Synergy Settlement Services: Provides lien resolution and settlement compliance for law firms.
Must reside in Central Florida and work onsite in Orlando. Customer-service experience preferred; strong communication, organization, and multitasking skills for managing client communications, intake, case records, and reporting.
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
Chicago or Tarrytown or Warren or Boston or Littleton or Lake Mary or Glastonbury or Los Angeles or Melville or Princeton or Wyomissing or Radnor or Downers Grove or New York or Brea or Plano or DeWitt or Atlanta
$152k-$242k/yrHybridFull Time
CNANYSE: CNA: Provides commercial property and casualty insurance and risk management.
12+ YOE7+ MgmtBachelor's degree (Master's preferred) or equivalent; ~12 years related experience with ~7 years management; deep commercial insurance knowledge, strategic leadership, executive relationship management, strong communication, and Microsoft Office skills.
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
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
Renton or Hodgkins or Aurora or Clifton or Baltimore or Orlando or Phoenix or Cedar Hill or Las Vegas or Lithia Springs
FieldFull Time
Global Experience Specialists: Provides exhibition management and experiential marketing for events
2+ YOE2+ years tradeshow/convention/hospitality experience preferred, college degree preferred, strong communication, multisystem proficiency, basic accounting knowledge, detail-oriented, ability to work nights/weekends and travel 25-50%.
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote client-facing role requiring strong communication, interpersonal skills, integrity, ability to work independently or on a team, and a desire to help families.
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
BAYADA Home Health Care: Provides professional home health care and nursing services.
Bachelor's degree required; prior medical office or home care experience preferred; supervisory experience a plus; strong computer skills (electronic medical record); excellent communication and interpersonal skills.
Client Services Representative - Biligual Spanish Speaking preferred - Work From Home (FL, Melbourne)
Melbourne, Florida, United States
RemoteFull Time
Prism Medical Products: Distributes home medical supplies for wound and ostomy care.
Perform client and physician communications, accurate patient data entry, verify insurance eligibility and obtain prior authorizations, maintain compliance with federal/state regulations and Medicare/Medicaid, strong communication skills.
Client Manager, Retirement Plans - The Baldwin Financial Services
Jacksonville or Orlando or Tampa
HybridFull Time
The Baldwin GroupNASDAQ: BWIN: Independent distributor of commercial and personal insurance and risk management.
1+ YOE3 years financial services experience; bachelor’s degree preferred; Series 65 or 66 required; CPFA/AIF/QKA/CFP preferred; strong client service and MS Office skills.
MS Office, CRM, RPAG, Investment analytics software, Redtail, Salesforce
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
7+ YOEBachelor's degree or equivalent, 7+ years related experience preferred, experience with large complex client accounts and operational/client services, excellent communication and problem-resolution skills.
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
1+ YOEProvides exceptional client service, manages client/pet flow, completes documentation, schedules appointments, handles transactions, and uses clinic software; high school preferred and one year related experience required.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Customer-facing role requiring strong communication, multi-tasking, client service, basic math and organizational skills; ability to process transactions, manage scheduling, and educate clients on wellness plans.
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
Client service experience in finance or related industry, strong attention to detail, discretion, teamwork, proficient in Microsoft Office, preferably FINRA-registered (SIE, Series 7, Series 66) or willing to obtain within 6 months; bachelor\u0002s degree preferred.
Microsoft Office Suite, BrassRing, HackerRank, Beamery, Textkernel, Modern Hire, Infinite Computer Solutions, Aon PLC, KornFerry
Veritext: Provider of technology-enabled court reporting and litigation support services.
Customer-facing scheduling for depositions via phone/email, strong organization, attention to detail, technology comfort, and client relationship skills; familiarity with court reporting is a plus.
Veritext: Providing court reporting and litigation support services.
Customer-focused scheduling experience, strong communication, organization, attention to detail, comfort with technology and phone/email queues, ability to manage multiple clients and escalate issues appropriately.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, ensure timely and accurate client materials, follow policies, and deepen client relationships; strong client focus and adaptability to technology required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce