- Sally Beauty Holdings (Palm River-Clair Mel, FL)
- …planning of associates daily goals and activities to deliver an exceptional client experience which maximizes sales/KPIs and drives customer loyalty in assigned ... Can identify strengths as well as opportunities for each associate and can effectively address by coaching or counseling....of age or older Minimum 3+ years retail sales/customer service experience preferred At least 1+ year(s) prior management… more
- KeyBank (Naples, FL)
- **Location:** 3777 Tamiami North - Naples, Florida 34103 **Job Summary** The Client Service Associate supports the Key Private Bank (KPB) sales team by ... from KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service client accounts. + Identify opportunities to retain and expand… more
- Raymond James Financial, Inc. (Lakewood Ranch, FL)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... **Responsibilities:** * Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. * Onboards new clients, opens new client accounts and researches client and security… more
- Raymond James Financial, Inc. (Tallahassee, FL)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Raymond James Financial, Inc. (Deland, FL)
- …of both our clients and employees. **Job Summary:** We are seeking a full-time Client Service Associate who can provide concierge level service ... performance standards. Responsibilities include but not limited to: . New client onboarding . Ongoing client service and communication . Money movement . … more
- Citigroup (Miami, FL)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- Raymond James Financial, Inc. (FL)
- …proactive, virtual support to financial advisors. Provide efficient, high quality client service , account maintenance, and administrative support to advisors ... levels. * Work independently. * Provide a high level of customer service . **Educational/Previous Experience Requirements** * Associate 's degree and five (5)… more
- Raymond James Financial, Inc. (Melbourne, FL)
- …Summary** At Crane Private Wealth Group clients are our main priority, and the Registered Client Associate role is critical to our success. As such, we are ... seeking a client -focused team player who is attentive, empathetic, a lifelong...Responsibilities** + Serves as first point of contact to service a high volume of daily interactions, including basic… more
- Raymond James Financial, Inc. (Fort Lauderdale, FL)
- **Job Description** Responsibilities * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes ... manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- **Job Description** Responsibilities: * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes ... and branch office. * Onboards new clients, opens new client accounts and researches client and security...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Raymond James Financial, Inc. (Orlando, FL)
- …branch office. * With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense ... reports. * Opens new client accounts and researches client and security...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Public Consulting Group (Astor, FL)
- …across the public sector. To learn more, visit www.publicconsultinggroup.com . ** Client Success Partner - EDPlan Innovations** Client Success Partners ... of the EDPlan Innovations Team. This position will be responsible for engaging client stakeholders for EDPlan Innovation projects. Client Success Partners are… more
- Public Consulting Group (Tallahassee, FL)
- …across the public sector. To learn more, visit www.publicconsultinggroup.com . ** Client Success Partner - EDPlan Innovations - EDPlan Health- School Nurse** ... Client Success Partners are integral members of the EDPlan...union, or domestic partnership status, past or present military service , citizenship status, family medical history or genetic information,… more
- Truist (Bal Harbour, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the FA is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Truist (Orlando, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Raymond James Financial, Inc. (Melbourne, FL)
- …provide crucial support to the financial advisors and branch office. Opens new client accounts, research client and security information and tracks daily ... for clients and college payments. Prepares various business summary reports and client -specific reporting as needed for review by the financial advisor. Oversees the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and pressure when faced with high volume and deadlines. + Provide courteous, timely service when addressing client issues and transactions. + Use good judgment ... to administer the establishment and maintenance of new and existing client accounts. Also, facilitates problem resolution, document processing, and branch support.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and final communications. * Determines best method to resolve issues to ensure client satisfaction and adherence to company policies. * Follows up, either verbally ... or in writing, to ensure client satisfaction. * Responds to incoming inquiries related to...**Ability to:** * Provide a high level of customer service in a calm, courteous and professional manner. *… more
- Raymond James Financial, Inc. (Fort Myers, FL)
- …& Abilities:** + Excellent interpersonal skills + Excellent attitude and an extraordinary client service orientation + A genuine interest in serving and caring ... **Job Description** **Responsibilities:** + Provide concierge-level customer service to our clients + New account onboarding + Money movement (transfers,… more
- Public Consulting Group (Tallahassee, FL)
- …Equitable Education + Recovery Services **Duties and Responsibilities** + Supports customer service and operations for clients: + initiative planning and ongoing ... client relationship management + collaborate with external vendors, external...union, or domestic partnership status, past or present military service , citizenship status, family medical history or genetic information,… more
