- Morgan Stanley (West Palm Beach, FL)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate **Location:** *Florida-West ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Raymond James Financial, Inc. (Palm Beach Gardens, FL)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Bank of America (West Palm Beach, FL)
- Wealth Management Client Associate WEST PALM BEACH, Florida **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- Wells Fargo (Palm Beach, FL)
- **About this role:** Wells Fargo is seeking a Profit Formula Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… more
- M&T Bank (Palm Beach, FL)
- …Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders ... Experience Required:** **Bachelor's degree and a minimum of 1 years' financial services client service experience, or in lieu of a degree, a combined minimum of… more
- JPMorgan Chase (Boca Raton, FL)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client … more
- Banfield Pet Hospital (Boca Raton, FL)
- The Client Service Coordinator ("CSC") drives the...Job Description.docx 3 of 3 Last Revised: 08/20/2013 JP Associate is rou tinely exposed to a variet y ... Action Oriented Listening Functional Preventative care and OWPs. POSITIVE ATTITUDE. CLIENT RELATIONSHIPS Position Description Client Service Coordinator… more
- Fox Rothschild LLP (West Palm Beach, FL)
- …As a member of the Client Services Team (CST), the Client Service Specialist (CSS) Specialist is responsible for providing legal administrative ... interesting, and meaningful. We set high standards for our work product and client service . **ESSENTIAL FUNCTIONS:** **Attorney Support** + Provide superior … more
- Banfield Pet Hospital (Royal Palm Beach, FL)
- SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity ... * Preventative care and OWPs * Communication Skills * Client Service Skills * Priority Setting *...vision, depth perception, and ability to adjust focus. . Associate is routinely exposed to a variety of pets… more
- HUB International (Jupiter, FL)
- …community support and involvement through HUB Gives** We currently have an opportunity for Client Service Assistant to join our Florida Personal Lines team. The ... Other responsibilities as assigned by the manager Qualifications: + Florida 4-40 Customer Service license required; must be willing to obtain 20-44 or 2-20 +… more
- Florida Atlantic University (Boca Raton, FL)
- …account. Position Summary: Florida Atlantic University is seeking an Assistant Director, Client Computing - Boca Raton, FL. Summary of Responsibilities include: + ... Assists the Director or Associate Director of the designated area and acts on...strategic vision for the management and operation of all client devices at the University. + Assists with setting… more
- Fox Rothschild LLP (West Palm Beach, FL)
- …work in a fast paced environment. + Exceptional oral and written communications/ client service skills. + Exceptional communications/customer service skills. ... **Description** As a member of the Accounting Department, the Collections/ Client Relations Coordinator performs collection activities associated with outstanding/delinquent… more
- H&R Block (Loxahatchee, FL)
- …tax office associates accountable to Standard Operating Procedures (SOP) execution and client service experience, with escalation to the Multi-Unit Team Leader ... **500503BR** **Title:** Associate Team Leader **Our Company** **:** At H&R...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more
- Bank of America (Boca Raton, FL)
- …within the client 's current book of business, while assisting other service associates as needed. Coordinates the internal delivery of trust services through the ... Trust Senior Associate Boca Raton, Florida **Job Description:** At Bank...administrative and account servicing activities for fiduciary and trust client relationships. Key responsibilities include serving as a trust… more
- VCA Animal Hospitals (West Palm Beach, FL)
- …supportive environment? **VCA Palm Beach Veterinary Specialists** is seeking an **Experienced Client Service Representative** to join **our** **team** full time! ... of why PBVS is the right choice for you! https://vimeo.com/758023583/d660eefdaf ** Client Services Responsibilities:** + Customer service functions, including:… more
- Sinclair Broadcast Group (West Palm Beach, FL)
- WPEC is looking for a Marketing Associate who will serve as a dedicated marketing, data, and content powerhouse across the station's Sales and Solutions teams. From ... time to time, the Marketing Associate may manage assigned accounts in the role of...support new and existing business in achievement of substantial client and station growth + Provide world-class administrative support… more
- BrightView (Boynton Beach, FL)
- …team where you can grow to be your brightest. We're looking for an Associate Production Manager. Can you picture yourself here? Here's what you'd do: The ... Associate Production Manager (APM) schedules and directs personnel and...goals and objectives. You'd be responsible for: + Understanding client needs via regular communication with the Account Manager… more
- CBRE (West Palm Beach, FL)
- SP - Associate Broker Job ID 155163 Posted 28-Mar-2024 Service line Advisory Segment Role type Full-time Areas of Interest Sales/Brokerage Location(s) West Palm ... of commercial real estate properties for clients. Honorary Titles of Senior Associate , Vice President, First Vice President, Senior Vice President, Executive Vice… more
- TD Bank (Boca Raton, FL)
- …role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Banking Associate is a professional in banking, plays a key role in delivering ... the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit… more
- JPMorgan Chase (Lake Worth, FL)
- …combined with cutting-edge financial technology and the most welcoming and friendly service , you will be front and center representing our brand and culture. ... providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of… more