1,760 client experience jobs at 643 companies in Davie, FL
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Client Experience Representative
Plantation, Florida, United States
$60k-$65k/yrOnsiteFull Time
TradeStation: Provider of online brokerage services and trading technology.
Provide end-to-end client support for traders; educate clients; troubleshoot platform; coordinate with Sales and Ops; on-site in Plantation, FL; Bachelor's degree required; SIE, Series 7, 63 and 3 licenses or within 90 days.
Trading platforms, Customer relationship management, Software support
Imporex Glass Tools: Wholesale supplier of architectural glass and door hardware.
Bilingual English/Spanish customer support for B2B clients, product knowledge, problem solving, use of AI/technology, strong communication and attention to detail.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
0+ YOEDeliver exceptional customer service, process transactions, identify product opportunities, detect fraud, and support digital adoption; typically <1 year experience; no degree required.
Hand & Stone - Miami Lakes: A spa brand offering massage and beauty services nationwide through a membership model.
Provide excellent customer service, greet guests, book appointments, sell memberships, and promote services; bilingual in English and Spanish; weekend availability; proficient with basic software.
Stratoscope: Specialized security, crowd management, and event operations consulting services.
3+ YOE3-6 years in event operations, project management, client services, venue operations, or related; strong communication; willing to travel up to 75%; pass background check; mechanical aptitude; proficient in Google Workspace.
Google Workspace, Google Sheets, Evolv, Opengate, Digital ID
RichemontSIX Swiss Exchange: CFR: Designs and manufactures luxury jewelry, watches, and fashion accessories.
4+ YOEBachelor's degree preferred; 4–5 years management experience in luxury, hospitality or events; CRM experience; strong organizational and computer skills; ability to travel; valid US work authorization required.
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and investment banking services.
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.
Client Experience Associate SAFE ACT, Assistant Vice President
Miami, Florida, United States
$82k-$122k/yrHybridFull Time
CitiNYSE: C: Providing global banking, investment, and wealth management services.
5+ YOE5+ years relevant experience (5-8 preferred); bachelor's or equivalent preferred; FINRA SIE, Series 7 and Series 66 (or Series 63 & 65) required/obtainable within 150 days; strong analytical, interpersonal, and communication skills; KYC/onboarding experience.
Client Experience Associate SAFE ACT, Assistant Vice President
Miami, Florida, United States
$82k-$122k/yrHybridFull Time
CitiNYSE: C: Global diversified financial services holding.
5+ YOE5+ years relevant experience in wealth management or financial services; strong analytical, interpersonal and communication skills; ability to manage onboarding/KYC and escalate risk; FINRA SIE, Series 7 and Series 66 (or 63 & 65) required or to be obtained within 150 days; bachelor’s degree or equivalent experience.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
5+ YOEBachelor's +5 yrs client service/claims or HS/GED +10 yrs; appropriate insurance licensing; up to 25% travel; proficiency with Microsoft Office; strong written/verbal communication and client relationship experience.
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
2+ YOE2-5 years client service experience in finance preferred, bachelor's degree preferred, proficient in Microsoft Office Suite, strong communication and attention to detail.
Baird: Global employee-owned firm providing wealth management and investment banking.
2+ YOE2+ years industry or administrative experience; SIE and Series 7 plus Series 66 or Series 63 & 65 (or willingness to obtain within 12 months); proficient with Microsoft Office; strong client service, communication, detail and compliance skills.
Client Relationship Management (CRM), Microsoft Word, Microsoft Excel, Microsoft PowerPoint, LinkedIn, Twitter, Private Wealth Management technology platforms
KforceNASDAQ: KFRC: Matches skilled professionals with jobs in technology and finance.
13+ YOE13 years of sales-related experience, client-facing and in-person sales experience, networking and presentation skills; Bachelor's degree preferred.
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
Provide front-desk client service for a veterinary hospital including greeting clients, answering phones, scheduling appointments, processing payments, managing records, and maintaining facility cleanliness; prior client service experience preferred.
Tiffany & Co.: Designs, manufactures, and retails luxury jewelry and accessories
3+ YOERetail or hospitality experience with proven commercial results; ability to build client relationships, work flexible hours, and use POS, client tracking systems, and Microsoft Outlook.
Point of Sales (POS), client tracking systems, Microsoft Outlook
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Provide front-desk and client coordination for veterinary visits, promote services and wellness plans, handle documentation, transactions, client education, and administrative tasks.
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
3+ YOE3+ years personal lines insurance experience with high-net-worth clients, P&C license required, client service orientation, negotiation skills, and ability to travel for meetings.