Client-Facing Premium Finance Specialist
IPFS Corporation
A leading insurance financing company is seeking an Account Executive Support Specialist to provide essential support to the Account Executive Teams. This entry-level role focuses on servicing and expanding a regional portfolio by managing quote activities, conducting credit analysis, and ensuring exceptional client service. Ideal candidates will embody strong communication, organizational skills, and a proactive approach to problem-solving. Join an innovative team dedicated to delivering outstanding financial solutions. #J-18808-Ljbffr IPFS Corporation
$75k - $95k
...build the plans that define our clients' financial futures. Walser Wealth Management is a premium boutique wealth management... ...hiring two Financial Planning Specialists to support our growing national... ...practice. These are non-client-facing roles designed for CFP® professionals...SuggestedFull timeWork at officeShift work$49.01k - $68.39k
...in the Equity Swaps Middle Office located in Tampa, Florida. The successful candidate will provide operational support and manage client relationships, focusing on trade processing and lifecycle management. This role involves supporting Front Office Sales and Trading,...SuggestedWork at office- JPMorganChase is looking for a Portfolio Administration Analyst in Tampa, Florida. This role involves overseeing client transactions, ensuring accuracy in reporting, and collaborating with internal teams for process improvements. Candidates should have a bachelor's degree...Suggested
- ...International Investment Counsellor to service high-net-worth clients in Canada. This role emphasizes building strong client relationships... ...management. The firm offers benefits like 100% paid medical premiums, a 401(k) match, and generous PTO. This is an onsite position...Suggested
- Client Billing Compliance Analyst page is loaded## Client Billing Compliance Analystlocations: Operations Center - Tampa: Dallastime... ...suite**Minimum Education:*** Bachelor’s degree in Accounting, Finance or Business discipline or Paralegal certification preferred, may...SuggestedTemporary workWork experience placementWork at office
- A global law firm is seeking a Client Billing Compliance Analyst to enhance client relationships and ensure adherence to billing guidelines. This role involves collaborating with various teams, performing audits on time entries, and managing appeals on billing submissions...
- A leading law firm is seeking a Client Billing Compliance Analyst in Tampa, FL. This role involves supporting billing compliance, managing client relationships, and ensuring adherence to Outside Counsel Billing Guidelines. The ideal candidate will have strong analytical...
$76k - $125.3k
...global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and... ...into a trusted advisor role to client. You will work with specialists in our other areas including International tax, state and local...Work experience placementSummer holidayLocal areaFlexible hours- ...Risk Management, Actuarial Sciences, or Finance/Business majors are preferred. A High level... ...apply their quantitative skills to serve clients in the real estate industry. It is a... ...to evaluate potential risks and generate premium estimates for client acquisitions in the...Contract workInternship
$10k
...support PMG's priorities to develop innovative solutions to meet our clients' investment goals. The Day-to-Day: Support key... ...exceptional benefits like: ~100% paid medical, dental and vision premiums for you and your qualifying dependents ~ A 50% 401(k) match,...Work at officeWork from homeShift work$80k - $100k
...is seeking a Tax Associate in Tampa, FL. This role involves preparing tax returns and offering compliance and advisory services to clients, which include business owners, CEOs, and high-net-worth individuals. The ideal candidate is proactive, organized, and possesses strong...$87.62k - $100.76k
...security industry, as well as key business and technological processes. The Information Security Analyst I or II performs essential client-facing managed security services activities. SUPERVISES OTHERS: NO FLSA STATUS: EXEMPT COMPENSATION: Analyst I ($87,615 - $100...- ...an Acquisition Analyst to support a Department of Defense (DoD) client. As an Acquisition Analyst, you will collect and analyze metrics... ...with internal and external stakeholders. You will be in a client-facing role that will benefit from your experience in US Navy ships or...
- ...is seeking a full-time Senior Acquisition Specialist located at MacDill AFB, FL. The Senior... ...contractual requirements associated with client need Research ways to eliminate program... ...through financial closeout while working in a face-paced environment 5+ years of experience...Full timeFor contractorsFor subcontractor
$10k
...developing a career assisting clients reach their long-term... ...Investments offers an elevated finance and capital markets education... ...Operational, Administrative, Client-Facing, or Finance setting ~... ...paid medical, dental and vision premiums for you and your qualifying dependents...Work at officeWork from home- ...intelligence is becoming a core part of how we operate and serve our clients. As a leading Professional Employer Organization, we handle... ...behavior. LLM Security: Help secure both internal and publicly facing Large Language Models, understanding their unique risks...Local areaRemote work
- A leading financial institution seeks a Wealth Advisor to manage relationships with high net worth clients in Tampa. The role requires extensive experience in wealth management, excellent interpersonal and sales skills, and the ability to provide personalized financial...
$80k - $190k
A leading financial services company is seeking a Financial Advisor in Tampa, Florida. You will play a crucial role in helping clients achieve financial stability through personalized guidance and financial analysis. The position emphasizes a client-first approach within...- ...promoting financial products. Ideal candidates will have a bachelor's degree related to finance or business management, along with at least two years of experience in a customer-facing role. The role offers a hybrid work environment and competitive compensation,...
$80k - $190k
A leading financial services firm in Tampa, FL is seeking a Financial Advisor to provide financial analysis and planning to clients. The ideal candidate will have strong communication skills and attention to detail, ready to build a distinguished practice. This entry-level...- A leading financial services provider in Tampa is seeking an experienced Financial Advisor to guide clients in planning their financial futures. The ideal candidate will have over 7 years of experience and a strong sales track record, as well as the required licenses. Corebridge...
- ...seeks a highly motivated Wealth Advisor to provide exceptional financial and investment planning services. The role involves managing client engagements, developing financial plans, and collaborating with team members to ensure a great client experience. Candidates should...
- ...factors that influence the industry. This role involves supporting the preparation of financial analyses and market data for use in client-facing documents and presentations. We Innovate to shape the future of CRE, so in this role you will: · Own the process of...Full timeLocal area
- ...Job Description Job Description Commercial Banking Client Transition Analyst Location: 100% In-Office | Schedule: 7:00 AM –... ...service every step of the way . This is a fast-paced, client-facing role with outbound calls and on-the-spot decision-making—...Work at officeImmediate start
- A leading global engineering firm is seeking a Management Consulting Analyst I in Tampa, Florida. In this client-facing role, you will support various consulting services to local governments and utilities. Responsibilities include analyzing large data sets, developing...Local area
- ...intelligence is becoming a core part of how we operate and serve our clients. We handle sensitive HR, payroll, and employee data for... ...behavior. LLM Security: Help secure both internal and publicly facing Large Language Models, understanding their unique risks including...Local areaRemote work
- ...Junior Financial Advisor Client-Focused & Growth-Oriented Tampa, FL Junior Financial Advisor Client-Focused & Growth-Oriented Tampa... ...: 9 Years Education level: All education level Job function: Finance Industry: Financial Services Compensation: $51,000 - $60,000 Total...Full timeLocal areaImmediate startVisa sponsorshipRelocation packageMonday to Friday
- Florida Financial Advisors is seeking an Associate Financial Advisor / Client Service Associate in Tampa, FL. The role entails client relationship management and operational support, with opportunities for professional development towards becoming a fully licensed financial...
$77.74k - $136.16k
...years, Milliman delivers market‑leading services and solutions to clients worldwide. What You Will Do Perform data analysis and... ...who meet eligibility criteria Life Insurance & AD&D - 100% of premiums covered by Milliman Short‑Term and Long‑Term Disability - Fully...Full timeTemporary workPart timeWork experience placementWork at officeLocal areaRemote workWork from homeWorldwideFlexible hours- ...management firm in Tampa, Florida, seeks experienced wealth advisors to manage top-tier clients and expand client relationships. Candidates should have a bachelor's degree in finance or related fields, along with over 10 years of experience in financial planning or...
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