- Bank of America (Tampa, FL)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... Wealth Management Client Services Rep.-2nd Shift Tampa, Florida **To proceed...Qualifications:** + Experience in a call center and/or a financial /banking center + Customer service experience **Skills:** + Account… more
- HUB International (Tallahassee, FL)
- The Client Relationship Manager acts as a liaison between the client and insurance carriers for service, enrollment, claims and administration; constantly ... insurance company service partner contacts (such service and claim representatives) and client contacts. + Confidentially assist with all claims matters and bring to… more
- First Horizon Bank (Orlando, FL)
- …bank associates + Maintain proper house-holding of relationships + Continually upload financial information and client detail into central repository throughout ... a complex nature. **Key Responsibilities Include** + Maintains a client portfolio for the bank + Expand existing ...value and high potential clients. + Acts as a financial advisor by educating the customer about financial… more
- Highmark Health (Tallahassee, FL)
- …SUMMARY** This job implements and administers strategic activities related to client retention, growth, and profitability of existing accounts within the assigned ... self funded clients.** **ESSENTIAL RESPONSIBILITIES** + Understand and utilize economic, financial , market and industry segment data to accurately diagnose business… more
- CBRE (Miami, FL)
- Client Services Coordinator Job ID 229377 Posted 28-Aug-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative, Customer Service, ... United States of America About the Role: As a Client Services Coordinator, you will be responsible for general...as percentages, discounts, and commissions and basic knowledge of financial terms and concepts with the ability to conduct… more
- First Horizon Bank (Coral Gables, FL)
- …listed in job posting. **Summary** : The primary function of the Trust Client Specialist is to provide general clerical administrative support to an individual or ... relieving them of clerical, administrative and business detail. The Trust Client Specialist will assist Trust Officers in the administration and management… more
- Finexio (Orlando, FL)
- …technology so much so they are also customers and partners. The Client Operations Associate is responsible for delivering extraordinary customer experience that ... professional and timely manner. It is expected that the Client Operations Associate will be able to independently bring...ideal candidate will have customer support experience within the financial sector and understands accounting. If you live to… more
- Allied Universal (Orlando, FL)
- … client and employees + Coordinate necessary support services to effectively manage client site to meet or exceed financial and operational goals and provide ... problems to effectively run the account. Meet or exceed financial & operational goals; provide quality customer service. Maintains...the day to day security operations of an assigned client site + Manage a team of security officers,… more
- Xerox (Boca Raton, FL)
- Client Manager **General Information** Press space or enter keys to toggle section visibility City Boca Raton State/Province Florida Country United States Department ... tomorrow. Today, Xerox is continuing its legacy of innovation to deliver client -centric and digitally-driven technology solutions and meet the needs of today's… more
- JPMorgan Chase (Tampa, FL)
- …& Business Management Capacity Planning team as a professional supporting the Client Onboarding & Service organization. If you enjoy working with numbers, big ... improvements. + Identify opportunities and deploy advanced analyses at scale for CIB Client Onboarding & Service functions. + Develop a deep understanding of systems… more