Client Associate jobs in Orlando, FL

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Senior Strategic Account Manager - Remote ( Pharma as a client )
  • Remote ( Pharma as a client ) - AssistRx
  • Orlando, FL FULL_TIME
  • The Senior Account Manager cultivates and maintains AssistRx’s relationship with our Pharmaceutical manufacturing partners. In this role, you'll be working with pharmaceutical executives (Associate Director and above) on a daily basis to ensure they are receiving maximum value from iAssist’s features and services. The Pharmaceutical Account Manager presents new ideas and innovations to clients, upselling and enhancing their product and is the liaison between the Pharmaceutical Brand Teams and all key AssistRx stakeholders.



    Responsibilities

    • Forms strategic partnership with clients by developing a working knowledge of their business goals, technical challenges and infrastructure configurations to ensure an outstanding customer experience.
    • Establish and maintain a role as advisor to clients and colleagues.
    • Present new ideas and innovations to client to upsell and enhance their products and services.
    • Research high-level solutions for the client.
    • Develop the relationship with the client through regular meetings/conference calls to review service quality and ensure they are receiving maximum benefit from iAssist’s features and benefits.
    • Works with Client Services to solve complex support issues effectively.
    • Manages the delivery of recommended/agreed-upon services to achieve high client satisfaction and trust.
    • Determines most effective method of problem resolution by utilizing internal resources when necessary.
    • Primary point of contact for sales and service.
    • Determines most effective method of problem resolution by utilizing internal resources when necessary.
    • Participates in client quarterly reviews, attends annual Plan Of Action meetings and other travel as needed.
    • Plan milestones and track progress.
    • Effectively keeps others adequately informed by presenting information to everyone involved.
  • 15 Days Ago

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Client Relations Associate
  • Elite Strategic Solutions
  • Alafaya, FL FULL_TIME
  • At Elite Strategic Solutions, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Clien...
  • 20 Days Ago

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Client service associate
  • THE BANK OF NEW YORK MELLON CORPORATION
  • Lake, FL FULL_TIME
  • Analyst, Client Service (Hybrid) Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of t...
  • Just Posted

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Associate, Client Service I
  • BNYM External Career Site
  • Orlando, FL FULL_TIME
  • ~Analyst, Client Service~ (Hybrid) Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of...
  • 1 Day Ago

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Associate, Client Service Analyst
  • BNYM External Career Site
  • Lake, FL FULL_TIME
  • Associate, Client Service Analyst Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of ...
  • 4 Days Ago

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Client Service Associate
  • TalentLink Solutions
  • Longwood, FL FULL_TIME
  • We are a boutique wealth management firm, supporting generations of families, institutional clients and foundations. We are service-oriented, and our clients stay with us because of the incredible car...
  • 4 Days Ago

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0 Client Associate jobs found in Orlando, FL area

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Area Sales Relationship Executive
  • Retriever Payment Systems
  • Orlando, FL
  • Job Description Job Description Role Description This is a full-time role for an Area Sales Relationship Executive at Re...
  • 4/24/2024 12:00:00 AM

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Legal On-Site Service Specialist
  • Rose International
  • Orlando, FL
  • Date Posted: 04/15/2024Hiring Organization: Rose InternationalPosition Number: 462275Job Title: Verification of Benefits...
  • 4/24/2024 12:00:00 AM

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Personal Lines CSR MNN9526
  • Capstone Search Group
  • Orlando, FL
  • Job Description Job Description About the Role An independent insurance agency in Orlando with a growing personal lines ...
  • 4/24/2024 12:00:00 AM

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Licensed Insurance Customer Service Representative
  • Harry Levine Insurance
  • Orlando, FL
  • Job Description Job Description The Harry Levine Insurance Team is focused on providing a proper, efficient, and painles...
  • 4/23/2024 12:00:00 AM

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High Net Worth Service Associate - Greater Orlando, FL Area
  • Fidelity TalentSource LLC
  • Orlando, FL
  • Job Description: To be eligible for consideration of this role, your primary residence must be located within a 90 mile ...
  • 4/23/2024 12:00:00 AM

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Pre-Season Tax Professional
  • H&r Block
  • Longwood, FL
  • **516627BR****Title:**Pre-Season Tax Professional**Our Company****:**At H&R Block, we believe in the power of people hel...
  • 4/22/2024 12:00:00 AM

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Director of Specialty Bill Review Services - Remote
  • Rising Medical Solutions
  • Orlando, FL
  • As our Director of Specialty Bill Review Services, you will maximize savings and client satisfaction by providing strate...
  • 4/20/2024 12:00:00 AM

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Call Center Representative
  • Fence Outlet
  • Orlando, FL
  • Job Description Job Description Fence Outlet specializes in one stop shopping for all fencing needs and accessories. We ...
  • 4/20/2024 12:00:00 AM

Orlando (/ɔːrˈlændoʊ/) is a city in the U.S. state of Florida and the county seat of Orange County. Located in Central Florida, it is the center of the Orlando metropolitan area, which had a population of 2,509,831, according to U.S. Census Bureau figures released in July 2017. These figures make it the 23rd-largest metropolitan area in the United States, the sixth-largest metropolitan area in the Southern United States, and the third-largest metropolitan area in Florida. As of 2015, Orlando had an estimated city-proper population of 280,257, making it the 73rd-largest city in the United State...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Associate jobs
$50,324 to $65,983
Orlando, Florida area prices
were up 1.5% from a year ago

Client Associate
Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, and client-specific requests at various custodians (.
October 26, 2022
Monitors and proactively communicates on-going issues that impact customer satisfaction and helps ensure timely resolution.
November 22, 2022
Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions.
January 22, 2023
Build solid working relationships with team members, acting as a resource for others whenever possible.
March 03, 2023
Manages a large amount of inbound calls or chats in a timely manner related to at least five major areas of the eMoney platform.
April 05, 2023
Works within matrix cross-functional teams to sustain and improve internal processes and procedures.
April 17, 2023
Understand client issues, be responsible for providing timely follow-up to clients and be accountable for client satisfaction through the ownership of the problem.
April 24, 2023
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
May 02, 2023
Demonstrate service delivery excellence by fielding client calls, supporting product transactions, answering questions and finding resolutions to service related issues.
May 06, 2023
Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
May 18, 2023