900 client management jobs at 345 companies in Homestead, FL
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Registered Wealth Management Client Associate
Fort Lauderdale, Florida, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Requires FINRA SIE, Series 7, and Series 66 licenses, advanced investment product knowledge, client service skills, adaptability, judgment, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Requires FINRA SIE, Series 7, and Series 66 licenses, advanced investment product knowledge, client-service skills, adaptability, judgment, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Hub International: Provides global insurance brokerage and risk management services.
0+ YOEEntry-level role requiring a bachelor's degree, FINRA SIE exam within 90 days, Microsoft Office proficiency, strong organization, accuracy, communication, and interest in financial markets.
Urbandale or Houston or Miami or Milwaukee or Atlanta
$68k-$145k/yrHybridFull Time
Marsh McLennanNYSE: MRSH: Provides global insurance brokerage, risk management, and professional consulting services.
5+ YOEBachelor's degree, insurance industry experience, and 5+ years managing client relationships are required, preferably in transportation or commercial insurance. Strong project management, communication, analytical, and stakeholder-management skills needed.
Urbandale or Houston or Miami or Milwaukee or Atlanta
$68k-$145k/yrHybridFull Time
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
5+ YOEBachelor's degree and insurance industry experience required, with 5+ years managing client relationships. Requires project management, communication, analytical, problem-solving, and stakeholder collaboration skills.
Director of Client Delivery - Growth & Marketing Practice (External Client-Facing)
Baton Rouge or Miami or Lafayette or Houston or Charlotte or New Orleans or West Palm Beach or Fort Lauderdale or Raleigh or Dallas or Atlanta or Philadelphia
$120k-$250k/yrHybridFull Time
EisnerAmper: Provider of accounting, tax, and business advisory services.
10+ YOEBachelor's degree and 10+ years leading delivery, client services, or operations in agencies or professional services; supervisory experience; experience with PM platforms; strong operational, client-facing, and AI/automation aptitude.
Asana, Monday.com, ClickUp, Wrike, Smartsheet, Microsoft Power Automate, Microsoft Power BI, Microsoft Lists, Copilot Enterprise, ChatGPT, Claude, Google Analytics, Google Ads, Meta Ads, LinkedIn Ads, SEMrush, HubSpot, WordPress, Wix, Squarespace
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.
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.
Banfield Pet Hospital: Providing comprehensive preventive veterinary care and pet health services.
Provides efficient client and pet service, coordinates hospital flow, educates clients, manages documentation and finances, schedules appointments, and dispenses prescriptions per veterinarian instructions.
Arlington or Atlanta or Miami or Mobile or Tampa or New York or Boston or Chicago or Houston or Philadelphia or Phoenix or Denver or Short Hills or Los Angeles or Detroit or Pittsburgh or Nashville or Overland Park or Milwaukee
$90k-$120k/yrHybridFull Time
WTWNASDAQ: WTW: Global advisory, broking, and solutions.
5+ YOERequires 5+ years of client-facing commercial property and casualty insurance experience, P&C broker license, Microsoft Office proficiency, negotiation, relationship, presentation, project management, and analytical skills.
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.
REVOLVENYSE: RVLV: Online fashion retailer for Millennial and Gen Z consumers.
2–3+ years retail or styling experience in contemporary/luxury fashion, proven client-book management, strong communication, Excel/PowerPoint and Gmail literacy, ability to meet sales targets and work flexible schedules.
Creative Technology: Specialized audiovisual and technology solutions for live events.
7+ YOERequires 7+ years in client services, account management, customer success, technical account management, broadcast operations, or related fields, plus complex media or technology client experience and cross-functional coordination skills.
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.
MetaNASDAQ: META: Develops social networking platforms and virtual reality technologies.
4+ YOERequires 4+ years in online advertising, digital media, or performance marketing; data analysis, client relationship management, stakeholder communication, and cross-functional collaboration experience.
Meta's advertising platform, A/B testing, AI tools
3+ YOE3+ years personal lines insurance experience, strong knowledge of personal lines coverages, ability to prepare quotes, manage renewals, and communicate with carriers and clients. P&C license preferred.
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
Private Wealth Management Registered Client Service Associate
Miami, Florida, United States
OnsiteFull Time
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma required, college preferred. Active Series 7 and Series 66 or Series 63 and Series 65 required. 2+ 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