- Amerant Bank (Coral Gables, FL)
- The Client Specialist III position is responsible for assisting Relationship Managers, Portfolio Officers, and Managers with the overall administrative functions ... other general service requests: a) Resolve customer inquiries and service requests with accounts and loans; b) prepares account maintenance forms; c) process… more
- Visa (Miami, FL)
- …and product excellence.Key ResponsibilitiesPartner with key Visa internal teams such as Account Management, Specialist Sales, and Regional Product to provide ... engage with clients to embody the "voice of the customer", ensuring that client needs and perspectives are prioritized in our service delivery. They will collaborate… more
- Bank OZK (Miami Beach, FL)
- …notes regarding customer conversations and interactions. + Facilitate and process account transactions accurately and efficiently to minimize errors and reduce ... fraud. + Actively participate in morning huddles. + May open new accounts , as needed and with documented approval of management. + Demonstrate competency and… more
- Truist (Miami, FL)
- …accurate, and assist in the collection of premium payments. 16. In concert with Account Manager and Client Service Specialist , effectively resolve workflow ... the client within marketing guidelines. 8. Assist the Producer and Account Manager in collecting client information. 9. Provide analyses and recommendations… more
- AON (Miami, FL)
- …Take a look at Aon! Our commercial risk team in Miami, FL is looking for an Account Specialist II. This is a hybrid role based out of our Miami, FL office. ... like Assist the Account Executives and Associate Account Executives on assigned accounts , managing key...May provide guidance and mentoring to a less senior account specialist . Delegates work to support staff… more
- JPMorgan Chase (Miami, FL)
- …subsequent investments + Monitor client accounts and provide basic client information management + Conduct daily account administration + Act as point ... of contact with Account Opening teams, Supervisory Management, Risk Management and Investor...and Investor Support teams + Liaise with Operations and Client Service Specialist teams + Monitor exceptions… more
- Aston Carter (Doral, FL)
- Job Title: AP Specialist - 5 days a week onsite Monday to Friday 9am to 5pm EST in Doral! Job Description + Input vendor invoices and credit notes onto the finance ... financial reporting to include: prepare the Aged Creditors Control Account reconciliation as part of the month-end process, assist...the Group Financial Accountant in the month-end process for Accounts Payable, ensure the above is in line with… more
- Ensono (Miami, FL)
- …Ensono, to include Service Delivery, Pricing, and Solutions Engineering, to grow existing Ensono client accounts . **What You Will Do:** + Be the Client 's ... Honesty, Reliability, Collaboration, Curiosity, Passion **Position Summary:** The Associate Account Manager, known as Associate Client Engagement Manager… more
- AIG (Miami, FL)
- …client 's needs. + Manage the local servicing relationship for assigned accounts with Program participants (Producing Office, Broker/ Client , RISO, Shared ... Multinational Issuing Office Specialist Join us as a Multinational Producing Office...timely and quality service. + Plan/Attend regular or adhoc Client /Broker meetings on an account by … more
- Audacy (Miami, FL)
- …include: health care coordinator, medical, dental, vision, telemedicine, flexible spending accounts , health savings account , disability, life insurance, critical ... **Overview** Audacy Miami has an immediate opening for a Digital Sales Specialist to develop and sell its comprehensive digital products to new and existing clients.… more
- Robert Half Finance & Accounting (Miami, FL)
- …credit history files * Analyzing and assessing the creditworthiness of account / client using external credit risk management tools/reports * Supporting ... Description Great opportunity! Seeking a Credit and Collections Specialist with excellent Customer service skills. The Credit...the collection efforts/calls for accounts receivable portfolio * Documenting daily collections activity *… more
- Truist (Coral Gables, FL)
- …North Tryon Street, Charlotte, NC 2. 201 Alhambra Circle, Coral Gables, FL Provides client and advisor support to a team of Wealth, Legal Specialty or Medical ... advisor(s) to meet the needs and objectives of the client , and will serve as the primary point of...and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to a virtual team 2. Work closely… more
- Deloitte (Miami, FL)
- Oracle Cloud SCM - Specialist Senior Today's chief financial officers (CFOs) and financial executives are being asked to improve business performance and shareholder ... along with operational effectiveness and efficiency. Deloitte Oracle Cloud SCM Specialist Seniors help clients delineate strategy and vision, design and implement… more
- Truist (Coral Gables, FL)
- …The functions are tied to a wide range of critical processes such a client onboarding, new account opening, wire transfer processing, tax document processing, ... as needed. Specific to International specialists: + Analyzes and processes documentation for client onboarding, new account opening and client / account … more
- KPMG (Miami, FL)
- **Business Title:** Workday Financials, Senior Specialist **Requisition Number:** 112044 - 24 **Function:** Advisory **Area of Interest:** **State:** FL **City:** ... Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate that slowing down. In… more
- Banco Popular Puerto Rico (Miami Lakes, FL)
- …calls, related to loan status, billing, escrows, and loan histories and account analysis. Conduct investigations for loans, researching client disputes, ... Lakes, FL, US, 33016 Company: Popular Workplace Type: Hybrid Commercial Banking Specialist Popular Association Loan Processing Mgmt This position is responsible for… more
- KPMG (Miami, FL)
- **Business Title:** Manager / Senior Manager, Compliance & Reporting Specialist **Requisition Number:** 113212 - 24 **Function:** Tax Services **Area of Interest:** ... Global Compliance Management Services (https://tax.kpmg.us/services/compliance-management.html) practice. Responsibilities: + Support account team in defining and executing account … more
- Deloitte (Miami, FL)
- …on Sept 1 st , 2024. Work you'll do As a Functional Oracle HCM Core HR Specialist on our Human Capital team, you will: + Assist with tasks such as: system strategy, ... and to-be business process designs, prototype demonstration, functional configuration, testing, and client user training as it relates to Oracle HCM Cloud Core HR… more
- Deloitte (Miami, FL)
- SAP Configure, Price, Quote (CPQ) Specialist Master Customer is creating a new model for a new age-we are an agency and a consultancy. Understanding the digital ... of driving disruption. That's Customer. Work you'll do + Client Management: Manage day to day interactions with senior...offer a full in-house advertising and marketing agency. Qualifications Specialist Masters in the Lead to Cash (CPQ/ CLM)… more
- Deloitte (Miami, FL)
- …to play in this world and lead implementations. What you'll do: As an SAP Specialist Leader, you will contribute to the growth and development of Deloitte Tax LLP in ... process; contribute to the development of proposal pricing strategies. + Client Management: Manage the day-to-day interactions with executive clients and sponsors.… more
