NewTax Director / Tax Partner – Financial Services (cpa firm) - Hybrid CPA firmTax Director / Tax Partner – Financial Services (cpa firm) - HybridPalm Beach Gardens, FL$250,000–$500,000 / yearFull timeThe Tax Director / Partner in the Financial Services group will be responsible for providing strategic tax advice and services to clients within the financial services industry, including private equity, and funds.
NewOccupational Therapy Specialist Encompass Health Rehabilitation Hospital of LargoOccupational Therapy SpecialistLargo, FLWe believe in the power of creating positive change within local communities through exceptional Occupational Therapy services, empowering individuals toward independence and an improved quality of life. ⦁ Guiding patients by supervising care and treatments, leading patient assessments, creating personalized care plans, and targeting and resolving patient concerns.
NewLPN Patient Care Specialist Sea Pines Rehabilitation Hospital, an affiliate of Encompass HealthLPN Patient Care SpecialistMelbourne Beach, FLUtilize your specialized skill set to deliver top-tier, compassionate, and personalized care, dedicating time to deeply comprehend patients and support their rehabilitation goals. Our achievements, including being named one of the ‘World‘s Most Admired Companies‘ and receiving the Fortune 100 Best Companies to Work For® Award, make us immensely proud.
Financial Specialist U.S. Department of JusticeFinancial SpecialistFL$52,727–$82,938 / yearIf you are claiming 10-point veterans preference based on service-connected disability, in addition to the DD214 or certification requirements (see above bullet), you must also submit an SF-15 Application for 10-point Veterans Preference, plus the proof of entitlement of this preference which is normally an official statement, dated 1991 or later, from the Department of Veterans Affairs certifying to the present existence of the service-connected disability and indicating the percentage of your disability. FOREIGN EDUCATION: If you are using education completed in foreign colleges or universities to meet the qualification requirements, you must show that the education credentials have been evaluated by a private organization that specializes in interpretation of foreign education programs and such education has been deemed equivalent to that gained in an accredited U.S. education program; or full credit has been given for the courses at a U.S. accredited college or university.
Financial Specialist - Float - West Boca, East Boca, Boynton and Delray Synovus Financial CorpFinancial Specialist - Float - West Boca, East Boca, Boynton and DelrayBoca Raton, FLThis position will be responsible for serving the clients as a single touch point, minimizing hand-offs in the office, engaging clients in conversations about the products and solutions, ultimately providing these solutions, expanding existing relationships, and promoting a highly engaged client experience by embracing the Pinnacle Way. Provide client support for general service including account maintenance, instant issue debit card, safe deposit box assistance, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest rate inquiries, assist with ATM inquires, etc.
68064867 - FINANCIAL SPECIALIST Government of Florida68064867 - FINANCIAL SPECIALISTTALLAHASSEE, FL$1,945.56–$2,529.23 / weekMPF manages and projects Florida's $33.8 billion Medicaid Services budget, oversees financial reporting of the Agency's contracted Medicaid health plans, calculates both institutional and non-institutional Medicaid reimbursement rates, and disburses supplemental payments to Medicaid providers. This position is responsible for planning, development and analysis activities around the Low Income Pool (LIP) programs, Disproportionate Share Hospital (DSH) programs, Graduate Medical Education (GME) programs and physician supplemental payment (PSP) programs.
Sr. Financial Specialist Sr. Universal Banker - Miami Lakes The Bridge BankUnited IncSr. Financial Specialist Sr. Universal Banker - Miami Lakes The BridgeMiami Lakes, FLSUMMARY: This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals. Performs outbound calls and set appointments for Market Leader (Banking Center Manager or Assistant Manager in NY only) in accordance with market initiatives and/or branch goals.
Sr. Financial Specialist Sr. Universal Banker ClearwaterFeather Sound Branch BankUnited IncSr. Financial Specialist Sr. Universal Banker ClearwaterFeather Sound BranchClearwater, FLPerforms outbound calls and set appointments for Market Leader and/or Sales & Service Officer (Banking Center Manager or Assistant Manager in NY only) in accordance with market initiatives and/or branch goals. SUMMARY: This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals.
Universal BankerSr. Financial Specialist - TampaHenderson Branch BankUnited IncUniversal BankerSr. Financial Specialist - TampaHenderson BranchTampa, FLPerforms outbound calls and set appointments for Market Leader and/or Sales & Service Officer (Banking Center Manager or Assistant Manager in NY only) in accordance with market initiatives and/or branch goals. SUMMARY: This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals.
Sr. Financial Specialist Sr. Universal Banker Sr. Teller - Brickell BankUnited IncSr. Financial Specialist Sr. Universal Banker Sr. Teller - BrickellMiami, FLSUMMARY: This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals. Performs outbound calls and set appointments for Market Leader (Banking Center Manager or Assistant Manager in NY only) in accordance with market initiatives and/or branch goals.
Sr. Financial Specialist Sr. Universal Banker TampaSt. Pete BankUnited IncSr. Financial Specialist Sr. Universal Banker TampaSt. PeteFLPerforms outbound calls and set appointments for Market Leader and/or Sales & Service Officer (Banking Center Manager or Assistant Manager in NY only) in accordance with market initiatives and/or branch goals. SUMMARY: This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals.
Financial Specialist - Wellington - Banking experience required Synovus Financial CorpFinancial Specialist - Wellington - Banking experience requiredWellington, FLThis position will be responsible for serving the clients as a single touch point, minimizing hand-offs in the office, engaging clients in conversations about the products and solutions, ultimately providing these solutions, expanding existing relationships, and promoting a highly engaged client experience by embracing the Pinnacle Way. Provide client support for general service including account maintenance, instant issue debit card, safe deposit box assistance, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest rate inquiries, assist with ATM inquires, etc.
Financial Specialist/Relationship Banker - N Beal, Ft Walton - Banking experience required Synovus Financial CorpFinancial Specialist/Relationship Banker - N Beal, Ft Walton - Banking experience requiredFLThis position will be responsible for serving the clients as a single touch point, minimizing hand-offs in the office, engaging clients in conversations about the products and solutions, ultimately providing these solutions, expanding existing relationships, and promoting a highly engaged client experience by embracing the Pinnacle Way. Provide client support for general service including account maintenance, instant issue debit card, safe deposit box assistance, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest rate inquiries, assist with ATM inquires, etc.
Financial Specialist - Banking Exp Required Synovus Financial CorpFinancial Specialist - Banking Exp RequiredFLThis position will be responsible for serving the clients as a single touch point, minimizing hand-offs in the office, engaging clients in conversations about the products and solutions, ultimately providing these solutions, expanding existing relationships, and promoting a highly engaged client experience by embracing the Pinnacle Way. Provide client support for general service including account maintenance, instant issue debit card, safe deposit box assistance, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest rate inquiries, assist with ATM inquires, etc.
Financial Specialist/Relationship Banker - Davie - Banking experience required Synovus Financial CorpFinancial Specialist/Relationship Banker - Davie - Banking experience requiredDavie, FLThis position will be responsible for serving the clients as a single touch point, minimizing hand-offs in the office, engaging clients in conversations about the products and solutions, ultimately providing these solutions, expanding existing relationships, and promoting a highly engaged client experience by embracing the Pinnacle Way. Provide client support for general service including account maintenance, instant issue debit card, safe deposit box assistance, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest rate inquiries, assist with ATM inquires, etc.
Financial Specialist - East Boca Raton, N. Federal Synovus Financial CorpFinancial Specialist - East Boca Raton, N. FederalBoca Raton, FLThis position will be responsible for serving the clients as a single touch point, minimizing hand-offs in the office, engaging clients in conversations about the products and solutions, ultimately providing these solutions, expanding existing relationships, and promoting a highly engaged client experience by embracing the Pinnacle Way. Provide client support for general service including account maintenance, instant issue debit card, safe deposit box assistance, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest rate inquiries, assist with ATM inquires, etc.
Financial Specialist - Coral Gables - Banking experience required Synovus Financial CorpFinancial Specialist - Coral Gables - Banking experience requiredCoral Gables, FLThis position will be responsible for serving the clients as a single touch point, minimizing hand-offs in the office, engaging clients in conversations about the products and solutions, ultimately providing these solutions, expanding existing relationships, and promoting a highly engaged client experience by embracing the Pinnacle Way. Provide client support for general service including account maintenance, instant issue debit card, safe deposit box assistance, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest rate inquiries, assist with ATM inquires, etc.
Financial Specialist - Bird Road Synovus Financial CorpFinancial Specialist - Bird RoadMiami, FLThis position will be responsible for serving the clients as a single touch point, minimizing hand-offs in the office, engaging clients in conversations about the products and solutions, ultimately providing these solutions, expanding existing relationships, and promoting a highly engaged client experience by embracing the Pinnacle Way. Provide client support for general service including account maintenance, instant issue debit card, safe deposit box assistance, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest rate inquiries, assist with ATM inquires, etc.
Financial Specialist - Fort Pierce Synovus Financial CorpFinancial Specialist - Fort PierceFort Pierce, FLThis position will be responsible for serving the clients as a single touch point, minimizing hand-offs in the office, engaging clients in conversations about the products and solutions, ultimately providing these solutions, expanding existing relationships, and promoting a highly engaged client experience by embracing the Pinnacle Way. Provide client support for general service including account maintenance, instant issue debit card, safe deposit box assistance, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest rate inquiries, assist with ATM inquires, etc.
Financial Specialist - N. Miami Beach Synovus Financial CorpFinancial Specialist - N. Miami BeachNorth Miami Beach, FLThis position will be responsible for serving the clients as a single touch point, minimizing hand-offs in the office, engaging clients in conversations about the products and solutions, ultimately providing these solutions, expanding existing relationships, and promoting a highly engaged client experience by embracing the Pinnacle Way. Provide client support for general service including account maintenance, instant issue debit card, safe deposit box assistance, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest rate inquiries, assist with ATM inquires, etc.
Financial Specialist - Pinecrest - Banking experience required Synovus Financial CorpFinancial Specialist - Pinecrest - Banking experience requiredPinecrest, FLThis position will be responsible for serving the clients as a single touch point, minimizing hand-offs in the office, engaging clients in conversations about the products and solutions, ultimately providing these solutions, expanding existing relationships, and promoting a highly engaged client experience by embracing the Pinnacle Way. Provide client support for general service including account maintenance, instant issue debit card, safe deposit box assistance, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest rate inquiries, assist with ATM inquires, etc.
Student Financial Specialist Pensacola State CollegeStudent Financial SpecialistPensacola, FLMust provide excellent customer service through appropriate written and verbal communication, including, but not limited to, telephone, email, voicemail, and written correspondence. Prepares itemized invoices for use of college services, facilities, workforce development, apprenticeship programs, and dual enrollment education.
Financial Specialist Synovus Financial CorpFinancial SpecialistTampa, FLThis position will be responsible for serving the clients as a single touch point, minimizing hand-offs in the office, engaging clients in conversations about the products and solutions, ultimately providing these solutions, expanding existing relationships, and promoting a highly engaged client experience by embracing the Pinnacle Way. Provide client support for general service including account maintenance, instant issue debit card, safe deposit box assistance, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest rate inquiries, assist with ATM inquires, etc.
NewFinancial Specialist - Pine Forest Synovus Financial CorpFinancial Specialist - Pine ForestPensacola, FLThis position will be responsible for serving the clients as a single touch point, minimizing hand-offs in the office, engaging clients in conversations about the products and solutions, ultimately providing these solutions, expanding existing relationships, and promoting a highly engaged client experience by embracing the Pinnacle Way. Provide client support for general service including account maintenance, instant issue debit card, safe deposit box assistance, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest rate inquiries, assist with ATM inquires, etc.
Financial Specialist - Clinic | Family Medicine - Lake City | Full-Time | Day University of Florida Health Science CenterFinancial Specialist - Clinic | Family Medicine - Lake City | Full-Time | DayLake City, FLIn this role, you will play a key part in delivering excellent, patient-centered service by supporting front-end financial operations and ensuring a smooth and welcoming experience for every patient. Work Environment: This position may require flexibility, including floating between practices or adjusting work hours to meet staffing needs.
Financial Aid Specialist I - Office of Financial Aid, Cocoa Eastern Florida State CollegeFinancial Aid Specialist I - Office of Financial Aid, CocoaCocoa, FLContact Human Resources Eastern Florida State College Human Resources 1519 Clearlake Road Cocoa, FL 32922 Telephone: (321) 433-7070 FAX: (321) 433-7065 Florida Relay: 1-800-955-8770 Email: resources@easternflorida.edu. Questions about the accreditation of Eastern Florida State College may be directed in writing to the Southern Association of Colleges and Schools Commission on Colleges at 1866 Southern Lane, Decatur, GA 30033-4097, by calling 404-679-4500, or by using information available on the SACSCOCs website.
Financial Services Specialist – Florida All Financial FreedomFinancial Services Specialist – FloridaTallahassee, FL$30,000–$50,000This role supports a professional, structured environment focused on delivering financial education through virtual engagement. We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide.
Financial Specialist United States CourtsFinancial SpecialistMiami, FL$52,570–$94,111 / yearLocation Miami, FL Opening and Closing Dates 06/11/2026 - Open Until Filled Appointment Type Permanent Classification Level/Grade CL 25 - CL 26 Salary $52,570 - $94,111 Link to Court Careers Information https://www.flsd.uscourts.gov/job-listings Court Name/Organization Florida Southern District Court Overview of the Position Financial Specialists perform work related to the financial, accounting, and budgetary activities of the court, ensuring compliance with appropriate Judiciary guidelines, policies, and internal controls.
Financial Specialist - Clinic | Family Medicine - Lake City | Full-Time | Day UF HealthFinancial Specialist - Clinic | Family Medicine - Lake City | Full-Time | DayLake City, FloridaFull timeIn this role, you will play a key part in delivering excellent, patient-centered service by supporting front-end financial operations and ensuring a smooth and welcoming experience for every patient. One (1) year of experience in financial services, business, physician office, or customer service required.
Patient Financial Specialist OMH HealthEdge Holdings IncPatient Financial SpecialistBoca Raton, FLDemonstrated ability to present information clearly and confidently in both formal and informal settings (presentations, structured meetings, trainings, working sessions, client check-ins). While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; balance; stoop, kneel, crouch or crawl; and talk or hear.
Financial Specialist ($70,000 - $90,000+) Guerra Wealth AdvisorsFinancial Specialist ($70,000 - $90,000+)Miami, FLFull timeIf you thrive in a sales-driven, goal-driven, client-focused environment, and want a clear path to grow into an Advisor within the next couple of years, and want to make a meaningful impact, Guerra Wealth Advisors is calling your name. This is an Inside Sales position with warm leads provided, NO cold calling , allowing you to focus on building relationships, qualifying prospects, and scheduling appointments for our financial advisors.
NewStudent Financial Specialist, Customer Relationship Management (Multiple Vacancies) Florida State UniversityStudent Financial Specialist, Customer Relationship Management (Multiple Vacancies)Tallahassee, FLLiaison for coordinating OFA specific campaigns across various media platforms and collaborates closely with Enrollment Management Communications section for content updates and/or dissemination within the OFA website, social media, chatbot and other Customer Relationship Management tools for OFA. Responsible for developing, managing and coordinating customer service and communication campaign efforts for the Office of Financial Aid (OFA) through various forms of digital resources such as Customer Relationship Management tools, Chatbots, video conferencing tools, social media platforms.
Patient Access Specialist | Financial Arrangement | Full Time | Day Shift University of Florida Health Science CenterPatient Access Specialist | Financial Arrangement | Full Time | Day ShiftGainesville, FLProvides thorough financial counseling, calculates patient responsibility, and secures required payer approvals through detailed clinical submissions and peer-to-peer coordination. Experienced in managing high-dollar outpatient service accounts, ensuring accurate financial reimbursement and seamless authorization processes for complex procedures.
NewFinancial Specialist - Congenital Heart Clinic | Full-Time | Days University of Florida Health Science CenterFinancial Specialist - Congenital Heart Clinic | Full-Time | DaysGainesville, FLTo deliver excellent patient centered service in a medical office setting by scheduling patient appointments, collecting co-payments / pre-payments / other payments, reviewing patient balances, entering charges promptly and accurately, processing referrals, and maintaining a comfortable wait experience for patients based on practice protocols and UF Health Physicians policies and procedures. One year of experience in financial services, business operations, physician office settings, or customer service required.
PATIENT FINANCIAL SERVICES SPECIALIST Community Health of South Florida Inc.PATIENT FINANCIAL SERVICES SPECIALISTMiami, FLConsistently informs patients that their Provider wants them to read or complete the appropriate forms or education material while waiting to see the Provider. Attempt collection o Completes assigned task in a timely manner.f past due debts as clients request services from CHI.
Financial Specialist/Personal Travel Banker - Fernandina Beach - Banking experience required Synovus Financial CorpFinancial Specialist/Personal Travel Banker - Fernandina Beach - Banking experience requiredFernandina Beach, FLCertifications or Licenses: This position requires successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Processes transactions accurately and efficiently while simultaneously introducing products, services and digital options that meet customer needs and encourages customers to expand their relationship with Synovus.
Personal Travel Banker/Financial Specialist - Margate Synovus Financial CorpPersonal Travel Banker/Financial Specialist - MargateMargate, FLCertifications or Licenses: This position requires successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Processes transactions accurately and efficiently while simultaneously introducing products, services and digital options that meet customer needs and encourages customers to expand their relationship with Synovus.
Financial Specialist/Personal Travel Banker - Coral Gables - Banking experience required Synovus Financial CorpFinancial Specialist/Personal Travel Banker - Coral Gables - Banking experience requiredCoral Gables, FLCertifications or Licenses: This position requires successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Processes transactions accurately and efficiently while simultaneously introducing products, services and digital options that meet customer needs and encourages customers to expand their relationship with Synovus.
Financial Specialist/ Personal Banker II - Banking Exp Required Synovus Financial CorpFinancial Specialist/ Personal Banker II - Banking Exp RequiredTampa, FLCertifications or Licenses: This position requires successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Processes transactions accurately and efficiently while simultaneously introducing products, services and digital options that meet customer needs and encourages customers to expand their relationship with Synovus.
Financial Specialist/Personal Banker Sr - St Pete Beach - Banking experience required Synovus Financial CorpFinancial Specialist/Personal Banker Sr - St Pete Beach - Banking experience requiredFLCertifications or Licenses: This position requires successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Processes transactions accurately and efficiently while simultaneously introducing products, services and digital options that meet customer needs and encourages customers to expand their relationship with Synovus.
Financial Specialist/Personal Banker I - Sarasota Main - Banking experience highly preferred Synovus Financial CorpFinancial Specialist/Personal Banker I - Sarasota Main - Banking experience highly preferredSarasota, FLProcesses transactions accurately and efficiently while simultaneously introducing products, services and digital options that meet customer needs and encourages customers to expand their relationship with Synovus. Operates as a multi-functional team member with the ability to process transactions, provide optimum service, and consult in an advisory role to maximize the sales potential of every interaction.
Physical Security Specialist (Financial Services Experience) SourcePro SearchPhysical Security Specialist (Financial Services Experience)Miami, FloridaSourcePro Search is conducting a search for a Physical Security Specialist to oversee security, safety and facilities management at a 40,000+ square foot office facility for a prominent Financial Services Company in Miami, FL. The role encompasses physical security services for personnel and property protection, perimeter defense and physical access control, and facilities management duties.
Financial Specialist / Relationship Banker Synovus Financial CorpFinancial Specialist / Relationship BankerBradenton, FLAssists the branch RMM with developing and maintaining a quality, diversified loan portfolio, including various types of loan programs such as consumer, small business and real estate. Pursues new business using sales management tools to proactively identify, retain and deepen current customer relationships and to identify and develop prospective clients or centers of influence.
Financial Specialist/ Relationship Banker Senior - South Sarasota - Banking Experience Required Synovus Financial CorpFinancial Specialist/ Relationship Banker Senior - South Sarasota - Banking Experience RequiredSarasota, FLMinimum Experience: 3+ years of successful sales or customer service experience where defined goals and accountabilities were routinely met or exceeded and experienced/proficient in consumer loan processing; or one year of job specific experience in a Relationship Banker role and experienced/proficient in consumer loan processing. Assists the branch RMM with developing and maintaining a quality, diversified loan portfolio, including various types of loan programs such as consumer, small business and real estate.
Student Financial Services Specialist HCA HealthcareStudent Financial Services SpecialistGainesville, FLPosition Overview: As a Student Financial Services Specialist at Galen College of Nursing, you will provide information, guidance, and assistance regarding various types of financial assistance, including, but not limited to federal financial aid, state aid, workforce agencies, employer payments, and VA benefits, to facilitate the enrollment, persistence, and completion of students, consistent with the College's mission. Additional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance, and more.
Financial Specialist - Clinic | Pediatric Specialties - Medical Plaza | Gainesville University of Florida Health Science CenterFinancial Specialist - Clinic | Pediatric Specialties - Medical Plaza | GainesvilleGainesville, FLTo deliver excellent patient centered service in a medical office setting by scheduling patient appointments, collecting co-payments / pre-payments / other payments, reviewing patient balances, entering charges promptly and accurately, processing referrals, and maintaining a comfortable wait experience for patients based on practice protocols and UF Health Physicians policies and procedures. Associate Degree or equivalent course work may substitute for the one year required experience.
Financial Specialist - Clinic | Women''s Center - Springhill | Full-Time | Days University of Florida Health Science CenterFinancial Specialist - Clinic | Women''s Center - Springhill | Full-Time | DaysGainesville, FLProvide exceptional patient-centered customer service in a medical office setting by coordinating patient appointments, collecting co-payments, pre-payments, and other patient payments, reviewing account balances, accurately entering charges, processing referrals, and ensuring a positive patient experience. May be required to float to other practice locations or work flexible schedules as needed to support staffing and operational needs.
Financial Programs Specialist All Financial FreedomFinancial Programs SpecialistTallahassee, FL$30,000–$50,000Our organization is expanding and seeking a Financial Services Specialist to support client-facing financial education initiatives nationwide. This role supports a professional, structured environment focused on delivering financial education through virtual engagement.
J.P. Morgan Advisors - Financial Advisors Transition Team Specialist -Miami, FL JPMorgan Chase & CoJ.P. Morgan Advisors - Financial Advisors Transition Team Specialist -Miami, FLMiami, FLInteract with Financial Advisors and clients across diverse products; responsibilities include mastering product-specific applications, building relationships with internal product and platform teams, ensuring completion of required training by the new team, and supporting general acclimation to JPMorgan Advisors. Partner with Client Onboarding Group on the account opening process for all new clients (brokerage, managed, credit, and deposits); manage and track outgoing and incoming account documentation, review client documentation for accuracy and completeness, and collect account-specific information while operating in compliance with regulatory procedures.
NewFinancial Specialist - Congenital Heart Clinic | Full-Time | Days UF HealthFinancial Specialist - Congenital Heart Clinic | Full-Time | DaysGainesville, FloridaFull timeOverview: To deliver excellent patient centered service in a medical office setting by scheduling patient appointments, collecting co-payments / pre-payments / other payments, reviewing patient balances, entering charges promptly and accurately, processing referrals, and maintaining a comfortable wait experience for patients based on practice protocols and UF Health Physicians policies and procedures. One year of experience in financial services, business operations, physician office settings, or customer service required.