988 client management jobs at 425 companies in Tamarac, FL
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Wealth Management Client Associate
Boca Raton, Florida, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEProviding client service support for financial advisors, operating enterprise platforms, promoting banking solutions, and delivering accurate client materials; 1+ year experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Client-service focused associate supporting financial advisors, proficient with Microsoft Office and Salesforce; SIE/Series qualifications preferred; high school diploma required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Phillips: Builds critical infrastructure for power, water, and environmental markets.
5+ YOEBachelor's degree and 5+ years client management experience; experience with utilities or T-Line contractors preferred; strong communication, analytical, and relationship-building skills.
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.
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.
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.
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
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.
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