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client relations specialist Jobs in Tampa

client relations specialist

client relationship specialist Jobs in Tampa

client relationship specialist

client service specialist (teller) Jobs in Tampa

client service specialist (teller)

client support specialist

Guidant Financial

<div><p><b>This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK.</b></p><p><b>
The annual salary for this position is $60,000</b></p><p><b><i>
Please apply to only one location only per role. As a fully remote company, we post to multiple locations. Applying for more than one location could result in receiving multiple communications around a position.</i></b></p><p>
Are you thrilled by the idea of assisting entrepreneurs nationwide in achieving their dreams of launching their own businesses?</p><p>
For more than 23 years, Guidant Financial has been committed to empowering entrepreneurs and enhancing the growth of small businesses.. So far, we have distributed an impressive $5 billion in funding, supporting the launch of over 30,000 businesses and generating nearly 100,000 jobs that enrich the economy. We aim to inspire and empower you just as we do for the entrepreneurs we assist, allowing you to make a meaningful impact on their success and your own career path.</p><p>
At Guidant, we believe in empowering our employees to make a genuine difference for our clients and their own professional paths. Our commitment to ownership is reflected in our daily work through accountability, innovative problem-solving, and diligent follow-through. We are on an exciting journey towards becoming an ESOP company, further solidifying our dedication to shared accountability and long-term prosperity.</p><p><b>
Our Values</b><br>
<b>Adaptability:</b> Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way.</p><p><b>
Connection:</b> Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself.</p><p><b>
Excellence:</b> You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better.</p><p></p><p><b>
Role Summary</b></p><p>
As a <b>Client Relations Specialist</b>, you&rsquo;ll be the primary point of contact for clients in our Bookkeeping and Tax Services department, guiding them through onboarding and supporting them throughout their journey. You&rsquo;ll lead client meetings, coordinate workflows, and help clients understand both the technical setup and ongoing services we provide.</p><p>
This role blends customer experience, accounting knowledge, and operational coordination&mdash;requiring clear communication, attention to detail, and the ability to manage multiple clients at once. You&rsquo;ll work cross-functionally with internal teams while ensuring clients feel supported, informed, and set up for success.</p><p><b>
What You'll Be Doing</b></p><ul><li>
Lead onboarding meetings and guide clients through their service setup and expectations</li><li>
Educate clients on accounting best practices and software (e.g., QuickBooks Online)
</li><li>Support technical setup including bank feeds, integrations, payroll imports, and account connections
</li><li>Manage client communications, answering questions related to accounting, services, pricing, and processes
</li><li>Help clients navigate product changes, including upgrades, downgrades, and billing adjustments
</li><li>Proactively manage client workflows and timelines to ensure a smooth onboarding experience
</li><li>Resolve client issues and prevent escalations through strong problem-solving and communication
</li><li>Collaborate with internal teams to coordinate client needs and improve processes
</li><li>Build a strong understanding of small business operations across various industries</li></ul><p><b>
What Makes You Successful</b></p><ul><li>
You can simplify complex topics for clients
</li><li>You stay organized and proactive in a fast-paced environment
</li><li>You take ownership of client experience and outcomes
</li>You&rsquo;re comfortable working independently while collaborating with a team<br>
<li>
</li></ul><br>
<br>
<b>Requirements</b><br>
<ul><li>
Must be 18 years of age</li><li>
3+ years of client service experience handling complex requests
</li><li>1&ndash;3 years of bookkeeping experience (multi-client environment preferred)
</li><li>Robustunderstanding of small business accounting and tax services
</li><li>Proficiency in QuickBooks Online (certification preferred)
</li><li>Excellent communication skills&mdash;both written and verbal
</li><li>Robust organizational skills with the ability to manage multiple clients at once
</li><li>Critical thinking, problem-solving, and attention to detail
</li><li>Proficiency with Microsoft Office tools (Excel, Outlook, Teams)</li></ul><p><b>
Additional Requirements</b></p><ul><li>
Must pass a background check</li><li>
Must meet work from home requirements to qualify</li><li>
Complete continuing education based upon current certifications</li></ul><p></p><p><b>
For this position, we require you to meet minimum work from home requirements to ensure you can effectively carry out your responsibilities in a remote work from home (WFH) environment. These requirements consist of:</b></p><ul><li><b>
A designated workspace (such as a home office) where you can concentrate and be productive.</b></li><li><b>
Reliable high-speed internet to ensure seamless communication and collaboration.</b></li></ul><br>
<b>
Benefits</b><br>
<ul><li><b>
Ownership Matters:</b> We are working toward becoming an ESOP company, reinforcing a culture of shared accountability and long-term success.</li><li><b>
Our People are Vital to Our Success:</b> Join a team of intelligent, imaginative, and highly motivated individuals.</li><li><b>
Growing Together:</b> Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders. Over the past three years, more than 20% of our organization has been promoted into new and exciting roles!</li><li><b>
Wellness at its Best:</b> Enjoy top-notch benefits and perks, including comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match. Take advantage of 3 weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect.</li><li><b>
Flexible Work Arrangements:</b> Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipment.</li><li><b>
An Amazing Culture:</b> Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events.</li><li><b>
Empowering Equity and Inclusion:</b> Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support.</li></ul><p></p><p><b>
This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK.</b></p><p><b>
The annual salary for this position is $60,000</b></p><p><b><i>
Please apply to only one location only per role. As a fully remote company, we post to multiple locations. Applying for more than one location could result in receiving multiple communications around a posit</i></b></p></div>

Client Relations Specialist

Eaton Financial

<p><b>Job Title: Administrative Assistant</b></p><p><b>Location: Tampa, FL (Westchase)</b><br/><b>Job Type: Full-Time | In-Office (Remote positions are not available)</b></p><p><b>Overview</b></p><p><b>We are a growing boutique financial advisory firm seeking a reliable, professional, and detail-oriented Administrative Assistant to support daily office operations, office administration, and client support. This role is essential to maintaining a smooth office environment and delivering a high level of service to our clients.</b></p><p><b>The ideal candidate is organized, personable on the phone, and able to manage multiple tasks while maintaining accuracy and professionalism. This position requires reliability, professionalism, and the ability to interact with clients in a polished and courteous manner within a professional office environment.</b></p><p><b>Responsibilities</b></p><ul><li><b>Greet clients and visitors to the office in a professional and welcoming manner</b></li><li><b>Answer incoming phone calls and assist clients in a professional and courteous manner</b></li><li><b>Contact existing and prospective clients to schedule appointments</b></li><li><b>Manage and maintain the firm&rsquo;s appointment calendar and scheduling system</b></li><li><b>Perform office administration tasks including filing, data entry, scanning, and document preparation</b></li><li><b>Prepare, organize, and file client documents and internal paperwork</b></li><li><b>Assist with client follow-ups and appointment confirmations</b></li><li><b>Support advisors and team members with administrative tasks and client support as needed</b></li><li><b>Maintain confidentiality and professionalism when handling sensitive client information and financial documents</b></li><li><b>Help maintain an organized and efficient office environment</b></li></ul><p><i><b>Note: As the firm grows and the employee&rsquo;s skills develop, job duties and responsibilities may evolve over time to better support the needs of the team and office environment.</b></i></p><p><b>Qualifications</b></p><ul><li><b>Strong communication skills and professional phone etiquette</b></li><li><b>Comfortable speaking with clients on the phone and maintaining a friendly, professional tone</b></li><li><b>Professional demeanor and strong attention to detail</b></li><li><b>Highly organized and dependable</b></li><li><b>Basic computer proficiency (email, Microsoft Office, scheduling tools)</b></li><li><b>Ability to multitask and prioritize in a fast-paced environment</b></li><li><b>Administrative or customer service experience preferred</b></li><li><b>Ability to work collaboratively as part of a team while also taking initiative and working independently with minimal supervision</b></li><li><b>Must be able to successfully pass a background check and fingerprinting as required for employment in the financial services industry</b></li></ul><p><b>Compensation</b></p><p><b>Salary based on experience and qualifications.</b></p><p><b>Benefits</b></p><ul><li><b>Health, dental, and vision insurance</b></li><li><b>Additional ancillary insurance coverage options</b></li><li><b>Employer-matched retirement plan</b></li><li><b>Paid time off (PTO)</b></li></ul><p><b>Schedule</b></p><p><b>Monday&ndash;Thursday: 8:30 AM &ndash; 4:45 PM</b><br/><b>Friday: 9:00 AM &ndash; 4:00 PM</b></p><p><b>Why Join Our Team</b></p><ul><li><b>Supportive, close-knit team environment</b></li><li><b>Opportunity to grow with an expanding financial advisory firm</b></li><li><b>Stable industry with long-term career potential</b></li><li><b>Meaningful role supporting clients and financial professionals</b></li></ul><p><b>How to Apply</b></p><p><b>Please submit your resume along with a brief message describing your interest in the position and why you believe you would be a good fit for this role.</b></p><p><b>Applications that include a brief message about your interest in the role will be given priority consideration.</b></p><p>Pay: $40,000.00 - $45,000.00 per year</p><p>Benefits:</p><ul><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Retirement plan</li><li>Vision insurance</li></ul><p>Application Question(s):</p><ul><li>Do you have experience performing general administrative tasks such as filing, data entry, or managing calendars?</li><li>Have you previously worked in a client-facing role (phone, in-person, or email)?</li><li>Are you comfortable speaking with clients on the phone and maintaining a professional and courteous tone?</li><li>Describe how you would handle a situation where a client is upset or frustrated.</li><li>Are you willing and able to successfully pass a background check and fingerprinting as required for employment?</li><li>How do you handle working in an environment where personal autonomy is important?</li></ul><p>Work Location: In person</p>

Administrative Assistant

Wipro

<div>Job Description<p></p><div><div><ul><li><div><b><br>
</b><br>
</div></li></ul></div></div><div><div><div><div>Job Title: PRODUCTION AGENT L1
</div></div></div></div><div><div><div><div>City: Tampa
</div></div></div></div><div><div><div><div>State/Province: Florida
</div></div></div></div><div><div><div><div>Posting Start Date: 3/19/26
</div></div></div></div><div><div><div><div>Wipro Limited (NYSE: WIT, BSE: 507685, NSE: WIPRO) is a leading technology services and consulting company focused on building innovative solutions that address clients&rsquo; most complex digital transformation needs. Leveraging our holistic portfolio of capabilities in consulting, design, engineering, and operations, we help clients realize their boldest ambitions and build future-ready, sustainable businesses. With over 230,000 employees and business partners across 65 countries, we deliver on the promise of helping our customers, colleagues, and communities thrive in an ever-changing world. For additional information, visit us at www.wipro.com.
</div></div></div></div><div><div><div><div>Job Description:
<div><div><div><h2 class="jobSectionHeader"><b>Job Description
</b></h2></div><div><p><b>Role Purpose
</b></p><p>The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs
</p></div></div><div><div><h2 class="jobSectionHeader"><b>͏
</b></h2></div><div><p><b>Do
</b></p><ul><li><b>Support process by managing transactions as per required quality standards
</b><ul><li>Fielding all incoming help requests from clients via telephone and/or emails in a courteous manner
</li><li>Document all pertinent end user identification information, including name, department, contact information and nature of problem or issue
</li><li>Update own availability in the RAVE system to ensure productivity of the process
</li><li>Record, track, and document all queries received, problem-solving steps taken and total successful and unsuccessful resolutions
</li><li>Follow standard processes and procedures to resolve all client queries
</li><li>Resolve client queries as per the SLA&Atilde;&cent;&Acirc;&Acirc;s defined in the contract
</li><li>Access and maintain internal knowledge bases, resources and frequently asked questions to aid in and provide effective problem resolution to clients
</li><li>Identify and learn appropriate product details to facilitate better client interaction and troubleshooting
</li><li>Document and analyze call logs to spot most occurring trends to prevent future problems
</li><li>Maintain and update self-help documents for customers to speed up resolution time
</li><li>Identify red flags and escalate serious client issues to Team leader in cases of untimely resolution
</li><li>Ensure all product information and disclosures are given to clients before and after the call/email requests
</li><li>Avoids legal challenges by complying with service agreements
</li></ul></li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>͏
</b></h2></div><div><ul><li><b>Deliver excellent customer service through effective diagnosis and troubleshooting of client queries
</b><ul><li>Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions
</li><li>Assist clients with navigating around product menus and facilitate better understanding of product features
</li><li>Troubleshoot all client queries in a user-friendly, courteous and professional manner
</li><li>Maintain logs and records of all customer queries as per the standard procedures and guidelines
</li><li>Accurately process and record all incoming call and email using the designated tracking software
</li><li>Offer alternative solutions to clients (where appropriate) with the objective of retaining customers&Atilde;&cent;&Acirc;&Acirc; and clients&Atilde;&cent;&Acirc;&Acirc; business
</li><li>Organize ideas and effectively communicate oral messages appropriate to listeners and situations
</li><li>Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs
</li></ul></li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>͏
</b></h2></div><div><ul><li><b>Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client
</b><ul><li>Undertake product trainings to stay current with product features, changes and updates
</li><li>Enroll in product specific and any other trainings per client requirements/recommendations
</li><li>Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client
</li><li>Update job knowledge by participating in self learning opportunities and maintaining personal networks
</li></ul></li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>͏
</b></h2></div><div><p><b>Deliver
</b></p><div><div><div><div><b>No </b></div><div><b>Performance Parameter </b></div><div><b>Measure
</b></div></div><br>
<div><div>1 </div><div>Process </div><div>No. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback
</div></div><br>
<div><div>2 </div><div>Self- Management </div><div>Productivity, efficiency, absenteeism, Training Hours, No of technical training completed<br>
</div></div><br>
</div></div></div></div></div></div></div></div></div><p></p><div><div><div><div>Mandatory Skills: Claims_Processing .<br>
<p></p>The expected compensation for this role ranges from $25,000 to $50,000 .<br>
<p></p>Final compensation will depend on various factors, including your geographical location, minimum wage obligations, skills, and relevant experience. Based on the position, the role is also eligible for Wipro's standard benefits including a full range of medical and dental benefits options, disability insurance, paid time off (inclusive of sick leave), other paid and unpaid leave options.<br>
<p></p>Applicants are advised that employment in some roles may be conditioned on successful completion of a post-offer drug screening, subject to applicable state law.<br>
<p></p>Wipro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Applications from veterans and people with disabilities are explicitly welcome.<br>
<p></p>Reinvent your world. We are building a modern Wipro. We are an end-to-end digital transformation partner with the boldest ambitions. To realize them, we need people inspired by reinvention. Of yourself, your career, and your skills. We want to see the constant evolution of our business and our industry. It has always been in our DNA - as the world around us changes, so do we. Join a business powered by purpose and a place that empowers you to design your own reinvention.</div></div></div></div></div><p></p>

PRODUCTION AGENT L1

Bank of America

<div><p><b>Job Description:</b></p><p></p><p>
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.<br>
<br>
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates&rsquo; physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.<br>
<br>
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.<br>
<br>
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!</p><p><b><br>
Job Description:</b><br>
This job is responsible for providing resolution of multi-product fraud related client requests by answering calls, chats, or emails in an inbound contact center. Key responsibilities include working in an environment that requires accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery to answer client questions, resolving problems, performing account maintenance, and looking for opportunities to deepen relationships through digital solutions.</p><p></p><p><b>
Responsibilities:</b></p><ul><li>
Identifies client needs and recommends solutions when fraud has been identified</li><li>
Records data captured during client interactions accurately</li><li>
Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis</li><li>
Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy</li><li>
Complies with industry regulations, bank procedures, integrity levels of the department's system and financial controls</li></ul><p></p><p><b>
Required Qualifications:</b></p><ul><li>
1+ years of customer/client service experience, including experience handling difficult client situations</li><li>
Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients&rsquo; financial lives</li><li>
Fully understands how life events can impact a client&rsquo;s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions</li><li>
Shows commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule</li><li>
Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays</li><li>
Communicates effectively and confidently with all clients to make their financial lives better</li><li>
Ability to engage with clients &ndash; begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport and handle objections</li><li>
Comfortable receiving ongoing performance feedback and coaching</li><li>
Ability to learn and adapt to new information and technology platforms</li><li>
Minimum of an intermediate level of proficiency with computers and current technology</li></ul><p></p><p><b>
Desired Qualifications:</b></p><ul><li>
1+ years of experience in the banking/financial industry</li><li>
2+ years of experience working in a client service capacity
</li></ul><p></p><p><b>Skills:</b></p><ul><li>
Conflict Management</li><li>
Customer and Client Focus</li><li>
Decision Making</li><li>
Fraud Management</li><li>
Oral Communications</li><li>
Active Listening</li><li>
Attention to Detail</li><li>
Data Collection and Entry</li><li>
Issue Management</li><li>
Problem Solving</li><li>
Adaptability</li><li>
Collaboration</li><li>
Critical Thinking</li><li>
Influence</li></ul><p></p><p><b>
Minimum Education Requirement:</b> High School Diploma / GED / Secondary School or equivalent</p><p></p><p><b>
For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.
</b></p><p></p><p><b>Shift:</b></p>
2nd shift (United States of America)<p></p><p><b>
Hours Per Week:</b></p>
40</div>

Fraud Client Services Representative - 2nd Shift

<div><p><b>Job Description:</b></p><p></p><p>
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.<br>
<br>
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates&rsquo; physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.<br>
<br>
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.<br>
<br>
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!</p><p><b><br>
Job Description:</b><br>
This job is responsible for providing resolution of multi-product fraud related client requests by answering calls, chats, or emails in an inbound contact center. Key responsibilities include working in an environment that requires accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery to answer client questions, resolving problems, performing account maintenance, and looking for opportunities to deepen relationships through digital solutions.</p><p></p><p><b>
Responsibilities:</b></p><ul><li>
Identifies client needs and recommends solutions when fraud has been identified</li><li>
Records data captured during client interactions accurately</li><li>
Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis</li><li>
Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy</li><li>
Complies with industry regulations, bank procedures, integrity levels of the department's system and financial controls</li></ul><p></p><p><b>
Required Qualifications:</b></p><ul><li>
Proficient in English and Spanish; Passing Rating on Language Assessment.</li><li>
1+ years of customer/client service experience, including experience handling difficult client situations</li><li>
Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients&rsquo; financial lives</li><li>
Fully understands how life events can impact a client&rsquo;s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions</li><li>
Shows commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule</li><li>
Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays</li><li>
Communicates effectively and confidently with all clients to make their financial lives better</li><li>
Ability to engage with clients &ndash; begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport and handle objections</li><li>
Comfortable receiving ongoing performance feedback and coaching</li><li>
Ability to learn and adapt to new information and technology platforms</li><li>
Minimum of an intermediate level of proficiency with computers and current technology</li></ul><p></p><p><b>
Desired Qualifications:</b></p><ul><li>
1+ years of experience in the banking/financial industry</li><li>
2+ years of experience working in a client service capacity
</li></ul><p></p><p><b>Skills:</b></p><ul><li>
Conflict Management</li><li>
Customer and Client Focus</li><li>
Decision Making</li><li>
Fraud Management</li><li>
Oral Communications</li><li>
Active Listening</li><li>
Attention to Detail</li><li>
Data Collection and Entry</li><li>
Issue Management</li><li>
Problem Solving</li><li>
Adaptability</li><li>
Collaboration</li><li>
Critical Thinking</li><li>
Influence</li></ul><p></p><p><b>
Minimum Education Requirement:</b> High School Diploma / GED / Secondary School or equivalent</p><p></p><p>
For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.
</p><p></p><p><b>Shift:</b></p>
2nd shift (United States of America)<p></p><p><b>
Hours Per Week:</b></p>
40</div>

Bilingual Spanish - Fraud Client Services Representative - 2nd Shift

KTek Resourcing

<div>
 <p>
  <strong>
   Who are we looking for?
  </strong>
 </p>
 <p>
  Roles will be focused on a very high level of Customer Support by helping in creation of account, migrating data from one platform to another, facilitate collection of documentations, triaging and back-office coordination in a well-known bank. Analyst will be responsible for supporting Client Service Transfer and process the request per defined bank guidelines and mandates. Ability to work in a team environment, highly goal oriented with excellent verbal and written communication and interact with internal stakeholders to identify and resolve any issues/ dependencies and track the activity to closure
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Experience
  </strong>
  : 5+ years of experience as a Junior Banker/Relationship Specialist or a thorough Call Center Professional having interacted and catered to high-net-worth client.
 </p>
 <p>
  <br/>
 </p>
 <p>
  Functional Skills:
 </p>
 <p>
  &middot; Play the role of a Relationship Specialist
 </p>
 <p>
  &middot; High-touch relationship management
 </p>
 <p>
  &middot; Create
  <strong>
   client conversation scripts
  </strong>
  , criteria and supplemental materials
 </p>
 <p>
  &middot; Perform
  <strong>
   client outreach (calls, email, meetings),
  </strong>
  coordination, and associated reporting and tracking
 </p>
 <p>
  &middot; Perform
  <strong>
   migration data entry for manual conversions
  </strong>
  including client entitlement set up and support
 </p>
 <p>
  &middot; Interact with Bank and clients to
  <strong>
   facilitate collection of documentation.
  </strong>
 </p>
 <p>
  &middot;
  <strong>
   Provide Level 1 triage and help desk coordination
  </strong>
  and post conversion support.
 </p>
 <p>
  &middot;
  <strong>
   Track surge support weekly
  </strong>
  and forecast monthly to help you determine ongoing surge support needs
 </p>
 <p>
  &middot;
  <strong>
   Provide information for client training
  </strong>
  team to create materials.
 </p>
 <p>
  &middot;
  <strong>
   Effectively utilize resources and make decisions based on sound business judgement
  </strong>
 </p>
 <p>
  Technical / Non-Technical Skills:
 </p>
 <p>
  &middot;
  <em>
   Thorough knowledge and understanding of Banking and Financial Industry
  </em>
 </p>
 <p>
  &middot;
  <em>
   Exhibit critical thinking and a higher degree of negotiation and dispute resolution skills
  </em>
 </p>
 <p>
  &middot;
  <em>
   Demonstrate ability to simplify and communicate complex technical procedures
  </em>
 </p>
 <p>
  &middot; Hands on approach mindset.
 </p>
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  &middot; Provide White Glove Service
 </p>
 <p>
  &middot; Strong English Speaking skills.
 </p>
 <p>
  &middot; Need strong analytical skills and ability to think laterally
 </p>
 <p>
  &middot; Attention to detail and proactive
 </p>
 <p>
  &middot;
  <strong>
   Strong communication and interpersonal skills (Written and Verbal)
  </strong>
 </p>
 <p>
  &middot; Effectively collaborates and communicates with to ensure client satisfaction
 </p>
 <p>
  &middot;
  <strong>
   Detail oriented, while still providing reliable and consistent results. Dependable problem-solving skills.
  </strong>
 </p>
 <p>
  &middot;
  <strong>
   Having any experience in migration activities will be preferred.
  </strong>
 </p>
 <p>
 </p>
</div>


Customer Support Specialist

Tampa Divorce

<p><b>This is an in office, in person position at our main office located at:</b></p><p><b>13057 W Linebaugh Ave</b><br/><b>Tampa, FL 33626</b></p><p><b>Remote/hybrid candidates will not be considered.</b></p><p><b>Job Summary</b></p><p>We are seeking a dynamic, energetic, and creative Client Relationship Specialist to regularly engage with our present and former clients. This role partners closely with attorneys, marketing, and leadership to expand relationships, elevate the firm&rsquo;s visibility, and generate meaningful business opportunities.</p><p>Key Responsibilities:</p><ul><li>Building &amp; Maintaining positive relationships with past and present clients and referral partners</li><li>Collaborate with marketing to strengthen the firm&rsquo;s brand, thought leadership, and market presence</li><li>Track outreach, relationships, and results in the firm&rsquo;s CRM.</li><li>Conduct market and competitive research to support strategic decisions.</li><li>Support firm leadership on high-impact business development projects.</li></ul><p>Key Experience:</p><ul><li>Prior experience in business development, sales, or client relations (professional services preferred)</li><li>Prior experience in a law firm or consulting environment strongly preferred.</li><li>Strong relationship-building, communication, and writing skills</li><li>Comfort managing multiple initiatives and deadlines independently</li><li>CRM experience</li><li>Highly organized, proactive, and solutions-oriented</li><li>Aptitude for fostering positive relationships</li></ul><p>The candidate will undergo a 3 month training/probationary period.</p><p>We offer a full benefits package including, health, dental, and vision insurance (right away), plus a 401(k) with Firm matching after 6 months, and PTO.</p><p>Our Firm gives bonuses, based on individual and Firm performance, every January. Each year, we review team member salaries to ensure top performers receive an appropriate increase in compensation.</p><p>Our office is a Mac office. Each employee has an iMac and second monitor.</p><p>Pay: The compensation will be hourly during the initial 90 probationary period.</p><p>After the 90 day probationary period, the candidate will convert to a salaried employee with a salary plus benefits.</p><p>Benefits:</p><ul><li>401(k) w employer matching after 6 months</li><li>Paid time off after 90 days</li><li>Eligible for Health Insurance on the first of the month after the candidate's start date.</li><li>Annual bonus</li><li>Additional incentives and performance based bonuses throughout the year</li></ul><p>Schedule:</p><ul><li>Monday - Friday 9:00 a.m. to 5:00 p.m.</li><li>Additional time as needed to complete tasks or prepare for hearings/mediations/trials.</li></ul><p>Pay: $18.00 - $26.00 per hour</p><p>Expected hours: 40.0 per week</p><p>Benefits:</p><ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul><p>Work Location: In person</p>

Client Relationship Specialist

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