- M. Coast Florida (Orlando, FL)
- …acquisition targets of our client . The Business Development and Customer Service Associate will also monitor the program's implementation and evaluate ... Our firm is seeking a full-time Business Development and Customer Service Associate looking for a career that offers constant coaching, development, and… more
- Fidelity TalentSource LLC (Orlando, FL)
- …Worth RepresentativeWe have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Orlando Metro area! While you will ... broad-based knowledge and understanding of general financial planning conceptsProven customer service , client support and problem resolution skillsAbility to… more
- M. Coast Florida (Orlando, FL)
- M. Coast is now offering an Entry Level Customer Service and Sales Associate position developing sales and business leadership skills. The main objective of the ... Service and Sales Associates. Entry Level Customer Service and Sales Associate Responsibilities Will Include:...and Sales goals Retention of existing accounts Daily attendance at client or office meetings while maintaining a social… more
- TUMI (Orlando, FL)
- …driving sales through outstanding service . The ideal candidate is committed to client service , demonstrating a strong understanding of, if not passion for, ... at Tumi: As part of our Retail team, the Associate Manager is responsible for creating a client...as we work together to increase sales, KPI's, build client awareness, provide world-class service , and grow… more
- MCKINLEY COMPANIES (Winter Park, FL)
- …and customer focused leader to join our team as an Apartment Leasing Associate in the Orlando, FL area! This position is with McKinley's Owned Residential ... do: Provides current and prospective residents with the best possible customer service to retain residents and gain new residents.Greeting customers, leading tours… more
- Raymond James Financial, Inc. (Orlando, FL)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. * Onboards new clients, opens new client accounts and researches client and security… more
- Truist (Orlando, 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
- Banfield Pet Hospital (Orlando, FL)
- …supervision of the paraprofessional team to ensure quality medical care, exceptional client service , associate engagement and maximum productivity. -Provide ... professional, efficient and exceptional client service (lead by example), ensuring all...to use a keyboard, operate equipment and read information. Associate is routinely exposed to a variety of pets… more
- Banfield Pet Hospital (Orlando, FL)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. Helping create ... being a member of the team. Providing professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include… more
- Finexio (Orlando, FL)
- …and technology so much so they are also customers and partners. The Client Operations Associate is responsible for delivering extraordinary customer experience ... Finexio is the leader in AP Payments as a Service , the leading embedded payments approach for business the...professional and timely manner. It is expected that the Client Operations Associate will be able to… more
- Charles Schwab (Orlando, FL)
- …The services provide practical financial tools and resources and a dedicated service team to complement the advisor- client relationship. Alliance's vision is ... to act as a liaison for the Financial Advisor, enhancing their client product and service offering by leveraging the scale of Schwab. Brokerage Service … more
- Banfield Pet Hospital (Lake Mary, FL)
- Client Service Coordinator SUMMARY OF JOB...vision, depth perception, and ability to adjust focus. . Associate is routinely exposed to a variety of pets ... PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the… more
- HUB International (Winter Park, FL)
- …community support and involvement through HUB Gives** We currently have an opportunity for Client Service Assistant to join our Florida Personal Lines team. The ... Other responsibilities as assigned by the manager Qualifications: + Florida 4-40 Customer Service license required; must be willing to obtain 20-44 or 2-20 +… more
- Bank of America (Winter Park, FL)
- …Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. ... responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded...supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going basis. In… more
- Insight Global (Altamonte Springs, FL)
- …financial industry. This person will be responsible for making 50-60 inbound client calls each day. The responsibilities will also include scheduling adherences, ... ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by… more
- KPMG (Orlando, FL)
- …wide variety of industries + Utilize new technologies and tools used in client service delivery and participate in technology or process development initiatives, ... **Business Title:** Senior Associate , Tax Shared Services **Requisition Number:** 107879 -...quality work + Ability to handle multiple engagements and client service teams KPMG complies with all… more
- AssistRx (Orlando, FL)
- …solutions for the client . + Develop the relationship with the client through regular meetings/conference calls to review service quality and ensure ... In this role, you'll be working with pharmaceutical executives ( Associate Director and above) on a daily basis to...and colleagues. + Present new ideas and innovations to client to upsell and enhance their products and services.… more
- Grant Thornton LLP (Orlando, FL)
- …on return preparation and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From day one, ... As the Partnership Tax Senior Associate , you'll perform compliance services for complex tax...of Sub-chapter K partnership taxation, is required + Exceptional client service and communication skills with a… more
- H&R Block (Sanford, FL)
- …tax office associates accountable to Standard Operating Procedures (SOP) execution and client service experience, with escalation to the Multi-Unit Team Leader ... **500426BR** **Title:** Associate Team Leader **Our Company** **:** At H&R...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more
- KPMG (Orlando, FL)
- …to articulate complex information + Ability to handle multiple engagements and client service teams KPMG complies with all local/state regulations regarding ... **Business Title:** Senior Associate , Business Tax Services **Requisition Number:** 110947 -...Manage teams of tax professionals and assistants working on client projects + Advise clients and be responsible for… more
