Client Services Specialist jobs in Florida

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WEALTH CLIENT SERVICES ASSISTANT

Assist with CRM (SalesForce) reporting for the Private Advisor. Assist with the preparation of client investment performance reports, presentation materials, and division level reporting and analysis. Responsible for performing ge...

CompanySeacoast Bank
AddressWilliston, FL
CategoryInformation Technology
Job typePart-Time
Date Posted 2 weeks ago See detail

Wealth Client Services Assistant

Seacoast Bank

Williston, FL

Assist with CRM (SalesForce) reporting for the Private Advisor. Assist with the preparation of client investment performance reports, presentation materials, and division level reporting and analysis. Responsible for performing ge...

VICTIM SERVICES PROGRAM SPECIALIST

The State Of Florida

West Palm Beach, FL

$50,000 a year

At least two years of experience providing direct services to crime victims.. Experience working with crime victims in the court process.. Familiar with the principles and techniques of effective crisis intervention.. Strong inter...

Social Services Specialist

Elevance Health

PALM BEACH, FL

Serves as a first line resource for Access Florida representatives. Provides training. Assists associates by answering day-to-day questions and encourages a teamwork environment. Requires HS diploma or equivalent and a minimum of...

Client Relations Specialist

Real Res

Fort Myers, FL

$18 an hour

Client Relationship Management: Foster trust-based relationships with clients, understanding their needs and preferences. Client Communication: Respond to client inquiries professionally via email, chat, and phone. Issue Resolutio...

Client Experience Specialist

Gomo Travel, Llc

Cape Coral, FL

$48,000 - $55,000 a year

Initiate and respond to client communications (written, verbal, electronic) on behalf of GOMO. Greet and interact with clients and their family members warmly, compassionately and professionally. Assist with travel planning, prepa...

Office Services Specialist

Paladin Inc

Jacksonville, FL

$19 an hour

Manager is seeking someone who can do Print work for the customers, opening mail and scanning and doing mail runs. Light hospitality meaning conference room setup and clean up after meeting, keeping the coffee stations clean as we...

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...

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...

Producer, Client Services

Memoir Agency Llc

Orlando, FL

Bachelors Degree is preferred.-At least 5 years of experience in event production, with a proven track record of successful events.-Strong leadership skills and the ability to manage multiple projects and reports simultaneously.-...

Loan Servicing Specialist – Entry Level (Spanish Required)

A&D Mortgage

Hollywood, FL

From $17 an hour

You need financial stability, and you want to be rewarded for your hard work. You have little to no experience, and you are eager to learn. You enjoy working with people, and you want to make important decisions. You want your wor...

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...

Service Specialist 1 PT - Hunters Walk

Campus Usa Credit Union

Gainesville, FL

$15.67 - $22.79 an hour

Receives and processes member financial transactions including deposits, withdrawals, loan payments and member requested transfers. Assists members with opening and closing accounts, answers questions about products and services a...

Client Services Representative

Operation Par Inc.

Largo, FL

9 paid holidays per year. 3 weeks of PTO per year (on top of holidays). PTO increases to 4 weeks/year after 2 years of employment, and then to 5 weeks/year after 5 years of employment. Medical/Dental/Vision/Life Insurance. 401k m...

Lead, Customer Service Specialist

Adapt Health Llc

Sarasota, FL

Serves as a subject matter expert for the Customer Service team. Follows through with the appropriate actions to resolve any questions generated from phone calls. Ensures staff are appropriately trained and held accountable for ac...

Field Service Dispatcher Specialist

Pgt Innovations

Nokomis, FL

Receive information from service processors for services needed. Schedule appropriate service tech. Coordinate and schedule large jobs requiring more than one tech. Review each techs open list, focusing on older services and prio...

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...

Treasury Management Client Support Specialist II

Seacoast Bank

Fort Myers, FL

Provide procedural and technical support via telephone, email, and through virtual communication to clients on all TM products and services. Troubleshoot all issues and escalate to TM Operations and Management if necessary. Take i...

Client Service Representative

Prospect Promotions

New Port Richey, FL

Establish and maintain long lasting business and client relationships. Identify, troubleshoot, and provide clients resolutions to their issues and concerns. Maintain open communication between our clients, their consumers, and o...

Client Service Administrator - Financial Firm - Pensacola, FL

Advisor Employee Services

Pensacola, FL

Strong organizational skills. Excellent communication; written and verbal. Attention to detail and accuracy. Proactive management style and consistent follow-through. Associates Degree preferred. Financial Industry experience requ...

Revenue Cycle Specialist II - Patient Business Services

Health First

Rockledge, FL

Apply advanced knowledge of payer contracts, payment polices, and regulations to ensure correct payment of claims. Demonstrate thorough knowledge of complex insurance correspondences to include explanation of benefits, remittance...

Print Services Specialist

Ricoh Usa

Tampa, FL

Choose from a broad selection of medical, dental, life, and disability insurance options. Contribute to your financial security with Retirement Savings Plan (401K), Health Savings Account (HSA), and Flexible Spending Account (FSA)...

Senior Director Client Services

Paylocity Corporation

Lake Mary, FL

$185,000 - $220,000 a year

Lead multiple Service teams to meet or exceed key metrics including client loyalty/satisfaction, client retention, employee retention/engagement. Partner with and support members of the Sales organization in achieving their sales...

Customer Service Specialist

Teema

Sarasota, FL

Provide information or guidance to customers using a positive, empathetic and professional approach. Use appropriate tools and resources to reach a complete and accurate resolution focusing on one call resolution. Develop and main...

Client Service Representative

Pierre Strand

Winter Park, FL

Proactively identifying and engaging potential clients through various channels. Cultivating and nurturing strong relationships with existing clients. Mastering the understanding and presentation of our products and services to po...

Client Service Manager

Optum

Jacksonville, FL

$28.03 - $54.95 an hour

Serve as the primary OptumRx contact for tactical, day to day management of assigned accounts. Manage assigned accounts according to agreed strategy. Maintain documentation of most current benefit designs, including exclusions, in...

Client Service Representative

Testmasters, Inc

Lake City, FL

$35K - $44.4K a year

Incoming order verification and data entry. Coordinate with DME and Physician offices to ensure complete and accurate records are received. Incoming fax management. Client support calls. 401(k). 401(k) matching. Health insurance....

Shift Leader Vehicle Service Specialist

Henley Enterprises Inc.

Estero, FL

A positive attitude. Willingness to learn and work as part of a customer-focused team. At least 6 months automotive experience and/or one year of retail Shift Leader/key holder experience. Paid on-the-job training. No late evening...

Cash Applications Posting Specialist I, Patient Financial Services, Full-time

Brooks Rehabilitation

Jacksonville, FL

Logs and maintains a daily cash control log of all payments received. Posts all batches of payments received in the daily Lock Box deposit to patient accounts, balancing each batch with the bank total. Posts contractual allowances...

CAAS Manager - Client Accounting & Advisory Services

Pdr Cpas And Advisors

Oldsmar, FL

A better work-life balance for our professionals. Our entrepreneurial culture allows us to be creative in tailoring career opportunities and compensation to individual needs. Our professionals are empowered through our distributed...