- JPMorgan Chase (Tampa, FL)
- …execution of the firm wide operational risk and control framework across the Payments Onboarding business in North America. Specifically, the position provides ... support to the Payments Onboarding teams on matters related to operational risk management, CORE, issue management, control gap remediation, risk event… more
- Lincoln Financial (Tallahassee, FL)
- …**Requisition #:** 74288 **The Role at a Glance** The Sr. Alternatives Client Onboarding and Implementation Manager will provide subject matter expertise ... sales goals or objectives. + Cultivates, directs, and maintains client relationships within assigned area(s). + As the subject...and integrity, millions of customers trust our solutions and service to help put their goals in reach. Lincoln… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …transactions associated with the deal. * Responsible for ensuring accurate and timely payment /disbursement of loan proceeds and other key payments . * Assist ... Summary** This role is integral to the recruitment and onboarding of new Advisors to the firm. You will...multiple deadlines. * Provide a high level of customer service . * Maintain strict confidentiality of associate records. *… more
- Truist (Orlando, FL)
- …meetings, completing follow up as needed and clearly communicating within the team. ** Service Support** Provide superior client service to Commercial ... and clearly communicating within the team. Service Support 4. Provide superior client service to Commercial Community Bank clients taking ownership of … more
- Truist (Jupiter, FL)
- …software, and proactive sales support activities for advisors. 7. Oversees client onboarding process, including account opening/closing/maintenance and wires, ... provide guidance to wealth support specialists in region and serve as onboarding partner/mentor. 3. Proactively provides banking, lending and Trust product support… more
- TD Bank (Lake Mary, FL)
- …are in place, ensuring compliance with Know Your Customer (KYC), Anti-Money Laundering and Client Onboarding requirements. * Act as a first line of support for ... Bank that truly "thinks customer". The mandate of the Client Enablement team is to manage and maintain ...to complete repetitive tasks. * Ability to deliver legendary service while adhering to strict deadlines in a fast-paced… more
- Shepard Exposition Services (Orlando, FL)
- …is necessary to assist the customer, grow revenue, and proactively secure payment for all services. Key Contributions of the Role Omni-channel Customer Interaction ... Reporting: Proficiently handle and oversee input of customer information, orders, payments , show closings, and other relevant data into proprietary software systems… more
- Truist (Winter Park, FL)
- …Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience 2. ... management activities by facilitating the day-to-day transactional needs of the client base, including processing deposits, distributions, payments , transfers,… more
- Amazon (FL)
- …a proven track record of driving sales for brand partners and exceptional customer service via their personal client book. Candidates must thrive in a start-up ... Amazon is seeking passionate and experienced stylists to provide world class service to luxury fashion and beauty customers via various digital platforms and… more
- DXC Technology (Tallahassee, FL)
- …person and a trusted advisor for Sales. + Work directly with the client business and technical stakeholders up to CxO level, cultivating relationships to understand ... Clients on complex IT transformation initiatives and consulting engagements. + Lead Client conversations covering full breadth of DXC's GIS portfolio. + Act as… more
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