Current jobs related to Client Relationship Manager - Melbourne, Florida - Morgan Financial

  • Client Support Specialist and Operations Coordinator

    2 months ago

    Melbourne, Florida, United States Aire Serv Full time

    Client Support Specialist & Operations CoordinatorIn the role of Client Support Specialist & Operations Coordinator, you are essential to our operations and represent Aire Serv during customer interactions. Your key duties involve overseeing service requests and resolving client inquiries with professionalism and respect. You should be proactive,...

  • Client Support Specialist and Operations Coordinator

    2 months ago

    Melbourne, Florida, United States Aire Serv Full time

    Client Support Specialist & Operations CoordinatorIn the role of Client Support Specialist & Operations Coordinator, you are essential to our team and represent Aire Serv during customer interactions. Your duties encompass overseeing service inquiries and resolving client issues with professionalism and respect. A self-driven, enthusiastic individual...

  • Client Services Administrator

    1 week ago

    Melbourne, Florida, United States Space Coast Property Management a Division of Towers Mgmt Group Full time

    At Space Coast Property Management a Division of Towers Mgmt Group, we are seeking a highly organized and detail-oriented Client Services Administrator to join our team. As a Client Services Administrator, you will be responsible for providing exceptional customer service, handling various administrative duties, and utilizing general office and management...

  • Client Services Coordinator

    2 weeks ago

    Melbourne, Florida, United States Space Coast Property Management a Division of Towers Mgmt Group Full time

    Job SummarySpace Coast Property Management a Division of Towers Mgmt Group is seeking a highly organized and detail-oriented Client Services Administration professional to provide exceptional support to our team. Key Responsibilities: Provide top-notch customer service to clients and internal stakeholdersManage and maintain accurate records and dataPerform...

  • Client Solutions Specialist

    4 weeks ago

    Melbourne, Florida, United States NovaTech Full time

    Job Title: Client Solutions TechnicianNovatech is a Managed Office Provider, offering a comprehensive portfolio of IT, Print, Cloud and Security solutions for organizations across the country. We are growing nationwide and expanding into new markets across the US.About the Role:We are seeking a skilled Client Solutions Technician to join our team in the...

  • Business Development Manager

    2 weeks ago

    Melbourne, Florida, United States brightview Full time

    Account Manager RoleWe're seeking a skilled Account Manager to join our team at BrightView. As a key member of our team, you'll be responsible for building and maintaining strong relationships with our clients, ensuring their satisfaction and retention.Key Responsibilities:Develop and maintain long-term relationships with clientsOversee field operations and...

  • Business Development Manager

    2 weeks ago

    Melbourne, Florida, United States Paul Davis Restoration of Central Florida Full time

    Job Title: Commercial Business DevelopmentAre you a sales-driven professional with a passion for building relationships and driving business growth? Do you have a strong understanding of the insurance claims process and a desire to establish new partnerships and strengthen existing ones?We are seeking a highly motivated and organized Business Development...

  • Account Manager

    2 weeks ago

    Melbourne, Florida, United States brightview Full time

    Account Manager Opportunity at BrightViewWe're seeking a skilled Account Manager to join our team at BrightView, the nation's leading landscape company. As a key member of our team, you'll be responsible for building and maintaining strong relationships with our clients, ensuring their satisfaction and retention.Key Responsibilities:Develop and maintain...

  • Client Solutions Specialist

    2 weeks ago

    Melbourne, Florida, United States NovaTech Full time

    Job Title: Client Solutions TechnicianNovatech is a leading provider of managed office solutions, offering a comprehensive portfolio of IT, print, cloud, and security services to organizations across the country.We are expanding our operations nationwide and seeking talented individuals to join our team of Managed Office Experts.Your Key...

  • Operations Manager I

    2 weeks ago

    Melbourne, Florida, United States Elevate Patient Financial Solutions Full time

    Job SummaryElevate Patient Financial Solutions is seeking an experienced Operations Manager I to lead and manage all operational staff and client portfolios. This role will be responsible for day-to-day operations, staff management, and client relationships.Key ResponsibilitiesManage and orient staff, assign work, develop work schedules, and instruct in...

  • Business Development Manager

    2 weeks ago

    Melbourne, Florida, United States Cityside Roofing Full time

    Job OverviewCitySide Roofing is seeking a highly motivated Business Development Manager to join our team in the Lakeland market. This role will be responsible for generating and executing strategies for the growth and development of the business, providing key support to business partners and clients.The ideal candidate will have a strong background in sales...

  • Client Solutions Specialist

    1 month ago

    Melbourne, Florida, United States Novatech Inc. Full time

    Job OverviewNovatech Inc. is a leading provider of managed office solutions, offering a comprehensive portfolio of IT, print, cloud, and security services to organizations across the country. We are expanding our operations nationwide and seeking a skilled Field Service Technician to support our clients in the greater Melbourne area.Key...

  • Night Operations Manager

    1 month ago

    Melbourne, Florida, United States City Wide Facility Solutions Full time

    Job OverviewWe are seeking a highly skilled Night Manager to join our team at City Wide Facility Solutions. As a Night Manager, you will be responsible for ensuring the smooth operation of our building maintenance services, managing relationships with independent contractors, and maintaining compliance with client contracts.Key Responsibilities:Develop and...

  • Tax Manager

    2 weeks ago

    Melbourne, Florida, United States Berman Hopkins Wright & LaHam CPAs Full time

    Job DescriptionBerman Hopkins CPAs & Associates LLP is seeking a highly skilled Tax Manager to join their team. As a Tax Manager, you will play a key role in providing technical expertise and guidance to the tax staff. You will manage and develop staff by assisting in recruiting, evaluating performance, training, and career coaching.You will serve as a...

  • Tax Manager

    2 weeks ago

    Melbourne, Florida, United States BNW Services Full time

    Job Title: Tax ManagerLocation: We are seeking a Tax Manager to join our team in Orlando, FL, and Melbourne, FL locations.Salary Range: $100,000 - $150,000 annually, plus bonus potentialAbout Our CompanyOur client is a dynamic and growing public accounting firm with headquarters in Orlando, FL, dedicated to providing exceptional tax, audit, and advisory...

  • Facilities Manager

    2 weeks ago

    Melbourne, Florida, United States City Wide Facility Solutions Full time

    Job OverviewCity Wide Facility Solutions is seeking a skilled Night Manager to oversee the management of contract compliance for designated building maintenance services. The ideal candidate will possess strong management experience, excellent communication skills, and the ability to review client contracts to ensure work expectations are met.Key...

  • Tax Manager

    2 weeks ago

    Melbourne, Florida, United States BNW Services Full time

    Job Title: Tax ManagerBNW Services is seeking a highly skilled Tax Manager to join our team. As a Tax Manager, you will play a critical role in managing and delivering high-quality tax services for a variety of clients, including individuals, corporations, partnerships, and non-profit organizations.Key Responsibilities:Client Management: Build and maintain...

  • Business Development Manager

    1 week ago

    Melbourne, Florida, United States brightview Full time

    Key Responsibilities:You would be the primary contact for your clients, building long-term relationships that foster satisfaction, retention, and ancillary sales. You would also oversee field operations and supervise a Production Manager, who works with the crew to deliver fantastic service in the field.Key Responsibilities Include:Client...

  • Managed IT Sales Executive

    1 week ago

    Melbourne, Florida, United States NovaTech Full time

    Job Title: Managed IT Sales ExecutiveNovatech is seeking a highly motivated and results-driven Managed IT Sales Executive to join our team. As a key member of our sales team, you will be responsible for identifying and pursuing new business opportunities, building and maintaining relationships with existing clients, and driving revenue growth.Key...

  • Landscape Services Account Manager

    2 weeks ago

    Melbourne, Florida, United States BrightView Landscape Services Full time

    At BrightView Landscape Services, we're passionate about delivering exceptional service to our clients. As an Account Manager, you'll be the primary point of contact for our clients, building long-term relationships that foster satisfaction, retention, and ancillary sales. You'll oversee field operations and supervise a Production Manager, who works with the...

Client Relationship Manager

2 months ago

Melbourne, Florida, United States Morgan Financial Full time
Job Overview

Benefits:

  • Mileage Reimbursement
  • 401(k) Plan
  • 401(k) Matching Contributions
  • Performance-Based Bonuses
  • Dental Coverage
  • Health Insurance
  • Career Advancement Opportunities
  • Training and Development Programs

We are seeking a driven individual who is prepared to actively pursue business opportunities and thrive in our dynamic work environment. Our organization offers a supportive and fulfilling workplace with competitive compensation, comprehensive benefits, and a generous paid time off policy. This full-time role requires a highly motivated, detail-oriented professional with experience in external sales.

Key Responsibilities:

  • Promote Morgan Financial's loan offerings to local real estate professionals, builders, financial advisors, and similar stakeholders.
  • Engage with existing Morgan Financial client databases.
  • Establish new connections with real estate agents, builders, and financial advisors.
  • Participate in mortgage closings to interact with all involved parties.
  • Attend open houses and relevant business events to network.
  • Perform additional tasks as assigned to support business growth and development.
  • Under no circumstances will the Business Development Representative engage in tasks requiring a Loan Originator License, such as quoting rates or processing mortgage applications.

Activities Include:

  • Office visits
  • Participation in closings
  • Office meetings and presentations
  • Attendance at open houses and networking events
  • Database management
  • Assisting in the creation of consistent marketing materials

Minimum Qualifications:

  • 1-3 years of experience in external sales
  • Basic proficiency in Microsoft Excel, Word, and Outlook
  • A Bachelor's degree is preferred
  • Exceptional customer service abilities
  • Strong interpersonal, verbal, and written communication skills
  • Self-motivated, reliable, detail-oriented, and capable of problem-solving
  • Able to manage multiple projects simultaneously
  • Interest in marketing and business development

Morgan Financial is an Equal Employment Opportunity employer, committed to providing equal employment opportunities to all qualified candidates.