- Bank of America (Winter Park, FL)
- Wealth Management Client Associate Winter Park, Florida **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- Wells Fargo (Eustis, FL)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes + Schedule and… more
- Raymond James Financial, Inc. (Orlando, FL)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...branch office expenses and expense reports. * Opens new client accounts and researches client and security… more
- Finexio (Orlando, FL)
- …and technology so much so they are also customers and partners. The Client Operations Associate is responsible for delivering extraordinary customer experience ... in a professional and timely manner. It is expected that the Client Operations Associate will be able to independently bring most customer questions to a… more
- First Horizon Bank (Orlando, FL)
- …or copy the site into your address bar: Virtual Banker - Client Experience Associate (https://vimeo.com/583581121/70590a16d5) Get ready for an exhilarating role ... banking needs are met with precision and efficiency. Each client interaction is an opportunity to strengthen the bond...to strengthen the bond between the bank and the client , all while living up to First Horizon's brand… more
- ADP (Maitland, FL)
- ADP is hiring an ** Associate Client Service & Product Support Specialist -- Tax.** + _Are you ready to join a company offering career advancement opportunities ... Ready to #MakeYourMark? **Apply now!** **To learn more about Client Service at ADP, visit** https://jobs.adp.com/teams-roles/ client -service/ **What you'll… 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
- Bank of America (Winter Park, FL)
- …facilitating the supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going basis. In partnership with OMT, ... Market Client Relationship Manager Orlando, Florida;Winter Park, Florida **Job...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Banfield Pet Hospital (Altamonte Springs, FL)
- …peripheral vision, depth perception, and ability to adjust focus. Position Description Client Service Coordinator . Associate is routinely exposed to a variety ... SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of...the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical… more
- The ODP Corporation (Clermont, FL)
- …and merchandising standards, freight, and logistics activities, and prioritizing unparalleled client satisfaction. The Store Associate will support a ... **Overview** As a Part Time Retail Store Associate at Office Depot, your part-time role is...complete documentation, utilize training tools and process inventory. + Client focused, positive and engaging, action oriented, demonstrates a… more
- Bank of America (Orlando, FL)
- …social service organizations). The Commercial Credit Officer (CCO) is a highly skilled client team member or associate , providing expert level advisory guidance ... markets. The CCO is an integral member of the Client Team and is responsible for delivering the end-to-end...best possible and optimally integrated strategic solution for the client or prospect. This role reports to the Commercial… more
- AssistRx (Orlando, FL)
- …manufacturing partners. In this role, you'll be working with pharmaceutical executives ( Associate Director and above) on a daily basis to ensure they are ... and colleagues. + Present new ideas and innovations to client to upsell and enhance their products and services....products and services. + Research high-level solutions for the client . + Develop the relationship with the client… 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 terms ... the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical...vision, depth perception, and ability to adjust focus. + Associate is routinely exposed to a variety of pets… more
- Synchrony (Altamonte Springs, FL)
- Job Description: **Role Summary/Purpose:** The Cobrand Client Team is looking for a collaboration minded, multi-talented person to join our team. The ideal candidate ... and support technology development initiatives leveraging Agile processes, including client integration and functional/user acceptance testing + Maintain and… more
- Cherry Bekaert (Orlando, FL)
- …energy, and expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We are all ... Advisory (https://www.cbh.com/services/advisory/risk-accounting-advisory/accounting-advisory-services/)** practice, we are currently seeking a **Senior Associate ** for our national team that will have the… more
- KPMG (Orlando, FL)
- **Business Title:** Associate , Functional Resource Manager **Requisition Number:** 112744 - 25 **Function:** Tax Services **Area of Interest:** **State:** FL ... future as we are, join our team. KPMG is currently seeking an Associate , Functional Resource Management to join our Tax organization. Responsibilities: + Help to… 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
- H&R Block (Orlando, FL)
- **500561BR** **Title:** Associate Team Leader **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... about their lives, careers, and money, you will build client relationships that will grow stronger each year. Joining...will grow stronger each year. Joining us as an ** Associate Team Leader** , you'll support a single retail… more
- KPMG (Orlando, FL)
- **Business Title:** Senior Associate , Workday Suppliers/Banking/Expenses Lead **Requisition Number:** 112111 - 25 **Function:** Advisory **Area of Interest:** ... 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
- KPMG (Orlando, FL)
- **Business Title:** Senior Associate , Business Tax Services **Requisition Number:** 112668 - 25 **Function:** Tax Services **Area of Interest:** **State:** FL ... as a firm KPMG is currently seeking a Senior Associate to join our Business Tax Services (https://tax.kpmg.us/content/tax/en/index.html) practice. Responsibilities:… more