Client Service Specialist
6 days ago
Innova Solutions is seeking a highly skilled Client Service Specialist to join our team. As a Client Service Specialist, you will be responsible for providing exceptional customer service and support to our clients.
Key Responsibilities:- Provide complex analytics and reporting services to improve and automate client processing systems.
- Manage moderate to complex external client issues and provide direct advice to other organizational units/teams to ensure timely delivery of service or resolution of issues.
- Participate in product development, product enhancement, and system testing to ensure that products continue to accurately and efficiently process high-value transactions.
- Solve complex problems based on an understanding and knowledge of the intricacies of the system and integrate in-depth area knowledge with a solid understanding of industry standards and practices to provide solutions to internal and external clients.
- Provide support to lower-level client processing roles and may be responsible for allocating and checking work of other team members.
- May be responsible for specific supervisory review, training, and approval actions.
- Bachelor's degree or the equivalent combination of education and experience is required.
- 5-7 years of total work experience is preferred.
- Experience in brokerage processing is preferred.
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Client Service Specialist
3 weeks ago
Lake Mary, Florida, United States Volt Full timeAbout the Role:Volt is seeking a highly skilled Client Service Specialist to join our team. As a key member of our organization, you will be responsible for providing exceptional service to our clients, ensuring their needs are met and exceeded.Key Responsibilities:Provide complex analytics and reporting services to improve and automate client processing...
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Client Service Representative
4 weeks ago
Lake Mary, Florida, United States CNA Full timeCNA is seeking a highly skilled Client Specialist to join our Small Business Service Center team. As a Client Specialist, you will play a critical role in providing exceptional customer service to our clients, ensuring their needs are met and exceeded.Key Responsibilities:Client Service: Respond to client inquiries, resolve issues, and provide guidance on...
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Client Relations Specialist
1 week ago
Lake Mary, Florida, United States Innova Solutions Full timeInnova Solutions is seeking a highly skilled Client Relations Specialist to join our team. The ideal candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and stakeholders. The role will involve providing exceptional customer service, resolving issues, and ensuring client...
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Client Relations Specialist
5 days ago
Lake Mary, Florida, United States Innova Solutions Full timeInnova Solutions is seeking a highly skilled Client Relations Specialist to join our team. This is a full-time/contract position located in Lake Mary, Florida 32746, with a hybrid work arrangement. The duration of this role is 03 months, with possible extension. The pay rate for this position is $25 per hour. As a Client Relations Specialist, you will be...
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Client Relations Specialist
3 weeks ago
Lake Mary, Florida, United States Innova Solutions Full timeClient Relations SpecialistInnova Solutions is seeking a skilled Client Relations Specialist to provide exceptional customer service and support to our clients.Key Responsibilities:Provide quality customer service and support through phone interaction, problem resolution, and account transaction processing.Execute all correspondent requisites in a timely and...
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Client Service Specialist
4 weeks ago
Lake Mary, Florida, United States Innova Solutions Full time**Job Summary**We are seeking a highly skilled Financial Services Representative to join our team at Innova Solutions. As a key member of our client service team, you will be responsible for delivering exceptional customer service support to inbound clients regarding their financial and investment accounts.**Key Responsibilities:**Provide professional and...
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Vice President, Client Service Specialist
4 days ago
Lake Mary, Florida, United States BNY Full timeAbout the RoleWe are seeking a highly skilled and experienced Vice President, Client Service I to join our Client Operations and Reporting team in Lake Mary, FL - Hybrid. As a key member of our team, you will be responsible for providing exceptional client service, resolving complex issues, and driving business growth.Key ResponsibilitiesWork closely with...
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Client Support Representative
1 month ago
Lake Mary, Florida, United States CNA Financial Corporation Full timeJoin Our Team as a Customer Service SpecialistAt CNA Financial Corporation, we are seeking a dedicated Customer Service Specialist to enhance our Retail and Insurance divisions. In this role, you will serve as a crucial Business Partner, executing a range of responsibilities aligned with our operational standards.Your Key Responsibilities Include:Efficiently...
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Client Services Representative
4 weeks ago
Lake Mary, Florida, United States Paylocity Full timeAbout the RoleWe are seeking a highly skilled and motivated Client Services Representative to join our team at Paylocity. As a key member of our operations team, you will play a critical role in delivering exceptional customer service and support to our business clients.Key ResponsibilitiesResolve payroll and HR system issues in a timely and professional...
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Client Services Representative
2 weeks ago
Lake Mary, Florida, United States Paylocity Full timeJob Title: Client Services RepresentativePaylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering a comprehensive platform for the modern workforce.The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and...
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Lake Mary, Florida, United States BNY Mellon Full timeJob Title: Vice President, Fund/Client Accounting IAbout the Role:We are seeking a highly skilled Vice President, Fund/Client Accounting I to join our Fund Accounting team. As a key member of our team, you will be responsible for conducting accounting services on behalf of assigned clients and complex funds, including determining net asset values,...
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Client Service Representative II
16 hours ago
Lake Mary, Florida, United States Insight Global Full timeJob Title: Client Service Representative IIInsight Global is seeking a skilled Client Service Representative II to support our international fortune 500 banking partner in their Client Processing team.Job Summary:The Client Service Representative II will be primarily responsible for taking financially focused trade calls for multiple management companies....
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Vice President, Client Service Leader
1 week ago
Lake Mary, Florida, United States BNY Full timeAbout the RoleWe are seeking a highly skilled and experienced Vice President, Client Service to join our Client Services team in Lake Mary, Florida.Key ResponsibilitiesManage multiple client service teams to provide high-quality support to clients and resolve operational issues.Contribute to the development of strategic initiatives to improve the client...
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Vice President, Client Service Leader
5 days ago
Lake Mary, Florida, United States BNY Full time{"title": "Vice President, Client Service", "description": "Role OverviewAt BNY, we empower our employees to grow and succeed in a culture that values innovation and excellence. As a leading global financial services company, we touch nearly 20% of the world's investible assets, creating solutions that benefit businesses, communities, and people...
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Senior Associate, Client Service Expert
2 weeks ago
Lake Mary, Florida, United States THE BANK OF NEW YORK MELLON CORPORATION Full timeSenior Associate, Client Service RoleBNY Mellon is seeking a talented Senior Associate, Client Service to join our Client Services team. This role is located in Pittsburgh, PA– Hybrid.Key Responsibilities:Collaborate with external clients to resolve complex day-to-day issues and direct them to appropriate resources at BNY Mellon.Support clients in...
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Senior Associate, Client Service Expert
3 weeks ago
Lake Mary, Florida, United States THE BANK OF NEW YORK MELLON CORPORATION Full time{"title": "Client Service Role Overview", "content": "At BNY Mellon, we're seeking a talented Senior Associate, Client Service to join our Client Services team. This role is located in Pittsburgh, PA– Hybrid.In this role, you'll make an impact in the following ways:Work with external clients to resolve complex day-to-day issues and direct them to...
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Part Time Client Service Representative
1 week ago
Lake Mary, Florida, United States Youroffice USA Full timeJob OpportunityAre you a detail-oriented and customer-focused individual with excellent communication skills? We are seeking a Part Time Client Service Representative to join our team at Youroffice USA. As a key member of our client services team, you will be responsible for providing exceptional support to our clients, ensuring their needs are met and...
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Client Support Specialist
2 weeks ago
Lake Mary, Florida, United States TTI of USA, Inc. Full timeJob Description:As a Client Account Administrator at TTI of USA, Inc., you will play a crucial role in providing exceptional support to our clients, investment managers, and transfer agents. Your primary responsibility will be to process trade instructions and related transactions in a timely and accurate manner.Key Responsibilities:Provide professional...
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Client Support Specialist
1 week ago
Lake Mary, Florida, United States TTI of USA, Inc. Full timeJob Description:As a Client Account Administrator at TTI of USA, Inc., you will play a crucial role in providing exceptional support to our clients, investment managers, and transfer agents. Your primary responsibility will be to process trade instructions and related transactions in a timely and accurate manner.Key Responsibilities:Process trade...
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Lake Mary, Florida, United States BNY Mellon Full timeJob SummaryWe are seeking a highly skilled and experienced professional to join our Client Integration Team within Asset Servicing as a Vice President, Client Implementations II. This role will be responsible for leading project activities for the onboarding and conversion of alternative funds, including hedge, private equity, and real estate funds.Key...