- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the department in meeting our Service Level Agreements. + Establishes new client accounts by utilizing industry registration requirements. + Processes ... solutions. + Provides education to branch personnel related to account opening and maintenance. + Follows daily schedule accurately...documents accounts to meet industry policies and regulations, including Anti… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …well as formal and informal training and coaching. **Knowledge of:** + Operations and New Accounts systems. + Customer operations and the financial industry. + ... various advanced regulatory reports and contacts FA's to resolve account issues. + Influences a culture where on-the-job training...used in the securities industry and as required by New Accounts . **Skills:** + Detail orientation and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and recording time and expenses. * Carry out a range of client service activities, including handling client cases and inquiries that are more complex or ... outside the norm. **Skills** * Works at an intermediate level to achieve thoroughness and accuracy when accomplishing a task. Typically works with guidance. * Works at an intermediate level to receive, monitor and deal with all allocated customers. Typically… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and recording time and expenses. + Carry out a range of client service activities, including handling client cases and inquiries that are more complex or ... outside the norm. **Skills** + Works at an intermediate level to achieve thoroughness and accuracy when accomplishing a task. Typically works with guidance. + Works at an intermediate level to receive, monitor and deal with all allocated customers. Typically… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- … margin application requests for client and account suitability. * Review initial new client accounts and branch explanations for client and account ... and firm policy and procedures. * Review and approve new account master client agreement for client...and priorities. * Provide a high level of customer service . **Educational/Previous Experience Requirements:** * Bachelor's degree (BA) in… more
- JPMorgan Chase (Tampa, FL)
- …a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a portfolio ... of large corporate or financial institution clients. As a Client Service Account Manager within the Payments team, you will support a portfolio of large… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem ... **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 accounts… more
- Cardinal Health (Riverview, FL)
- …quality assurance, employee safety and engagement, and environmental commitment. **Job Summary** The Service and Repair Associate plays a key role in the ... manufacturing process of Cardinal Health medical products. The Service and Repair Associate operates multiple machines...to complete standard tasks. + Readily learns and applies new information and methods to work in assigned area.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem ... and financial advisor and branch office expenses and expense reports. + Opens new client accounts and researches client and security information using internal… more
- Truist (Tampa, FL)
- …presented to clients, obtaining appropriate signatures, submission and follow-up of new account documentation. 9. Mitigate risk through appropriate ... bank leads. Use product and industry knowledge to identify existing client, account , and product attributes that present sales potential. 7. Provide operational… more
- WTW (Tampa, FL)
- …Advocate within our Global Natural Resources Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client ... by supporting new business efforts. The primary responsibility of the Associate Client Advocate is to provide an exceptional client experience, with a primary… more
- Stryker (Bradenton, FL)
- …program and tobacco cessation program. Financial benefits include: Health Savings Account (HSA), Flexible Spending Accounts (FSAs), 401(k) plan, Employee ... Associate Mako Product Specialist ** ** As an...all things related to the Mako, you'll deliver exceptional service while prioritizing customer needs in a fast-paced high… more
- IQVIA (Tampa, FL)
- …expertise in regulatory insight, process improvement, and technology deployment. + Focus exclusively on ** new business and new account acquisition** . + Lead ... ** Associate Technology Solution Sales Director -eQMS (SmartSolve) &...on a leadership role and identify incremental opportunities in new or existing accounts (primarily new… more
- Bank of America (Tampa, FL)
- …cover one or more operations functional areas such as: opening new accounts , data entry, etc. Provides quality service and effective and efficient operations ... issues and escalations. **Responsibilities:** + Performs onboarding and maintenance of accounts and reviewing required account documentation. + Responds to… more
- Herc Rentals (Bradenton, FL)
- ProSales Associate (Entry Level) Location: Bradenton, FL, US, 34208 Job Type: Full-time Date: Oct 30, 2025 Company: Herc Rentals If you are currently an employee of ... company, known as Herc Holdings Inc., listed on the New York Stock Exchange on July 1, 2016, under...30, 2025. **Job Purpose** As a Herc Rentals ProSales Associate you will begin a fast-track learning journey through… more
- WTW (Tampa, FL)
- …Commuter Account , Health Care and Dependent Care Flexible Spending Accounts , Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify ... **Description** The Senior Associate will play a lead role in the...you will be a key member of the client service team, engaging directly with clients and establishing relationships… more
- Bank of America (Tampa, FL)
- Advisor Development Program Client Associate Tampa, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Tampa/Advisor-Development-Program-Client- Associate \_25045803-1) **Job Description:** **Advisor Development Program Client Associate… more
- WTW (Tampa, FL)
- …Commuter Account , Health Care and Dependent Care Flexible Spending Accounts , Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify ... **Description** As a Health and Benefits Associate Director, you will be a leader on...Director, you will be a leader on the client service team and will be responsible for fostering relationships… more
- WTW (Tampa, FL)
- …Commuter Account , Health Care and Dependent Care Flexible Spending Accounts , Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify ... **Description** As a Health and Benefits Senior Associate , you will be a key member of...you will be a key member of the client service team, engaging directly with clients and establishing relationships… more
- Lockheed Martin (Lakeland, FL)
- …impacts **Desired Skills:** \- Experience with SAP \- Prior experience with account reconciliations \- Exceptional teamwork and customer service attitude \- ... internal and external customer billing \- Completion of invoice and account reconciliations as required \- Independent identification of billing opportunities \-… more