Current jobs related to Client Relationship Manager - Doral, Florida - Bessemer Trust

  • Client Partner

    1 month ago

    Doral, Florida, United States Tredence Full time

    Job Title: Client PartnerAt Tredence, we are seeking a seasoned Client Partner to lead our partnership with Emerging Global customers. This role will be responsible for driving all aspects of the business, from engagement with cross-functional teams to partnering with key stakeholders across each of the accounts.Key Responsibilities:Manage the P&L for...

  • Tax Senior Associate Private Client Services Expert

    3 weeks ago

    Doral, Florida, United States CohnReznick Full time

    About the RoleCohnReznick is seeking a highly skilled Tax Senior Associate to join our Private Client Services team in Miami. As a key member of our team, you will be responsible for providing exceptional tax services to our clients, including review of individual 1040 returns, fiduciary 1041 returns, and other complex tax matters.Key ResponsibilitiesManage...

  • Commercial Insurance Account Manager

    2 weeks ago

    Doral, Florida, United States Just Insurance Brokers Full time

    We are seeking a highly skilled Commercial Lines Insurance Account Manager to join our team at Just Insurance Brokers.Foster and maintain strong relationships with producers, clients, and prospects through regular follow-up, accurate and timely quotations, and general account support.Anticipate, respond to, and follow up on all existing client needs,...

  • Commercial Insurance Account Manager

    1 month ago

    Doral, Florida, United States Just Insurance Brokers Full time

    Job Title: Commercial Insurance Account ManagerWe are seeking an experienced licensed Commercial Lines Insurance Account Manager to join our team at Just Insurance Brokers.About the RoleThis is a fantastic opportunity to work with a reputable and family-run insurance agency that values integrity, knowledge, and strong relationships. As a Commercial Insurance...

  • Branch Manager

    1 month ago

    Doral, Florida, United States Valcourt Group Full time

    Job Title: General ManagerA General Manager at Valcourt Group is responsible for driving branch performance and profitability. They oversee all aspects of branch operations, including staff management, customer satisfaction, and branch culture alignment with company core values.Key Responsibilities:Recruit, train, and develop a high-performing teamDevelop...

  • Customer Success Manager

    4 weeks ago

    Doral, Florida, United States Reeco Full time

    {"title": "Customer Success Manager", "description": "About UsAt Reeco, we're revolutionizing the back-of-house tech for the hospitality industry. Our mission is to provide simple, powerful solutions for our customers, just like they deliver amazing guest experiences. We're a fast-growing company with a passion for innovation and a commitment to...

  • Provider Network Manager

    3 weeks ago

    Doral, Florida, United States SOLIS Health Plans Full time

    About Solis Health PlansSolis Health Plans is a forward-thinking Medicare Advantage Company dedicated to delivering innovative solutions that enhance the healthcare experience for our members and providers. Our mission is to provide a more personal and effective approach to healthcare, fostering a culture of collaboration and excellence.Job SummaryThe...

  • Commercial Vehicle Sales Manager

    3 weeks ago

    Doral, Florida, United States Cavalier Vans & Trucks Full time

    Job Title: Commercial Vehicle Sales ManagerCavalier Vans & Trucks is seeking a highly motivated and experienced Commercial Vehicle Sales Manager to lead our sales and rental division. As a key member of our team, you will be responsible for driving sales, managing the fleet, and maintaining strong relationships with clients.Key Responsibilities:Develop and...

  • Senior Financial Advisor

    3 weeks ago

    Doral, Florida, United States Farther LLC Full time

    Senior Financial Advisor OpportunityFarther LLC is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience.As a Senior Financial Advisor, you will be an entrepreneur under the Farther umbrella, building a client-first business with modern tools backing you.You will...

  • Commercial Insurance Account Manager

    2 weeks ago

    Doral, Florida, United States Just Insurance Brokers Full time

    Job Title: Commercial Insurance Account ManagerAbout the Role:We are seeking an experienced licensed Commercial Lines Insurance Account Manager to join our Commercial Insurance Lines Department. As a key member of our team, you will be responsible for identifying, qualifying, and developing commercial insurance opportunities with new and existing clients.Key...

  • Associate Portfolio Manager

    3 weeks ago

    Doral, Florida, United States Selby Jennings Full time

    About the RoleWe are seeking a highly skilled Associate Portfolio Manager to join our team at Selby Jennings. This is an exciting opportunity to work with a family office and RIA located in Miami, FL.Key ResponsibilitiesAssist a Portfolio Manager in delivering services to ultra-high net worth and institutional clients.Contribute to investing and operational...

  • Provider Network Manager

    2 weeks ago

    Doral, Florida, United States SOLIS Health Plans Full time

    Provider Network ManagerSolis Health Plans is seeking a skilled Provider Network Manager to join our team. As a key member of our organization, you will be responsible for developing and retaining business relationships with clients in the specified geographic region.Key Responsibilities:Generate and develop new business to meet specified production...

  • Account Manager Trainee Representative

    1 week ago

    Doral, Florida, United States South Shore Marketing Full time

    About the Role: South Shore Marketing is seeking a highly motivated and results-driven Account Manager Trainee to join our team. As an Account Manager Trainee, you will be responsible for building and maintaining relationships with our customers to ensure retention and growth. Key Responsibilities:Increase sales and market share through assigned and newly...

  • Customer Success Manager

    1 month ago

    Doral, Florida, United States Reeco Full time

    {"title": "Customer Success Manager", "description": "About UsAt Reeco, we're revolutionizing the back-of-house tech for the hospitality industry. Our mission is to provide simple, powerful solutions for our customers, just like they deliver amazing guest experiences. We're on a quest to transform the industry with the power of AI, working with top brands...

  • Sales Manager

    4 weeks ago

    Doral, Florida, United States Trump Miami Resort Management LLC Full time

    Job Title: Sales ManagerTrump Miami Resort Management LLC is seeking a highly motivated and experienced Sales Manager to join our team. As a Sales Manager, you will be responsible for driving revenue growth and increasing sales through effective sales strategies and tactics.Key Responsibilities:Develop and implement sales strategies to achieve revenue...

  • Supply Chain and Client Relations Coordinator

    2 months ago

    Doral, Florida, United States Interior Talent Full time

    Supply Chain and Client Relations Coordinator | Miami, FL Type: Full-Time Travel Required: Yes (to various locations periodically) Languages Required: Fluent in Italian and English We are excited to present an opportunity with a forward-thinking, adaptable, and inclusive organization as a Supply Chain and Client Relations Coordinator for their upscale...

  • Commercial Vehicle Sales Manager

    4 weeks ago

    Doral, Florida, United States Cavalier Vans & Trucks Full time

    Job Title: Commercial Vehicles Sales & Rental ManagerLocation: Doral, FLJob Summary:The Commercial Vehicles Sales & Rental Manager is responsible for overseeing the daily operations of the commercial vehicle sales & rental division. This includes managing the fleet, ensuring customer satisfaction, driving sales, and maintaining strong relationships with...

  • High Net Worth Tax Manager

    2 weeks ago

    Doral, Florida, United States Jobot Full time

    We are seeking a dynamic and experienced Tax Manager to join our team. This is a remote position that offers the opportunity to work with high net worth and ultra-high net worth clients.The successful candidate will have a strong background in tax and HNW/UHNW clients. This is a full-time position with competitive compensation and...

  • Provider Network Manager

    1 month ago

    Doral, Florida, United States SOLIS Health Plans Full time

    Provider Network ManagerSolis Health Plans is a dynamic and innovative Medicare Advantage Company that is revolutionizing the healthcare industry. We are seeking a highly skilled Provider Network Manager to join our team and contribute to our mission of delivering exceptional service to our members and providers.Key Responsibilities:Develop and maintain...

  • Lead Client Services Coordinator

    2 months ago

    Doral, Florida, United States Gemaire Distributors, LLC Full time

    Lead Customer Service Representative Are you looking for a rewarding opportunity within a vibrant team representing a leading HVAC equipment distributor? We are in search of a committed Lead Customer Service Representative to enhance our Sales team and Sales Center operations. This role primarily serves as a liaison between our organization and our clients,...

Client Relationship Manager

2 months ago

Doral, Florida, United States Bessemer Trust Full time
{"Job Title": "Associate Client Advisor", "Job Summary": "At Bessemer Trust, we are seeking a highly skilled and motivated Associate Client Advisor to join our team. As a key member of our client service team, you will be responsible for developing and maintaining strong relationships with our clients, providing exceptional service, and ensuring that their needs are met.

Responsibilities:

* Provide proactive client communication and account management
* Collaborate with Client Advisors and Senior Client Advisors to implement investment programs
* Prepare and present client meeting materials and reports
* Monitor and manage client accounts, including cash management and overdrafts
* Assist with account opening and transfer of assets
* Perform other duties as assigned

Requirements:

* Bachelor's degree required
* Proven interest in financial markets preferred
* One or more years of related business experience preferred
* Analytical and problem-solving skills
* Excellent written and verbal communication skills
* Leadership and teamwork qualities
* Goal-oriented, detailed-oriented, and motivated self-starter
* Organizational skills and ability to manage multiple tasks
* Proficiency with Microsoft Office
* Basic knowledge of trust administration and fiduciary services
", "Company Overview": "Bessemer Trust is a leading provider of wealth management and trust services. We are committed to delivering exceptional service and expertise to our clients, and we are seeking a talented and motivated individual to join our team.

If you are a motivated and detail-oriented individual with a passion for financial markets and client service, we encourage you to apply for this exciting opportunity.

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.

Apply today to join our team and take the first step towards a rewarding career in wealth management and trust services.
"}