Client Service Associate: Average Salary in Deerfield Beach, FL in 2024
Find out what the average Client Service Associate salary is in Deerfield Beach, FL
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Client Service Delivery Associate
A company is looking for a Client Service Delivery Associate III, preferably in the Mountain and Pacific Time Zones. ...
Client Services Associate
Seeking a Client Services Associate to play a crucial role in providing exceptional service to our clients. Previous client service or administrative experience in the financial services industry. Primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, manag...
Brokerage Client Service Associate FINRA Series 7
A company is looking for a Brokerage Client Service Associate to assist clients and broker partners with service needs and operational tasks. ...
Client Service Associate
This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and clients in a reliable, efficient and highly professional manner. Assist clients with service needs, including general account questions, accou...
Tax Senior Associate [Private Client Services] FL
This position is rooted within the Private Client Services practice with a focus on tax services for Family Offices and UHNWIs. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaborati...
Tax Senior Associate [Private Client Services]
This position is rooted within the Private Client Services practice with a focus on tax services for Family Offices and UHNWIs. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaborati...
Registered Client Service Associate (Boca Raton)
With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, tr...
Client Service Associate
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...
Client Service Associate - Bilingual (English/Spanish)
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. Onboards new ...
Registered Client Service Associate **
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...
Tax Senior Associate [Private Client Services]
This position is rooted within the Private Client Services practice with a focus on tax services for Family Offices and UHNWIs. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaborati...
Tax Senior Associate [Private Client Services]
This position is rooted within the Private Client Services practice with a focus on tax services for Family Offices and UHNWIs. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaborati...
Vice President, Client Support Services
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. Ensure performance against measurable goals for the professional services ...
Client Services/Hospitality Representative
Law firm in Boca Raton is looking full-time Client Services/Hospitality Representative. Copy/mail room services, large print jobs, assisting attorney with trial binder prep, receive, scan, process all incoming and outgoing mail/packages USPS/FEDEX, arrange messenger services. Job description: Front ...
Registered Client Service Associate
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. Registered Client Service Associate. Onboard and maintain client accounts, including collecting client information and req...
Client Service Associate
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. Client Service Associate...
Client Services/Hospitality Representative
Law firm in Boca Raton is looking full-time Client Services/Hospitality Representative. Copy/mail room services, large print jobs, assisting attorney with trial binder prep, receive, scan, process all incoming and outgoing mail/packages USPS/FEDEX, arrange messenger services. Job description: Front ...
Client Service Associate - (Eastern or Central Time Zone)
As a member on the Client Services team, you’ll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the...
Client Services/Hospitality Representative
Law firm in Boca Raton is looking full-time Client Services/Hospitality Representative. Copy/mail room services, large print jobs, assisting attorney with trial binder prep, receive, scan, process all incoming and outgoing mail/packages USPS/FEDEX, arrange messenger services. Job description: Front ...
Tax Senior Manager - Private Client Services
EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. The individual will collaborate closely with Partners in an entrepreneuria...
Client Service Support Specialist
A company is looking for a Client Service Support Specialist to support existing clients with operational inquiries. ...
Client Service Specialist - Life and Health Licensed
A company is looking for a Client Service Specialist, Enterprise to provide operational and administrative support for Benefits Consultants. ...
Roadside Assistance Customer Service Representative
A company is looking for a Remote - Roadside Assistance, Customer Service Representative. ...
Associate Client Manager - NJ Licensed
A company is looking for an Associate Client Manager, Certificates in Insurance Advisory Solutions. ...
Client Service Manager
A company is looking for a Client Service Manager Nonqualified to oversee plan administration services for 409A clients and executive retirement plans. ...