- Deloitte (Tampa, FL)
- …innovation, delivery, and execution, your responsibilities will include: + Auditing client financial statements, transactions, and internal controls over ... growth? If so, consider an opportunity to provide exceptional client service to a variety of audit and assurance...and a global network to deliver high-quality audits of financial statements and internal controls over financial … more
- Wells Fargo (Jacksonville, FL)
- …clients via telephone, direct interaction and/or written correspondence + Facilitate PF Financial Advisor and client requests for account related information ... client support experience + Administrative support experience in financial services + Experience interacting directly with customers + Intermediate Microsoft… more
- Bank of America (Jacksonville, FL)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... Required Qualifications: + 1+ years' experience working in a client servicing operations capacity or banking/ financial ...a client servicing operations capacity or banking/ financial industry + Proficient in Microsoft Word, Excel Desired… more
- Percepta (Melbourne, FL)
- …When necessary, use applicable client satisfaction tool(s) to resolve client concerns. Tools available include Financial Assistance, Service Component Plan, ... first-class service across each market we support. As a Client Service Manager onsite in Melbourne, FL, you'll be... is open to receiving additional information + Manage financial assistance requests within CSM Delegation of Authority (DoA)… more
- First Horizon Bank (Key Largo, FL)
- …Assistants. + Maintain proper house-holding of relationships + Continually upload financial information and client detail into central repository throughout ... to deteriorating portfolio conditions + Ensure receipt of all financial and covenant requirements of client relationships,...of all financial and covenant requirements of client relationships, managing exceptions as dictated by policy. +… more
- First Horizon Bank (Homestead, FL)
- …and loan options, opening deposit accounts, and taking loan applications + Client -Centric Financial Advice: Through a consultative approach, provide personalized ... customer wait time to a minimum (performs processing of financial transactions as needed). + Deliver excellent client... financial transactions as needed). + Deliver excellent client experiences consistently and promptly resolve client … more
- JPMorgan Chase (Tampa, FL)
- …and enablement strategies in a global, matrixed environment. + Strong understanding of client engagement dynamics in B2B financial services. + Excellent writing, ... solutions that expand insights, optimize execution, and enhance the client experience. Become part of a dynamic team leading...capabilities and skills + 8+ years of experience in financial services, payments, treasury, or consulting, with a focus… more
- MyFlorida (Port Charlotte, FL)
- …+ Manage and coordinate Healthy Start Data Entry Performance Measures + Scheduling of client appointments + Client financial screenings + Obtaining and ... planning, implementation, and allocation of the CCHD's program resources - financial (budget), human, materials, supplies, and equipment. This position spends the… more
- Deloitte (Tampa, FL)
- …with audit team members to learn to apply the following concepts: + Auditing client financial statements, transactions, and internal controls over financial ... will allow you to gain exposure to providing exceptional client service to a variety of audit and assurance...and a global network to deliver high-quality audits of financial statements and internal controls over financial … more
- ARAMARK (Jacksonville, FL)
- …related to facility maintenance and engineering services, including Aramark and client financial accountability, and compliance with the standards established ... and information as the standard selling model (STAR) is applied with client interactions Financial Performance Responsible for building revenue and managing… more