- 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 ... documentation and regulatory classification forms from third party stakeholders. + Service client on-boarding needs and liaise with Front Office to determine… more
- WTW (Tampa, FL)
- … relationships, strategy development, and execution at the insurance program level. The Associate Client Advocate (ACA) owns client service activities and ... in the design and delivery of full client presentations/proposals, client advocacy reports, client service plans and schedules + Coordinates the renewal… more
- Bank of America (Palm Beach, FL)
- …a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA - ADP ... be a WMCA - ADP. This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic… more
- Bank of America (Tampa, FL)
- …system and financial controls **Required Qualifications:** + 1+ years of customer/ client service experience, including experience handling difficult client ... in the banking/financial industry + 2+ years of experience working in a client service capacity **Skills:** + Conflict Management + Customer and Client … more
- Bank of America (Tampa, FL)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of the… more
- JPMorgan Chase (Miami, FL)
- …of two years of financial services experience. + Demonstrated experience delivering exceptional client service to an affluent client base. **Preferred ... to support a team that is dedicated to delivering unparalleled service . As a Client Experience Specialist in the Firm's Consumer and Community Banking's… more
- Jacobs (Tampa, FL)
- …responsibilities include the following: * Serve as the point of contact for client service activities and develop strategies to grow Jacobs' business across ... Water strategy within the broader Southeast portfolio * Identify, charter, and lead client service teams comprised of client service leaders (CSLs)… more
- Sedgwick (Tallahassee, FL)
- … Services **PRIMARY PURPOSE** : To determine account management strategies related to client service plans; to be responsible for retention of existing clients, ... to renewal meetings. + Performs client renewal, contract revision, and Client Service Instruction preparation for complex programs. + Negotiates changes or… more
- ADP (Maitland, FL)
- ADP is hiring a ** Client Service Manager - Tax in San Dimas, CA or Maitland, FL.** + Are you ready to join a company offering career advancement opportunities ... Team Support.** You will support your team so they can provide the best client service for payroll tax needs. You will help set the direction of their daily… more
- Truist (Orlando, FL)
- …mentioned below. Specific activities may change from time to time. 1. Deliver exceptional client service and a distinctive client experience when providing ... Specialist experience with demonstrated high quality job performance 3. Excellent client service skills 4. Consistent success in effective problem resolution 5.… more
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