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Client Services Jobs in Florida

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Description Associate is accountable for providing quality customer service support within their business unit for some Advisory, FAC and MLD clients requesting retail, retirement and brokerage account products/ service features through inbound calls or emails utilizing professional oral, written and problem solving skills. Accountabilities include but are not limited to providing account balance...

Associate is accountable for providing quality customer service support within their business unit for some Advisory, FAC and MLD clients requesting retail, retirement and brokerage account products/ service features through inbound calls or emails utilizing professional oral, written and problem solving skills. Accountabilities include but are not limited to providing account balances and activit...

POSITION SUMMARY: The associate will provide world-class customer service to our client base. The associate will ensure that all service requests are handled in a timely and accurate manner and if there are any issues they will work to resolve these and escalate on a case-by-case basis. The associate must work to ensure that all call quality standards are met and/or exceeded and will further work...

POSITION SUMMARY: The associate will provide world-class customer service to our client base. The associate will ensure that all service requests are handled in a timely and accurate manner and if there are any issues they will work to resolve these and escalate on a case-by-case basis. The associate must work to ensure that all call quality standards are met and/or exceeded and will further work...

Client Advisory Center - Registered Client Service Associate Job Number: : 3057591 Posting Date : Aug 21, 2015 Primary Location : Americas-United States of America-Florida-Temple Terrace Education Level: Refer to Position Description Job : Wealth Management Employment Type: Full Time Job Level: Non-Exempt Description POSITION SUMMARY: The associate will provide world-class customer s...

Client Advisory Center - Registered Client Service Associate Job Number: : 3054635 Posting Date : Jul 9, 2015 Primary Location : Americas-United States of America-Florida-Temple Terrace Education Level: Refer to Position Description Job : Wealth Management Employment Type: Full Time Job Level: Non-Exempt Description POSITION SUMMARY: The associate will provide world-class customer se...

Client Advisory Center - Registered Client Service Associate Job Number: : 3035976 Posting Date : May 26, 2015 Primary Location : Americas-United States of America-Florida-Temple Terrace Education Level: Refer to Position Description Job : Wealth Management Employment Type: Full Time Job Level: Non-Exempt Description POSITION SUMMARY: The associate will provide world-class customer s...

Customer Service Team Leader -PAS CLIENT SERVICE ( Job Number: 1509367) For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investment...

Customer Service Associate II- PAS Client Service ( Job Number: 1511818) For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investmen...

Customer Service Associate II-PAS CLIENT SERVICE ( Job Number: 1511502) For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investment...

Customer Service Associate-ASSET SRVCS CLIENT SERVICE ( Job Number: 1512211) For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure inves...

Customer Service Team Leader -PAS CLIENT SERVICE ( Job Number: 1509367) For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investment...

DO YOU HAVE EXCEPTIONAL CUSTOMER SERVICE SKILLS? Are you looking for a fantastic, entry-level job where you will be trained in exceptional customer service and gain business and technical skills in a growing company? Is going the extra mile part of your life philosophy? Do you thrive in a fast-paced, constantly adapting environment? Do you want to do important work every day – but do it in a c...

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients on a daily basis? Are you driven, self-motivated and customer focused? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, then we would like to talk to you! Our growing financial services firm in the Tampa Bay ar...

Description The Money Manager Services Client Service Representative (CSR) is responsible for providing daily service support to 3rd party Money Managers or Registered Investment Advisors (RIAs) via inbound calls, outbound calls and e-mail. Support encompasses New Accounts, Disbursement Processing, Customer Accounting, Broker Transfer, Mutual Funds, Fee Processing, Retirement Services, Statements...

Description The MLSN Retirement Plan Services Non-Qualified Associate is accountable for providing quality customer service and technical support to Branch Office Associates on the following Retirement Non-Qualified product types: IRA, IRRA, Roth IRA, Inherited IRA, NextGen 529 and ESA accounts. Primary responsibilities of the associate will include, but are not limited to the following: - Prof...

Customer Service Associate-ASSET SRVCS CLIENT SERVICE ( Job Number: 1512211) For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure inves...

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon...

The Director of Client Services will provide high level leadership for the service delivery of our Payroll, HR and time and attendance solutions for our Lake Mary, FL service center. The Director will be tasked to drive the Service delivery strategy and its execution and be accountable for performance, retention and customer satisfaction while reviewing expansion opportunities to ensure scalabilit...

Customer Service Associate II-PAS CLIENT SERVICE ( Job Number: 1511502) For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investment...