- Raymond James Financial, Inc. (Clearwater, FL)
- Job Summary: Celebrating more than 30 years of service and excellence in the Financial Service Industry, Thakar Financial LLC is seeking a dynamic Client ... work independently. This role helps provide high quality customer service to prospective and existing clients. The candidate will...and with the team to provide support to the financial advisor. + With accuracy process client transactions per… more
- Magellan Health Services (Fort Lauderdale, FL)
- …military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their ... meets the needs of the installation. + Provides personal financial counseling and management services directly to service... financial counseling and management services directly to service members and their families. + Assists service… more
- Magellan Health Services (Hurlburt Field, FL)
- …military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their ... meets the needs of the installation. + Provides personal financial counseling and management services directly to service... financial counseling and management services directly to service members and their families. + Assists service… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …environment to clients of the company by combining the traditional roles of the Financial Advisor and Service Associate. The ideal candidate will have a passion ... department at the Raymond James home office, provides exceptional service to Raymond James' clients. Although we operate as...excellent customer experience to our annuity contract owners and financial advisors of the firm. The person in this… more
- University of Miami (Medley, FL)
- …in conjunction with the office of financial planning and analysis. Monitors financial performance of service lines across the enterprise. Serves as the ... has an exciting opportunity for an Associate Vice President (AVP) of Clinical Financial Operations. The AVP, of Clinical Financial Operations, is responsible for… more
- KeyBank (Fort Myers, FL)
- …Teller functions within the Private Bank branch (eg, accurately process all financial service transactions, maintain responsibility for cash drawer, follow ... 12830 University Drive - Fort Myers, Florida 33907 **Job Summary** The Client Service Associate supports the Key Private Bank (KPB) sales team by completing client… more
- Percepta (Melbourne, FL)
- …applicable client satisfaction tool(s) to resolve client concerns. Tools available include Financial Assistance, Service Component Plan, Extended Service ... **Description** **At Percepta, we bring first-class service across each market we support. As a...client is open to receiving additional information + Manage financial assistance requests within CSM Delegation of Authority (DoA)… more
- Percepta (Melbourne, FL)
- …Use applicable customer satisfaction tools to resolve customer issues. Tools include financial assistance, service plans, payments, and maintenance plans + ... stage of the automotive and mobility customer journey. As a **Customer Service Case Manager** working **on-site** in **Melbourne, Florida** , you'll become part… more
- Trinity Health (Fort Lauderdale, FL)
- …function, RHM, and Markets leader** **Operational Delivery** **Implement and drive the financial strategies for the service area** **Responsible for measuring ... 2-days remote.** Must live in the South Florida area.** **Purpose** **Provides financial stewardship and direction to the assigned market and/or ministry through… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is ... School Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent combination of experience, education, and/or… more