Accounting & Controllership Services Director - Nonprofit Industry Focus
Tallahassee or Daytona Beach or DeLand or Gainesville or Ocala
OnsiteFull Time
James Moore: Provides professional accounting, tax, and business consulting services.
10+ YOE10+ years accounting/controllership experience with nonprofit fund accounting and grant compliance; client relationship management, leadership, strong communication, and proficiency with Microsoft Office and accounting systems.
A.M. Crawford: Consulting firm specializing in nonprofit fundraising and grant management.
5+ YOE5+ MgmtBachelor's or equivalent experience, 5+ years leadership in grants management or nonprofit fundraising, client relationship and portfolio management, team supervision, strong project management and communication skills.
Capital City BankNASDAQ: CCBG: Community bank providing personal, business, and wealth management services.
2+ YOEBachelor's in finance or related; 2–4 years trust administration experience; knowledge of trust law, fiduciary duties, MS Office; supervisory and client relationship skills; CFP® or CTFA preferred.