Complex Commercial Litigation Associate JobotComplex Commercial Litigation AssociateTampa, FL$120,000–$175,000 / yearServing a diverse client base throughout the Southeastern United States and internationally, our attorneys provide strategic guidance and representation in complex commercial litigation, construction law, alternative dispute resolution, and other business-focused practice areas. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewProject Manager (Engineer Sourced)/Client Solutions Engineer Vaco LLCProject Manager (Engineer Sourced)/Client Solutions EngineerTampa, FL$110,000–$125,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewAssociate Real Estate Attorney (Bilingual Preferred) Montanez Law FirmAssociate Real Estate Attorney (Bilingual Preferred)Tampa, FLli>Manage and Oversee Closings: Ensure smooth execution of commercial and residential title closings, collaborating with the title closer to review title commitments, settlement statements, and resolve any legal issues. Legal Work & Billing: Bill a minimum of 110 hours per month on client-related work, including legal research, drafting, and court appearances.
Associate Center Clinical Director | Tampa, FL | Primary Care OptigyAssociate Center Clinical Director | Tampa, FL | Primary CareTampa, FL$280,000–$300,000 / yearTo support continued growth, our client is seeking high-caliber primary care physicians and clinical leaders who are motivated by purpose, professional development, and the opportunity to make a meaningful impact in the lives of patients and communities. Our client is a physician-led, mission-driven primary care organization dedicated to transforming healthcare for seniors through high-quality, value-based care.
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Registered Client Service Associate- Tampa, FL Raymond James Financial IncRegistered Client Service Associate- Tampa, FLTampa, FLThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
Registered Client Service Associate - Tampa, FL Morgan StanleyRegistered Client Service Associate - Tampa, FLTampa, FloridaOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Position Overview: As a Registered Client Service Associate, you will provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in safeguarding client assets, and provide support and guidance to clients on their financial journey.
Registered Client Service Associate Raymond James Financial IncRegistered Client Service AssociateFLEducation High School (HS) (Required) Work Experience General Experience - 7 to 12 months Certifications s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Less than 25% Workstyle Resident The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. We expect our associates at all levels to: Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter * Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.
Associate - Private Client Services - 2027 Andersen Tax LLCAssociate - Private Client Services - 2027Tampa, FLAssociate responsibilities include: • Researching tax laws, rules, and regulations and analyzing their application to specific situations resulting in drafting memorandums to defend decisions and/or outlining solutions to those issues; • Participating in select phases of tax compliance engagements; • Proactively seeking guidance, clarification, and feedback; • Supporting select projects demonstrating creative thinking and individual initiative while working as a team member; • Demonstrating flexibility in prioritizing and completing tasks while exercising professional skepticism. Bachelors degree in Accounting, Finance, Economics, or related degree and/or an advanced degree in Accounting, Taxation, JD or LLM; A minimum GPA of 3.0; Strong leadership, multitasking and organizational skills; Self-starter with initiative to seek out opportunities in a fast-paced environment; Strong interpersonal skills; Ability to interact with various levels of client and firm management through both written and verbal communication.
Brokerage Registered Client Service Associate - location options - Tampa or St. Petersburg, FL Truist BankBrokerage Registered Client Service Associate - location options - Tampa or St. Petersburg, FLTampa, Floridap style="text-align:inherit"/>General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Need Help?.
Registered Client Service Associate - Tampa, FL Morgan Stanley E-TRADERegistered Client Service Associate - Tampa, FLTampa, FLPosition Overview: As a Registered Client Service Associate, you will provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in safeguarding client assets, and provide support and guidance to clients on their financial journey. The ideal candidate enjoys connecting with people and providing insights and assistance across the scope of Morgan Stanley’s products and solutions in a professional and efficient manner – all while staying up to date on both company products and services and broader trends in the industry.
Part Time Seasonal Client Associate - UTC Sarasota TravisMathewPart Time Seasonal Client Associate - UTC SarasotaSarasota, FloridaInspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.
Part Time Seasonal Client Associate - International Plaza TravisMathewPart Time Seasonal Client Associate - International PlazaTampa, FloridaInspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.
Brokerage Registered Client Service Associate Truist Financial CorpBrokerage Registered Client Service AssociateTampa, FLp>General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
Brokerage Registered Client Service Associate - location options - Tampa or St. Petersburg, FL Truist Financial CorpBrokerage Registered Client Service Associate - location options - Tampa or St. Petersburg, FLSt. Petersburg, FLp>General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
Client Service Associate II - Corporate Action - Securities Services Custody Client Operations JPMorgan Chase & CoClient Service Associate II - Corporate Action - Securities Services Custody Client OperationsTampa, FLJob Responsibilities: • Deliver exceptional client service and support to internal and external stakeholders • Manage and resolve issues related to Global Custody Corporate Actions, including client instructions, completion, and reconciliation • Monitor and respond to client inquiries, resolve non-routine issues, and partner with internal teams to address exceptions promptly • Conduct root cause analysis to increase straight-through processing and build strong stakeholder relationships • Collaborate across global teams and technology partners to identify and implement product and process enhancements • Work closely with Client Service teams to manage client expectations and concerns • Provide operations subject matter expertise and value-added services to clients as needed. Preferred Qualifications, Capabilities, and Skills: Prior experience in Custody, Markets, or Corporate Actions operations Understanding of DTC, Euroclear, Foreign Exchange, reconciliation rules, and global custody Self-starter with the ability to learn quickly; strong leadership skills focused on risk mitigation and a proactive approach to ensure "Best in Class" results.
Senior Registered Client Service Associate- St. Petersburg, FL Raymond James Financial IncSenior Registered Client Service Associate- St. Petersburg, FLFLThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateSaint Petersburg, FLOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serveJob Description:This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateFLOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Client Trainer Associate The Depository Trust & Clearing CorpClient Trainer AssociateTampa, FLIndustry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem. Enterprise Services comprises of multiple business platforms including Client Services, Global Business Operations, Business Architecture, Data Strategy and Analytics, and Digital Services, which report into the Chief of Enterprise Services.
Corporate Actions Client Support Associate Director The Depository Trust & Clearing CorpCorporate Actions Client Support Associate DirectorTampa, FLIndustry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem. The Impact you will have in this role: Asset Servicing Operations (ASO) executes corporate actions and related issuer services, ensuring accurate, timely and compliant processing while supporting modernization and enhanced client service across DTCCs asset servicing platforms.
Remote Client Success Associate - Part Time: Serve with Purpose at GFI Ikigai GFI-Team IkigaiRemote Client Success Associate - Part Time: Serve with Purpose at GFI IkigaiTampa, FLRemote$30,000–$50,000 / yearWorking at GFI Ikigai allows you to enjoy flexibility and freedom, working remotely and at your pace, with the opportunity to make a meaningful impact. Skill Development: Boost your communication, leadership, problem-solving skills, and financial knowledge that extend beyond this role.
Client Service Associate Waverly AdvisorsClient Service AssociateSarasota, FloridaA successful candidate will have the ability to effectively communicate with clients and team members, excellent attention to detail, strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn. Tracks and updates client-related information in SharePoint and Salesforce including but not limited to contact information, investment advisory agreements, client-related notes and correspondence and other relevant information or documentation.
Client Service Associate (Tampa, FL) Oppenheimer & Co. Inc.Client Service Associate (Tampa, FL)Tampa, FLWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction.
Cash Management Associate - Client Experience & Operations | 10am-7pm Raymond James Financial IncCash Management Associate - Client Experience & Operations | 10am-7pmFLAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
NewClient Service Associate Financial Planner Recruiting, LLCClient Service AssociateTampa, FLWe're seeking a proactive, detail-oriented Client Service Associate to play a key role in supporting our Financial Advisors and Planners while delivering a seamless, high-touch client experience. For over 40 years, our wealth management firm has guided successful professionals, business owners, individuals, and families through life's most important financial decisions-often spanning multiple generations.
Client Service Manager - Associate JPMorgan Chase Bank, N.A.Client Service Manager - AssociateTampa, FLFull timeJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Client Service Associate II JPMorgan Chase Bank, N.A.Client Service Associate IITampa, FLFull timeYou will deal with all stages of the lifecycle for each product, from broker matching to management of the client's custodial network, lifecycle events, ensuring timely settlement of trades and cash, management of claims and overdrafts, client/regulatory reporting and input into the production of our Investment Book of Record delivery (IBOR).Ultimately, your key responsibility within the IMOS team will be to provide premier service delivery and ensure the accurate and timely delivery of the investment operations to our end clients. As an Associate II in Investment Middle Office Services - Client Operations, your key responsibility will be to provide premier service delivery and ensure the accurate and timely delivery of the investment operations to our end clients.
Associate Client Service Manager GallagherAssociate Client Service ManagerTampa, Floridaul style="margin: 0px; padding: 0px; font-family: verdana;">Build and maintain strong relationships with clients through timely responses and strong customer service . Bachelor's degree with minimum 1+ years client service and/or claims management experience OR- High School degree/GED with a minimum of 3+ years client service and/or claims management experience .
Client Services Associate JGSMClient Services Associateriverview, FLFull timeDuties & Responsibilities of the Client Services Associate:Serve as a direct liaison between clients and customers by conducting captivating product presentations and demonstrations. Skills & Qualifications of the Client Services Associate:0-3 years of experience in Client Services, Customer Support, Sales, or a related field is highly desirable.
Client Service Associate- Sarasota, FL Raymond James Financial IncClient Service Associate- Sarasota, FLSarasota, FLThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. 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 to join our growing team.
Client Service Associate - Part-Time (10 hrs/week) Raymond James Financial IncClient Service Associate - Part-Time (10 hrs/week)Saint Petersburg, FLThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. 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 to join our growing team.
Associate Strategic Client Executive, Rx Solutions Marsh McLennanAssociate Strategic Client Executive, Rx SolutionsTampa, FloridaIn Collaboration with its leadership The Associate Strategic Client Executive Rx Solutions will support the sales process and serve as the main point person for the MMA field offices on post-sale implementation and ongoing client support as it relates to pharmacy management. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH).
NewClient Services Associate Spinelli Barre CorporationClient Services AssociateClearwater, FLThis role combines customer service, membership sales, relationship building, and studio operations to create an exceptional experience for every member and guest. Pure Barre Clearwater is seeking a friendly, customer-focused Barre Tender (Front Desk Sales Associate) to join our boutique fitness studio.
Client Experience Associate The PNC Financial Services Group IncClient Experience AssociateTarpon Springs, FLIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
NewClient Success Associate Arrive LogisticsClient Success AssociateTampa, FLOur employee-founded resource groups create communities within Arrive's walls, including Women in Logistics, Emerging Professionals, Prisms, Black Logistics Group, Salute and Unidos. Deliver effective and timely communication with Carrier reps and customer contacts when rescheduling pickups, deliveries, and while obtaining accurate tracking updates.
Client Onboarding Implementation Associate JPMorgan Chase & CoClient Onboarding Implementation AssociateTampa, FLChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you''ll lead the charge in delivering exceptional treasury and banking product implementations.
Client Solutions Architect - Payments - Senior Associate JPMorgan Chase & CoClient Solutions Architect - Payments - Senior AssociateTampa, FLAs a Client Solutions Architect - Senior Associate in Trade & Working Capital within Product Solutions Delivery (PSD) team, you will contribute significantly to a team that innovates and supports the sales process in architecting comprehensive product solutions for clients with complex challenges. Ensure adherence to all transactional control conditions established to minimize operational risk and to be able to identify areas where such risks may develop where transactional controls may need to be developed or adjusted as business needs require.
Client Onboarding Implementation Senior Associate JPMorgan Chase & CoClient Onboarding Implementation Senior AssociateTampa, FLChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where youll lead the charge in delivering exceptional treasury and banking product implementations.
Client Service Associate I - Custody Operations JPMorgan Chase Bank, N.A.Client Service Associate I - Custody OperationsTampa, FLFull timeAs a Client Service AssociateI in our Securities Services Custody Client Facing team, you will provide Institutional investors access to markets globally for settlements, safekeeping and asset servicing of securities, along with ancillary services such as Foreign Exchange collateral, derivatives lifecycle management, bank loans, and Liquidity Solutions. Custody Operations is a cross product team covering trade instruction capture, settlement; fail management, cash instruction capture, projections, overdrafts, asset servicing instruction capture, dividends, foreign exchange, collateral, derivatives lifecycle management and bank loans for large institutional clients.
Client Service Associate II JPMorgan Chase & CoClient Service Associate IITampa, FLAs a Client Service Associate II in our Security Services Custody Client Facing team, you will provide Institutional investors access to markets globally for settlements, safekeeping and asset servicing of securities, along with ancillary services such as Foreign Exchange collateral, derivatives lifecycle management, bank loans, and Liquidity Solutions. Custody Operations is a cross product team covering trade instruction capture, settlement; fail management, cash instruction capture, projections, overdrafts, asset servicing instruction capture, dividends, foreign exchange, collateral, derivatives lifecycle management and bank loans for large institutional clients.
Client Service Manager - Associate JPMorgan Chase & CoClient Service Manager - AssociateTampa, FLp>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Client Service Associate Morgan StanleyClient Service AssociateTampa, FLOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).
Senior Client Service Account Associate JPMorgan Chase & CoSenior Client Service Account AssociateTampa, FLAs a Client Service Account Manager within the Payments team, you will support a portfolio of large corporate and/or financial institution clients by allowing them to effectively utilize Payments Products and Services. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
NewClient Service Associate Alphabe InsightClient Service AssociateTampa, FLYou will serve as a trusted point of contact, helping clients navigate services, providing solutions, and ensuring their needs are addressed with professionalism and accuracy. Messa Sync is a fast-growing logistics and operations company committed to delivering excellence, efficiency, and reliability in every project.
Client Service Associate (Tampa, FL) Oppenheimer Holdings IncClient Service Associate (Tampa, FL)Tampa, FLWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction.
Associate Strategic Client Executive, Rx Solutions Marsh & McLennan Companies IncAssociate Strategic Client Executive, Rx SolutionsTampa, FLIn Collaboration with its leadership The Associate Strategic Client Executive Rx Solutions will support the sales process and serve as the main point person for the MMA field offices on post-sale implementation and ongoing client support as it relates to pharmacy management. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh (NYSE: MRSH).
Client Portfolio Associate - International Equities Franklin Resources IncClient Portfolio Associate - International EquitiesSt. Petersburg, FL$130,000–$150,000 / yearWe also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational well-being program. The Business Development Group (BDG) partners with Franklin Templeton's Global Client Group to promote and position Templeton Global Investments (TGI) capabilities focused on a robust range of global, international, and emerging market equities while also supporting client service needs.
Associate Strategic Client Executive Zelis Healthcare, Inc.Associate Strategic Client ExecutiveSt. Petersburg, FLRemote$95,000–$120,650 / yearThe Associate SCE will manage an assigned book of business comprised of vertically aligned clients and will drive growth for Zelis by achieving annual revenue targets, ensuring client retention, fostering growth with additional products and services, and ensure Zelis is always meeting and/or exceeding client expectations while driving a superior OneZelis customer experience. Client Advocacy: Ensure industry leading quality service delivery and client satisfaction; measurements include proactive client management, timely escalation and resolution of issues, and nurture clients into loyal promoters.
Client Onboarding Associate Franklin Resources IncClient Onboarding AssociateFL$70,000–$85,000 / yearWe also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. Fiduciary Trust International is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals.