Operations/Client Service Specialist

Client Service Specialist (Wealth Management Firm – RIA)Location: Sarasota, FLJob Type: Full-TimeAbout UsCambria Wealth Management is an independent Registered Investment Advisor based in Sarasota, Florida, dedicated to providing personalized wealth management services to high-net-worth individuals and families. As a growing firm, we're building our...

Sarasota, FLRequisition ID Category Retail BranchPosition type RegularPay range USD $49, $71,500.00 / YearApplication deadline Your opportunityAt Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.As a Client...

Key ResponsibilitiesClient RelationsServe as a primary point of contact for customers and contractorsManage inbound calls, emails, and order inquiries professionallyAssist with quotes, order entry, freight quotes and customer follow-upsCoordinate shipments and communicate timelines and updates to clientsMaintain accurate client and order recordsWarehouse...

Description Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Store associates Customer Service Specialists are also expected to promptly resolve any customer concerns and ensure maximum client satisfaction as well...

ResponsibilitiesBuild and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessaryMaintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers,...

Responsibilities  Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary  Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers,...

Date Posted: Country:United States of AmericaLocation:Sarasota Downtown OfficeWHY JOIN FCS At Florida Cancer Specialists & Research Institute, we believe our people are our strength and we invest in them. In addition to having a positive impact on the people and communities we serve, associates benefit from significant professional opportunities, career...

PURPOSE:Responsible for overseeing incoming and outgoing case correspondence related to county requests as well as transfers from Child Protection agencies. Works closely with our state and local partners to ensure smooth and timely transitions of aforementioned. Reviews and reports on all requests to re-open closed dependency cases. Assists operation...

About DutchCraftersHeadquartered in Sarasota, FL, DutchCrafters is the leading retailer of Amish furniture, offering handcrafted, custom pieces online and in showrooms in Sarasota and Alpharetta, GA. Since 2003, we have partnered with skilled Amish woodworkers across Ohio, Pennsylvania, and Indiana to bring heirloom-quality furniture to our customers. Our...

Company DescriptionFleetHub.AI is an advanced enterprise mobility ecosystem tailored for fleets, logistics, and field operations. By providing rugged hardware, global connectivity, unified mobile device management, and agentic AI, FleetHub.AI ensures teams remain connected, productive, and efficient at any scale. The platform stands out for its real-world...