- EverBank (Jacksonville, FL)
- …position is also responsible for performing associated job duties to escalate client requests, complaints, and suggested service modifications, and to document ... client inquiries and concerns related to product and service pricing schedules, structures, and methodologies. Explains fees, earnings credits, compensating… more
- Truist (Tampa, FL)
- …and delegate client and advisor operational requests to a centralized service team as appropriate. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary ... service team. 6. Work closely with the centralized service team to ensure client and advisor...all operational competencies and processes including banking, credit, investments, trust , new client on-boarding/welcome program, client… more
- Truist (Winter Park, FL)
- …and delegate client and advisor operational requests to a centralized service team as appropriate. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary ... service team. 6. Work closely with the centralized service team to ensure client and advisor...all operational competencies and processes including banking, credit, investments, trust , new client on-boarding/welcome program, client… more
- Truist (Orlando, FL)
- …oversight into all facets of new account setup, including coding on SEI/ Trust 3000 platform, setup of statements and fees. **Essential Duties and Responsibilities** ... beginning to completion; including account paperwork production and acceptance, coding on SEI/ Trust 3000 platform, setup of statements and fees. Serve as a… more
- AssistRx (Orlando, FL)
- …of our product portfolio. This includes a mix of digital tools, service offerings, and integrated programs that support patient onboarding, financial assistance, ... and collaborate cross-functionally with operations, engineering, sales, marketing, regulatory, and client success teams to ensure our offerings drive improvements in… more
- Ensono (Miami, FL)
- …reshape how our world runs. As an expert technology adviser and managed service provider with cross-platform certifications, Ensono empowers our clients to keep up ... As the Field CTO, you will be responsible for channeling the client experiences of Ensono services to Ensono's Product Organization, thereby positively transforming… more
- Trustmark (Tallahassee, FL)
- …from our caring culture. It is a culture we can only realize by building trust . Trust established by ensuring associates feel respected, valued and heard. At ... in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark,… more
- Grant Thornton (Fort Lauderdale, FL)
- …and support to help you excel. You will collaborate with the local and Firm client service teams and lead staff on various tax consulting and research matters, ... review and client management. + Lead multiple client service delivery teams in the active...we believe in making business more personal and building trust into every result - for our clients and… more
- AssistRx (Orlando, FL)
- …of client and organizational goals by: + Ensuring quality and service standards are maintained along with client -specific contractual requirements + ... Empowering team leaders to own client satisfaction, engagement, and identification of potential ...- Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds… more
- Optiv (Tampa, FL)
- …of the Optiv technology and services portfolio meet the specific needs of the client stakeholders. + Collaborate with service delivery to ensure the team has ... Optiv's portfolio. + Interface and partner with the internal Optiv teams, particularly service delivery liaisons, to align client expectations with the assigned… more