1w
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Senior Associate Client Accounting & Advisory Services
Miami or West Palm Beach or Boca Raton or Fort Lauderdale or New York City or London or San Francisco or Los Angeles or Chicago or Boston
OnsiteFull Time
2+ YOE2+ years real estate accounting experience, proficiency with Yardi Voyager, strong accounting and analytical skills, bachelor's in accounting/finance preferred, excellent communication and organizational skills.
Yardi Voyager
3d
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Private Wealth Client Associate
West Palm Beach, Florida, United States
OnsiteFull Time
Provide client service support to financial advisors, strong client focus, attention to detail, ability to learn new platforms; high school diploma required; SIE/Series credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1d
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Registered Wealth Management Client Associate
Jupiter, Florida, United States
OnsiteFull Time
Requires FINRA SIE, Series 7 and Series 66 (63/65 accepted), advanced industry knowledge, client service experience, strong communication, and proficiency with Microsoft Word/Excel/PowerPoint and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Senior Registered Client Service Associate- Vero Beach, FL
Vero Beach, Florida, United States
OnsiteFull Time
5+ YOEFive years financial services experience, high school diploma, FINRA registrations (SIE, Series 7, Series 63/65/66) required; strong communication, CRM and Excel skills.
Client Relationship Management (CRM), Microsoft Excel
1mo
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Registered Client Service Associate (Palm Beach Gardens, FL)
Palm Beach Gardens, Florida, United States
OnsiteFull Time
0.6+ YOEHigh school required; SIE and Series 7 required; Series 63/65/66 as state-required; ~7–12 months securities or related experience preferred; CRM and Excel proficiency; strong communication, organization, and analytical skills.
Client Relationship Management (CRM) software, Microsoft Excel, Goal planning software, Managed account platforms
1mo
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Tax Senior Associate
Vero Beach, Florida, United States
OnsiteFull Time
2+ YOE2-6 years tax experience in public accounting or industry (minimum 2 years). CPA preferred. Prepare individual, S corp, partnership and other entity tax returns, perform financial statement reviews, conduct tax research, strong client service and communication skills, and mentoring ability.
2w
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Hiring Event - Part Time Associate Banker South Palm Beach North (30 Hours)
Lake Worth, Florida, United States
OnsitePart Time
Provide attentive client service, open and service accounts, use banking technology, handle cash devices, and learn products/procedures; high school diploma/GED and client service experience preferred.
Chase Mobile App, Chase.com, ATM, tablet
2w
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Part Time (30 Hours) Associate Banker - New Build Loxahatchee Westlake, Westlake FL
Loxahatchee, Florida, United States
OnsitePart Time
Provide attentive client service, open and service accounts, use digital banking tools, handle cash devices, and learn products and procedures; high school diploma or GED and client service experience required.
Chase Mobile App, Chase.com, tablet, ATM
1mo
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Private Wealth Management Portfolio Management Associate
West Palm Beach, Florida, United States
OnsiteFull Time
2+ YOE2+ years relevant experience; active Series 7 and Series 66 or Series 63 and Series 65 required; four-year degree preferred; strong MS Office (Excel) skills, client service, communication, and knowledge of financial products.
Microsoft Office, Microsoft Excel
2w
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Hiring Event - Part Time Associate Banker South Palm Beach South (30 Hours)
Boynton Beach, Florida, United States
OnsitePart Time
Provide attentive client service, open and service accounts, use digital banking tools, perform branch operations, and learn products and procedures. High school diploma or GED required; client service or comparable experience preferred.
Chase Mobile App, Chase.com, ATM
14h
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Part Time (30 Hours) Associate Banker, Polo Branch, West Palm Beach, FL, Bilingual Spanish Required
West Palm Beach, Florida, United States
OnsitePart Time
Deliver attentive bilingual (English/Spanish) client service, open and service accounts, use digital banking tools, high school diploma/GED required, client service or comparable experience; cash handling preferred.
Chase Mobile App, Chase.com, ATM
1mo
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Washington D.C.
Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington, D.C. or West Palm Beach
$75k-$160k/yr OnsiteFull Time
2+ YOEBachelor's degree required. 2+ years preferred in client service or financial industry. SIE, Series 7 and 63 required. Strong communication, organization, client service orientation, and ability to work under pressure.
3w
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Account Manager
Boynton Beach or Boca Raton
FieldFull Time
3+ YOEAssociate's/Bachelor's or equivalent experience; minimum 3 years customer service/management experience (landscaping preferred); leadership, CRM and computer proficiency; travel to client sites; strong communication and coaching skills.
CRM
1w
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Commercial Lines Select Business Account Manager (FL - Remote)
Florida or Palm Beach Gardens or Maitland or Miramar or Miami
$47k-$75k/yr RemoteFull Time
3+ YOEAssociates degree preferred, P&C insurance license required, 3+ years client service or industry experience, strong MS Office skills, excellent communication and organizational abilities.
Microsoft Word, Microsoft Excel, Microsoft Outlook
1w
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Commercial Lines Select Business Account Manager (FL - Remote)
St. Augustine or Miramar or Palm Beach or United States
$47k-$75k/yr HybridFull Time
3+ YOEP&C insurance license required, Associates (preferred) or BA/BS, 3+ years client service or industry experience, proficiency with Microsoft Word/Excel/Outlook, strong communication and analytical skills, private home workspace for remote work.
Microsoft Word, Microsoft Excel, Microsoft Outlook
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