Client Services Associate

About Atrium: What you do matters. As a people-centric organization, we foster an environment of collaboration, high performance, and innovation where your talents are valued, and your achievements are celebrated. Join us and become part of an inclusive team. Client Overview: Our client is a multinational firm with distinct business units that serve a...

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver Client Service, Financial Advisor, Associate, Client Relations, Relationship, Customer Service, Retail

Our Client, a Financial company, is looking for an Client Services Representative for their St. Petersburg, FL / Hybrid location. Responsibilities: Responsible for answering inbound calls from clients, while providing exceptional customer service Resolve general inquiries such as username / password resets, address changes, phone number changes, etc....

Summary Under limited supervision of the Regional VP and/or General Manager, performs various office support, sales, and customer service related tasks according to standard operating procedures. The Customer Service Associate is a direct report to the Regional VP and/or General Manager, but has responsibilities to support other office personnel including,...

Client Services Representative St. Petersburg, FL (On-Site) Webull is committed to providing our clients with the best experience possible. As a member of our Client Services team, you will have an impactful voice from the front lines of our business. Acting as an extension of our clients, the Client Services team is responsible for helping to solve issues...

Client Services RepresentativeSt. Petersburg, FL (On-Site)Webull is committed to providing our clients with the best experience possible. As a member of our Client Services team, you will have an impactful voice from the front lines of our business. Acting as an extension of our clients, the Client Services team is responsible for helping to solve issues...

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not Client Service, Associate, Service, Processing, Branch Manager, Retail, Client

Job Title: Client Services RepresentativeLocation: St. Petersburg, FL-33716 (Local candidates only).Job Duration: 6 months contractWork Schedule: Hybrid (3 days onsite, 2 days WFH). Onsite days include Wednesdays and Monday or Friday, with a flexible third day.Hours: 9:00 AM - 6:00 PM ET (1-hour lunch). Must be logged in and ready at 9:00 AM.Contract:...

Our Client, a Financial company, is looking for a Mechanical Engineer III for their Hickory, NC location. Responsibilities: Responsible for answering inbound calls from clients, while providing exceptional customer service Resolve general inquiries such as username / password resets, address changes, phone number changes, etc. Document call activity using...

Job Summary: Investment Central, a specialized department at the Raymond James home office, provides exceptional service to Raymond James' clients. Although we operate as a home office department, our approach mirrors that of most Raymond James branches.Under general supervision, uses specialized knowledge and skills obtained through experience and/or formal...

Job Title: Client Services Representative Location: St. Petersburg, FL-33716 (Local candidates only). Job Duration: 6 months contract Work Schedule: Hybrid (3 days onsite, 2 days WFH). Onsite days include Wednesdays and Monday or Friday, with a flexible third day. Hours: 9:00 AM - 6:00 PM ET (1-hour lunch). Must be logged in and ready at 9:00 AM. Contract:...

Job Summary: Investment Central, a specialized department at the Raymond James home office, provides exceptional service to Raymond James' clients. Although we operate as a home office department, our approach mirrors that of most Raymond James branches. Under general supervision, uses specialized knowledge and skills obtained through experience and/or...

Job Type Full-time Description We are Wallace Welch & Willingham, an IMA Company! We are consistently named one of the Top Places to Work by the Tampa Bay Times and Best Places to Work by Business Insurance. Thrive as one of our 140+ employees in Florida in a growth-oriented organization. We have a rich history of providing quality service and unwavering...

Reviews information for Account Manager pertaining to client insurance programs and drafts insurance and reinsurance contracts. Partners with Account Manager to drive business and retention and improve the client experiences throughout the proposal Client Service, Specialist, Account Manager, Senior, Service, Client, Retail

Job Title: Client Service RepresentativeWe are Wallace Welch & Willingham, an IMA Company. We are consistently named one of the Top Places to Work by the Tampa Bay Times and Best Places to Work by Business Insurance. Thrive as one of our 150+ employees in Florida in a growth-oriented organization. We have a rich history of providing quality service and...

Please note - The person who fills this role will help support clients who are utilizing our products and service to do their own payroll via our web-based portal or mobile app. Delivers quality service to Paychex clients via phone, email, chat, and Support, Payroll, Specialist, Client, Service, Technology

Position Details Our Sr Client Service Associates assist our Financial Advisors with administrative duties up to and including scheduling of customer appointments, providing customer service, and act as a liaison for the Brokerage Administration department. What You Will Be Doing Providing clerical assistance including filing of customer...

We are a comprehensive, fee-only financial planning and investment firm located in downtown St. Paul. Our team is committed to providing clients an integrated wealth planning experience with high-touch service, as one trusted advisory firm. We’ve grown considerably, primarily through word of mouth, and currently manage nearly $1B in assets, with just over...

Description Job Summary The Senior Vice President, Chief Risk Officer for the Private Client and Asset Management business reports to the Chief Risk Officer of Raymond James Financial and is responsible for comprehensive and strategic risk management responsibilities within Private Client and Asset Management. This role is responsible for overseeing...

Ollie's Bargain Outlet - 6095 9th Ave N [Retail Associate / Team Member] As a Customer Service Associate at Ollie's Bargain Outlet, you'll: Greet and acknowledge every customer as they enter and exit the store and as they approach the front end; Accurately and efficiently operate the register; Approve refunds for other Associates up to a specified dollar...