- Morgan Stanley (Tampa, FL)
- …organization? The Morgan Stanley Virtual Client Solutions team is seeking a * Client Service Associate *in our*Tampa, FL *location* *to help provide ... new and existing clients and Financial Advisor teams. *Position Overview*: The * Client Service Associate * is responsible for understanding firm policies,… more
- Morgan Stanley (Tampa, FL)
- …so, the Morgan Stanley Virtual Client Solutions team is seeking a *Registered Client Service Associate *in our *Tampa, FL* office* *to help effectively ... Series 7 and 66 licenses. *Position Overview*: As a*Registered Client Service Associate *, you will...responsible for understanding firm policies and digital tools to service and guide new and existing clients.… more
- Raymond James Financial, Inc. (Trinity, 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...to the financial advisors and branch office. * Onboards new clients, opens new client … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and assistance on projects and job functions within the department. Associate will be responsible for supporting department training including the maintenance ... revise and maintain department on-line training manual as needs dictate. * Implements new ideas to increase job performance and production. * Monitors and resolves… more
- Truist (Tampa, 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
- Publicis Groupe (St. Petersburg, FL)
- …Description** **Job Description** **About this Role** Our company is looking for an ** Associate Client Solutions Manager** to help us develop winning media ... negotiation, and optimization of complex omnichannel media programs. **Responsibilities** ** Client Relationship Management** + Provide world class service … more
- Banfield Pet Hospital (Clearwater, FL)
- Position Description Client Service Coordinator - Job Description.docx 1 of 3 Last Revised: 08/20/2013 JP JOB TITLE Client Service Coordinator TEAM ... Full-time Part-time SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow...of Mars, Inc. within self and team. Actively recruit new clients by promoting hospital services and route the… more
- Banfield Pet Hospital (St. Petersburg, FL)
- Opening Statement Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and ... Mars, Inc. within self and team. . Actively recruit new clients by promoting hospital services and route the...* Preventative care and OWPs * Communication Skills * Client Service Skills * Priority Setting *… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the various legal documents required by various companies in order to process client requests. * Learn and apply new information, skills, and processes, ... experience and training to complete the process of exteranl transfers of client 's assets. This position is composed of researching complex problems, monitoring work… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …a call center environment. Associate will provide a high degree of customer service through education to branch callers. Associate will also serve as a ... rate for any overtime hours worked._ **Job Summary:** Under general supervision, associate uses skills gained through experience and on-the-job training to answer… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …department needs and priorities. Provides subject matter expertise and front line service support to our branch personnel through the processing of complex ... support the establishment and maintenance of advisory and managed accounts. Every associate works both independently and within a team environment to achieve world… more
- Morgan Stanley (Tampa, FL)
- …Focus on improving client satisfaction by emphasizing world-class individualized client service , 100% accuracy, responsiveness, and follow-through * Focus on ... client 's goals, but help you deliver against your new asset objectives. Your local leadership team will be...within company policy guidelines * Excellent communicator with strong client service skills *Why Morgan Stanley*: Morgan… more
- Truist (St. Petersburg, FL)
- …the essential functions. High School diploma or equivalent Three (3) years of client service and operational experience in financial industry Strong verbal and ... (eg management companies, associations and homeowners) and internal business units. Work as a Client Services team member to ensure service standards are met for… more
- BluePearl (Tampa, FL)
- …+ Ensures implementation of strategic marketing plans and associated programs for driving existing client growth and new client acquisition, both business to ... cross-functional collaboration and a unified approach to delivering superior service , keeping the client and pet at...progress. We value your health and well-being as an Associate by providing you with the following benefits: +… more
- Morgan Stanley (Tampa, FL)
- …collecting, and ensuring all documentation and information associated with higher risk client types has been received in good order. The EDD Operations Team ... is considered the first line of defense and supports the onboarding, client due diligence, and negative news processes for Morgan Stanley clients.… more
- Truist (Tampa, FL)
- …demonstrate solutions and products to CRE clients 4. Client Support: Attends client calls and meetings, handles service issues and resolves problems, shares ... purpose of the program is to develop future CRE Associates with multi- client , multi-industry and multi-deal structure knowledge of the Commercial Real Estate… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and final communications. * Determines best method to resolve issues to ensure client satisfaction and adherence to company policies. * Follows up, either verbally ... or in writing, to ensure client satisfaction. * Responds to incoming inquiries related to...that is designated as a house account until a new Financial Advisor is established. * Performs other duties… more
- WTW (Tampa, FL)
- …gather updates from the client . + Coordinate and support all day-to-day client service and consultation. + Develop complete and accurate submissions for ... offered for this specific job opportunity._ **The Role** The Associate Incoming Specialist assists in the day-to-day service...Must be results-oriented. + Ability to provide superior customer service to the client and the insured.… more
- KPMG (Tampa, FL)
- **Business Title:** Senior Associate , Account Operations **Requisition Number:** 112465 - 27 **Function:** Advisory **Area of Interest:** **State:** FL **City:** ... we are, join our team. KPMG is currently seeking a Senior Associate , Account Operations to join our Market Development organization. Responsibilities: + Communicate… more
- WTW (Tampa, FL)
- …benefit programs including medical, dental, life, disability, etc. In partnership with Client Service colleagues, you will communicate FAA concepts, strategies ... As a Healthcare Financial/Actuarial Associate Director you will be a key member...calculating reserves + Partners with Global Delivery Centers and Client Service teams to deliver superior project… more