- Finexio (Orlando, FL)
- …much so they are also customers and partners. The Client Operations Associate is responsible for delivering extraordinary customer experience that serves as ... professional and timely manner. It is expected that the Client Operations Associate will be able to...inquiry is seamless + Build strong, positive relationships with client base Requirements Experience Desired + Excellent… more
- Public Consulting Group (Tallahassee, FL)
- …deliver and expand PCG services. This position may report to either a SBS COE Client Success Associate Director or a Client Success Lead. The position ... is a member of a family of companies with experience in all 50 states, and clients in three...health-related services by helping schools access critical Medicaid reimbursement. Client Success Partners (CSP) are key members of the… more
- M&T Bank (Naples, FL)
- …with operation, security, and audit procedures as well as a positive client experience . Follow established procedures when the report review identifies ... team members and helps identify process improvements to benefit the client experience . **Education and Experience Required:** Bachelor's degree and a… more
- Catalent Pharma Solutions (St. Petersburg, FL)
- ** Client Services Associate ** **Position Summary** Catalent, Inc. is a leading global contract development and manufacturing organization (CDMO) whose mission is ... the Catalent network, we offer a broad range of integrated formulation. The Client Services Associate is responsible for ensuring the successful and timely… more
- Truist (Weston, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Raymond James Financial, Inc. (Orlando, FL)
- …the financial advisors and branch office. * Onboards new clients, opens new client accounts and researches client and security information using internal ... databases and other technologies. * Ensures key client information and documentation is current with firm and industry requirements, rules and regulations. *… more
- JPMorgan Chase (Jupiter, FL)
- …offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JPMorgan Wealth Management, you will have the ... opportunity to provide exceptional client service, operational marketing, and administrative support. You will...package including base salary determined based on the role, experience , skill set and location. Those in eligible roles… more
- Citigroup (Palm Beach Gardens, FL)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... attention to detail + Strong verbal and written communication skills + Client facing experience ; strong background and interest in the fields of operations and… more
- Charles Schwab (Orlando, FL)
- **Your opportunity** As a **International Client Service Associate ** , you will service international (non-US residents) and domestic clients with all a full ... degree is preferred. . 2+ year of customer service experience , preferably in financial services; 1+ years of ...subjects via the phone. . Ability to quickly identify client needs, demonstrate empathy and compassion in responses, and… more
- JPMorgan Chase (Tampa, FL)
- …serve international clients? This could be the role for you! As a Latin America Client Service Account Manager within the Payments team, you will serve the top Tier ... + Acts as proactive partner, reaching out to clients to assess progress, client satisfaction, and potential impediments to a high level of service satisfaction +… more