Client Manager, Retirement Plans - The Baldwin Financial Services BRP Group, Inc.Client Manager, Retirement Plans - The Baldwin Financial ServicesTampa, FLYou will serve not only as a key member of the Financial Services team but also as the initial point of contact for clients to identify, research, and resolve their problems while providing the highest level of customer service. As a Retirement Plan Client Manager at The Baldwin Group, you will use advanced skills gained through training and experience to provide pro-active support to the Retirement Plan Consultant and Plan Sponsors, and assist with efficient, quality client service.
Operations Supervisor - Client Services I St. Petersburg, FL Raymond James Financial IncOperations Supervisor - Client Services I St. Petersburg, FLSaint Petersburg, FLThe Operations Supervisor - Client Services leads a high‑volume, client‑facing service operation and supervises a team providing administrative and service support within established operational systems. Manage the development and implementation of processes, systems, and infrastructure to ensure a high quality and timeliness of operations in areas such as account services, international securities, transaction processing, or loan support/credit approval.
Tax Partner - High Net Worth - Private Client Services RSMTax Partner - High Net Worth - Private Client ServicesTampa, FLStrong experience with private client services (personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities and partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers). Successful candidates will possess ability to plan client engagements, provide tax consulting services, manage compliance projects, supervise and review work of team staff members, work closely with clients as well as internal managers and partners.
CLIENT SERVICES COORDINATOR-South Tampa Floyds 99 Barbershop - South Tampa - Henderson and Dale MabryCLIENT SERVICES COORDINATOR-South TampaTampa, FLFull timeIdentify and effectively communicate with clients as well as coworkersIdentify opportunities for upselling retail & additional servicesEffectively communicate with the Leadership teamEffectively communicate service pricing and price quotes to clients Participate in company initiatives and ongoing promotions Provide a high level of client service for clients & team members. Hourly pay up to $15.50/hourOngoing opportunity for growth Fun and relaxed environment where individuality is embracedDiscounts on services and productsNational reach should you ever want or need to relocateResponsibilities:Coordinate all client communications - Answer shop phones, make reservations, answer questions regarding our services, quote wait times, and take necessary messages for staff.
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.
Client Connectivity Services Specialist The Depository Trust & Clearing CorpClient Connectivity Services SpecialistTampa, FLThe Impact you will have in this role: The Client Connectivity Services Specialist works in DTCC''s Client Connectivity Services team which is responsible for connecting clients to DTCC to automate the data transfer process via a defined list of transfer protocols and network options, configure data delivery for the selected DTCC products and ensuring data is delivered in full accurately and timely. Broad knowledge of transfer protocols including FTP/S, SFTP, IBM MQ Messaging, Connect: Direct - Network Data Mover (NDM) and computing systems including Linux/Unix and IBM Mainframe.
Securities Services - Client Solutions Manager - Vice President JPMorgan Chase & CoSecurities Services - Client Solutions Manager - Vice PresidentTampa, FLSolutions and Implementation activities cover all Securities Services products including, but not limited to: Custody, Fund Accounting, Fund Admin, Hedge Funds Servicing, Investment Analytics, Compliance, ETFs, IMOS, Private Equity and Real Estate Services, Securities Lending, Collateral Management, Prime Custody, Trading Services and Fusion. Working knowledge of multiple Securities Services products such as Custody, Fund Accounting, Fund Admin, Hedge Funds Servicing, Investment Analytics, Compliance, ETFs, IMOS, Private Equity and Real Estate Services, Securities Lending, Collateral Management, Prime Custody, Trading Services and Fusion.
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.
Client Services Representative- Pathology Lab Vanta DiagnosticsClient Services Representative- Pathology LabTampa, FloridaRespond promptly to requests for assistance, including but not limited to: new referral source account set-up, slide requests, report requests, managed care inquiries, and data verification with physician offices (for pre-data and data entry). Our work empowers healthcare providers with actionable insights that support better decision-making and provide therapies that truly change patients’ lives.
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 - 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 Services Assistant University of South FloridaClient Services AssistantTampa, FLResponsible for patient registration, scheduling, check in/out, and posting self-pay medical charges and payments, while ensuring that confidential patient information (demographics and insurance data) is accurately entered or updated into the current electronic medical records operating system (EMR) while adhering to HIPAA guidelines and current scheduling guidelines. USF is a member of the Association of American Universities (AAU), a group that includes only the top 3% of universities in the U.S. With an all-time high of $738 million in research funding in 2024 and as a top 20 public university for producing U.S. patents, USF uses innovation to transform lives and shape a better future.
NewSecurities Services -Client Solutions Project Coordinator - Associate JPMorgan Chase Bank, N.A.Securities Services -Client Solutions Project Coordinator - AssociateTampa, FLFull timeCommunication: the role will involve a significant amount of dialogue with internal partners, senior management, and clients which will require strong decision making and influencing skills, and the ability to communicate effectively at all levels of the firm and the client. Coordinate and facilitate program governance forums required to effectively manage multiple workstreams, including technology, client service, and functional and operational teams across JPMC, vendors, and clients.
Private Client Services | Trusts & Estates Attorney Williams ParkerPrivate Client Services | Trusts & Estates AttorneySarasota, FLThis opportunity is intended for an accomplished attorney whose practice includes sophisticated estate planning, wealth transfer planning, taxable estates, transfer tax matters, and trust administration for high-net-worth individuals, multi-generational families, business owners, and fiduciaries. Significant experience serving as the primary drafting or handling attorney on complex taxable estate matters, including Forms 706 and 709, related audits, and estate, gift, generation-skipping transfer tax, and fiduciary income tax issues.
Remote Client Services Specialist Traveling with TashaRemote Client Services SpecialistTampa, FloridaRemoteIn this role, you will act as a primary point of contact for clients, assisting with questions, coordinating travel arrangements, and providing ongoing support before, during, and after travel. This position is ideal for individuals who enjoy building relationships, communicating clearly, and helping others create meaningful travel experiences.
Securities Services - Client Data Exchange Product Development - Vice President JPMorgan Chase & CoSecurities Services - Client Data Exchange Product Development - Vice PresidentTampa, FLAs a Vice President, Instruction Capture Client Data Exchange Product Owner in the Securities Services Product Development team, you will play a pivotal role in transforming how client instructions are managed and delivered. JPMorganChase, 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.
Scheduling & Client Services Coordinator – Travel Traveling with TashaScheduling & Client Services Coordinator – TravelTampa, FloridaResponsibilities include communicating with clients regarding travel needs, organizing booking details, coordinating reservations through approved suppliers, reviewing confirmations, and maintaining accurate records. This opportunity is ideal for individuals who enjoy coordinating logistics, supporting clients through structured processes, and working in a flexible remote environment with growth potential.
On Site Client Services JGSMOn Site Client Servicesriverview, FLDuties & 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 Services Support Senior HelpersClient Services SupportSarasota, Florida$45,000–$50,000 / yearThis is a great fit for someone who's organized, detail-oriented, comfortable building relationships with referral sources, checking in with clients and families, and staying connected with caregivers, all while keeping the details running smoothly behind the scenes. Senior Helpers is a national leader in in-home senior care, and our Sarasota/Bradenton office is looking for a Client Services Support team member to add to our growing team.
Client Service Manager GallagherClient Service ManagerTampa, FloridaFull timeOverview : As a client service manager in Personal Lines, you’ll deliver more than service, you’ll guide clients through key decisions, manage renewals independently, and identify opportunities to enhance coverage. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met.