2mo
Save
Mark Applied
Hide
Client Service Associate
Palm Beach Gardens, Florida, United States
OnsiteFull Time
High school diploma; college degree preferred; willingness to obtain Series 7/66/63/65 licenses; strong MS Office and client service skills.
Microsoft Office
1mo
Save
Mark Applied
Hide
Client Service Associate
Melbourne, Florida, United States
$50k-$65k/yr OnsiteFull Time
Client service experience in financial services, strong communication, critical thinking, attention to detail, confidentiality, ability to coordinate meetings, prepare account paperwork, research and resolve account issues; bachelor’s degree and 2 years relevant experience preferred.
3d
Save
Mark Applied
Hide
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
3mo
Save
Mark Applied
Hide
Part Time Client Associate - Palm Beach Garden
Palm Beach Gardens, Florida, United States
OnsitePart Time
1+ YOEPart-time client services role in retail; 1+ year client services experience; able to work weekends/evenings/holidays; proficient with POS and Microsoft apps.
POS, Microsoft Applications
6d
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
Registered Client Service Associate
Palm Beach Gardens, Florida, United States
HybridFull Time
3+ YOEBachelor's degree, 3+ years relevant experience, Series 7 and state securities/IAR registrations or ability to obtain, client service experience, strong analytical and organizational skills.
2mo
Save
Mark Applied
Hide
Client Service Coordinator
Port St. Lucie, Florida, United States
$15-$20/hr OnsiteFull Time
Coordinating client and pet flow through the hospital, ensuring communication with associates and clients, and supporting clinic productivity and client retention.
1mo
Save
Mark Applied
Hide
Associate Client Advisor
Naples or New York City or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
HybridFull Time
Bachelor's degree required; 1+ year of related business experience preferred; working knowledge of trust administration and fiduciary laws; proficiency with Microsoft Office and strong communication, analytical, and organizational skills.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office, Workflow, Atlas
1mo
Save
Mark Applied
Hide
Registered Client Service Associate (Melbourne, FL)
Melbourne, Florida, United States
OnsiteFull Time
1+ YOEHigh school diploma required; 1+ year securities industry or related experience preferred. Requires SIE and Series 7; Series 63/65/66 as state-required. Proficiency with CRM, Microsoft Excel, goal planning and managed account platforms; strong communication and multitasking skills.
Client Relationship Management (CRM), Microsoft Excel, Goal planning software, Managed account platforms
1mo
Save
Mark Applied
Hide
Client Service Representative
Riviera Beach, Florida, United States
OnsiteFull Time
2+ YOEAssociate degree (or equivalent experience), 2 years customer service experience, valid local driver\u0002s license, ability to prepare documentation and resolve customer issues.
2w
Save
Mark Applied
Hide
J.P. Morgan Wealth Management - Private Client Investment Associate - Palm Beach Gardens, FL
Palm Beach Gardens, Florida, United States
OnsiteFull Time
Requires Series 7 (active or obtained within 60 days), SIE if registered after Oct 1, 2018, Series 66 and Life and Health insurance license to be obtained within 60 days; strong client service, compliance, and operational skills.
1mo
Save
Mark Applied
Hide
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.
3w
Save
Mark Applied
Hide
Associate Wealth Advisor
Atlanta or Palm Beach Gardens or Tampa or Alpharetta or Augusta or Sandy Springs or Towson or Columbia or Charlotte or Columbia or Greenville
HybridFull Time
4+ YOEBachelor's degree, 4+ years industry experience (3+ supporting client relationships), professional designation required (e.g., CFA or CFP), Microsoft Office and planning/CRM/portfolio reporting proficiency, strong communication and analytical skills, background/credit check.
Microsoft Office Suite, financial planning software, CRM, Portfolio reporting software
2w
Save
Mark Applied
Hide
Sales Associate (Part-Time) - The Gardens Mall
Palm Beach Gardens, Florida, United States
OnsitePart Time
Client-focused retail sales experience preferred, product knowledge, ability to stand and move for entire shift, lift up to 50 lb, strong communication and customer service skills.
1mo
Save
Mark Applied
Hide
Key Private Bank Associate Relationship Manager
Palm Beach Gardens, Florida, United States
$80k-$150k/yr HybridFull Time
3+ YOE3+ years financial services experience; strong client relationship and sales skills; knowledge of financial products and regulations; FINRA series licenses preferred; bachelor’s in business preferred or equivalent experience.
CRM
1mo
Save
Mark Applied
Hide
Business Development Manager
Port Saint Lucie, Florida, United States
FieldFull Time
Conduct market research, use Salesforce CRM, generate estimates/take-offs, cultivate client relationships; bachelor’s in horticulture/turfgrass preferred or associate/experience considered.
Salesforce CRM
2w
Save
Mark Applied
Hide
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