2w
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Client Service Coordinator - 002424
West Palm Beach, Florida, United States
$15-$20/hr OnsiteFull Time
Provide professional client service, manage client and pet flow, perform administrative and financial tasks, educate clients on wellness plans and preventative care, and communicate clearly in English.
1w
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Client Service Representative
Boynton Beach, Florida, United States
$17-$20/hr OnsiteFull Time
Evening and weekend availability; strong communication and interpersonal skills; customer-service experience preferred; comfortable with Microsoft Windows and practice management systems; ability to multitask in a fast-paced front-desk environment.
Microsoft Windows
2d
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Senior Client Manager
Palm Beach Gardens, Florida, United States
OnsiteFull Time
7+ YOE7+ years in employee benefits client services or consulting, deep benefits and public sector knowledge, bachelor\u0002s or equivalent, FL 2-15 license (or obtain within 90 days), valid FL driver\u0002s license, professional HR/benefits certifications preferred.
2mo
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Client Experience Manager - Ingressotek
West Palm Beach, Florida, United States
$75k-$95k/yr RemoteFull Time
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
3d
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J.P. Morgan Advisors - Client Service Group Manager - Vice President, Palm Beach Gardens, FL
Palm Beach Gardens, Florida, United States
$125k-$155k/yr OnsiteFull Time
3+ YOEFINRA SIE, Series 7,66,9,10 required/obtainable, Bachelor's in Business/Finance, minimum 3 years financial services management, training experience, knowledge of KYC and regulatory requirements.
Microsoft PowerPoint, Microsoft Word, Microsoft Excel
1mo
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Client Services Specialist
West Palm Beach, Florida, United States
OnsiteFull Time
Customer-service experience; answering phones, greeting clients, scheduling, processing payments, managing medical records, and performing light hospital maintenance; strong communication skills.
1mo
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Client Services Specialist
West Palm Beach, Florida, United States
OnsiteFull Time
Provide compassionate front-desk client service: greeting visitors, answering phones, scheduling, processing payments, managing records, and maintaining facility; must work afternoons, nights, and weekends.
Workday, Vimeo, Headspace
1mo
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Litigation Client Service Specialist (Legal Administrative Assistant)
West Palm Beach, Florida, United States
OnsiteFull Time
5+ YOE5+ years law firm or legal department experience, Florida state and local e-filing knowledge, Associate's preferred, 60+ WPM keyboarding, intermediate MS Office, strong communication, confidentiality, and deadline management skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
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TM Client Support Specialist
Port St Lucie or McKinney or Charlotte
OnsiteFull Time
2+ YOEHigh school diploma/GED, 2 years related experience (Treasury Management, commercial call center, or client service); Microsoft Office proficiency, Treasury Management knowledge, excellent communication and customer service skills.
Microsoft Office
1mo
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Client Concierge
Boynton Beach, Florida, United States
OnsiteFull Time
1+ YOE1–2 years customer-facing experience (veterinary preferred); strong communication, empathy, and customer service; proficiency with Practice Information Management System (PIMS); ability to lift and perform physical tasks.
Practice Information Management System (PIMS)
3w
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Senior Client Experience Manager (FL, North Palm Beach)
North Palm Beach, Florida, United States
OnsiteFull Time
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.
Microsoft Office Suite
3mo
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Senior Client Advisor
West Palm Beach, Florida, United States
OnsiteFull Time
12+ YOEMaster's degree or equivalent; 12+ years experience; Series 7/63 required; CTFA/CFA or law license/CPA preferred; strong client service and communication skills.
Salesforce, Microsoft Office Suite, Excel, Outlook, PowerPoint, Word
1mo
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Energy as a Service Project Manager
Palm Beach Gardens, Florida, United States
OnsiteFull Time
5+ YOE5+ years in energy/facilities/ESCO/EaaS PM, PMP or equivalent, degree in engineering/energy systems, knowledge of M&V (IPMVP), ROI/LCOE, strong client facing skills.
MS Project, Jira, Confluence, Asana, Smartsheet, Energy Management Systems, SCADA, BMS, fault detection software
3mo
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Tax Manager - Private Client Services
West Palm Beach, Florida, United States
OnsiteFull Time
4+ YOE4+ years in an accounting firm with at least 3 years in Private Client experience; Bachelor's and/or advanced degree; CPA or JD; proactive, fast-paced performer; proficient with technology.
Accounting software, Tax software, Microsoft Excel
1mo
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Select Business Unit Client Advisor
Clearwater or Vero Beach
HybridFull Time
2+ YOEFlorida 2-20 license, 2+ years commercial insurance experience, strong client service, MS Outlook/Excel/Word, organize electronic files, manage book up to $15k revenue.
Microsoft Outlook, Microsoft Excel, Microsoft Word
1w
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Director, Private Client Services – Family Office
West Palm Beach, Florida, United States
$130k-$175k/yr OnsiteFull Time
5+ YOEBachelor's in Accounting, 5+ years relevant experience (family office preferred), CPA, advanced Excel and QuickBooks skills, proven leadership and client advisory experience.
Microsoft Office, Microsoft Excel, QuickBooks
2mo
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Client Services Trip Support Specialist
West Palm Beach, Florida, United States
HybridFull Time
Alerion Aviation: Provides private jet management, charter, and maintenance services.
1+ YOEBachelor’s degree or 1-2 years of high-touch customer service/account management; excels in a high-volume, detail-oriented environment; strong communication and relationship skills.
Avianis, FAA Part 135
1w
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Registered Wealth Management Client Associate
West Palm Beach or Towson
$25-$45/hr OnsiteFull Time
Requires FINRA SIE, Series 7 and Series 66 (63/65 accepted), industry knowledge of investment products, strong client service, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Service Director - Palm Beach County
Palm Beach County or Miami or San Francisco
OnsiteFull Time
4+ YOE2+ Mgmt4+ years in MSP/IT services with 2+ years leading help desk or field teams; hands-on with RMM/PSA platforms; experience building processes, SLAs, and documentation; strong client communication and people-management skills; willing to be based in South Florida and travel periodically.
RMM, PSA
22h
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Treasury Management Client Support Specialist II
Florida or Orlando or Miami or Fort Lauderdale or West Palm Beach or Boca Raton or Sarasota or Tampa or St Petersburg or Jacksonville or Gainesville or Naples or Ocala or Fort Myers or Port St Lucie or Stuart
OnsiteFull Time
3+ YOEBachelor's or equivalent experience with 3+ years in banking/TM support, bilingual English/Spanish, strong customer service and telephone skills, MS Word/Excel/PowerPoint/Outlook proficiency.
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Outlook
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