Seeking a Client Services Associate to play a crucial role in providing exceptional service to our clients. Primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. Onboard and ...
They will also be eager to collaborate on client teams, thought leadership, webinars, and seminars while remaining results focused on assisting both internal and external clients in achieving their wide-ranging goals. This results in our ability to create opportunities for our people, make a differe...
They will also be eager to collaborate on client teams, thought leadership, webinars, and seminars while remaining results focused on assisting both internal and external clients in achieving their wide-ranging goals. This results in our ability to create opportunities for our people, make a differe...
The firm is seeking a Registered Client Service Associate to join our Branch office team in Boca Raton, Florida. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. Cli...
Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies. Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dyn...
The Client Relationship Associate will be responsible for maintaining a portfolio of attorneys (clients) that have done business with US Claims. We are currently hiring an experienced Client Relationship Associate to join our team, reporting directly to the Relationship Manager. The Relationship Ass...
Responsibilities: Frequent client contact by phone and email Assist clients with service needs, including general account questions, account changes, purchases and withdrawals, sending reports and documents Document client interactions via Redtail CRM, follow up on client meetings Maintain databases...
Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving ...
Work is what you do, not where you do it.We’re on a mission to help the world work Anywhere.We believe people should be able to work and learn together, whether they’re communicating across a table or across the world.We offer a diverse set of products and services to a variety of businesses, from l...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Onboard and maintain client accounts, including collecting client information and required documentation in a clerical cap...
Law firm in Boca Raton is looking full-time Client Services/Hospitality Representative. ...
Open and onboard new client relationships by getting clients acclimated with our systems and confirming the client has received all necessary information and materials. Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management team, and interna...
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests. This job is responsible for providin...
They will also be eager to collaborate on client teams, thought leadership, webinars, and seminars while remaining results focused on assisting both internal and external clients in achieving their wide-ranging goals. This results in our ability to create opportunities for our people, make a differe...
If you’re ready to dive into an environment where your ideas matter, and your work can make a real difference, then keep reading! The Role: As our Client Relations Associate, you’ll be the ultimate matchmaker between our groundbreaking solutions and our amazing clients. What You’ll...
We currently have an exciting career opportunity for a Senior Tax Associate to join the team in our Private Client Services practice in a hybrid or virtual capacity through our Boca Raton office. They will also be eager to collaborate on client teams, thought leadership, webinars, and seminars while...
We expect our associates at all levels to:• Grow professionally and inspire others to do the same• Work with and through others to achieve desired outcomes• Make prompt, pragmatic choices and act with the client in mind• Take ownership and hold themselves and others accountable for delivering result...
The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. Provide top ...
Our client, a prestigious law firm, is seeking a highly qualified and motivated. This is an excellent opportunity to become part of an established team in a growing and dynamic office, providing legal services to a diverse range of clients. Advise clients on estate planning and tax strategies, focus...
The Vice President of Client Support Services will have overall responsibility for the delivery and support of Harris School Solutions- Enterprise Financials products to our clients. Vice President of Client Support Services. Provide proactive customer follow up, communication & issue management thr...
Law firm in Boca Raton is looking full-time Client Services/Hospitality Representative. ...
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests. This job is responsible for providin...
Law firm in Boca Raton is looking full-time Client Services/Hospitality Representative. ...
Work is what you do, not where you do it.We’re on a mission to help the world work Anywhere.We believe people should be able to work and learn together, whether they’re communicating across a table or across the world.We offer a diverse set of products and services to a variety of businesses, from l...
Our client, a highly regarded AmLaw 100 firm, is seeking a skilled Real Estate Associate to join their Real Estate group in South Florida. Represent regional and national clients in commercial real estate transactions involving acquisitions, dispositions, financing, development, and leasing of a var...