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Client success manager • gainesville fl

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Client Associate

Client Associate

Raymond James Financial, Inc.Gainesville, FL, United States
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Essential Duties and Responsibilities • • + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + Work both independently and within a dy...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Luxury Spa Sales & Client Experience Manager

Luxury Spa Sales & Client Experience Manager

Dermafix SpaGainesville, FL, United States
serp_jobs.job_card.full_time +1
Now Hiring : Luxury Spa Sales & Client Experience Manager.K+ Earning Potential | High-End Wellness Spa | Paid Training & Perks. Full-Time or Part-Time | Flexible Schedule.In-person (Travel to nearby ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
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Client Associate

Client Associate

Raymond James FinancialGainesville, FL, US
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At Orion Advisory Partners, we believe everyone has their own talents and wisdom to share with the world and one another, which is why drawing on our collective experiences and insight is very impo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Outreach Coordinator

Client Outreach Coordinator

Talent Find ProfessionalGainesville, FL, US
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A Message for the Person Who Knows They’re Made for More.Maybe you’ve hit a ceiling.Maybe you’ve been carrying the weight for your team or company without being recognized for it....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
Client Coordinator

Client Coordinator

Maxim Healthcare ServicesGainesville, FL, US
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Maxim Healthcare is hiring for a Client Coordinator to work with clients, patients and active caregivers to identify open shifts, availability, and coordinate schedules. Competitive pay & weekly pay...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Veteran and Military Success Services Specialist

Veteran and Military Success Services Specialist

Santa Fe CollegeGainesville, Florida, USA
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The application deadline for this position is 11 : 59pm EST on November 20 2025.With a thorough understanding of Department of Veterans Affairs (VA) educational benefits Veteran and Military Success ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Cardiologist (Non-Invasive) Position in Gainesville, FL

Cardiologist (Non-Invasive) Position in Gainesville, FL

HealthEcareers - ClientGainesville, FL, USA
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The Gainesville, FL Veterans Affairs (VA) Medical Center and the Division of Cardiovascular Medicine at the University of Florida (UF) are searching for a full-time BC / BE Noninvasive Cardiologist.T...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Service Manager

Client Service Manager

AscensusGainesville, Florida
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Builds and maintains the relationships of qualified defined contribution retirement plans utilizing our Recordkeeping platform. Acts as a point of contact for assigned relationships, resolves team e...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Learning Commons Academic Success Specialist

Learning Commons Academic Success Specialist

InsideHigherEdGainesville, Florida, United States
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This position is open to individuals who have earned a bachelor’s degree or higher.The Learning Commons is seeking an empathetic, growth-oriented individual for a part-time peer coaching position.T...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Client Service Coordinator

Client Service Coordinator

Banfield Pet HospitalGainesville, FL, US
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The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets),...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Relationship Specialist - MA

Client Relationship Specialist - MA

TrajectorGainesville, FL, US
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Client Relationship Specialist.Trajector is where purpose meets progress.We specialize in medical evidence services that become the compass our clients rely on while navigating the intricate terrai...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Client Development Executive

Client Development Executive

Cox EnterprisesGainesville, FL, US
serp_jobs.job_card.full_time
Client Development Executive - CCI.Sales is about connecting with people but there's a lot of strategy behind turning a cold call into a successful deal. We're looking for someone with the right sk...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Advisor Seeking Athlete

Client Advisor Seeking Athlete

Berna District - Northwestern MutualGainesville, FL, US
serp_jobs.job_card.full_time
Join the Winning Team at Berna District - Northwestern Mutual!.Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Onboarding Supervisor

Client Onboarding Supervisor

TMF GroupFlorida
serp_jobs.job_card.full_time
Nunca solicitamos por un pago como parte de nuestro proceso de selección y siempre contactamos a los candidatos a través de nuestras cuentas y plataformas corporativas. Si se le solicita un pago, es...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Remote Customer Success Manager – Tadaweb

Remote Customer Success Manager – Tadaweb

JobspaddyFlorida
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serp_jobs.job_card.full_time
Tadaweb is a scale-up technology company providing an open-source information platform that magnifies the impact of investigative, analytical and operations teams. Over the past 11 years, Tadaweb ha...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Specialist

Client Specialist

KnitWell GroupGainesville, Florida, USA
serp_jobs.job_card.full_time +1
Talbots is a leading omni-channel specialty retailer of womens clothing shoes and accessories.Established in 1947 we are known for modern classic style thats both timeless and timely fine quality c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Client Services Manager West Central (Gainesville - Tampa) Area

Client Services Manager West Central (Gainesville - Tampa) Area

Florida StaffingGainesville, FL, US
serp_jobs.job_card.full_time
SpecialtyRx is a Long-Term Care pharmacy providing pharmaceutical services to long term care facilities and assisted living communities. SpecialtyRx takes pride in delivering personalized care and q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Services Representative

Client Services Representative

Harris Veterinary Medical Center LLCGainesville, FL, US
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Harris Veterinary Medical Center is hiring a full-time front-desk receptionist to be the first point of contact for our veterinary client, playing a crucial role in setting the tone for their visit...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Associate

Client Associate

Raymond James Financial, Inc.Gainesville, FL, United States
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  • Essential Duties and Responsibilities
  • Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients
  • Work both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office
  • Open new client accounts, process money movement, and research information as needed
  • Ensure client paperwork and documentation is accurate prior to submission and processing Follow up to ensure accurate completion
  • Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor
  • Create and maintain records and files utilizing Client Relationship Management (CRM) software
  • Actively engage in available training / cross-training and educational and / or professional development opportunities to remain current on industry policies and procedures
  • Performs other duties and responsibilities as assigned
  • Knowledge, Skills, and Abilities
  • Knowledge of
  • Company's working structure, policies, mission, and strategies
  • General office practices, procedures, and methods
  • Basic investment concepts, practices and procedures used in the securities industry
  • Financial markets, products and industry regulations
  • Skill in
  • Client Relationship Management (CRM) software
  • Microsoft Office
  • Effective communication (in-person, virtual, phone and mail)
  • Ability to
  • Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
  • Analyze and research account information
  • Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment
  • Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns
  • Provide a high level of customer service in a calm and professional manner
  • Use mathematics sufficient to process account and transaction information
  • Use appropriate interpersonal styles and communicate effectively
  • Work both independently and as part of a team
  • Provide a high level of customer service

    • _Orion Advisory Partners and its employees are_

    • _independent contractors with respect to Raymond James_
    • _; not employees of Raymond James. The term "Raymond James" includes, but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates._