- Edward Jones (West Palm Beach, FL)
- …client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning ... products and services, and ongoing reporting and support. The Client Concierge Specialist will play a critical... experience + Deliver excellent service by proactively anticipating Financial Advisor and client needs and positively… more
- Truist (St. Petersburg, FL)
- …in a non-facing environment. Assist with general banking inquiries, processing of financial service requests and provide client problem resolution while adhering ... America) **Please review the following job description:** Provide the perfect client experience to external clients (eg management companies, associations and… more
- Metro One Loss Prevention Services Group (Hallandale, FL)
- Job Description Description * Process accounts and incoming payments in compliance with financial policies and procedures * Perform day to day financial ... are accounted for and properly posted * Verify discrepancies by and resolve client 's billing issues * Facilitate payment of invoices due by sending bill reminders… more
- Bank OZK (Orlando, FL)
- …relationships with customers by engaging in meaningful conversations regarding their financial needs and goals, identifying referral opportunities, and processing ... financial transactions. Promote a positive, helpful, and friendly team...regarding customer conversations and interactions. + Facilitate and process account transactions accurately and efficiently to minimize errors and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and procedures + Assists with processing payment request sent by clients and Financial Advisors + Analyzes the feasibility of client collateral release requests ... an automated accounting system + Analyzing and adjusting transaction and account balance discrepancies + Gathering and compiling information + Operating standard… more
- NTT America, Inc. (Tallahassee, FL)
- …and thrive. **Your day at NTT DATA** As a Senior Collaboration Technology Sales Specialist at NTT DATA, you'll be an expert in your field, turning identified leads ... building strong relationships with both new and existing clients.As a Sales Specialist , you are also responsible for generating your own pipeline and opportunities… more
- Bank of America (Jacksonville, FL)
- …The role acts as a central entry point into a fully licensed financial services career. **An Investment Specialist Trainee (responsibilities):** * Identifies ... Listening *Decision Making *Emotional Intelligence *Result Orientation *Written Communications * Account Management *Adaptability * Client Experience Branding *Coaching… more
- Citigroup (Tampa, FL)
- …Specialist will be responsible for managing various workstreams within the Client Services team, including directing new account implementations, investments, ... under the guidance of senior product specialists to facilitate client onboarding, account activations, internal and external...QUALIFICATIONS: + Minimum 4 years of experience in the financial industry, in a position with a client… more
- EverBank (Naples, FL)
- …managers, small business, commercial banking, and treasury management. This job understands client needs to offer the appropriate financial services and works ... **Banking Specialist ** The Banking Specialist promotes the...client relationships. **Key Responsibilities and Duties** + Promotes financial services suitable for the client based… more
- Deloitte (Tampa, FL)
- …Do As an IT Diligence Specialist Master, you will lead and deliver complex client engagements that help refine the client 's IT strategy with a focus on ... Mergers and Acquisitions IT Diligence Specialist Master Our Deloitte Strategy & Transactions team...stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and… more