- Citigroup (Miami, FL)
- …to the Citi Private Latin America businesses. Their focus is to ensure that effective client service is provided to our ultra high net worth clientele. They ... market clients + Strengthen private banking relationships by providing efficient and timely client service and problem resolution + Ensure adherence to all… more
- Truist (Winter Park, FL)
- …Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience 2. Demonstrate ... administration to a challenging and sensitive portfolio of affluent clients. Provide client support to Trust Advisors. Help coordinate with other members of… more
- UMB Bank (Tallahassee, FL)
- …clear expectations regarding deliverables and due dates + Ensure TUCE through quality service and coordination of client needs with other functions as needed ... As the **Treasury** ** Service Specialist** will support and manage the day-to-day...servicing of treasury products, loans, and deposits by handling client requests while working hand in hand with internal… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …service in a calm, courteous and professional manner. + Listen, empathize, and build client trust . + Resolve client issues quickly and efficiently, with a ... way through resolution and final communications. + Overall ownership to resolve client requests and escalated issues. + Identifies and independently resolves complex… more
- ADP (Miami, FL)
- …training their users on ADP technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your hands. The nature of what you ... ADP is hiring bilingual **Senior Client Support Consultants.** This position is hybrid -...to join a company with award-winning training and world-class service guidelines to help you achieve success, growth, and… more
- KeyBank (Palm Beach Gardens, FL)
- … trust and estate tax- related issues. Applies sound fiduciary judgment to trust matters. Client Management Works with Investment Sales Specialists (ISSs) and ... RMs to retain and expand existing client relationships. Reviews client estate planning and trust documents and advises RMs, attorneys, etc. on recommended… more
- Bank of America (Jacksonville, FL)
- Sr. Financial Service Representative Jacksonville, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/Sr-Financial- Service -Representative\_25030796) **Job Description:** Merrill Wealth Management is a leading… more
- Percepta (Melbourne, FL)
- **Description** At Percepta, we bring first-class service across each market we support. As a **Customer Service Representative** working **on-site** in ... **What You'll Be Doing** The Customer Relationship Center (CRC) **Customer Service Representative** is responsible for providing timely and professional customer … more
- Percepta (Melbourne, FL)
- **Description** At Percepta, we bring first-class service across each market we support. As a **Customer Service Case Manager** working **on-site** in ... a unique culture. **What You'll Be Doing** The **Customer Service Case Manager** will work with customers and prospective...buyers to earn and retain their loyalty to our client , a globally recognized provider of high-quality automotive products… more
- Percepta (Melbourne, FL)
- **Description** At Percepta, we bring first-class service across each market we support. As a fully remote **Customer Service Case Manager (Bilingual French)** ... being part of a unique culture. **What You'll Be Doing** The **Customer Service Case Manager (Bilingual French)** will work with customers and prospective buyers to… more