- Raymond James Financial, Inc. (Orlando, FL)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… 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
- Banfield Pet Hospital (Lake Mary, FL)
- …to manage the hospital and ensure the highest quality of veterinary care, exceptional client service , associate engagement and maximum productivity of the ... deliver consistent performance in Optimum Wellness Plan growth, market penetration and client and associate retention. Manage overall labor costs while ensuring… more
- Wells Fargo (Orlando, FL)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… more
- Wells Fargo (Orlando, FL)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + May… 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
- First Horizon Bank (Orlando, FL)
- …can rely on for prompt assistance! + Be the master of first-call resolution, tackling client service inquiries and issues right from the first call. Use your ... or copy the site into your address bar: Virtual Banker - Client Experience Associate (https://vimeo.com/583581121/70590a16d5) Get ready for an exhilarating role… 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
- ADP (Maitland, FL)
- **Applications for this posting will be accepted until 06/7/2024.** **ADP is hiring a Client Service Team Lead -** **Screening** **and Selection.** + Do you get ... strong working knowledge of the team's responsibilities and each associate 's development plan and training needs. + Lead daily...Requirements + Minimum 3 years of experience in a client service /consulting environment. A college degree is… 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
- Banfield Pet Hospital (Kissimmee, FL)
- The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in ... * Preventative care and OWPs * Communication Skills * Client Service Skills * Priority Setting *...vision, depth perception, and ability to adjust focus. + Associate is routinely exposed to a variety of pets… more
- Compass Group, North America (Ocoee, FL)
- Morrison Healthcare Title: Associate Food Service Director Salary- $62,000-$68,000 Location: Ocoee, FL Morrison Healthcare is a leading national food and ... constantly seeking a better way to conduct business. Key Responsibilities: The Associate Director assists to ensure client , customer satisfaction and efficient… more
- Charles Schwab (Orlando, FL)
- …the status quo" and transform the finance industry together._** As a Sr. Specialist, Service Associate in our Centralized Service & Operations group, you ... be joining a team that supports our Schwab Wealth Advisory clients. On this client -facing, in-bound phone team, you will be able to build on your growing expertise… 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 (Orlando, 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
- 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
- KPMG (Orlando, FL)
- **Business Title:** Senior Associate , Account Operations **Requisition Number:** 112465 - 25 **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
- Synchrony (Altamonte Springs, FL)
- …acquisition, engagement, applications and usage of the CareCredit credit card at client locations. Role will work closely with analytics to monitor results and ... experience with Account-Based Marketing, DTC acquisition campaigns, Salesforce, B2B client marketing, and B2B2C marketing as they could be...hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to… more