16 client support specialist jobs at 11 companies in Eustis, FL
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Wholesale Payments Client Support Specialist
Orlando or Atlanta or Charlotte or Tempe
OnsiteFull Time
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
2+ YOEHigh school diploma, ~2 years banking or call-center experience, strong written and oral communication, ability to work independently, proficiency with MS Office and internet, escalate and follow procedures.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Internet, SalesForce
Orlando or Kissimmee or Leesburg or Sanford or Cocoa or Daytona Beach
$20-$23/hrOnsiteFull Time
University of Central Florida: A public university offering degrees and conducting scientific research.
0+ YOEHS+4 years or Bachelor's+0 years. Experience supporting Windows/macOS/Linux, endpoint management (Intune, MECM, Jamf), networking fundamentals, valid Class E driver’s license, ability to lift/move equipment, strong communication and customer service.
Windows, macOS, Linux, Microsoft Intune, MECM, Entra ID, Active Directory, Jamf Pro, DHCP, DNS, VPN, Tenable, Qualys
Synergy Settlement Services: Provides lien resolution and settlement compliance for law firms.
1+ YOE1+ year customer-facing experience; proficiency with Microsoft Outlook, Word, Excel and Google Sheets; strong written and verbal communication; case management and data-entry skills; ability to prioritize and multitask.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Google Sheets, ESP
Hearst: Provides diversified media, information, and business services worldwide.
Process advertising orders, prepare proposals and support materials, coordinate campaign launch, proficient with Excel and advertising systems, strong verbal/written communication and organization.
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
4+ YOEUndergraduate degree or 4+ years banking experience; strong organizational and communication skills; proficiency in Microsoft Office; ability to support multiple advisors, triage client requests, and travel occasionally overnight.
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
0+ YOEProcessing mortgage-backed securities and client transactions, meeting SLAs, reviewing reports and exceptions, customer support, strong analytical and communication skills; bachelor's preferred; 0-5 years experience.
Payroll & Client Service Specialist (UKG Ready required)
Longwood or Lakewood Ranch or Florida
$24-$34/hrRemoteFull Time
Insurance Office of America: Provider of insurance brokerage and risk management services.
Experience with UKG Ready, payroll processing, payroll tax and garnishments, client training/support, strong Excel and communication skills; FPC or CPP preferred.
UKG Ready, TLM Pay Calc 2.0, Microsoft Excel, Microsoft Office
Fiduciary Support Specialist - Flexible location within the Truist Geography
Atlanta or Raleigh or Charlotte or Winter Park or Nashville or Richmond
OnsiteFull Time
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
3+ YOE3+ years fiduciary/support or related financial client-service experience; knowledge of trust/estate operating systems and bank policy; strong problem-solving, communication, and relationship management; occasional overnight travel; English required.
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
3+ YOEBachelor's degree in accounting (or equivalent experience), 3+ years' experience preferred, experience with accounting support, ability to review and maintain fund accounting data, and lead/reporting responsibilities.
Family First Firm: Legal services for elder law, probate, and estate planning.
Provide intake assessments, support Medicaid application preparation and documentation, communicate with clients, maintain records, and assist with case organization under supervision.
Proctor Loan ProtectorNYSE: BRO: Provides insurance tracking and lender-placed insurance for financial institutions.
Process insurance documents per business rules, manage client email inbox, meet production and quality standards; requires HS diploma/GED, MS Office proficiency, property insurance or mortgage servicing experience, strong attention to detail.
Microsoft Outlook, Microsoft Word, Microsoft Excel
2+ YOEManage end-to-end financial planning workflow, gather and analyze client data, prepare financial plans, support client meetings; college degree or 2+ years similar experience required.
Meridian Behavioral Healthcare: Provides mental health and substance abuse treatment services.
2+ YOEGreet clients, provide clerical support, manage co-pay collections, type 27 WPM, HS/GED with 2+ years office experience (or Associate preferred), bilingual a plus.
Dallas or Birmingham or Charlotte or Houston or Orlando
$53k-$67k/yrOnsiteFull Time
Regions BankNYSE: RF: Provides retail, commercial banking, wealth management, and mortgage services.
3+ YOEBachelor's + 3 years banking/client support experience or HS/GED + 4 years general banking experience; proficiency in Microsoft Office and OneView; strong communication, analysis, and mentoring skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, OneView, Relationship Grouping Application (RGA)
Specialist, Anti Money Laundering/Prevention/KYC Representative II
Lake Mary, Florida, United States
$52k-$99k/yrOnsiteFull Time
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
High school required (bachelor's preferred). Experience with AML/KYC, strong communication, 5-7 years preferred. Prepares risk profiles, conducts due diligence, and supports complex client reviews.