Brokerage Client Assistant
3 weeks ago
Brokerage Client Assistant Tampa FL - 100% onsite 12 months W2 Rate - $22/hr Requirements: 2 years of Brokerage and Client Services support experience, or equivalent Handle telephone calls/respond to inquiries and requests for researching of reports and account related issues Establish and maintain files to meet the firms regulatory requirements Receive direction from supervisor and Financial Advisory functional area and escalate non-routine questions Support the advisor to maintain and enhance relationships with existing clients - gathering account related information, scheduling and preparing for appointments, and service needs. Provide account information or quotes, entering Financial Advisory approved security tickets and various administrative tasks Create, produce, and maintain reports, databases, and record keeping for the purpose of growing client relationships Interact with Financial Advisory functional area on wider range of inquiries or requests, as well as internal and external customers PDN-9be377bd-58d4-4edf-873c-c2fc51c1268b
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Brokerage Client Assistant
2 weeks ago
Tampa, United States Strategic Staffing Solutions Full timeBrokerage Client Assistant Tampa FL - 100% onsite 12 months W2 Rate - $22/hr Requirements: 2+ years of Brokerage and Client Services support experience, or equivalent Handle telephone calls/respond to inquiries and requests for researching of reports and account related issues Establish and maintain files to meet the firms regulatory requirements Receive...
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Brokerage Client Support Specialist
2 weeks ago
TAMPA, United States TalentBridge Full timeJob Summary: As a Brokerage Client Support Specialist, you will play a crucial role in supporting financial advisors and their clients by facilitating account-related tasks and enhancing client relationships. Your responsibilities will include providing account information, executing financial transactions, and performing administrative duties. Additionally,...
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Financial Services Associate
5 days ago
Tampa, United States Calculated Hire Full timeFinancial Services Associate - BrokerageOnsite – Tampa, FL12-month Contract (W2), Weekly Pay (40 hours/week)Desired Start Date: 5/1/2024Calculated Hire is in search of a Brokerage Client Assistant II for our Fortune 100 Financial Services company. You will be responsible for the following components:Job Description:Support Financial Advisory team and their...
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Financial Services Associate
3 weeks ago
Tampa, United States Calculated Hire Full timeFinancial Services Associate - BrokerageOnsite – Tampa, FL12-month Contract (W2), Weekly Pay (40 hours/week)Desired Start Date: 5/1/2024Calculated Hire is in search of a Brokerage Client Assistant II for our Fortune 100 Financial Services company. You will be responsible for the following components:Job Description:Support Financial Advisory team and their...
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Financial Services Associate
3 weeks ago
Tampa, United States Calculated Hire Full timeFinancial Services Associate - BrokerageOnsite – Tampa, FL12-month Contract (W2), Weekly Pay (40 hours/week)Desired Start Date: 5/1/2024Calculated Hire is in search of a Brokerage Client Assistant II for our Fortune 100 Financial Services company. You will be responsible for the following components:Job Description:Support Financial Advisory team and their...
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Client Service Manager
1 month ago
Tampa, Florida, United States Arthur J Gallagher Risk Management Services, Inc Full timeIndulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of...
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Assistant Branch Manager
4 days ago
Tampa, Florida, United States Client Full timeAssistant Branch Manager (Fire & Security)Tampa$85,000 - $100, % + Training + Progression + Local role + Medical + Dental + Vision + PTO + Vacation + HolidaysDo you come from the electrical trade or Fire and Security background looking to take full responsibility of a branch? There is a clear path for you to progress into a Branch Manager.On offer is a...
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Underwriting Assistant
4 weeks ago
Tampa, United States Brown & Riding Full timeDescriptionPosition Summary: Manage assigned accounts written within Underwriting & Select Accounts. Assisting with the Underwriting and processing of new and renewal business written within the scope of the Underwriting Department. Job duties include servicing active and expired policy files, and developing and fostering profitable relationships with...
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Assistant Client Manager
1 week ago
Tampa, United States Fieldstone Architecture & Engineering Full timeJob DescriptionJob DescriptionSalary: SynopsisThe Assistant Client Manager (ACM) works in partnership with the Client Manager (CM) to coordinate with Architects, Designers and Technicians, and is responsible for product quality as well as communication between clients and internal product and production teams. The ACM in partnership with the project...
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Field Sales
8 hours ago
Tampa, United States Edgewell Supply Chain Full timeJob DescriptionJob DescriptionBusiness Development Manager 3PL (Tampa, FL)$120,000 Base Salary, Hybrid opportunity - OTE $180,000 (uncapped, 11% commission no sunset on accounts)Hybrid Role My ClientAn International 3PL (heavy footprint in the trucking world) , originally based out of the North East with offices globally. They are now looking to grow out...
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Client Advocate
4 days ago
Tampa, United States Synergy Health Centers Inc Full timeOverview: **Responsibilities**: - Conduct outbound calls to clients to provide assistance and support - Communicate effectively with clients in English and Spanish - Analyze client needs and recommend appropriate solutions - Utilize sales techniques to upsell products or services - Maintain a high level of phone etiquette at all times **Experience**: -...
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Administrative Assistant/property Manager
5 days ago
Tampa, United States Florida Realty Investments Full time_**Established Real Estate Firm seeks**_ an outgoing, organized and detail-oriented personality to serve as an ENTRY LEVEL **Administrative Assistant Property Manager **at our **South Tampa location**. **$16-$19 HR/FULL TIME / ENTRY LEVEL** **We are Central Florida's premier Property Management and Resale Brokerage with a quickly growing portfolio of over...
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Outside Sales Associate
4 weeks ago
Tampa, United States MVP Realty Full timeJob DescriptionJob DescriptionAre you a results-oriented and driven sales professional with a proven track record of achieving sales goals? We’re seeking an outside sales representative who can develop a sales strategy to build new and expand current customer relationships. We support our sales team with the tools, training, management, and competitive...
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Licensing Assistant
2 weeks ago
Tampa, United States Brown & Brown Full timeBuilt on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. It's an exciting time to join Brown & Brown! Our business is growing both in North America and internationally which emphasizes the need to build an unparalleled team that promotes future growth. We're excited to...
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Client Services Associate
1 week ago
Tampa, United States TalentWealth Full timeAt TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Tampa who is an independent firm that manages over 240 million in client assets is seeking an exceptionally sharp, motivated, and detail-oriented Client Associate to join their team. Job Summary:...
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Custody Analyst
2 weeks ago
Tampa, United States RMS Computer Full timeOur client, a leading global financial services company, has approximately 200 million customer accounts and does business in more than 140 countries. They provide consumers, corporations, governments and institutions with financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage,...
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Client Services Associate
2 weeks ago
Tampa, United States TalentWealth Full timeAt TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Tampa who is an independent firm that manages over 240 million in client assets is seeking an exceptionally sharp, motivated, and detail-oriented Client Associate to join their team. Job Summary:Under...
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Client Services Associate
3 days ago
Tampa, United States TalentWealth Full timeAt TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Tampa who is an independent firm that manages over 240 million in client assets is seeking an exceptionally sharp, motivated, and detail-oriented Client Associate to join their team. Job Summary:Under...
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Client Service Representative
2 weeks ago
Tampa, United States Lazy Days RV Full timeAbout Lazydays: Lazydays is a leading retailer of recreational vehicles, offering a diverse range of RVs and related services. As a recognized industry leader, we are committed to providing exceptional experiences for our customers, driven by a passion for adventure and the great outdoors. We operate 25 dealerships nationwide and are headquartered in Tampa,...
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Senior Accountant
2 weeks ago
Tampa, United States Leeds Professional Resources Full timeSenior Accountant Location: Tampa FL Status: Exempt Leeds Professional Resources is working with a client in the Tampa area that is looking for a Senior Accountant. The Senior Accountant will play a vital role in maintaining the financial integrity of the organization by ensuring accurate recording and reporting of financial transactions. It is also...