Associate Client jobs in Florida

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ADVISOR SERVICES - CLIENT SUPPORT ASSOCIATE

At least 1 year of customer service experience is required. College Internships and collegiate activities will be considered in lieu of experience.. Excellent operational and organizational skills with the ability to manage transa...

CompanyCharles Schwab
AddressOrlando, FL
CategoryRetail
Job typeFull-time, Part-time
Date Posted 6 days ago See detail

Advisor Services - Client Support Associate

Charles Schwab

Orlando, FL

At least 1 year of customer service experience is required. College Internships and collegiate activities will be considered in lieu of experience.. Excellent operational and organizational skills with the ability to manage transa...

Registered Wealth Management Client Associate

Bank Of America

Lorida, FL

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and...

Senior Associate, Fund/Client Accounting

The Bank Of New York Mellon

Lorida, FL

* Performs complex Fund/Client Accounting responsibilities in the areas of driving Service Improvement plans, targeting efficiencies, enhancing processes and specialist review functions. Here's a few of our awards: * Fortune World...

Senior Associate, Fund/Client Accounting

Bny Mellon

Lorida, FL

Conducts accounting services on behalf of assigned clients and moderately complex funds including determining net asset values, calculating fund performance, allocating expenses and preparing reports. Performs complex Fund/Client...

Associate IT Client Support Analyst

Hca Florida South Tampa Hospital

Tampa, FL

Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transporta...

Associate Client Service Manager

Gallagher

Jacksonville, FL

Take a leadership role in the renewal process to ensure the best possible solutions are delivered to clients in high quality and timely manner. Secure existing business and drive the sale of additional services and lines of covera...

Senior Associate, Client Service

Bny Mellon

Lake Mary, FL

$95.3K - $121K a year

This role is located in Lake Mary - HYBRID.In this role, youll make an impact in the following ways:Supports clients in addressing and resolving complex operational and technical issues and ensuring requests are executed.Resolves...

Associate - Private Client

An International Law Firm

Miami, FL

A Firm where everyone belongs: Our award-winning culture prioritizes warmth and authenticity we encourage you to be yourself! Enthusiasm for diverse perspectives: We're smarter and stronger when everyone has a voice and a seat a...

Private Wealth Client Associate

Bank Of America

Miami, FL

Account Management Client Management Customer and Client Focus Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Administrative Services Emotional Intelligence R...

Client Services Associate - Institutional Relationship Specialist

Equity Trust

Fort Myers, FL

Efficiently and proactively manages client and vendor correspondence (incoming calls, emails, chats, and client visits). Answers client and vendor questions regarding financial transactions, including asset purchases, sales, and o...

Client Service Associate - Registered

Stifel Financial

Gainesville, FL

This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.Communication Skills - The ability to communicate information and ideas in spoken or written form so that ot...

Client Success Associate

Gartner

Fort Myers, FL

Build, develop and manage relationships with existing clients ranging from senior C-level executives to more junior professionals across various business functions and companies. Regularly meet and engage with clients virtually to...

Teller/Key Private Bank Client Relations Associate

Keybank

Naples, FL

Accept and accurately process all financial service transactions. Maintain responsibility for cash drawer and follows proper balancing procedures. Act as a resource to identify and resolve more complex client servicing issues. Lis...

Client Service Associate

Fleishel Financial Associates

Jacksonville, FL

From $55,000 a year

401(k). 401(k) matching. Health insurance. Paid time off. Retirement plan. 3 years. 8 hour shift. In-person. Office. Jacksonville, FL 32223: Relocate before starting work (Required)....

Client Service Associate II - Payments - Control Execution

Jpmorgan Chase & Co

Tampa, FL

$88,350 - $128,000 a year

Coordinate with the regional Payments Business Control Managers and lead control-oriented initiatives on behalf of Client Service as well as Build and manage relationships across a broad range of regional Payments business staff...

Private Client Associate

Crisis24

Boca Raton, FL

$20 - $22 an hour

Maintain and organize patient medical records, ensuring confidentiality and compliance with healthcare regulations. Accurately file and retrieve medical records for healthcare providers as needed. Assist in conducting research act...

Client Service Associate

Northbridge Financial Group

Tampa, FL

$45,000 - $65,000 a year

Desire to be part of a growing team. Self-starter who wants to learn and grow. Strong Computer Skills with proficiency in Microsoft Office Suites (Word, Excel, Outlook, PowerPoint). Experience using Redtail CRM (or other similar C...

Senior Associate, Anti Money Laundering/Prevention/Know Your Client

Bny Mellon

Lake Mary, FL

$79.9K - $101K a year

Make history.BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. Heres a few of our awards:Fortune Worlds Most Admired Companies & Top 20 for Diversity and Incl...

Client Service Associate - Resource Consulting Group

Hightower

Orlando, FL

Establish, service, monitor, and maintain client investment accounts. Meet client's needs and develop trust by providing excellent service. Prepare brokerage account paperwork for opening new accounts, terminated accounts, and acc...

Senior Registered Client Service Associate

Signature Financial Solutions

Tampa, FL

$40,000 - $60,000 a year

Social Media Knowledge. Knowledge of office management systems and procedures. MS Office - Outlook, Word, Excel, Powerpoint. Outstanding organizational and time management skills. Ability to multitask and prioritize daily workload...

Registered Client Services Associate II

United Community Bank

Orlando, FL

$33,433 - $48,414 a year

College degree preferred or equivalent work experience Series 7 and 63/66 Licensed Detail oriented and ability to manage multiple priorities Self-Motivated and ability to work independently Can analyze and resolve problems indepen...

Associate IT Client Support Analyst

Hca Healthcare

Orlando, FL

Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transporta...

Client Care Associate - Money Movement Support (Bilingual English/Spanish)

Visa

Miami, FL

Provide service to clients via phone calls and online support cases that are advanced and escalated (Level 2 support). Proactively identify and solve complex problems that impact the management, relationship, and direction of the...