7 client operations specialist jobs at 6 companies in Lutz, FL
2mo
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Client Operations Specialist
Tampa, Florida, United States
HybridFull Time
3+ YOE3+ years triaging help desk tickets, 2+ years with file transfer protocols, 3+ years MS Office experience, experience with B2B file exchange/integration support, analytical and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2w
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Senior PCB Client Support Specialist - RJ Bank
Saint Petersburg, Florida, United States
HybridFull Time
1+ YOEProvide operational client support, review and approve financial transactions, use CRM and office software, communicate with clients, and follow policies and risk procedures. Requires NMLS registration and bachelor\u0002s degree.
CRM
3mo
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Operations Processing Specialist
Scottsdale or Atlanta or La Vista or Oakdale or St. Petersburg
$43k-$48k/yr OnsiteFull Time
1+ YOEProcess brokerage documents with accuracy, review for completeness, ensure regulatory compliance, and support client account transfers. Strong attention to detail and communication required.
Excel, Word, Outlook, Internet, Envestnet Wealth Management Platform
2w
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Cybersecurity Client Relationship & Sales Support Specialist
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States
$54k-$155k/yr HybridFull Time
3+ YOERequires 3+ years each in sales, cybersecurity, and project management, strong communication and executive presence, and a bachelor's degree or equivalent work experience.
Customer Relationship Management (CRM), Quarterly Business Review (QBR)
2w
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PCB Client Support Team Lead - RJ Bank
Saint Petersburg, Florida, United States
HybridFull Time
1+ YOELead and coach contact center specialists, manage daily operations, ensure regulatory compliance, resolve escalations; SIE certification and 13 months+ customer service experience preferred.
3mo
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Restoration Field Specialist
Tampa, Florida, United States
OnsiteFull Time
Fast-paced, hands-on field role supporting client response and mitigation operations.
4w
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ELIGIBILITY SPECIALIST I - 60055013
Largo, Florida, United States
$36k/yr OnsiteFull Time
2+ YOEMinimum two years of related experience or an associate degree/60 semester hours; must complete 8–12 week training and skills assessments; ability to process eligibility, interview clients, and operate computer-based systems.