- Truist (Ocala, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- WTW (Tampa, FL)
- …a Health and Benefits Associate Director, you will be a leader on the client service team and will be responsible for fostering relationships cross the ... Proactively advising clients and ensuring the delivery of superior client service + Playing a key role...health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role… more
- WTW (Tampa, FL)
- …and Benefits Senior Associate , you will be a key member of the client service team, engaging directly with clients and establishing relationships across all ... for clients + Proactively advising clients and providing superior client service + Contributing to the creation...health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role… more
- WTW (Tampa, FL)
- **Description** The Senior Associate will play a lead role in the..., you will be a key member of the client service team, engaging directly with clients ... for clients + Proactively advising clients and providing superior client service + Contributing to the creation...health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role… more
- First Horizon Bank (Miami, FL)
- …needs and "handing off" the processing of these applications to the appropriate associate . Client experience + Research and resolve problems and respond to ... job posting. **SUMMARY** Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening...both teller and platform support as needed to keep client wait times to a minimum and to provide… more
- CBRE (Tallahassee, FL)
- …Program (2025) Job ID 215557 Posted 10-Apr-2025 Role type Full-time Areas of Interest Sales/ Brokerage Location(s) Remote - US - Remote - US - United States of ... expression of interest in any posted position at CBRE. ** Associate Broker** About the Role As a CBRE SP...of clients. What You'll Do + Prospect and build client relationships to generate new business + Advise clients… more
- Bank of America (Tampa, FL)
- …client inquiries via numerous channels to support operational efficiency and quality client service + Performs basic research, follow-up and resolution of ... partner with the Merrill Lynch Branch Office, predominately the Client Associate , the Retirement Benefits Contact Center...oral and written communication skills, previous experience in customer service and the ability to articulate client … more
- Citigroup (Jacksonville, FL)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and… more
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