Client Service Associate jobs in Lee, FL
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CLIENT SERVICES ASSOCIATE - INSTITUTIONAL RELATIONSHIP SPECIALIST
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...
| Company | Equity Trust |
|---|---|
| Address | Fort Myers, FL |
| Category | Retail |
| Job type | Full-Time |
| Date Posted | 7 days ago See detail |
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...
7 days ago seen See more...
- View all Equity Trust jobs - jobs in Fort Myers, FL
Client Service Associate
Wealth Enhancement Group
Fort Myers, FL
Ensures accurate completion of prospect or new client paperwork and account set up. Follow up on funds transfer from surrendering company. Maintains (CRM) database and client files (Filing, copies, data input). Research and follow...
a month ago seen See more...
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...
2 weeks ago seen See more...
- View all Gartner jobs - jobs in Fort Myers, FL
Membership Services Associate
Ymca Of Southwest Florida
Fort Myers, FL
Meet and greet members (by name) and visitors in a positive and professional manner as a representative of the YMCA; ensures the security of the facility enforcing policy regarding visitors. Give membership and program information...
2 months ago seen See more...
Client Service Representative
Veterinary Emergency Clinic
Port Charlotte, FL
Greet patients, their pets, vendors, and other visitors to our emergency clinic. Answer patient questions,provide assistanceand directions when necessary. Field all phone calls and send emails. Register new patients and update n...
2 months ago seen See more...
- View all - jobs in Port Charlotte, FL
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