963 client services jobs at 339 companies in Lakeland, FL
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Client Services Associate
St. Petersburg or Vermont
$65k-$75k/yrOnsiteFull Time
One Day In July: Fiduciary investment firm providing low-fee, transparent portfolio management.
Requires superior client service, written and verbal communication, financial and investment management knowledge, organization, Microsoft Excel skills, proactive problem-solving, risk assessment, confidentiality, and ethical standards.
ColliersNASDAQ: CIGI: Providing commercial real estate, investment management, and engineering services.
4+ YOEBachelor's degree, 4+ years relevant experience, commercial real estate license, advanced Adobe InDesign/Photoshop/Illustrator/Acrobat, Microsoft Office proficiency, strong communication and organizational skills.
InDesign, Photoshop, Illustrator, Acrobat, Adobe Flash, Microsoft Silverlight, Microsoft Office Suite
Tampa or Cary or Aurora or Bridgewater or Oriskany or Irvine or New York
$70k-$85k/yrHybridFull Time
MetLifeNYSE: MET: Global provider of insurance, annuities, and financial services.
5+ YOEHigh school diploma and 5+ years in client services/account management or employee benefits; expertise in group insurance, strong project management, communication, and problem-solving skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Adobe, MS Project
SHERLOQ Solutions: Provides revenue cycle management and debt recovery for healthcare providers.
Customer-service oriented with excellent verbal/written communication, negotiation, and computer skills; high school or equivalent required; knowledge of FDCPA/FCRA/HIPAA; able to pass drug and background checks.
Client Services Coordinator - Wealth Advisory - Shared Services Center
Minneapolis or Spokane or Orlando or Milwaukee or St Louis or King of Prussia
$25-$32/hrOnsiteFull Time
CliftonLarsonAllen: Professional services firm providing audit, tax, and consulting services.
2+ YOE2 years experience (financial industry preferred); high school diploma or equivalent; strong computer skills with Tamarac CRM, Laserfiche, Microsoft Office, Adobe, DocuSign, MoneyLink, Schwab; ability to process client paperwork and handle client service tasks.
Tamarac CRM, Laserfiche, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Adobe, DocuSign, MoneyLink, Schwab
Fort Lauderdale or Fort Myers or Miami or Ocala or Panama City or Sarasota or Tampa
HybridFull Time
ExzeoNYSE: XZO: Provides technology platforms and data analytics for insurance carriers.
Provide inbound policy and claims support, process endorsements and payments, maintain accurate records, meet QA and attendance standards, and obtain required insurance license within 90 days.
New York or Chicago or Beaverton or Seattle or Kansas City or Tampa or Atlanta or Washington or Phoenix
$130k-$145k/yrRemoteFull Time
Epiq: Provides technology-enabled legal services and eDiscovery solutions.
5+ YOE5+ years eDiscovery/litigation support experience, proven team leadership, project management, client relationship skills, BA required; Relativity Certified Administrator and PM/eDiscovery certifications preferred.
Folio Association Management: Professional management services for residential community and homeowners associations
Customer-service experience and administrative skills, high school diploma/GED, strong verbal/written communication, proficiency with Microsoft Office and email, familiarity with property/HOA management preferred.
Prism Medical Products: Distributes home medical supplies for wound and ostomy care.
Handling client communications and renewals, collecting medical documentation, entering patient and order data, coordinating insurance eligibility and prior authorizations, and maintaining Medicare/Medicaid compliance.
High school diploma or equivalent, clerical and interpersonal communication skills, basic computer and word processing knowledge, and understanding of medical terminology, anatomy, physiology, client care, quality assurance, and safety.
FSSI: Provides outsourced document printing and electronic delivery services.
1+ YOEBachelor's degree required; 1-3 years B2B account management or client implementation experience; strong communication, problem-solving, technical aptitude, and proficiency with Word, Excel, PowerPoint, Outlook, and Teams.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOERequires 1+ year of customer or client service experience, high school diploma or equivalent, computer proficiency, problem-solving ability, reliable attendance, and effective client communication.
Pitney BowesNYSE: PBI: Provides global shipping, mailing technology, and logistics solutions.
2+ YOE2+ years customer service experience, strong MS Office skills, excellent communication, ability to prioritize and work independently, flexible to work overtime including weekends.
Microsoft PowerPoint, Microsoft Outlook, Microsoft Excel, Microsoft Word
Vaco: Provides professional staffing, recruiting, and business consulting services.
3+ YOEBachelor’s degree and at least 3 years of accounting, financial consulting, or audit experience required; public accounting or Big Four experience preferred.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOEHigh school diploma or equivalent, 1+ year customer service experience, computer proficiency, strong communication and problem-solving skills, reliable attendance, and ability to work required shifts, weekends, and holidays.
CDM Smith: Provides engineering and construction services for infrastructure projects.
12+ YOEPE license, bachelor's in engineering or equivalent, 12 years related experience, business development and client engagement experience for municipal water projects.