- Truist (Orlando, FL)
- …Research account and transaction records to resolve discrepancies, answer questions or provide documentation on client activities. 4. Conduct outbound client ... Orlando, FL; Atlanta, GA. Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts as the service support team for Self-Directed,… more
- Terracon (Winter Park, FL)
- …document processes and systems to support control and availability of project and client documentation to local office/operations including tracking & routing of ... processes and systems to support control and availability of project and client documentation to local office/operations. **Project Delivery Support** + Assist… more
- MyFlorida (Cross City, FL)
- …Form, Check, Authorization) email to Kimberly, Sandra Horne and mail to F/A. Client contact documentation : Contacting client in accordance with BSCIP ... services. Also, availability to provide support and answer questions from client and family about services. Correspondence/ Documentation Activities: Responsible… more
- Bank of America (Jacksonville, FL)
- …refresh requirements + Perform client refresh through the review of client documentation , vendor databases and data entered into proprietary systems to ... **Line of Business Job Description:** Anti Money Laundering (AML) Know Your Customer/ Client Due Diligence (KYC/CDD) is part of the Global Operations organization and… more
- Bank of America (Jacksonville, FL)
- …refresh requirements + Perform client refresh through the review of client documentation , vendor databases and data entered into proprietary systems to ... teammates while following established procedures. Anti-Money Laundering (AML) Know Your Customer/ Client Due Diligence (KYC/CDD) is part of the Global Operations… more
- Help at Home (Tallahassee, FL)
- …and submits routine departmental reports as required. + Records and maintains accurate documentation of the client 's condition and overall service. + Maintain ... and Meaningful Moments that transform lives. We're seeking a fully remote ** Client Service Supervisor** who is passionate about making a difference and driving… more
- Bank of America (Tampa, FL)
- …+ Performs onboarding and maintenance of accounts and reviewing required account documentation . + Responds to client inquiries via numerous channels to ... required account documentation **Skills:** + Account Management + Customer and Client Focus + Oral Communications + Research + Attention to Detail +… more
- Actalent (Jacksonville, FL)
- …tools and customer tools to support Client requirements. + Establish and maintain client documentation files + Review and follow up on Audit results to ... $3.5 M + Auditing account specific reports to ensure accurate billing and client specific information + Support liaison between field offices and other corporate… more
- Acxiom (Tallahassee, FL)
- …potential client satisfaction issues before they materialize and have strong client advocacy skills ** Documentation & Reporting** * Strong skills to produce ... (Adobe Practice) will serve as the primary advocate for client success, ensuring maximum value realization from a ...necessary Value Realization documentation , including success plans, value measurement frameworks, ROI reports,… more
- Ceres Environmental (Sarasota, FL)
- …internal teams. + Collaborate with various departments to gather information for client documentation . + Organize and maintain accurate, up-to-date records and ... In this fast-paced environment, you'll collaborate across departments, manage documentation for government submissions, and ensure compliance with precision and… more