1d
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Client Care Associate
Aventura, Florida, United States
$23-$28/hr OnsiteFull Time
Client-focused retail associate with strong communication, after-sales service, repair intake and follow-up knowledge, ability to mentor teams, and familiarity with brand processes and technology.
2mo
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Client Service Associate
Plantation, Florida, United States
$16-$20/hr OnsitePart Time
Part-time, in-office client service role; HS diploma required; one year administrative/receptionist/customer service preferred.
Microsoft Office, CRM
2mo
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Client Service Associate
Palm Beach Gardens, Florida, United States
OnsiteFull Time
1+ YOEHigh school diploma or GED; 1 year relevant experience; luxury jewelry/client service experience preferred; gemology education preferred.
1d
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Client Care Associate
Aventura, Florida, United States
$23-$28/hr OnsiteFull Time
Experience in client service or retail, strong communication, knowledge of after-sales processes, inventory and quality control, ability to mentor teammates and use brand technology.
3w
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Client Service Associate
Hallandale Beach, Florida, United States
OnsiteFull Time
1+ YOEProvide high-touch administrative support to financial advisors, service client inquiries, process transactions, open accounts, use CRM and Excel; high attention to detail and communication skills.
Client Relationship Management (CRM), Microsoft Excel
1w
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Registered Client Associate
Coral Gables, Florida, United States
OnsiteFull Time
3+ YOESeries 7 and 66 required, 3+ years client service experience in finance, bachelor\u0002s degree, fluent Spanish and English, strong communication, detail oriented, proficient in Microsoft Office.
Microsoft Office
3w
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Client Service Associate
Miami Beach, Florida, United States
OnsiteFull Time
2+ YOEHigh school diploma, 2 years investment industry experience, clerical/account opening skills, customer service, ability to enter trades and maintain client records; FINRA Series 7 and 66 or 63/65 preferred.
2w
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Registered Client Associate, (Client Experience & Marketing)
Atlanta or Miami or Philadelphia
OnsiteFull Time
2+ YOESeries 7 and Series 66 required; ~2+ years client service/operations in wealth management preferred; strong communication, attention to detail, Microsoft Office and CRM proficiency; bachelor’s degree.
Microsoft Office, CRM
2w
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IPB Client Services Associate
Aventura, Florida, United States
OnsiteFull Time
3+ YOE3+ years client services experience in financial services, high school diploma/GED, fluent English and Spanish, strong written/verbal communication, Microsoft Office proficiency, detail-oriented and client-focused.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2w
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PBM Client Success Associate
Miami or New York City or Denver or Dallas
$55k-$75k/yr RemoteFull Time
2+ YOEPrefer bachelor's degree and ~2 years client success or healthcare/PBM experience; strong written/verbal communication, Excel and Office/Google Workspace familiarity, organizational and analytical skills.
Microsoft Excel, Microsoft Office, Google Workspace
1mo
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Client Services Associate II
Miramar, Florida, United States
OnsiteFull Time
1+ YOEProvide personalized service to international personal and commercial clients; handle account openings, transactions, AML/BSA monitoring, KYC/KYA documentation, and customer inquiries. Bilingual English-Spanish required.
1mo
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Registered Client Service Associate
Fort Lauderdale, Florida, United States
OnsiteFull Time
Bilingual English/Spanish; active Series 7 and Series 66 (or Series 63 and 65); high school diploma required, college preferred; 2+ years industry experience preferred; strong MS Office and client service skills.
Morgan Stanley Online, Morgan Stanley Mobile, Microsoft Office
4d
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Associate Client Advocate
Chicago or Los Angeles or Phoenix or Houston or Denver or Overland Park or Detroit or Milwaukee or Pittsburgh or Philadelphia or New York or Short Hills or Boston or Arlington or Atlanta or Nashville or Tampa or Miami or Mobile
$90k-$120k/yr HybridFull Time
5+ YOE5+ years commercial P&C insurance client-facing experience, knowledge of coverage forms and renewals, negotiation and relationship management, project management, excellent communication, and ability to obtain a P&C broker license.
Microsoft Office
3w
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Client Experience Associate
Miami, Florida, United States
OnsiteFull Time
Provide branch customer service, identify sales opportunities, process transactions, leverage digital tools, detect fraud, and manage multiple priorities in a banking environment.
2w
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Associate Client Advisor
Miami, Florida, United States
HybridFull Time
Bachelor's degree required; strong communication, analytical and organizational skills; 1+ year related business experience preferred; proficiency with Microsoft Office; knowledge of trust administration and fiduciary practices preferred.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office, Workflow, Atlas
1w
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Client Service Associate
Palm Beach Gardens or Fort Lauderdale
HybridFull Time
2+ YOEFlorida 2-20 license or willingness to obtain; college degree desirable; 2+ years commercial insurance experience preferred; intermediate-advanced Microsoft Word and Excel; knowledge of Sagitta and ImageRight (or willingness to learn).
Microsoft Word, Microsoft Excel, Sagitta, ImageRight
3w
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Client Service Associate
Miami Beach, Florida, United States
OnsiteFull Time
2+ YOEHigh school diploma, 2 years investment-industry experience, FINRA Series registrations preferred (Series 7 and 66 or 63/65), strong administrative, communication, and customer service skills.
3w
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Client Service Associate
Miami Beach, Florida, United States
OnsiteFull Time
2+ YOE2 years investment industry experience, high school diploma, administrative and clerical knowledge, customer service and communication skills; FINRA Series 7/66 or 63/65 preferred.
1mo
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Associate, Client Service (FL, Miami)
Miami, Florida, United States
OnsiteFull Time
2+ YOE2+ years client service experience in wealth management or financial services; Series 7 and/or 65 or willingness to obtain; advanced Microsoft Office (Excel, PowerPoint, Word); strong communication, organization, and attention to detail.
Microsoft Office Suite, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, CRM
1mo
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Rehire Client Support Associate
Doral, Florida, United States
OnsiteFull Time, Part Time
Strong interpersonal and communication skills, basic computer proficiency, retail or customer-service experience preferred; PTIN certification available/required for tax preparer roles.