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CLIENT SUCCESS ASSOCIATE

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...

Company	Gartner
Address	Fort Myers, FL
Category	Information Technology
Date Posted	3 weeks ago See detail

Client Success Associate

Gartner

Fort Myers, FL

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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...

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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...

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Client Success Coordinator

Total Cleaning

Fort Lauderdale, FL

Hour Monitoring: Track and monitor employee work hours, ensuring accuracy and compliance with company policies and regulations. Invoicing: Generate and manage invoices for clients, ensuring accuracy and timeliness in billing proce...

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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...

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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...

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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...

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Sr. Director, IT Client Success - UHealth

University Of Miami

Miami, FL

Be the voice of the UHealth IT customer inside of UHealth IT.. Establish the metrics, processes, and roadshow content to enable UHealth IT to provide WOW IT Services and Support.. Has exposure to all facets of the IT organization...

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Customer Success Associate I

Amerilife

Lorida, FL

$49.1K - $62.2K a year

Acts as the customer's trusted advisor providing a voice, support, guidance, and knowledge resources that will facilitate the achievement of their business objectives using the organization's products and services throughout all p...

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vCIO/Client Success Manager (Hybrid in Tampa, FL or Orlando, FL)

Resultant

Tampa, FL

Understand the client's business intimately, their organizational structure, KPIs/OKRs, strategies, technical capital, and human capital, financial considerations, etc. Understand the client's technological landscape including rel...

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Wealth Management Client Associate

Bank Of America

Ponte Vedra Beach, FL

This is a part-time role. 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 fo...

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IT Service Desk - Client Success Specialist

Thinkhire Llc

Jacksonville, FL

This involves overseeing communication flows, ensuring timely and accurate responses, and fostering a positive and engaging environment for both team members and clients. Training Develop and maintain a comprehensive training ch...

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Partner Success Associate

Marcopolo Learning

Tampa, FL

Assist with customer Implementation, handling csv uploads and other rostering needs. Own customer Training logistics, including invites, registration, and post-training follow-up. Handle customer Support, answering tickets in Zend...

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Client Success Manager

Ascend Clinical

Miami, FL

Enhance client experiences through engaging web-based trainings and tailored presentations for new and existing clients. Spearhead onboarding with ease, setting up new clients in our robust Ascend proprietary online support tool,...

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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...

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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)....

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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Associate Success Manager, Customer Success

Wiley

Lorida, FL

$56,000 - $78,067 a year

Translate strategic objectives into tactical goals and opportunities for the team Balance short and long-term organizational needs, directing team priorities and resources Deliver on Research Publishing targets through effective p...

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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...

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Client Service Associate

Stifel

Titusville, FL

Support the daily administration of the Financial Advisor's business by opening new client accounts, preparing and processing account specific and investment related documentation, facilitating outgoing disbursements and incoming...

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Client Service Associate - Payments Escalation Manager - Bilingual Spanish Required

Jpmorgan Chase & Co

Tampa, FL

Serve as an escalation point of contact with strong product knowledge to the Payments Solution Center, Service, and other internal partners with a focus on JPMorgan Access.. Provide direct support to the JPMorgan Access Support H...

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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...

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