370 Client Support Specialists jobs in Tampa
PCB Client Support Specialist
33747 Saint Petersburg, Florida
Raymond James Financial, Inc.
Posted today
Job Viewed
Job Description
Responsibilities:
Enter data into standard branch systems, reviewing and verifying it for accuracy. This includes handling and documenting counter transactions.
Interview the customer, using a simple standard sales script, to clarify the customer's requirements.
Make calls (by telephone or in person) to allocated potential customers to establish contact and build rapport.
Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Carry out standard customer service activities and handle simple customer inquiries.
Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Assess compliance with established standards and protocols for parts of routine inquiries.
Maintain appointment calendars and reserve meeting rooms, following detailed instructions to arrange business meetings efficiently.
Use standard office software to carry out basic formatting of letters, memoranda, and routine reports.
Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Skills:
Uses clear and effective elementary verbal communications skills under supervision to express ideas, request actions and formulate plans or policies.
Works under supervision at an elementary level to orient the seller's organization around delivering to the key needs of their customers.
Works under supervision at an elementary level to explore a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution.
Works at a basic level to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works under close supervision.
Works under supervision at an elementary level to develop appropriate plans or perform necessary actions based on recommendations and requirements.
Works at a basic level to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works under close supervision.
Works under supervision to perform elementary data analysis for use in reports to help guide decision making.
Works under supervision at an elementary level to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client.
Works at a basic level to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works under close supervision.
Works under supervision at an elementary level to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.
Works under supervision at an elementary level to uncover clients' explicit needs and/or unforeseen opportunities and challenges.
Works at a basic level to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works under close supervision.
Works at a basic level to understand business context, needs, rules, and architecture, as well as organizational structure, cultures, capabilities, and processes to document the current state of processes and the business. Typically works under close supervision.
Works under supervision at an elementary level to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.
Works under supervision at an elementary level to quickly and effectively establish trust within the buying centers in the client's organization.
Works at a basic level to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment. Typically works under close supervision.
Applies elementary understanding of the business environment and objectives to develop solutions under supervision.
Works under supervision at an elementary level to meet high customer service standards.
Works under supervision at an elementary level to understand and effectively operate all customer management systems.
Works at a basic level to envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state. Typically works under close supervision.
Works under supervision at an elementary level to ask questions that encourage the client to talk openly about their key objectives and challenges.
Works under supervision at an elementary level to accurately identify and understand the key buying influences pertaining to an opportunity.
Works under supervision at an elementary level to acknowledge and ask questions to understand the circumstances surrounding client indifference.
Works under supervision at an elementary level to acknowledge a client's indifference and gain agreement from the client to discover the root causes of resistance.
Works at a basic level to navigate conversations in which the customer is frustrated or unhappy with the organization. Typically works under close supervision.
Works at a basic level to conduct gap analysis between current and future states to identify components of the overall change strategy. Typically works under close supervision.
Works under supervision at an elementary level to carefully prepare for client interactions using established frameworks.
Works at a basic level to recognize sales opportunities during service interactions to enhance overall customer service. Typically works under close supervision.
Works under supervision at an elementary level to quickly and accurately define the needs of the key buying influencers.
Works under supervision at an elementary level to articulate the customer needs in the customer's business language and business context.
Works under supervision at an elementary level to articulate why a client does or does not want a change based on their business objectives and challenges.
Enter data into standard branch systems, reviewing and verifying it for accuracy. This includes handling and documenting counter transactions.
Interview the customer, using a simple standard sales script, to clarify the customer's requirements.
Make calls (by telephone or in person) to allocated potential customers to establish contact and build rapport.
Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Carry out standard customer service activities and handle simple customer inquiries.
Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Assess compliance with established standards and protocols for parts of routine inquiries.
Maintain appointment calendars and reserve meeting rooms, following detailed instructions to arrange business meetings efficiently.
Use standard office software to carry out basic formatting of letters, memoranda, and routine reports.
Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Skills:
Uses clear and effective elementary verbal communications skills under supervision to express ideas, request actions and formulate plans or policies.
Works under supervision at an elementary level to orient the seller's organization around delivering to the key needs of their customers.
Works under supervision at an elementary level to explore a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution.
Works at a basic level to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works under close supervision.
Works under supervision at an elementary level to develop appropriate plans or perform necessary actions based on recommendations and requirements.
Works at a basic level to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works under close supervision.
Works under supervision to perform elementary data analysis for use in reports to help guide decision making.
Works under supervision at an elementary level to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client.
Works at a basic level to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works under close supervision.
Works under supervision at an elementary level to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.
Works under supervision at an elementary level to uncover clients' explicit needs and/or unforeseen opportunities and challenges.
Works at a basic level to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works under close supervision.
Works at a basic level to understand business context, needs, rules, and architecture, as well as organizational structure, cultures, capabilities, and processes to document the current state of processes and the business. Typically works under close supervision.
Works under supervision at an elementary level to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.
Works under supervision at an elementary level to quickly and effectively establish trust within the buying centers in the client's organization.
Works at a basic level to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment. Typically works under close supervision.
Applies elementary understanding of the business environment and objectives to develop solutions under supervision.
Works under supervision at an elementary level to meet high customer service standards.
Works under supervision at an elementary level to understand and effectively operate all customer management systems.
Works at a basic level to envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state. Typically works under close supervision.
Works under supervision at an elementary level to ask questions that encourage the client to talk openly about their key objectives and challenges.
Works under supervision at an elementary level to accurately identify and understand the key buying influences pertaining to an opportunity.
Works under supervision at an elementary level to acknowledge and ask questions to understand the circumstances surrounding client indifference.
Works under supervision at an elementary level to acknowledge a client's indifference and gain agreement from the client to discover the root causes of resistance.
Works at a basic level to navigate conversations in which the customer is frustrated or unhappy with the organization. Typically works under close supervision.
Works at a basic level to conduct gap analysis between current and future states to identify components of the overall change strategy. Typically works under close supervision.
Works under supervision at an elementary level to carefully prepare for client interactions using established frameworks.
Works at a basic level to recognize sales opportunities during service interactions to enhance overall customer service. Typically works under close supervision.
Works under supervision at an elementary level to quickly and accurately define the needs of the key buying influencers.
Works under supervision at an elementary level to articulate the customer needs in the customer's business language and business context.
Works under supervision at an elementary level to articulate why a client does or does not want a change based on their business objectives and challenges.
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0
Account Management Ops Analyst
33603 Tampa, Florida
Bank of America
Posted today
Job Viewed
Job Description
Account Management Ops Analyst
Tampa, Florida;Pennington, New Jersey
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
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.
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' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
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.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for moderately complex activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective operations support for internal business partners and external clients and assisting in training for less experienced team members. Job expectations include operating with a moderate level of independence, and referring to their team lead or manager for direction and support with moderately complex issues and escalations.
**LOB Job Description:**
This job is responsible for standard activities supporting the creation, onboarding, and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective, efficient operations support for internal business partners and external clients. Job expectations include operating with a standard level of independence and referring to their team lead or manager for direction and support with more complex issues and escalations.
Wealth Management Operations (WMO) provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients. Within WMO, the Onboarding and Maintenance Support teams execute manual processes and monitor automated processes to accurately gather and maintain required information that identifies client accounts and assets such as legal names, address, product type, critical event dates, asset descriptions, and beneficiaries.
Merrill Onboarding and Maintenance supports the onboarding and maintenance related functions for brokerage accounts. The Account Management Ops Analyst will provide support to the branch office. Team functions include Special Fiduciary documentation review and activating brokerage account traits. Support can be provided by working cases or taking internal phone calls from the branch office for more escalated items.
**A successful** **Account Management Ops Analyst** **on this team:**
+ Respond to phone calls on the internal line.
+ Work cases in SRP
+ Review documentation for completeness and accuracy
+ Decision cases while putting the client and branch office in the forefront while managing risk.
**Responsibilities:**
+ Performs onboarding and maintenance of accounts and reviewing required account documentation.
+ Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
+ Reviews and approves required account documentation
+ Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units
+ Performs moderate levels of research, follow-up and resolution of more complex routine research requests
**Required Qualifications:**
+ 1+ year(s) experience doing Document Review.
+ Proven decision-making skills, and the ability to effectively manage risk.
+ Proven track record delivering for internal and/or external clients.
+ Strong organizational and teamwork skills
+ Results oriented; driven and ambitious.
+ Must be flexible with schedule (Operational hours are 8:00 AM - 6:00 PM)
+ Quick learner and self sufficient
+ Demonstrates initiative while working independently
+ **Oral and Written Communications:** The ability to communicate through spoken and written words a via direct conversation or telephonic, email and/or work queues sharing information (i.e., storytelling) that informs and engages the audience.
+ **Account Management:** The ability to provide services and support to clients.
+ **Customer and Client Focus:** The ability to identify, understand and prioritize the needs of internal, external, prospective and existing customers in order to provide solutions, resolve problems, and address questions.
+ **Collaboration:** The ability to work with others to complete a task or achieve a common goal in the most effective and efficient way.
+ **Research:** The ability to gather information about a topic, review, analyze and interpret the results to support a recommendation or solution.
+ **Attention to Detail:** The ability to achieve thoroughness and accuracy when accomplishing a task and process detailed information effectively and consistently.
+ **Recording/Organizing Information:** The ability to accurately capture, summarize, and organize relevant information (such as client/employee forms) using computer applications.
**Desired Qualifications:**
+ Experience with brokerage account operations and systems
+ Proficient with Microsoft Office, Outlook, Word and Excel
+ Knowledge of Various Investment Types (stocks, bonds, mutual funds, etc.)
+ Experience, knowledge of or studies related to Finance or Accounting
+ Understanding of complex account types (i.e., Guardianship, Estate, Trust, etc.)
+ An understanding of technology and the ability to incorporate that understanding into process improvements
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Tampa, Florida;Pennington, New Jersey
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
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.
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' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
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.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for moderately complex activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective operations support for internal business partners and external clients and assisting in training for less experienced team members. Job expectations include operating with a moderate level of independence, and referring to their team lead or manager for direction and support with moderately complex issues and escalations.
**LOB Job Description:**
This job is responsible for standard activities supporting the creation, onboarding, and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective, efficient operations support for internal business partners and external clients. Job expectations include operating with a standard level of independence and referring to their team lead or manager for direction and support with more complex issues and escalations.
Wealth Management Operations (WMO) provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients. Within WMO, the Onboarding and Maintenance Support teams execute manual processes and monitor automated processes to accurately gather and maintain required information that identifies client accounts and assets such as legal names, address, product type, critical event dates, asset descriptions, and beneficiaries.
Merrill Onboarding and Maintenance supports the onboarding and maintenance related functions for brokerage accounts. The Account Management Ops Analyst will provide support to the branch office. Team functions include Special Fiduciary documentation review and activating brokerage account traits. Support can be provided by working cases or taking internal phone calls from the branch office for more escalated items.
**A successful** **Account Management Ops Analyst** **on this team:**
+ Respond to phone calls on the internal line.
+ Work cases in SRP
+ Review documentation for completeness and accuracy
+ Decision cases while putting the client and branch office in the forefront while managing risk.
**Responsibilities:**
+ Performs onboarding and maintenance of accounts and reviewing required account documentation.
+ Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
+ Reviews and approves required account documentation
+ Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units
+ Performs moderate levels of research, follow-up and resolution of more complex routine research requests
**Required Qualifications:**
+ 1+ year(s) experience doing Document Review.
+ Proven decision-making skills, and the ability to effectively manage risk.
+ Proven track record delivering for internal and/or external clients.
+ Strong organizational and teamwork skills
+ Results oriented; driven and ambitious.
+ Must be flexible with schedule (Operational hours are 8:00 AM - 6:00 PM)
+ Quick learner and self sufficient
+ Demonstrates initiative while working independently
+ **Oral and Written Communications:** The ability to communicate through spoken and written words a via direct conversation or telephonic, email and/or work queues sharing information (i.e., storytelling) that informs and engages the audience.
+ **Account Management:** The ability to provide services and support to clients.
+ **Customer and Client Focus:** The ability to identify, understand and prioritize the needs of internal, external, prospective and existing customers in order to provide solutions, resolve problems, and address questions.
+ **Collaboration:** The ability to work with others to complete a task or achieve a common goal in the most effective and efficient way.
+ **Research:** The ability to gather information about a topic, review, analyze and interpret the results to support a recommendation or solution.
+ **Attention to Detail:** The ability to achieve thoroughness and accuracy when accomplishing a task and process detailed information effectively and consistently.
+ **Recording/Organizing Information:** The ability to accurately capture, summarize, and organize relevant information (such as client/employee forms) using computer applications.
**Desired Qualifications:**
+ Experience with brokerage account operations and systems
+ Proficient with Microsoft Office, Outlook, Word and Excel
+ Knowledge of Various Investment Types (stocks, bonds, mutual funds, etc.)
+ Experience, knowledge of or studies related to Finance or Accounting
+ Understanding of complex account types (i.e., Guardianship, Estate, Trust, etc.)
+ An understanding of technology and the ability to incorporate that understanding into process improvements
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
View Now
1
Flooring Sales (Account Management)
Tampa, Florida
ProSource Wholesale
Posted 22 days ago
Job Viewed
Job Description
Now Hiring: Inside Sales Professional
Base salary $36,000; total first-year $0-65K+; 85-100K+ by year 3
ProSource’s mission is to help our trade pro members and their customers complete successful projects. As an Account Manager (Inside Sales Professional), you will be eager to learn and excited for the chance to help other businesses tap into the growth solutions that ProSource can provide.
We are not retail and do not operate like retail. The beauty of wholesale is that RELATIONSHIPS are our business. Your determination, charisma, and hunger will make all the difference in your success. We take our job seriously, but we have fun! We don’t operate under retail hours, so you can expect a great work-life balance alongside a team that will have your back will and provide you with the tools you need to succeed.
Like what you hear so far? Here’s the nitty-gritty… This position location is at the ProSource of Tampa. You will be paid a competitive base salary plus commissions. Your first-year earnings should be $50,000- 0,000 or more, it all depends on your drive and ambition! You will also receive a benefits package that includes healthcare, retirement, and paid time off.
What you’ll do:
- Build and maintain positive relationships with current Trade Pro Members and their clients to make ProSource their primary source for flooring and cabinets.
- Proactively (and consistently) reach out to trade pros that are not currently doing business with ProSource and help them understand how ProSource and become their partner & grow their business through membership.
- Be curious by asking questions and understanding your member's or your prospect’s business, growth goals, and their current projects so that you can provide solutions for them and what separates you from their competition.
- Consistently deliver an exceptional customer experience for your trade pros and their clients.
- Learn and stay on top of the industry products, key home remodeling trends, and industry news by leveraging our extensive training opportunities, including online and classroom training, and vendor reps and events.
- Maintain and update our CRM system with information about your members and prospects.
- Have a sense of urgency and motivation to meet and exceed goals.
- Build strong partnerships with the showroom team.
- Have a positive attitude and enjoy your job!
You might be a great match if you have:
- A High School diploma or GED
- Excellent customer service and presentation skills
- Strong verbal and written communication skills
- Wholesale sales or flooring/kitchen & bath experience a plus
- Proficient in Microsoft Office
- A general understanding of technology and the internet (using mobile devices, apps, and internet searches)
All about ProSource:
ProSource Wholesale is one of the largest flooring companies in the country with 145+ showrooms across the United States and Canada with new showrooms opening each year. Our showrooms are staffed by teams of professionals who are experts in residential and commercial products, and our products don't end at just flooring; we provide everything from cabinets to bathtubs and are recognized as an industry leader!
So, if you’re up for the dare to expand your career and help grow other businesses in your community, reach out to join our ProSource family today!
Apply Now
2
Account Management Managing Director, Market Coalitions
33603 Tampa, Florida
The Cigna Group
Posted today
Job Viewed
Job Description
The Account Management Managing Director, Market Coalitions, is a role with unique responsibilities and requires a dual focus in the approach to our clients. The primary role of leadership is to drive and manage growth/retention strategies through our consultant led coalitions. Additionally, leadership is responsible for managing the portfolio of PBM employer clients and will lead a team responsible for driving client satisfaction and retention, through developing near and long-term strategies for effective client management.
Serves as executive-level representation during client escalations, finalist presentations, and strategic engagements, and acts as executive sponsor on high-profile accounts to provide direct visibility into client health for senior leadership. Cultivates and sustains strategic relationships with executive-level client stakeholders to ensure alignment with business objectives and foster long-term partnership.
Drives strategic and organizational alignment by serving as the voice of the customer. Influences enterprise-wide strategy through client insights, market trends, and partnership with senior leadership across business units to ensure successful delivery of services, implementation of products, and execution of industry initiatives to meet portfolio needs. Accountable for overall client retention, satisfaction, and growth within the assigned portfolio. Applies financial acumen, including understanding of pricing strategies, performance guarantees, and leveraging data-driven insights and analytics to inform client strategy.
**ESSENTIAL FUNCTIONS**
+ Partner closely with PBM New Sales, Consulting Relations, and Commercial Account Management leadership to develop and execute strategies that drive client loyalty, retention, and growth. Lead resolution of global issues and facilitate change to support strategic objectives.
+ Collaborate and consult with our coalition partners to drive ongoing growth, retention and profitability strategies as well as outcomes for their employer clients.
+ Collaborate with cross-functional senior leaders and the PBM Chief Medical Officer to ensure clinical strategies and solutions are aligned with client needs and enterprise capabilities. Ensure delivery against SLAs, performance guarantees, and key metrics. Partner with Client Services senior leadership to oversee successful implementation of new clients, products, and initiatives.
+ Provide strategic oversight to Client Service Team (CST) Directors and their teams to ensure consistent follow-through on client satisfaction, operational efficiency, and cross-functional alignment.
+ Builds and executes talent strategies that support succession planning, leadership development, and organizational resilience.
**QUALIFICATIONS**
+ Bachelor's degree in business administration or related field desired; master's degree strongly preferred.
+ 12+ years of progressive experience in account management, sales, and client relationship leadership, with at least 10 years in a senior leadership capacity. Proven success in managing complex client portfolios and implementations, leading cross-functional teams, and driving strategic initiatives.
+ Deep understanding of the PBM and healthcare ecosystem, including current products, services, and industry trends.
+ Strong financial aptitude with experience interpreting pricing models, evaluating performance guarantees, and applying data-driven insights to optimize client strategy and business performance.
+ Exceptional communication, presentation, and executive presence. Demonstrated ability to lead through influence, motivate teams, and deliver year-over-year performance improvements.
+ Proven ability to lead through change and ambiguity, adapting client engagement strategies and internal team direction in response to evolving business needs, market dynamics, and organizational priorities. Demonstrates resilience and flexibility in navigating transformation while maintaining focus on long-term client and enterprise outcomes.
+ Strong enterprise mindset with the ability to balance client-specific goals with broader organizational objectives. Skilled at identifying opportunities to elevate the organization's positioning, influence cross-functional alignment, and ensure that client strategies support overall business growth and sustainability.
+ Expertise in tailoring client interactions and strategic approaches based on client maturity, business model, and evolving expectations. Able to pivot seamlessly between tactical execution and strategic advisory, ensuring that both immediate needs and long-term goals are addressed in partnership with clients.
If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload.
For this position, we anticipate offering an annual salary of 200,300 - 333,900 USD / yearly, depending on relevant factors, including experience and geographic location.
This role is also anticipated to be eligible to participate in an annual bonus and long term incentive plan.
We want you to be healthy, balanced, and feel secure. That's why you'll enjoy a comprehensive range of benefits, with a focus on supporting your whole health. Starting on day one of your employment, you'll be offered several health-related benefits including medical, vision, dental, and well-being and behavioral health programs. We also offer 401(k) with company match, company paid life insurance, tuition reimbursement, a minimum of 18 days of paid time off per year and paid holidays. For more details on our employee benefits programs, visit Life at Cigna ( .
**About Evernorth Health Services**
Evernorth Health Services, a division of The Cigna Group, creates pharmacy, care and benefit solutions to improve health and increase vitality. We relentlessly innovate to make the prediction, prevention and treatment of illness and disease more accessible to millions of people. Join us in driving growth and improving lives.
_Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familial status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws._
_If you require reasonable accommodation in completing the online application process, please email:_ _for support. Do not email_ _for an update on your application or to provide your resume as you will not receive a response._
_Cigna has a tobacco-free policy and reserves the right not to hire tobacco/nicotine users in states where that is legally permissible. Candidates in such states who use tobacco/nicotine will not be considered for employment unless they enter a qualifying smoking cessation program prior to the start of their employment. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State._
_Qualified applicants with criminal histories will be considered for employment in a manner_ _consistent with all federal, state and local ordinances._
Serves as executive-level representation during client escalations, finalist presentations, and strategic engagements, and acts as executive sponsor on high-profile accounts to provide direct visibility into client health for senior leadership. Cultivates and sustains strategic relationships with executive-level client stakeholders to ensure alignment with business objectives and foster long-term partnership.
Drives strategic and organizational alignment by serving as the voice of the customer. Influences enterprise-wide strategy through client insights, market trends, and partnership with senior leadership across business units to ensure successful delivery of services, implementation of products, and execution of industry initiatives to meet portfolio needs. Accountable for overall client retention, satisfaction, and growth within the assigned portfolio. Applies financial acumen, including understanding of pricing strategies, performance guarantees, and leveraging data-driven insights and analytics to inform client strategy.
**ESSENTIAL FUNCTIONS**
+ Partner closely with PBM New Sales, Consulting Relations, and Commercial Account Management leadership to develop and execute strategies that drive client loyalty, retention, and growth. Lead resolution of global issues and facilitate change to support strategic objectives.
+ Collaborate and consult with our coalition partners to drive ongoing growth, retention and profitability strategies as well as outcomes for their employer clients.
+ Collaborate with cross-functional senior leaders and the PBM Chief Medical Officer to ensure clinical strategies and solutions are aligned with client needs and enterprise capabilities. Ensure delivery against SLAs, performance guarantees, and key metrics. Partner with Client Services senior leadership to oversee successful implementation of new clients, products, and initiatives.
+ Provide strategic oversight to Client Service Team (CST) Directors and their teams to ensure consistent follow-through on client satisfaction, operational efficiency, and cross-functional alignment.
+ Builds and executes talent strategies that support succession planning, leadership development, and organizational resilience.
**QUALIFICATIONS**
+ Bachelor's degree in business administration or related field desired; master's degree strongly preferred.
+ 12+ years of progressive experience in account management, sales, and client relationship leadership, with at least 10 years in a senior leadership capacity. Proven success in managing complex client portfolios and implementations, leading cross-functional teams, and driving strategic initiatives.
+ Deep understanding of the PBM and healthcare ecosystem, including current products, services, and industry trends.
+ Strong financial aptitude with experience interpreting pricing models, evaluating performance guarantees, and applying data-driven insights to optimize client strategy and business performance.
+ Exceptional communication, presentation, and executive presence. Demonstrated ability to lead through influence, motivate teams, and deliver year-over-year performance improvements.
+ Proven ability to lead through change and ambiguity, adapting client engagement strategies and internal team direction in response to evolving business needs, market dynamics, and organizational priorities. Demonstrates resilience and flexibility in navigating transformation while maintaining focus on long-term client and enterprise outcomes.
+ Strong enterprise mindset with the ability to balance client-specific goals with broader organizational objectives. Skilled at identifying opportunities to elevate the organization's positioning, influence cross-functional alignment, and ensure that client strategies support overall business growth and sustainability.
+ Expertise in tailoring client interactions and strategic approaches based on client maturity, business model, and evolving expectations. Able to pivot seamlessly between tactical execution and strategic advisory, ensuring that both immediate needs and long-term goals are addressed in partnership with clients.
If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload.
For this position, we anticipate offering an annual salary of 200,300 - 333,900 USD / yearly, depending on relevant factors, including experience and geographic location.
This role is also anticipated to be eligible to participate in an annual bonus and long term incentive plan.
We want you to be healthy, balanced, and feel secure. That's why you'll enjoy a comprehensive range of benefits, with a focus on supporting your whole health. Starting on day one of your employment, you'll be offered several health-related benefits including medical, vision, dental, and well-being and behavioral health programs. We also offer 401(k) with company match, company paid life insurance, tuition reimbursement, a minimum of 18 days of paid time off per year and paid holidays. For more details on our employee benefits programs, visit Life at Cigna ( .
**About Evernorth Health Services**
Evernorth Health Services, a division of The Cigna Group, creates pharmacy, care and benefit solutions to improve health and increase vitality. We relentlessly innovate to make the prediction, prevention and treatment of illness and disease more accessible to millions of people. Join us in driving growth and improving lives.
_Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familial status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws._
_If you require reasonable accommodation in completing the online application process, please email:_ _for support. Do not email_ _for an update on your application or to provide your resume as you will not receive a response._
_Cigna has a tobacco-free policy and reserves the right not to hire tobacco/nicotine users in states where that is legally permissible. Candidates in such states who use tobacco/nicotine will not be considered for employment unless they enter a qualifying smoking cessation program prior to the start of their employment. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State._
_Qualified applicants with criminal histories will be considered for employment in a manner_ _consistent with all federal, state and local ordinances._
View Now
3
Technology Support II - Client Services
33603 Tampa, Florida
JPMorgan Chase
Posted today
Job Viewed
Job Description
Join a dynamic team shaping the tech backbone of our operations, where your expertise fuels seamless system functionality and innovation.
As a Technology Support II team member in the Commercial & Investment Bank, you will play a vital role in ensuring the operational stability, availability, and performance of our production application flows. Your efforts in troubleshooting, maintaining, identifying, escalating, and resolving production service interruptions for all internally and externally developed systems support a seamless user experience and a culture of continuous improvement.
**Job responsibilities**
+ Serve as the escalation point of contact, leveraging strong product knowledge to support the Payments Solution Center, Service teams, and other internal partners, with a particular focus on Managed File Transfer Services
+ Provide direct assistance to our Client Onboarding and Service Solution Center analysts, addressing complex questions and escalations via phone, email, and chat.
+ Present research, options ,and explanations directly to our external clients via video conferencing tools such as Zoom and Microsoft Teams
+ Act as a point of contact during Major Incidents, collaborating with the Global Incident Management team and other partners to communicate client, product, and helpdesk impacts
+ Communicate with senior leadership regarding Incidents and priority client issues
+ Represent the Payments Solution Center in meetings with clients and internal partners, including client calls, business reviews, root cause analysis (RCA) discussions, and project meetings
+ Analyze service cases and collaborate with stakeholders to prevent potential escalations and recurrence of previous issues.
+ Contribute expertise to the development of new support documentation, along with updating existing documentation
+ Collaborate on future work streams to add additional Solution Center support teams within the Solution Center Escalations team
**Required qualifications, capabilities, and skills**
+ 2+ years of experience or equivalent expertise troubleshooting, resolving, and maintaining information technology services
+ Strong Oral and Written Communication
+ Strong m eeting facilitation and influencing skills
+ Strong Problem-Solving Skills/Critical Thinking Skills/Decisive and Detail Oriented
+ Understanding of Corporate Treasury Management, Payment Processing, and Reconciliation
+ Working knowledge of Microsoft Operating System and Office Suite
+ Able to Effectively Multi-Task in a fast-paced environment , with effective Time Management and Organizational Skills
+ Demonstrate s technical fluency and an ability to learn and understand new technical concepts and products
**Preferred qualifications, capabilities, and skills**
+ Fluency in a 2 nd language (Spanish)
+ Experience working with Client Relationship Management tools
+ Experience working in Digital Channels connectivity, with an understanding of concepts including SFTP, PGP, AS2, ISO 20022 , and Partner Key Management
+ Experience working in the Banking/Fintech Industry, with an understanding of concepts including ACH, FedWire, Real Time Payments, and Cash Reporting
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
As a Technology Support II team member in the Commercial & Investment Bank, you will play a vital role in ensuring the operational stability, availability, and performance of our production application flows. Your efforts in troubleshooting, maintaining, identifying, escalating, and resolving production service interruptions for all internally and externally developed systems support a seamless user experience and a culture of continuous improvement.
**Job responsibilities**
+ Serve as the escalation point of contact, leveraging strong product knowledge to support the Payments Solution Center, Service teams, and other internal partners, with a particular focus on Managed File Transfer Services
+ Provide direct assistance to our Client Onboarding and Service Solution Center analysts, addressing complex questions and escalations via phone, email, and chat.
+ Present research, options ,and explanations directly to our external clients via video conferencing tools such as Zoom and Microsoft Teams
+ Act as a point of contact during Major Incidents, collaborating with the Global Incident Management team and other partners to communicate client, product, and helpdesk impacts
+ Communicate with senior leadership regarding Incidents and priority client issues
+ Represent the Payments Solution Center in meetings with clients and internal partners, including client calls, business reviews, root cause analysis (RCA) discussions, and project meetings
+ Analyze service cases and collaborate with stakeholders to prevent potential escalations and recurrence of previous issues.
+ Contribute expertise to the development of new support documentation, along with updating existing documentation
+ Collaborate on future work streams to add additional Solution Center support teams within the Solution Center Escalations team
**Required qualifications, capabilities, and skills**
+ 2+ years of experience or equivalent expertise troubleshooting, resolving, and maintaining information technology services
+ Strong Oral and Written Communication
+ Strong m eeting facilitation and influencing skills
+ Strong Problem-Solving Skills/Critical Thinking Skills/Decisive and Detail Oriented
+ Understanding of Corporate Treasury Management, Payment Processing, and Reconciliation
+ Working knowledge of Microsoft Operating System and Office Suite
+ Able to Effectively Multi-Task in a fast-paced environment , with effective Time Management and Organizational Skills
+ Demonstrate s technical fluency and an ability to learn and understand new technical concepts and products
**Preferred qualifications, capabilities, and skills**
+ Fluency in a 2 nd language (Spanish)
+ Experience working with Client Relationship Management tools
+ Experience working in Digital Channels connectivity, with an understanding of concepts including SFTP, PGP, AS2, ISO 20022 , and Partner Key Management
+ Experience working in the Banking/Fintech Industry, with an understanding of concepts including ACH, FedWire, Real Time Payments, and Cash Reporting
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
View Now
4
Technology Support II - Client Services
33601 Tampa, Florida
JPMorgan Chase Bank, N.A.
Posted today
Job Viewed
Job Description
Join a dynamic team shaping the tech backbone of our operations, where your expertise fuels seamless system functionality and innovation.
As a Technology Support II team member in the Commercial & Investment Bank, you will play a vital role in ensuring the operational stability, availability, and performance of our production application flows. Your efforts in troubleshooting, maintaining, identifying, escalating, and resolving production service interruptions for all internally and externally developed systems support a seamless user experience and a culture of continuous improvement.
Job responsibilities
- Serve as the escalation point of contact, leveraging strong product knowledge to support the Payments Solution Center, Service teams, and other internal partners, with a particular focus on Managed File Transfer Services
- Provide direct assistance to our Client Onboarding and Service Solution Center analysts, addressing complex questions and escalations via phone, email, and chat.
- Present research, options ,and explanations directly to our external clients via video conferencing tools such as Zoom and Microsoft Teams
- Act as a point of contact during Major Incidents, collaborating with the Global Incident Management team and other partners to communicate client, product, and helpdesk impacts
- Communicate with senior leadership regarding Incidents and priority client issues
- Represent the Payments Solution Center in meetings with clients and internal partners, including client calls, business reviews, root cause analysis (RCA) discussions, and project meetings
- Analyze service cases and collaborate with stakeholders to prevent potential escalations and recurrence of previous issues.
- Contribute expertise to the development of new support documentation, along with updating existing documentation
- Collaborate on future work streams to add additional Solution Center support teams within the Solution Center Escalations team
Required qualifications, capabilities, and skills
- 2+ years of experience or equivalent expertise troubleshooting, resolving, and maintaining information technology services
- Strong Oral and Written Communication
- Strong m eeting facilitation and influencing skills
- Strong Problem-Solving Skills/Critical Thinking Skills/Decisive and Detail Oriented
- Understanding of Corporate Treasury Management, Payment Processing, and Reconciliation
- Working knowledge of Microsoft Operating System and Office Suite
- Able to Effectively Multi-Task in a fast-paced environment , with effective Time Management and Organizational Skills
- Demonstrate s technical fluency and an ability to learn and understand new technical concepts and products
Preferred qualifications, capabilities, and skills
- Fluency in a 2 nd language (Spanish)
- Experience working with Client Relationship Management tools
- Experience working in Digital Channels connectivity, with an understanding of concepts including SFTP, PGP, AS2, ISO 20022 , and Partner Key Management
- Experience working in the Banking/Fintech Industry, with an understanding of concepts including ACH, FedWire, Real Time Payments, and Cash Reporting
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Apply Now
5
Help Desk Analyst
33563 Plant City, Florida
Robert Half
Posted today
Job Viewed
Job Description
Description
Looking for a Help Desk Technician I to join our team for a hybrid role. In this entry-level position, you will be the first point of contact for our clients experiencing IT issues. You will provide technical support for hardware and software, troubleshoot and resolve various technical problems, and deliver top-notch customer service. If you're passionate about technology and eager to help others, this role is a great opportunity to kickstart your career in IT.
Duties and Responsibilities:
Active participation in the Help Desk 1 phone queue
Provide first-level contact to end users in a clear and professional manner
Create and accurately code service tickets
Identify and redirect urgent tickets to the appropriate resources
Work through assigned tickets and enter appropriate time entries
Troubleshoot and resolve end user or infrastructure technical issues
Follow up with customers and see problems through to resolution
Ensure proper recording, documentation, and closure of ticket information
Maintain awareness of ongoing issues and be proactive in customer notification
Recommend modifications or improvements to client environments
Properly escalate unresolved tickets to the next level of support
Preserve and grow your knowledge of Help Desk procedures, products, and services
Onsite dispatching as needed or directed
Active participation in the On Call rotation
Competencies:
Strong written and verbal communication skills
Basic understanding of computer systems, networks, and troubleshooting techniques
Ability to work independently and as part of a team
Customer-oriented mindset with a passion for helping others
Previous experience in a customer service or technical support role is a plus, but not required
Ability to lift equipment
Requirements
A few months of MSP experience, Active Directory, MS Windows 10, Basic Troubleshooting, Microsoft Windows, Service Desk Tickets, Cisco Firewall, Networking, Dell Workstations. Must be able to travel locally to client sites for networking and computer installs. Mileage will be covered.
Technology Doesn't Change the World, People Do.®
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
Looking for a Help Desk Technician I to join our team for a hybrid role. In this entry-level position, you will be the first point of contact for our clients experiencing IT issues. You will provide technical support for hardware and software, troubleshoot and resolve various technical problems, and deliver top-notch customer service. If you're passionate about technology and eager to help others, this role is a great opportunity to kickstart your career in IT.
Duties and Responsibilities:
Active participation in the Help Desk 1 phone queue
Provide first-level contact to end users in a clear and professional manner
Create and accurately code service tickets
Identify and redirect urgent tickets to the appropriate resources
Work through assigned tickets and enter appropriate time entries
Troubleshoot and resolve end user or infrastructure technical issues
Follow up with customers and see problems through to resolution
Ensure proper recording, documentation, and closure of ticket information
Maintain awareness of ongoing issues and be proactive in customer notification
Recommend modifications or improvements to client environments
Properly escalate unresolved tickets to the next level of support
Preserve and grow your knowledge of Help Desk procedures, products, and services
Onsite dispatching as needed or directed
Active participation in the On Call rotation
Competencies:
Strong written and verbal communication skills
Basic understanding of computer systems, networks, and troubleshooting techniques
Ability to work independently and as part of a team
Customer-oriented mindset with a passion for helping others
Previous experience in a customer service or technical support role is a plus, but not required
Ability to lift equipment
Requirements
A few months of MSP experience, Active Directory, MS Windows 10, Basic Troubleshooting, Microsoft Windows, Service Desk Tickets, Cisco Firewall, Networking, Dell Workstations. Must be able to travel locally to client sites for networking and computer installs. Mileage will be covered.
Technology Doesn't Change the World, People Do.®
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
View Now
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6
Client Tax Services Operations Support Specialist 3
33603 Tampa, Florida
Citigroup
Posted today
Job Viewed
Job Description
The Ops Support Specialist 3 is an entry-level position responsible for providing operations support services, including but not limited to; record/documentation maintenance, storage & retrieval of records, account maintenance, imaging and the opening of accounts in coordination with the Operations - Core Team. Additionally, the Ops Support Specialist 3 serves as the liaison between operations staff, relationship managers, project managers, custodians and clients. The overall objective of this role is to provide day-to-day operations support in alignment with Citi operations support infrastructure and processes.
**Responsibilities:**
+ Document processes in an accurate and detailed manner and follow established procedures to complete complex assignments
+ Identify process gaps requiring escalation, offering potential solutions
+ Assist with inventory management and workflow needs as dictated through risk priority and service level
+ Support a range of products and services
+ Perform other duties and functions as assigned
+ Analyze problems and formulate solutions through research and investigation
+ Navigate, test and execute moderately complex databases, spreadsheets, and systems
+ Ensure accurate and timely account handling
+ Assist in activities that help reduce organizational impact and/or loss
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 1 year of relevant experience
+ Proficient computer and typing skills
+ Microsoft Office skills including Microsoft Excel
+ Ability to adapt to new technology quickly and seamlessly
+ Consistently demonstrates clear and concise written and verbal communication skills
+ Ability to work with others to complete assigned tasks
**Education:**
+ High School diploma or equivalent
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
---
**Job Family Group:**
Operations - Core
---
**Job Family:**
Operations Support
---
**Time Type:**
Full time
---
**Primary Location:**
Tampa Florida United States
---
**Primary Location Full Time Salary Range:**
$40,560.00 - $50,100.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
**Anticipated Posting Close Date:**
Oct 17, 2025
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
**Responsibilities:**
+ Document processes in an accurate and detailed manner and follow established procedures to complete complex assignments
+ Identify process gaps requiring escalation, offering potential solutions
+ Assist with inventory management and workflow needs as dictated through risk priority and service level
+ Support a range of products and services
+ Perform other duties and functions as assigned
+ Analyze problems and formulate solutions through research and investigation
+ Navigate, test and execute moderately complex databases, spreadsheets, and systems
+ Ensure accurate and timely account handling
+ Assist in activities that help reduce organizational impact and/or loss
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 1 year of relevant experience
+ Proficient computer and typing skills
+ Microsoft Office skills including Microsoft Excel
+ Ability to adapt to new technology quickly and seamlessly
+ Consistently demonstrates clear and concise written and verbal communication skills
+ Ability to work with others to complete assigned tasks
**Education:**
+ High School diploma or equivalent
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
---
**Job Family Group:**
Operations - Core
---
**Job Family:**
Operations Support
---
**Time Type:**
Full time
---
**Primary Location:**
Tampa Florida United States
---
**Primary Location Full Time Salary Range:**
$40,560.00 - $50,100.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
**Anticipated Posting Close Date:**
Oct 17, 2025
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
View Now
7
Help Desk Technician 1
33601 Tampa, Florida
Maximus
Posted 26 days ago
Job Viewed
Job Description
Description & Requirements
Maximus is looking for an entry level Help Desk technician to contribute to the DMCS Help Desk.
This position is remote.
Essential Duties and Responsibilities:
- Responsible for responding to telephone calls, emails, and personnel requests for technical support.
- Identify, research, and resolve technical problems.
- Document, track, and monitor problems to ensure timely resolution.
- Correct application issues, solve network and security problems, and identify common PC software and hardware problems.
- Assign username, password, and access right permissions for multiple proprietary applications, as well as client software.
Job-Specific Essential Duties and Responsibilities:
- Answer internal and external telephone calls for end user issues or requests, complete tickets in the ticketing system and process the requests
- Ask questions to determine work assignment queue
- Monitor customer requests arriving via email for customers seeking help, by completing a ticket in the ticketing system and processing the request
- Serve as the single point of contact to the customer's end users for related issues, problems and requests
- Track, route and redirect problems to correct resources
- Monitor Service Desk for tickets assigned to the queue and process first-in first-out based on priority
- Walk customer through problem-solving process
- Coordinate, monitor and respond quickly and effectively to all Service Desk open incident tickets in order to ensure issues are closed within the required Service Levels, work directly with the Client's service partners for escalation and timely issue resolution
- Provide helpdesk support and resolve problems to the end user's satisfaction
- Verify with the customer that the issue has been resolved and update the ticketing system
- Receives and prioritizes issues and forwards using appropriate escalation procedures
- Identifies, investigates and researches user questions and problems as well as isolating and resolving information systems problems
- Special projects may be assigned and an opportunity to work, based on ability to meet and exceed performance benchmarks
- Recommended procedure modifications or actively contribute to ongoing process improvements
- Assist Service Desk Management with executing reports to monitor and track tickets, reporting, analysis, or testing tasks
Minimum Requirements
- High school diploma or GED required and 0-2 years of relevant professional experience required, or equivalent combination of education and experience.
Job-Specific Minimum Requirements:
- 0-2 years experience
Additional Requirements as per Contract/Client:
- Must be able to obtain a 6C Public Trust government clearance
- Must be a U.S. citizen.
- Must currently reside in the U.S.
- Must be able to pass a criminal background check.
- Must not be delinquent or in default on any federal student loans.
- Employment and continued employment are contingent upon obtaining and maintaining a favorable clearance.
- Final suitability determination is the sole discretion of the Department of Education.
- Obtaining and Maintaining a PIV-I card is a requirement of this position. PIV-I cards must be picked up in person. If applicable, new and existing employees may need to travel via car, train, or plane to a designated location to pick up their new or replacement PIV-I card. Any travel expenses will be paid for by Maximus.
Preferred Skills and Qualifications:
- Microsoft Office
- Help Desk Ticketing Solution such as ServiceNow or SysAid
- ITIL
EEO Statement
Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics.
Pay Transparency
Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Annual salary is just one component of Maximus's total compensation package. Other rewards may include short- and long-term incentives as well as program-specific awards. Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off. Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience. An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances.
Minimum Salary
$
40,000.00
Maximum Salary
$
45,000.00
Apply Now
8
Senior Specialist, Help Desk Support
33747 Saint Petersburg, Florida
Raymond James Financial, Inc.
Posted today
Job Viewed
Job Description
**_This position will follow our hybrid work model, we expect the selected candidate to be in office 2-3 days a week in our Memphis, TN or Southfield, MI Corporate Office_** **.**
**Please Note:** The initial training period will last six weeks and will require candidates to be onsite in the office **five days a week** .
**Job Summary:**
With the goal of providing superior service and first contact resolution, this role delivers front-line technical support to customers via multiple communication channels in a customer contact center environment.
**Responsibilities:**
+ Provide second-line hardware, software, and end-user support as required and in line with documented procedures and service-level targets to support the business effectively.
+ Utilizes knowledge management tools to help resolve client issues.
+ Assists clients in completing online forms to attain various systems, services, hardware, software, and/or entitlements.
+ Assists customers in performing basic software installations.
+ Conducts basic diagnoses of software/hardware to troubleshoot connectivity problems.
+ Escalates trends and outages as needed to leadership and for Service News postings.
+ Manages time in customer contact center setting and documents time via activity codes.
+ Utilizes required activity codes to provide awareness of non-phone related activities.
+ Will be accountable for carrying on-call phone and responding to calls on a rotating basis.
+ Performs other duties and responsibilities as assigned.
+ Ensure a positive experience for internal clients by having courteous interactions with them.
+ Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
+ Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
+ Organize own work schedule each day in line with changing priorities.
+ Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
**Skills:**
+ Basic technical knowledge of the following preferred: Operating systems (OS), mobile devices, networking, business applications, security products, financial services applications
+ Uses clear and effective elementary verbal communications skills under supervision to express ideas, request actions and formulate plans or policies.
+ Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages.
+ Works under supervision at an elementary level to plan, organize, prioritize and oversee activities to efficiently meet business objectives.
+ Works under supervision at an elementary level to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.
+ Works under guidance (but not constant supervision) to analyze data trends for use in reports to help guide decision making.
+ Works under guidance (but not constant supervision) to acquire, organize, protect and process data to fulfill business objectives.
+ Works under supervision at an elementary level to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.
+ Works under supervision at an elementary level to monitor, diagnose and fix technological problems.
+ Works under supervision at an elementary level to ensure that IT applications meet required specifications by designing, executing and reporting on tests of systems and services.
+ Works at a basic level to leverage digital communication (email, text, chat, social media) to create positive, defining moments for customers. Typically works under close supervision.
+ Works at a basic level to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works under close supervision.
+ Works at a basic level to navigate conversations in which the customer is frustrated or unhappy with the organization. Typically works under close supervision.
+ Works at an elementary level under supervision to select, deploy and get the best results from the most appropriate office system.
+ Works at a basic level to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works under close supervision.
**Licenses/Certifications:**
+ Incumbents must be able to obtain HDI Certification within 1 year of hire. Raymond James will pay for three attempts to pass the certification.
**Please Note:** The initial training period will last six weeks and will require candidates to be onsite in the office **five days a week** .
**Job Summary:**
With the goal of providing superior service and first contact resolution, this role delivers front-line technical support to customers via multiple communication channels in a customer contact center environment.
**Responsibilities:**
+ Provide second-line hardware, software, and end-user support as required and in line with documented procedures and service-level targets to support the business effectively.
+ Utilizes knowledge management tools to help resolve client issues.
+ Assists clients in completing online forms to attain various systems, services, hardware, software, and/or entitlements.
+ Assists customers in performing basic software installations.
+ Conducts basic diagnoses of software/hardware to troubleshoot connectivity problems.
+ Escalates trends and outages as needed to leadership and for Service News postings.
+ Manages time in customer contact center setting and documents time via activity codes.
+ Utilizes required activity codes to provide awareness of non-phone related activities.
+ Will be accountable for carrying on-call phone and responding to calls on a rotating basis.
+ Performs other duties and responsibilities as assigned.
+ Ensure a positive experience for internal clients by having courteous interactions with them.
+ Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
+ Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
+ Organize own work schedule each day in line with changing priorities.
+ Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
**Skills:**
+ Basic technical knowledge of the following preferred: Operating systems (OS), mobile devices, networking, business applications, security products, financial services applications
+ Uses clear and effective elementary verbal communications skills under supervision to express ideas, request actions and formulate plans or policies.
+ Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages.
+ Works under supervision at an elementary level to plan, organize, prioritize and oversee activities to efficiently meet business objectives.
+ Works under supervision at an elementary level to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.
+ Works under guidance (but not constant supervision) to analyze data trends for use in reports to help guide decision making.
+ Works under guidance (but not constant supervision) to acquire, organize, protect and process data to fulfill business objectives.
+ Works under supervision at an elementary level to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.
+ Works under supervision at an elementary level to monitor, diagnose and fix technological problems.
+ Works under supervision at an elementary level to ensure that IT applications meet required specifications by designing, executing and reporting on tests of systems and services.
+ Works at a basic level to leverage digital communication (email, text, chat, social media) to create positive, defining moments for customers. Typically works under close supervision.
+ Works at a basic level to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works under close supervision.
+ Works at a basic level to navigate conversations in which the customer is frustrated or unhappy with the organization. Typically works under close supervision.
+ Works at an elementary level under supervision to select, deploy and get the best results from the most appropriate office system.
+ Works at a basic level to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works under close supervision.
**Licenses/Certifications:**
+ Incumbents must be able to obtain HDI Certification within 1 year of hire. Raymond James will pay for three attempts to pass the certification.
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9