2mo
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Associate Client Advisor
West Palm Beach, Florida, United States
OnsiteFull Time
1+ YOE1+ years in client facing sales or business development; insurance industry preferred; Property & Casualty license preferred or obtainable.
CRM, AI tools, Analytics platforms
1w
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Registered Client Service Associate
West Palm Beach, Florida, United States
OnsiteFull Time
High school diploma required (college preferred). Active securities licenses (Series 7 and Series 66 or Series 63+65) expected. Strong client service, Microsoft Office, and financial product knowledge; 2+ years industry experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
2mo
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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
1d
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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
2w
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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.
1mo
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Registered Client Service Associate
Palm Beach Gardens, Florida, United States
OnsiteFull Time
2+ YOEActive Series 7 and Series 66 (or Series 63 + 65), high school diploma required, 2+ years industry experience preferred, strong Microsoft Office skills, client service and financial product knowledge.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
2mo
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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
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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
2w
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Registered Wealth Management Client Associate
West Palm Beach or Towson
$25-$45/hr OnsiteFull Time
Requires FINRA SIE, Series 7 and Series 66 (63/65 accepted), industry knowledge of investment products, strong client service, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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
1mo
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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.
5d
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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
2w
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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
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Client Experience Coordinator
Riviera Beach, Florida, United States
$20/hr OnsiteFull Time
2+ YOEAssociate's degree + 2 years relevant experience OR HS diploma + 3 years; AA/BA/BS preferred; bilingual preferred; experience in fast-paced environment; EMR experience; strong customer service, multitasking, and data-entry skills.
Electronic Medical Record (EMR), Carisk system
1mo
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Associate - Private Client Services - West Palm Beach
West Palm Beach, Florida, United States
OnsiteFull Time
2+ YOE2–4 years experience, membership in the Florida Bar required, top academic credentials, experience or interest in estate planning, estate and gift taxation, and estate/trust administration.
1mo
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Litigation Client Service Specialist (Legal Administrative Assistant)
West Palm Beach, Florida, United States
OnsiteFull Time
5+ YOE5+ years law firm or legal department experience, Florida state and local e-filing knowledge, Associate's preferred, 60+ WPM keyboarding, intermediate MS Office, strong communication, confidentiality, and deadline management skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
6d
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Asset & Wealth Management, XIG, Public Strategies Client Portfolio Manager, Associate, West Palm Beach
West Palm Beach, Florida, United States
OnsiteFull Time
Support US Wealth businesses, attend client meetings, communicate investment outlooks, produce marketing materials, perform portfolio construction analysis; strong Excel, PowerPoint, Morningstar Direct, and communication skills.
AI, Microsoft Excel, Microsoft PowerPoint, Morningstar Direct, Zoom
3d
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Operations Associate
Palm Beach Gardens, Florida, United States
$23-$27/hr OnsiteFull Time
Organized, service-oriented; support inventory lifecycle, client delivery, facility maintenance, policy adherence and back-of-house operations.
3d
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Operations Associate
Palm Beach Gardens, Florida, United States
$23-$27/hr OnsiteFull Time
Organized, detail-oriented professional to manage inventory, support client services, maintain store facility, follow policies, and assist store operations.
3mo
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Seasonal Sale Associate
Palm Beach, Florida, United States
OnsitePart Time
Retail or client service experience preferred; ability to multi-task; lift up to 20 pounds; effective client communication; knowledge of XStore and Tulip a plus.
XStore, Tulip