Client Services Associate HellosunshinetravelsClient Services AssociateTampa, FloridaRemoteIn addition to supporting existing clients, the Client Services Associate will play an active role in developing new client relationships and contributing to the continued growth of the business through professional networking, referrals, social media engagement, and exceptional customer service. Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional service.
HECM Client Services Associate Home Encounter HECM LLCHECM Client Services AssociateTemple Terrace, FLPart timeCultivates strong relationships with clients by demonstrating proactive communication, attentiveness to their needs, and a commitment to exceptional service delivery. Assists with processing architectural requests, compliance questions, account inquiries, maintenance requests, and general association inquiries.
NewClient Service Associate Care Options for KidsClient Service AssociateTampa, FloridaWe are looking for critical thinker and proactive Client Service Associate in our Tampa, FL office that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients. Care Options for Kids connects leading pediatric specialists with families to provide best-in-class pediatric therapy , nursing, and school-based services.
Registered Client Service Associate - Tampa, FL Morgan Stanley E-TRADERegistered Client Service Associate - Tampa, FLTampa, FLPosition Overview: As a Registered Client Service Associate, you will provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in safeguarding client assets, and provide support and guidance to clients on their financial journey. The ideal candidate enjoys connecting with people and providing insights and assistance across the scope of Morgan Stanley’s products and solutions in a professional and efficient manner – all while staying up to date on both company products and services and broader trends in the industry.
Registered Client Service Associate (Clearwater, FL) Raymond James Financial IncRegistered Client Service Associate (Clearwater, FL)Clearwater, FLThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Client Services Representative - Commercial Lines IMA Financial GroupClient Services Representative - Commercial LinesSt. Petersburg, FLIn addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.
NewClient Service Associate (Saint Petersburg, FL) Raymond James Financial IncClient Service Associate (Saint Petersburg, FL)Saint Petersburg, FLFollows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision making responsibility. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
Client Services Manager - Commercial Lines IMA Financial GroupClient Services Manager - Commercial LinesSt. Petersburg, FLIn addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.
Client Service Associate (Tampa, FL) Oppenheimer Holdings IncClient Service Associate (Tampa, FL)Tampa, FLWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction.
Financial Center Client Services Supervisor Liberty Savings BankFinancial Center Client Services SupervisorBradenton, FLEssential Functions: Works with the financial center sales staff to meet/exceed financial center sales goals by "modeling the way," mentoring/coaching the staff, and using the Customer Needs Analysis (CNA) process to cross-sell additional products/services and generate consumer/mortgage loan activity when applicable. Proficient in technical processing of all phases of the CSR position including transactions, opening/closing accounts such as savings, DDA, Commercial DDA, CDs, IRA's, balancing ATM, Safe Deposit processing, vault CSR and wire transfers with minimal difficulty.
Client Service Associate Morgan StanleyClient Service AssociateTampa, FLOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).
On Site Client Services JGSMOn Site Client Servicesriverview, FLFull timeDuties & Responsibilities of the Client Services Associate: Serve as a direct liaison between clients and customers by conducting captivating product presentations and demonstrations. Skills & Qualifications of the Client Services Associate: 0-3 years of experience in Client Services, Customer Support, Sales, or a related field is highly desirable.
Client Service Manager - Employee Benefits IMA Financial GroupClient Service Manager - Employee BenefitsSt. Petersburg, FLTeamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed. Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.
Contact Center Client Services Manager MCI CareersContact Center Client Services ManagerTampa, FloridaMCI organically grows, acquires, and operates companies that have synergistic products and services portfolios, including but not limited to Automated Contact Center Solutions (ACCS), customer contact management, IT Services (IT Schedule 70), and Temporary and Administrative Professional Staffing (TAPS Schedule 736), Business Process Management (BPM), Business Process Outsourcing (BPO), Claims Processing, Collections, Customer Experience Provider (CXP), Customer Service, Digital Experience Provider (DXP), Account Receivables Management (ARM), Application Software Development, Managed Services, and Technology Services, to mid-market, Federal & enterprise partners. MCI now employs 10,000+ talented individuals with 150+ diverse North American client partners across the following MCI brands: MCI BPO, MCI BPOaaS, MarketForce, GravisApps, Gravis Marketing, MarchEast, Mass Markets, MCI Federal Services (MFS), OnBrand24, The Sydney Call Center, Valor Intelligent Processing (VIP), BYC Aqua, EastWest BPO, TeleTechnology, and Vinculum.
Experienced Call Center Client Services Manager MCI CareersExperienced Call Center Client Services ManagerTampa, FloridaMCI organically grows, acquires, and operates companies that have synergistic products and services portfolios, including but not limited to Automated Contact Center Solutions (ACCS), customer contact management, IT Services (IT Schedule 70), and Temporary and Administrative Professional Staffing (TAPS Schedule 736), Business Process Management (BPM), Business Process Outsourcing (BPO), Claims Processing, Collections, Customer Experience Provider (CXP), Customer Service, Digital Experience Provider (DXP), Account Receivables Management (ARM), Application Software Development, Managed Services, and Technology Services, to mid-market, Federal & enterprise partners. MCI now employs 10,000+ talented individuals with 150+ diverse North American client partners across the following MCI brands: MCI BPO, MCI BPOaaS, MarketForce, GravisApps, Gravis Marketing, MarchEast, Mass Markets, MCI Federal Services (MFS), OnBrand24, The Sydney Call Center, Valor Intelligent Processing (VIP), BYC Aqua, EastWest BPO, TeleTechnology, and Vinculum.
Client Service Specialist Zelis Healthcare, Inc.Client Service SpecialistSt. Petersburg, FLThis role requires strong project management and technical skills to implement solutions across the breath of Zelis Payments and Communications product offerings, drive process improvements, and ensure clear, ongoing communication. Ensure accurate translation of complex data into client-facing materials, demonstrating deep expertise in healthcare industry practices, claims communications, payment processing, and ID card production.
Client Service Manager - Vice President JPMorgan Chase & CoClient Service Manager - Vice PresidentTampa, FLJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Client Service Manager - Vice President JPMorgan Chase Bank, N.A.Client Service Manager - Vice PresidentTampa, FLFull timeJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
REMOTE Client Service Manager - Small Business GallagherREMOTE Client Service Manager - Small BusinessTampa, FloridaRemoteThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. We are looking for people who are passionate about building relationships with clients, will collaborate with the sales team to achieve goals, constantly seek improvement, and will demonstrate the value Gallagher can provide.
Client Service Manager - Business Development (Tampa) Kennedy/Jenks ConsultantsClient Service Manager - Business Development (Tampa)Tampa, FL$140,000–$185,000 / yearCandidates will possess the capability to identify project opportunities, develop win strategies, secure those projects, properly develop scope, schedule and fee estimates for the work, lead the delivery of those projects through direct technical leadership or oversight of multi-disciplinary project teams to assure successful budget and schedule performance that leads to continued high-levels of client satisfaction. Client and market insight: Thorough understanding of the consulting business and the Florida regional and statewide market; established industry relationships, and technical knowledge of the water, wastewater, pipeline, stormwater, environmental, management consulting businesses.