- CohnReznick LLP (Miami, FL)
- …CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, ... join the team in our Miami office.YOUR TEAM. This position will support our Financial Services Group. The Financial Services Group provides services … more
- Fidelity TalentSource LLC (Vero Beach, FL)
- …acquire series 65/66 upon hireFinancial services experience preferably in financial planningDegree and/or other professional certifications such as CFP are ... you obtain one The Purpose of Your RoleThe Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity.… more
- Amerantbank (Miami, FL)
- …book of business of clients in the Intl and domestic market for investment services . The Financial Advisors (FA-IC I) maintains a highly dedicated ... and Procedures.Responsibilities:FA-IC I are high level professionals with experience in Finance/ financial markets. They deliver personalized services to often… more
- Fidelity TalentSource LLC (Fort Lauderdale, FL)
- …long-lasting positive relationships with Fidelity. The Expertise We re Looking ForCustomer service , phone, or financial services experience will prepare ... Job Description: Financial Representative We believe that as a ...obtain the Series 7 and 66 licensesDegree and/or other professional certifications are helpful; if you don t already… more
- Percepta (Melbourne, FL)
- …Be Doing In this role, you will be responsible for providing timely and professional customer service in response to inquiries and concerns by using available ... taking the appropriate action with utmost priority and speed, to ensure service level metrics are achieved.Communicate professional , grammatically correct verbal… more
- Percepta (Melbourne, FL)
- …(CRC) Customer Service Representative is responsible for providing timely and professional customer service in response to inquiries and concerns by using ... taking the appropriate action with utmost priority and speed, to ensure service level metrics are achieved.Communicate professional , grammatically correct verbal… more
- Percepta (Melbourne, FL)
- …customer satisfactionBe responsible for handling inbound customer calls regarding sales and service in a helpful, courteous, and professional manner, displaying ... applicable customer satisfaction tools to resolve customer issues. Tools include financial assistance, service plans, payments, and maintenance plansParticipate… more
- Arthrex (Naples, FL)
- …in new product development and medical education in orthopedics. The Sr. Service Development Engineer I develop and maintains service support documentation ... for internal/external teams. Develops and maintains technical procedures. Represents the Service and Repair department during the product development process and the… more
- Percepta (Melbourne, FL)
- …environment preferredExperience with dealer operations preferredPrevious exposure to highly professional office environments (medical, financial investments) a ... At Percepta, we bring first-class service across each market we support. As a...and Recognition by proactively promoting their luxury vehicles and services from pre-sales through purchase. The Concierge Sales Representative… more
- Percepta (Melbourne, FL)
- …being part of a unique culture.What You'll Be Doing The Automotive Customer Service Representative provides online customers with a professional sales experience ... At Percepta, we bring first-class service across each market we support. As an...Our programs offer incentives and promote physical, mental, and financial wellness.As a condition of employment, Percepta requires all… more
- Percepta (Melbourne, FL)
- …environment preferred*Experience with dealer operations preferred*Previous exposure to highly professional office environments (medical, financial investments) a ... At Percepta, we bring first-class service across each market we support. As a...Brand Loyalty and Recognition by proactively promoting products and services from pre-sales through purchase. The Concierge Agent will… more
- DivIHN Integration Inc (Orlando, FL)
- …(Outlook, Access, Word, Powerpoint About us: DivIHN, the 'IT Asset Performance Services ' organization, provides Professional Consulting, Custom Projects, and ... Prepares balance sheets, profit and loss statements, and other financial reports. Responsibilities also include analyzing trends, costs, revenues,...Professional Resource Augmentation services to clients in the Mid-West and beyond. The… more
- Amerant Bank (Coral Gables, FL)
- …commercial customers (usually $5MM and above). The SRM maintains a highly dedicated professional relationship with each customer to ensure a big picture and unbiased ... approach to solving their overall financial situation. Coordinates with product specialists such as trust...advisors, etc. to integrate solutions. Ensures high standards of service quality are provided to customers to strengthen customer… more
- Arthrex (Naples, FL)
- … will be developing and managing critical vendor relationships that include professional services . This includes reviewing and negotiating contracts to support ... where required, direct true-up/reconciliation schedules in concert with renewals team. Professional Services : Negotiates and manages contract life cycles, with… more
- Fidelity TalentSource LLC (Jacksonville, FL)
- …relationships with customers and the team through effective communicationExperience in customer service , call center, or financial services preferredA strong ... customers by taking inbound calls. Are you interested in Financial Services ? This might be the right...training you need to develop the skills needed to service our customers and study for your FINRA licensing… more
- Fidelity TalentSource LLC (Altamonte Springs, FL)
- Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a ... We re Looking ForEffectively utilizing Fidelity s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that… more
- Percepta (Melbourne, FL)
- …* Be responsible for handling inbound customer calls regarding sales and service in a helpful, courteous, and professional manner, displaying knowledge ... Use applicable customer satisfaction tools to resolve customer issues. Tools include financial assistance, service plans, payments, and maintenance plans *… more
- Amerantbank (Boca Raton, FL)
- …advanced writing, listening and have basic office and mathematics skills, and customer service skills. Possession of professional skills such as report writing, ... to existing and new customers.OPERATIONAL EXCELLENCE:Process all manner of financial transaction requests including but not limited to deposits, withdrawals,… more
- Amerant Bank (Hialeah, FL)
- …writing, listening and have basic office and mathematics skills, and customer service skills.Possession of professional skills such as report writing, basic ... to existing and new customers.OPERATIONAL EXCELLENCE:Process all manner of financial transaction requests including but not limited to deposits, withdrawals,… more
- Percepta (Melbourne, FL)
- …supervision of the Team Leader and is responsible for providing a timely and professional service in response to a wide variety of inquiries including Over ... to ensure service level metrics are achieved and excellent service is provided.Communicate professional , grammatically correct verbal and written responses… more
