- Morgan Stanley (Winter Park, FL)
- …its workforce. M/F/D/V Version: 7/10/2024 **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *Florida-Winter Park* ... *POSITION SUMMARY* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
- Raymond James Financial, Inc. (Orlando, FL)
- …and assistance on projects and job functions within the department. Associate will be responsible for supporting department training including the maintenance ... * Monitors and resolves issues related to regulations regarding client accounts, to identify potential problems or status of...stressful situations and provide a high level of customer service in a calm and professional manner. * Partner… more
- Banfield Pet Hospital (Orlando, FL)
- …supervision of the paraprofessional team to ensure quality medical care, exceptional client service , associate engagement and maximum productivity. -Provide ... professional, efficient and exceptional client service (lead by example), ensuring all...to use a keyboard, operate equipment and read information. Associate is routinely exposed to a variety of pets… more
- Bank of America (Winter Park, FL)
- Wealth Management Client Associate Winter Park, Florida **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- First Horizon Bank (Orlando, FL)
- …can rely on for prompt assistance! + Be the master of first-call resolution, tackling client service inquiries and issues right from the first call. Use your ... or copy the site into your address bar: Virtual Banker - Client Experience Associate (https://vimeo.com/583581121/70590a16d5) Get ready for an exhilarating role… more
- Banfield Pet Hospital (Kissimmee, FL)
- The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in ... * Preventative care and OWPs * Communication Skills * Client Service Skills * Priority Setting *...vision, depth perception, and ability to adjust focus. + Associate is routinely exposed to a variety of pets… more
- Bank of America (Orlando, FL)
- …Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. ... responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded...supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going basis. In… more
- KPMG (Orlando, FL)
- **Business Title:** Senior Associate , Account Operations **Requisition Number:** 115169 - 25 **Function:** Advisory **Area of Interest:** **State:** FL **City:** ... as we are, join our team. KPMG is currently seeking a Senior Associate , Account Operations to join our Market Development organization. Responsibilities: + Work in… more
- AssistRx (Orlando, FL)
- …solutions for the client . + Develop the relationship with the client through regular meetings/conference calls to review service quality and ensure ... In this role, you'll be working with pharmaceutical executives ( Associate Director and above) on a daily basis to...and colleagues. + Present new ideas and innovations to client to upsell and enhance their products and services.… more
- KPMG (Orlando, FL)
- …wide variety of industries + Utilize new technologies and tools used in client service delivery and participate in technology or process development initiatives, ... **Business Title:** Senior Associate , Tax Shared Services **Requisition Number:** 112641 -...quality work + Ability to handle multiple engagements and client service teams KPMG complies with all… more
- KPMG (Orlando, FL)
- **Business Title:** Sr. Associate , Data Analytics Consultant **Requisition Number:** 116918 - 25 **Function:** Advisory **Area of Interest:** Digital Lighthouse ... at The Lighthouse. KPMG is currently seeking a Sr. Associate in Technology Enablement for our Consulting (https://advisory.kpmg.us/) practice. Responsibilities:… more
- KPMG (Orlando, FL)
- …welcome people with a spirit for new thinking, and a commitment to providing outstanding client service today, and tomorrow. You will be able to apply your ... **Business Title:** Associate , Trade & Customs Shared Services **Requisition Number:**...members + Utilize new technologies and tools used in client service deliver and participate in technology… more
- The ODP Corporation (Clermont, FL)
- …and merchandising standards, freight, and logistics activities, and prioritizing unparalleled client satisfaction. The Store Associate will support a ... Store Associate should be passionate about sales, delivering exceptional service , and driving operational excellence. The essential functions of this position… more
- H&R Block (Orlando, FL)
- …tax office associates accountable to Standard Operating Procedures (SOP) execution and client service experience, with escalation to the Multi-Unit Team Leader ... **501214BR** **Title:** Associate Team Leader **Our Company** **:** At H&R...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more
- KPMG (Orlando, FL)
- **Business Title:** Associate Director, Tax Accounting **Requisition Number:** 112648 - 25 **Function:** Business Support Services **Area of Interest:** **State:** ... are, join our team. KPMG is currently seeking an Associate Director to join our Finance and Accounting organization....tax law and documentation standards + Manage high volume client load with minimum supervision in addition to managing… more
- KPMG (Orlando, FL)
- …priorities by participating in the development and execution of tactical plans that improve client service and create incremental client value + Collaborate ... **Business Title:** Associate Director, Business Transformation Delivery **Requisition Number:** 117041...Employ a comprehensive understanding of the firm's business and service offerings, and regularly interface with leaders and colleagues… more
- VCA Animal Hospitals (Apopka, FL)
- ** Client Service Representative** We are seeking an...work as a team. **If you are a current associate , you will need to apply through our internal career ... experienced Client Service Representative to join our team. At VCA Animal...We Need You** As the face of VCA, the Client Service Representative sets the tone for… more
- KPMG (Orlando, FL)
- **Business Title:** Associate Director, Lean Transformation - Operations Excellence Practice **Requisition Number:** 115170 - 25 **Function:** Business Support ... future as we are, join our team. KPMG is currently seeking an Associate Director, Operations Excellence to join our Operations organization. Responsibilities: + Lead… more
- KPMG (Orlando, FL)
- **Business Title:** Associate , Security Governance, Risk and Compliance | Multiple Locations Fall 2024 **Requisition Number:** 117333 - 25 **Function:** Business ... as we are, join our team. KPMG is currently seeking an Associate , Security Governance, Risk and Compliance for our Enterprise Security Services. Responsibilities:… more
- KPMG (Orlando, FL)
- …of accounting and tax concepts, practices, and procedures is required + Strong client service skills, team attitude and attention to detail + Ability ... **Business Title:** Senior Associate , Mutual Fund Tax **Requisition Number:** 114512 -...+ Review work papers and other documents to support client deliverables + Review disclosures included in semi-annual financial… more