44 client service associate jobs found

NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com . Covala Group (part of NFP, an Aon company) is a proven enroller and administrator of voluntary, supplemental and individual disability benefits for large employers. Since 1993 we have connected employees of our clients to over $4.5 billion of income protection. We have also assisted Fortune 500 companies in the development and implementation of group life insurance, corporate owned life insurance, and long-term care programs. Our name, Covala, was inspired by the covalent bond, the strongest type of chemical bond there is. Covala embodies our dedication to...

NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com . Covala Group (part of NFP, an Aon company) is a proven enroller and administrator of voluntary, supplemental and individual disability benefits for large employers. Since 1993 we have connected employees of our clients to over $4.5 billion of income protection. We have also assisted Fortune 500 companies in the development and implementation of group life insurance, corporate owned life insurance, and long-term care programs. Our name, Covala, was inspired by the covalent bond, the strongest type of chemical bond there is. Covala embodies our dedication to...

NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com . Covala Group (part of NFP, an Aon company) is a proven enroller and administrator of voluntary, supplemental and individual disability benefits for large employers. Since 1993 we have connected employees of our clients to over $4.5 billion of income protection. We have also assisted Fortune 500 companies in the development and implementation of group life insurance, corporate owned life insurance, and long-term care programs. Our name, Covala, was inspired by the covalent bond, the strongest type of chemical bond there is. Covala embodies our dedication to...

NFP Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities. For more information, visit...

NFP Who We Are: Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP, an Aon company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. Job Summary: Supports the Relationship Manager by scheduling and coordinating activities and initiatives that facilitate the new policy and client service processes. The Client Services Associate must provide superior client service by identifying the client’s wants and needs, acting on, and/or delegating items and following through to completion while keeping all parties informed throughout the process. This individual will also be responsible for assist with the planning and coordination of seminars J0b Accountabilities: Pre-Sale and New Business Assembles meeting preparation...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description CRM Support Specialist (Salesforce) Locations : Jacksonville, FL | Hybrid Get To Know The Team: Salentica, a division of SS&C Technologies, a world-leading provider of innovative, integrated CRM solutions for Wealth & Asset Management firms, is looking for an experienced individual to join our team in the role of Product Consultant. We offer a range of scalable, cloud-based solutions that allow our customers unprecedented levels of integration with products like Salentica Elements on the Salesforce Lightning Platform Salentica Engage on the Microsoft Dynamics 365...

First Horizon National Corporation Location: On site in Memphis, TN, Charlotte, NC, Dallas, TX, Knoxville, TN, Orlando, FL, Miami, FL, New Orleans, LA, Lafayette, LA, Birmingham, AL, or Nashville, TN. Summary Lead the bank’s remote self-serve and branch cash automation strategy to continuously evolve cash automation hardware and software as a strategic channel of customer and associate convenience. This role owns the end-to-end strategy, standards, contracts and financial performance of all cash access technologies, including ATMs, ITMs, and Teller Cash Recyclers (TCRs) across First Horizon’s footprint. The strategy lead will operate as a core component of the Consumer Distribution team owning long-term planning, hardware and software standards, vendor strategy and ROI of cash automation investments in support of distribution convenience strategy and digital migration goals. Operating independently from day-to-day execution, this role sets direction and approves strategy...

First Horizon National Corporation Location: On site in Memphis, TN, Charlotte, NC, Dallas, TX, Knoxville, TN, Orlando, FL, Miami, FL, New Orleans, LA, Lafayette, LA, Birmingham, AL, or Nashville, TN. Summary Lead the bank’s remote self-serve and branch cash automation strategy to continuously evolve cash automation hardware and software as a strategic channel of customer and associate convenience. This role owns the end-to-end strategy, standards, contracts and financial performance of all cash access technologies, including ATMs, ITMs, and Teller Cash Recyclers (TCRs) across First Horizon’s footprint. The strategy lead will operate as a core component of the Consumer Distribution team owning long-term planning, hardware and software standards, vendor strategy and ROI of cash automation investments in support of distribution convenience strategy and digital migration goals. Operating independently from day-to-day execution, this role sets direction and approves strategy...

Fidelity Investments Job Description: Job Profile Summary Provide strategic leadership for the achievement of business unit objectives in line with Fidelity's overall mission and objectives. Design and implement wealth management, trust and estate planning to individuals. Direct the team to ensure the delivery of an exemplary client experience to promote client loyalty. Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy. The Expertise We're Looking For FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings A sound understanding of the Broker/Dealer and RIA marketplace Bachelor's...

First Horizon National Corporation Location: On site at location listed in job posting as well as coverage for other banking centers in the immediate area. SUMMARY Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required to achieve banking center goals (meet/exceed sales goals/referral goals) and provide support to banking center management. ESSENTIAL DUTIES AND RESPONSIBILITIES Sales and service Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service. Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency,...

PerkinElmer Responsibilities Location Tallahassee, FloridaUS Job ID REQ-056732 The Field Service Engineer provides highly visible customer support through the performance of on-site installation, as well as overseeing any necessary diagnoses, troubleshooting, service, and repair of complex equipment and systems. The Field Engineer will instruct customers in the operation and maintenance of the system and serve as company liaison with customer on administrative and technical matters for assigned projects. This role may include any aspect of field support, and is not limited to system hardware and software, PCs, and networking/wireless networking. Location: Seeking more than 1 engineer for remote field role servicing customers located in Fort Lauderdale and Tampa, FL Job Responsibilities: Perform installations, maintenance, validations, and repairs while ensuring compliance with PerkinElmer's service standards and key performance indicators. Engage with...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Operations Support Analyst Locations: Waltham, MA | Jacksonville, FL | Hybrid Get to Know Us: Now is the time to join SS&C! We're a leading cloud-based provider of investment software and services for the global financial services industry. We are seeking a talented Operations Support Analyst to join our Evare team based in Waltham, MA. The person in this role will monitor inbound and outbound financial data files to ensure successful processing and utilize internal tools to troubleshoot processing issues, to react to late files, to resolve client connectivity issues and...

Wabtec Job Description Who will you be working with?   Wabtec is the world's Digital Industrial Company, transforming industry with software-defined machines and solutions that are connected, responsive, and predictive. Through our people, leadership development, services, technology and scale, Wabtec delivers better outcomes for global customers by speaking the language of industry. Wabtec offers a great work environment, professional development, challenging careers, and competitive compensation. Wabtec is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status, or other characteristics protected by law.  Our best-in-class Customer Experience team combines knowledge of customers' networks and processes with deep domain expertise and tenured experience to deliver unparalleled network support services of...

Five9 Join us in bringing joy to customer experience. Five9 is a leading provider of cloud contact center software, bringing the power of cloud innovation to customers worldwide. Living our values everyday results in our team-first culture and enables us to innovate, grow, and thrive while enjoying the journey together. We celebrate diversity and foster an inclusive environment, empowering our employees to be their authentic selves. The Associate Program Manager position will introduce the applicant the Five9 Contact Center Product and Delivery Methodology. As an entry level contributor to the Professional Services Team, the ideal candidate will be a passionate, ready to learn, team player and performer wanting to develop into a Program Manager. The ideal candidate is a self-managed individual who delights customers with their project management and relationship building skills. The ideal candidate will embrace the opportunity to gain exposure to Artificial Intelligence...

First Horizon National Corporation Location: On site at location listed in job posting. Summary of Position: The Marketing Data Enablement Manager is a member of the Marketing team, reporting to the VP, Marketing Data Enablement and Production Support. This position is responsible for leading a team of data analysts. Partnering with key stakeholders, the Marketing Data Enablement Manager shapes and delivers data driven, integrated customer and banker experiences within the Marketing technology stack and enables data pipelines necessary to launch and successfully manage Marketing campaigns and events. The person in this role will focus heavily on retail, small business, and commercial banking-related enablement and will serve as the main steward to advance the campaign and data delivery capabilities in the Marketing and Data Enablement space. This candidate possesses a demonstrated knowledge of industry leading platforms and tools related to banking core systems, CDPs,...

First Horizon National Corporation Location: On site in Tampa, FL, Naples, FL, Orlando, FL, Miami, FL SUMMARY Provides analytical and monitoring support for large commercial real estate loans including an independent analysis of the creditworthiness of customers and prospects. ESSENTIAL DUTIES AND RESPONSIBILITIES The Portfolio Manager – Market/ Investor CRE will be responsible for preparing comprehensive credit analyses on non-owner occupied commercial real estate loans that facilitates the credit approval process. The Portfolio Manager should have a thorough understanding of various types of lending facilities as well as commercial real estate product types (i.e. retail, office, multi-family, lodging, industrial, ALF/ senior living, etc.). In addition, the Portfolio Manager will be responsible for monitoring the real estate portfolio including, but not limited to, periodic review and analysis of financial information, identification of negative trends, and...