- Edward Jones (West Palm Beach, FL)
- …expanding sets of Edward Jones products and services , and ongoing reporting and support . The Client Concierge Specialist will play a critical role in helping ... by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax...with key stakeholders, to provide an optimal branch and client experience + Deliver excellent service by… more
- JPMorgan Chase (Miami, FL)
- …years of financial services experience. + Demonstrated experience delivering exceptional client service to an affluent client base. **Preferred ... excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a team... a team that is dedicated to delivering unparalleled service . As a Client Experience Specialist in… more
- Norstella (Tallahassee, FL)
- …representing the voice of the client , when partnering with internal teams ( Client Services , Data Operations, Product Management, etc.). + Act as the internal ... products and services . The CSM is directly responsible for driving client outcomes and building long-term relationships that result in positive retention and… more
- WTW (Tampa, FL)
- …Plan and Client Stewardship report + Engages and integrates WTW resources to support the client experience + Designs and delivers client presentations, ... **Description** **The Role** The Client Advocate is responsible for managing client...and coordinates teams of consultants across WTW, including brokers, service colleagues, and claims advocates, to deliver efficient and… more
- Truist (Orlando, FL)
- …care through exceptional client service and create a differentiating client experience while providing support to internal and external clients by ... to utilize all available tools and resources to curate a differentiated client experience, track all unresolved issues accurately, to ensure timely follow up… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …The summer associate will gain hands-on experience in the operational processes that support the service advisors for our independent advisors and broker-dealer ... process improvement initiatives; identify inefficiencies and recommend enhancements + Support the Client Admin Support ...issues, escalating as needed + Work with cross-functional teams ( Client Engagement, Service Advisors, and Risk) to… more
- UMB Bank (Tallahassee, FL)
- …testing, and industry standards required + Good written/verbal communication, organization and client service skills required + Ability to provide unparallelled ... to plan sponsors on the development of a participant education program to support the client 's objectives. Facilitate or deliver participant education and… more
- World Insurance Associates, LLC. (Miami Lakes, FL)
- …and payroll & HR solutions. Position Summary Receives guidance and/or direction, to provide support to Client Managers and/or Client Advisors, by following ... Company Overview World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people… more
- JPMorgan Chase (Tampa, FL)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client ... will play a pivotal role in delivering exceptional customer service and operational support to our clients....prior to client rollout. + Provide comprehensive client service by addressing inquiries, processing transactions,… more
- Truist (Coral Gables, FL)
- …(United States of America) **Please review the following job description:** Provides in-office client and advisor support to a team of Wealth Advisors managing ... playing a key front-office role in interfacing with clients. The teammate will support workload management, and triage and delegate client and advisor… more