1,065 client experience jobs at 414 companies in West Palm Beach, 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
Blue Mahoe Law: Boutique law firm providing specialized estate planning and probate services.
3+ YOERequires 3+ years in client service, customer service, hospitality, account management, or client success; strong communication, emotional intelligence, organization, CRM, workflow, and leadership skills; U.S. work authorization.
Senior Client Experience Manager (FL, North Palm Beach)
North Palm Beach, Florida, United States
OnsiteFull Time
Access Medical Laboratories: Provides specialized medical diagnostic laboratory and clinical testing services.
10+ YOE5+ MgmtBachelor's required (Master's preferred); 10+ years in customer experience/service operations with 5+ years managing teams; strong analytics, communication, and stakeholder influence; Microsoft Office Suite proficiency.
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.
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, fashion, and accessories.
Customer-focused retail experience preferred; strong sales mindset, product knowledge, communication skills, and ability to use clienteling tools to build lasting client relationships.
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
Urbandale or Sunrise or Houston or Dallas or Atlanta
HybridFull Time
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
5+ YOEBachelor’s degree, insurance industry experience, and 5+ years managing client relationships, preferably in transportation or commercial insurance. Requires project management, communication, analytical, and stakeholder skills.
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Coordinating client and pet flow through the hospital, ensuring communication with associates and clients, and supporting clinic productivity and client retention.
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.
Banfield Pet Hospital: Providing comprehensive preventive veterinary care and pet health services.
Coordinates client and pet flow through a veterinary hospital, supports team productivity, communicates with clients and associates, and promotes a welcoming care experience.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client service and administrative support to financial advisors, execute money movement transactions, manage client inquiries, and assist with digital tool enrollment. Series licenses may be required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
Acrisure: Provides AI-powered insurance, financial, and business risk solutions.
3+ YOERequires 3+ years in client-facing, client advising, or business development roles, active Property & Casualty and/or Life & Health insurance license held for at least one year, and CRM and AI application experience.
Nation Safe Drivers: Provides roadside assistance and vehicle protection services to motorists.
2+ YOE2+ years administrative experience, high school diploma required; strong client lifecycle, process, documentation, communication, and data-analysis skills.
iSAM: Provider of systematic investment and algorithmic trading solutions.
0+ YOE0–2 years of financial services experience and a relevant university degree. Requires client service, communication, problem-solving, and proactive collaboration skills.
FiservNew York Stock Exchange: FI: Provides financial technology and payment processing services to institutions.
2+ YOERequires 2 years in technical support or customer service, plus experience troubleshooting, documenting technical solutions, and communicating with clients; U.S. work authorization is required.