NewB2B Accounts Receivable / Collections Specialist JobotB2B Accounts Receivable / Collections SpecialistTampa, FL$20–$25 / hourInformation 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. We are a well-established, multi-location B2B organization operating in a fast-paced, solutions-driven environment supporting commercial clients across multiple industries.
NewHealth Solution Specialist Intermediate (Level 2) – Life Company USAAHealth Solution Specialist Intermediate (Level 2) – Life CompanyTampa, FL$45,470–$76,730 / yearEmployees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products.
NewHealth Solutions Specialist Mid Level (Level 1) - Life Company USAAHealth Solutions Specialist Mid Level (Level 1) - Life CompanyTampa, FLRemote$54,550–$92,060 / yearEmployees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products.
NewAssociate Health Solutions Specialist III - Life Company (Open) USAAAssociate Health Solutions Specialist III - Life Company (Open)Tampa, FLRemote$43,680–$72,020 / yearEmployees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. The Associate Health Solutions Specialist III helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products.
NewInside Property Adjuster Specialist - Specialty Claims Team USAAInside Property Adjuster Specialist - Specialty Claims TeamTampa, FLRemote$69,920–$125,850 / yearProactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability. The ideal candidate will possess strong virtual estimating skills for complex Condo claims, determine liability, litigation, and reconcile estimates while working in a telephone concentrated environment without physical inspection of loss.
Banking Specialist Amerant BankBanking SpecialistSt. Petersburg, FLFull timeResponsible for acquiring, retaining and expanding new and existing customer relationships by providing a positive new account experience, profiling, assessing customer needs, and recommending and selling appropriate banking products and services. For Transformed Banking Centers: Responsible and able to utilize all elements within a transformed banking center: Welcoming Zone, Comfort Zone, Discovery Zone, Advisor Connect, Service Spots, Teller Tower, etc.
NewAssociate Sales Specialist TD SYNNEXAssociate Sales SpecialistClearwater, FLSales Management: Handle inbound and outbound sales calls and emails to provide quotes and process orders for products and services, ensuring that daily and quarterly sales targets are met. Connect with Your Community: Participate in internal, peer-led inclusive communities and activities, including business resource groups, local volunteering events, and more environmental and social initiatives.
NewSales Specialist TD SYNNEXSales SpecialistClearwater, FLSales Management: Handle inbound and outbound sales calls and emails to provide quotes and process orders for products and services, ensuring that daily and quarterly sales targets are met. Connect with Your Community: Participate in internal, peer-led inclusive communities and activities, including business resource groups, local volunteering events, and more environmental and social initiatives.
NewLife Insurance Sales Agent – Multi-Level Opportunity USAALife Insurance Sales Agent – Multi-Level OpportunityTampa, FL$45,470–$105,420 / yearThis is a high-volume, sales-focused inbound contact center role where success comes from combining consultative sales skills, relationship building, and a commitment to exceptional member service. Engage with current and prospective members through a high volume of inbound and outbound interactions, including phone calls, email, video appointments, and other communication channels.
Financial Specialist U.S. Department of JusticeFinancial SpecialistFL$52,727–$82,938 / yearIf you are claiming 10-point veterans preference based on service-connected disability, in addition to the DD214 or certification requirements (see above bullet), you must also submit an SF-15 Application for 10-point Veterans Preference, plus the proof of entitlement of this preference which is normally an official statement, dated 1991 or later, from the Department of Veterans Affairs certifying to the present existence of the service-connected disability and indicating the percentage of your disability. FOREIGN EDUCATION: If you are using education completed in foreign colleges or universities to meet the qualification requirements, you must show that the education credentials have been evaluated by a private organization that specializes in interpretation of foreign education programs and such education has been deemed equivalent to that gained in an accredited U.S. education program; or full credit has been given for the courses at a U.S. accredited college or university.
Universal BankerSr. Financial Specialist - TampaHenderson Branch BankUnited IncUniversal BankerSr. Financial Specialist - TampaHenderson BranchTampa, FLPerforms outbound calls and set appointments for Market Leader and/or Sales & Service Officer (Banking Center Manager or Assistant Manager in NY only) in accordance with market initiatives and/or branch goals. SUMMARY: This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals.
Sr. Financial Specialist Sr. Universal Banker ClearwaterFeather Sound Branch BankUnited IncSr. Financial Specialist Sr. Universal Banker ClearwaterFeather Sound BranchClearwater, FLPerforms outbound calls and set appointments for Market Leader and/or Sales & Service Officer (Banking Center Manager or Assistant Manager in NY only) in accordance with market initiatives and/or branch goals. SUMMARY: This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals.
Sr. Financial Specialist Sr. Universal Banker TampaSt. Pete BankUnited IncSr. Financial Specialist Sr. Universal Banker TampaSt. PeteFLPerforms outbound calls and set appointments for Market Leader and/or Sales & Service Officer (Banking Center Manager or Assistant Manager in NY only) in accordance with market initiatives and/or branch goals. SUMMARY: This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals.
Financial Specialist/ Personal Banker II - Banking Exp Required Synovus Financial CorpFinancial Specialist/ Personal Banker II - Banking Exp RequiredTampa, FLCertifications or Licenses: This position requires successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Processes transactions accurately and efficiently while simultaneously introducing products, services and digital options that meet customer needs and encourages customers to expand their relationship with Synovus.
Financial Specialist/Personal Banker I - Sarasota Main - Banking experience highly preferred Synovus Financial CorpFinancial Specialist/Personal Banker I - Sarasota Main - Banking experience highly preferredSarasota, FLProcesses transactions accurately and efficiently while simultaneously introducing products, services and digital options that meet customer needs and encourages customers to expand their relationship with Synovus. Operates as a multi-functional team member with the ability to process transactions, provide optimum service, and consult in an advisory role to maximize the sales potential of every interaction.
Financial Specialist / Relationship Banker Synovus Financial CorpFinancial Specialist / Relationship BankerBradenton, FLAssists the branch RMM with developing and maintaining a quality, diversified loan portfolio, including various types of loan programs such as consumer, small business and real estate. Pursues new business using sales management tools to proactively identify, retain and deepen current customer relationships and to identify and develop prospective clients or centers of influence.
Financial Specialist/Relationship Banker or Sr - Palm Harbor - Banking experience required Synovus Financial CorpFinancial Specialist/Relationship Banker or Sr - Palm Harbor - Banking experience requiredPalm Harbor, FLAssists the branch RMM with developing and maintaining a quality, diversified loan portfolio, including various types of loan programs such as consumer, small business and real estate. Pursues new business using sales management tools to proactively identify, retain and deepen current customer relationships and to identify and develop prospective clients or centers of influence.
Financial Specialist Leader Head Teller Westshore Branch BankUnited IncFinancial Specialist Leader Head Teller Westshore BranchTampa, FLMinimum of 3-5 years job experience as a Teller/Senior Teller or demonstrated leadership/supervisory ability in operations area related to Bank or retail operations required. SUMMARY: Provides leadership to tellers in assigned branch ensuring customers are handled appropriately and their banking needs are identified and met.
Accounts Payable Specialist, Financial Management University of TampaAccounts Payable Specialist, Financial ManagementTampa, FLThe Office of Financial Management is responsible for general ledger accounting, accounts payable, payroll, tax and financial regulatory compliance, internal accounting controls, and financial reporting. Ensure positive, responsible, and courteous services are provided to all internal and external customers including faculty, staff, students, and vendors.
Financial Assistance Specialist BayCare Health SystemFinancial Assistance SpecialistOldsmar, FLRemoteOur network consists of 16 community-based hospitals, a long-term acute care facility, home health services, outpatient centers and thousands of physicians. BayCare is currently in search of our newest Team Member who is passionate about providing outstanding customer service to our community.
Financial Assistance Specialist 2 Tampa General HospitalFinancial Assistance Specialist 2Tampa, FLThe Financial Assistance Specialist 2 requires extensive knowledge of Managed Care, Medicaid, Medicaid Disability, Medicare, Healthcare Marketplace Insurance, Hillsborough County Health Care Program (HCHCP), Health Care Responsibility Act (HCRA) and Victims of Crime, as well as having expertise in Customer Service and exceptional time management and organizational skills. Generates and creates estimates for self-pay patients; provides estimate to self-pay patients and collects payment.
Financial Systems Specialist Deloitte Touche Tohmatsu LtdFinancial Systems SpecialistTampa, FL$74,900–$147,600 / yearOur purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
NewFinancial Ops Recovery Process Specialist Elevance Health IncFinancial Ops Recovery Process SpecialistTampa, FL$31.92–$55.07 / hourProvides operational training, assists associates by answering day-to-day technical questions, monitors inventory to ensure workflow remains uninterrupted, and handles complex case research and resolution. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
Financial Transaction Specialist DEX ImagingFinancial Transaction SpecialistTampa, FloridaESSENTIAL DUTIES AND RESPONSIBILITIES · Responsible for all aspects of processing Sales Orders to include complete and accurate submissions, leasing documents, sales orders, service agreements, in/outs, lease returns and commission sheets.· Ability to communicate clearly and effectively with all levels of employees within the organization, customers and vendors, both written and verbal· Attention to detail, data entry accuracy, ability to multi task and excellent organizational skills.·
Financial Planning Specialist Ameriprise Financial IncFinancial Planning SpecialistSeminole, FLThis role provides client relationship support through managing, gathering and analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture.
Financial Services Representative - State Farm Agent Team Member Aaron Kilbride - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberTampa, FLAt Aaron Kilbride State Farm, we are dedicated to providing our customers with the best financial products and personalized service to manage everyday risks and build wealth. Your consultative and sales-minded approach, combined with your analytical precision, will empower clients to make informed decisions about their financial future.
Senior Editor, Economics & Financial Services Deloitte Touche Tohmatsu LtdSenior Editor, Economics & Financial ServicesFL$113,100–$208,300 / yearYour responsibilities will include: Leveraging your own subject matter expertise as an economics and finance editor, as well as your overall business understanding and content skills when collaborating with Deloitte business leaders, internal and external thought leaders, economists, financial services research professionals, and publishing and marketing colleagues to strategize, develop, and execute research and insights stories on prioritized topics. Serving as a storytelling strategist, advising on optimal ways to communicate the given insights-including determining the right content type(s) for the given insights, and leveraging multimedia or multimodal storytelling and communication skills to develop copy to suit the medium (reports, articles, infographics, videos, dashboards, etc.).
AVP, Financial Planning Experience OsaicAVP, Financial Planning ExperienceSt. Petersburg, FLWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. The AVP, Financial Planning Experience is a highly visible leadership role within the firm’s National Planning Institute (NPI), serving as the face of the financial planning team to financial advisors, leadership and internal partners.
Merrill Advisor Development Program - Financial Advisor: Tampa Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Tampa MarketClearwater, FLEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.
NewMerrill Advisor Development Program - Financial Advisor: West Florida Market (South) Bank of AmericaMerrill Advisor Development Program - Financial Advisor: West Florida Market (South)Sarasota, FloridaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our 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.
Merrill Advisor Development Program - Financial Advisor: SOUTHWEST FLORIDA COAST Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: SOUTHWEST FLORIDA COAST MarketSarasota, FLEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.
Merrill Advisor Development Program - Financial Advisor: WEST FLORIDA Market (South) Bank of America CorpMerrill Advisor Development Program - Financial Advisor: WEST FLORIDA Market (South)FLBack to search results Merrill Advisor Development Program - Financial Advisor: WEST FLORIDA Market (South) Sarasota, Florida; Bradenton, Florida; Saint Petersburg, Florida; Venice, Florida Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
AVP, Financial Planning Experience Osaic IncAVP, Financial Planning ExperienceSt. Petersburg, FL$140,000–$165,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Summary: The AVP, Financial Planning Experience is a highly visible leadership role within the firm's National Planning Institute (NPI), serving as the face of the financial planning team to financial advisors, leadership and internal partners.
Financial Advisor - St Pete Synovus Financial CorpFinancial Advisor - St PeteFLCertification(s): Series 7; Series 66 (or both Series 63 and 65) Licenses; Variable Annuity License; State, Life, Accident and Sickness License (or working to obtain within 6 months of assuming role) This position requires successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Clients will typically be commercial customers, small business customers, and higher-end consumer customers (physicians, attorneys, dentists, CPAs, veterinarians, corporate executives, affluent business owners, affluent retirees, inheritance beneficiaries, etc.) that require more complex product delivery.
NewFinancial Advisor Regions Financial CorpFinancial AdvisorSt Petersburg, FL$43,888–$150,000 / yearThe information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Financial Solutions Advisor - Bradenton FL Bank of America CorpFinancial Solutions Advisor - Bradenton FLPalmetto, FLKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor - Sarasota South Market Bank of America CorpFinancial Solutions Advisor - Sarasota South MarketLakewood Ranch, FLWorks with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. On screen copy Advise clients on their investment goals in order to pursue those goals Saving and Budgeting tool in the mobile app is shown I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education.
Patient Financial Navigator Florida Cancer Specialists and Research InstitutePatient Financial NavigatorSarasota, FLWe are recognized by the American Society of Clinical Oncology (ASCO) with a national Clinical Trials Participation Award, FCS offers patients access to more clinical trials than any private oncology practice in Florida. Our patients have access to ground-breaking therapies, in a community setting, and may participate in national clinical research studies of drugs and treatment protocols.
Associate Financial Advisor BairdAssociate Financial AdvisorSarasota, ColoradoTake the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team Assist with marketing efforts, such as a newsletter or LinkedIn presence, to solicit additional planning business with the existing client base and to establish the team as a planning team in front of prospects . The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base.
Senior Tax and Financial Accountant Eckerd CollegeSenior Tax and Financial AccountantSt. Petersburg, FLRecommends, develops, and implements accounting and tax policies, procedures, and internal controls related to payroll taxation, unrelated business income tax (UBIT), sales and use tax, charitable contributions, donor-related transactions, real estate taxes, tangible personal property taxes, unclaimed property, and other regulatory compliance matters. The Senior Tax and Financial Accountant collaborates closely with the Associate Vice President & Controller, Assistant Controller, Financial Manager, Payroll Specialist, Budget Analyst, external auditors, and other campus stakeholders to ensure compliance with applicable federal, state, and regulatory requirements.
Financial Systems and Stakeholder Governance Manager Deloitte Touche Tohmatsu LtdFinancial Systems and Stakeholder Governance ManagerFL$97,600–$179,900 / yearThe team supports finance-led enhancements from intake through planning and delivery by translating business needs into actionable requirements, coordinating cross-system planning, and maintaining alignment on priorities, releases, and impacts. In this role, you will partner with Finance, technical teams, global process owners, and other stakeholder groups to resolve complex business problems by enhancing system functionality to drive business value and support Finance priorities.
Chief Financial Officer JCCs of North AmericaChief Financial OfficerTampa, FL$135,000–$150,000 / yearThe CFO provides leadership and direction on matters related to financial planning and controls, as well as administrative operations support, ensuring sound fiscal management and efficient support services to Tampa Jewish Community Centers & Federation programs and community services. Fiscal ComplianceEnsures that accounting transactions, including payments on donor pledges and program receipts, and reports are processed and produced in compliance with Tampa Jewish Community Centers & Federation policies and generally accepted accounting principles.
Patient Financial Advocate Firstsource Solutions LtdPatient Financial AdvocateLakewood Ranch, FLOur Firstsource Solutions USA, LLC teams are with patients all the way, providing support and assistance all the while seeing first-hand the positive impact of their work through the emotions of relief and joy of the patients. At Firstsource Solutions USA, LLC, our employees are there for the moments that matter for customers as they navigate some of the biggest, most challenging, nerve-racking, and rewarding decisions of their lives.
Senior Manager, Financial Intelligence Unit Circle Internet Financial LLCSenior Manager, Financial Intelligence UnitFLRemote$172,500–$222,500 / yearWhat you'll be responsible for: As a Senior Manager within Circle's Financial Intelligence Unit (FIU), you will safeguard Circle's integrity by leading financial crime investigations and intelligence efforts focused on the United States, with global scope across Circle's products, customers, and blockchain activity. Circle's platform includes the world's largest regulated stablecoin network anchored by USDC, Circle Payments Network for global money movement, and Arc, an enterprise-grade blockchain designed to become the Economic OS for the internet.
Senior Banker II - Florida and Bearss Financial Center - Bilingual Spanish Required Bank of AmericaSenior Banker II - Florida and Bearss Financial Center - Bilingual Spanish RequiredTampa, FloridaPartners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws).
Clinic Financial Manager Florida Cancer Specialists and Research InstituteClinic Financial ManagerSarasota, FLWe are recognized by the American Society of Clinical Oncology (ASCO) with a national Clinical Trials Participation Award, FCS offers patients access to more clinical trials than any private oncology practice in Florida. Our patients have access to ground-breaking therapies, in a community setting, and may participate in national clinical research studies of drugs and treatment protocols.
Patient Financial Navigator Team Lead Florida Cancer Specialists and Research InstitutePatient Financial Navigator Team LeadBrandon, FLWe are recognized by the American Society of Clinical Oncology (ASCO) with a national Clinical Trials Participation Award, FCS offers patients access to more clinical trials than any private oncology practice in Florida. Insurance knowledge requirements include: understanding of medical terminology, managed care authorization process, ICD and CPT codes, ability to calculate and collect patients' financial responsibility and insurance co-pay/coinsurance.
NewJourneyman Financial Management Analyst (Top Secret Clearance Required) St. Michael's IncJourneyman Financial Management Analyst (Top Secret Clearance Required)Tampa, FLWork with the government Defense Travel Management Officer to provide support, and assistance in the oversight and management of the USSOCOM Travel Programs at both HQs and Enterprise level, to include the Defense Travel System (DTS), Government Travel Charge Card (GTCC), Classified Travel, Debt Management, Compliance Tool Program, Improper Payment Reviews and Internal Control Reviews. Provide expert technical guidance, advice, support and assistance to HQs and Enterprise Component Travel Program Managers, this includes assisting in the development and conduct of training courses and guidance to include initial and sustainment training for Accountable Officials, Agency Program Coordinators, program support personnel and SOF Enterprise proponents when requested.
Ops Processing Specialist TRC Talent SolutionsOps Processing SpecialistSt. Petersburg, FLAt TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.#ZR The Wealth Management Client Services Specialist supports independent financial advisors and internal teams by processing client account documentation and service requests.
Universal BankerFinancial Specialist Lakewood Ranch BankUnited IncUniversal BankerFinancial Specialist Lakewood RanchFLPerforms outbound calls and set appointments for Market Leader and/or Sales & Service Officer(Banking Center Manager or Assistant Manager in NY only) in accordance with market initiatives and/or branch goals. SUMMARY: This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals.