- ADP (Maitland, FL)
- …with ADP. Ready to #MakeYourMark? **Apply now!** **To learn more about Client Services at ADP, watch here:** https://adp.careers/ Client \_Services\_Videos ... Client Focus:** + The CSE is a trusted advisor who builds and strengthens client partnerships...'s optimal use and solution adoption of products and services , advocating for our mutual best interests, and driving… more
- Oracle (Tallahassee, FL)
- …Ensure accuracy of key sales metrics such as pipeline, forecast, bookings, and service attach rates. + ** Client Success & Reference Cultivation:** Ensure ... of Business Vice Presidents, positioning yourself as a trusted advisor . Promote innovative ideas and solutions to address clients'...professional experience, with at least 5 years in a Client Partner or Consulting Services Sales role… more
- Bank of America (Rockledge, FL)
- …results focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors ... needs of their clients. **Responsibilities:** . Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests .… more
- Bank of America (Miami, FL)
- …results focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- AssistRx (Orlando, FL)
- About AssistRx AssistRx is a leading healthcare technology and services company dedicated to accelerating patient access to specialty therapies. Through our ... integrated technology platforms and patient support solutions, we partner with pharmaceutical manufacturers, specialty pharmacies, and healthcare providers to remove… more
- Santander US (Miami, FL)
- …regulatory compliance standards. + Liaises with peer leaders on product, technology or client service teams to ensure appropriate integration of activities and ... and regulatory classification forms from third party stakeholders. + Service client on-boarding needs and liaise with...and liaise with Front Office to determine appropriate of support for clients. + Deliver consistent client … more
- Bank of America (Lake Mary, FL)
- …and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience. + Act as a key team member leading ... focused and effective. **Position Overview:** The **Registered Wealth Management Client Associate** role is a sales support ...in addition to the businesses of a particular Financial Advisor . For established clients, the Client Associate… more
- PNC (Tampa, FL)
- …value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor . + Ensures a strong client commitment and advocacy by delivering ... skills, experience, and acquired knowledge of bank products and services and positions appropriately to grow share of wallet...proactive and responsive service to meet client goals.Differentiates … more
- Santander US (Miami, FL)
- …required KYC documentation and regulatory classification forms from third party stakeholders. + Service client on-boarding needs and liaise with Front Office to ... service in all interactions. + Establishes a trusted advisor relationship to ensure customer satisfaction. + Partners with...determine appropriate of support for clients. + Deliver consistent client … more
- JPMorgan Chase (Boynton Beach, FL)
- …Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client ... generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance… more
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