808 client management jobs at 369 companies in Hialeah, FL
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Registered Wealth Management Client Associate
Boca Raton, Florida, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Fully or partially registered with SIE and Series 7/66 (63/65 accepted), advanced investment product knowledge, strong client service, technology adaptability, and professional communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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.
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/yrHybridFull Time
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
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.
JLLNYSE: JLL: Global commercial real estate and investment management services.
10+ YOEBachelor's required (Master's preferred). 10+ years relevant experience with 5+ years as a Transaction Manager. Strong transaction, negotiation, financial, analytics, and client relationship skills.
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.
3+ YOE3+ years personal lines insurance experience, strong knowledge of coverages and carriers, ability to prepare quotes, manage renewals, communicate with clients and carriers, and use agency management systems.
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Providing professional client service, managing client/pet flow, performing administrative and financial tasks, scheduling appointments, and entering patient information into computer systems.
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.
Private Wealth Management Registered Client Service Associate
Miami Beach, Florida, United States
OnsiteFull Time
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required (college preferred). Active Series 7 and Series 66 or Series 63+65 required. Two+ years industry experience preferred. Advanced Microsoft Office skills and strong client service abilities.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
7Figures: Digital marketing and sales agency for professional service providers.
Experience in account management or client services; strong organization and communication; able to manage multiple priorities; remote work capable; growth mindset.
Akerman: Provides legal representation and advisory services to business clients.
4+ YOEBachelor's degree and 4+ years in business development or marketing; strong writing, project management, client materials development, and proficiency with Microsoft Office and Adobe.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Adobe
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
3+ YOEBachelor's + 3+ years client service/claims experience or HS/GED + 8+ years; Property and Casualty insurance license; proficiency in Microsoft Office; client relationship and claims experience; adaptability and collaborative mindset.
Grant Cardone Enterprises: Providing professional sales training and business coaching services.
Experience in client relations, onboarding, or customer support; strong communication; ability to manage multiple workflows; familiarity with Zendesk or CRM; organized and proactive; onboarding facilitation skills.
Zendesk, CRM (HubSpot or similar), Google Workspace, Microsoft Office
INFUSE: Provides B2B lead generation and data-driven marketing services.
Proven client relationship management experience, strong communication and interpersonal skills, attention to detail, ability to manage priorities and resolve client issues.