Coconut Creek • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Coconut Creek • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Coconut Creek • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Coconut Creek • 50 milesRemote · Hybrid · Onsite · Field · All Environments
74 client services administrator jobs at 41 companies in Coconut Creek, FL
2w
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Client Services Administrator
Pembroke Park, Florida, United States
$19-$21/hr OnsiteFull Time
Answer incoming calls, complete client intake in case management software, schedule appointments, track referrals and demographic data, and prepare reports; bilingual English/Spanish preferred.
Microsoft Excel, Microsoft Word, Microsoft SharePoint, Microsoft PowerPoint, Teams, Zoom
1w
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Client Services Specialist
Fort Lauderdale, Florida, United States
OnsiteFull Time
3+ YOEHigh school diploma, 3 years of administrative experience supporting professionals, 2 years in real estate, Microsoft Office experience, financial analysis, lease abstraction, research, and web publishing skills.
Microsoft Office Suite, PowerPoint, InDesign
1d
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Client Services Associate II
Miramar, Florida, United States
OnsiteFull Time
2+ YOEAssociate degree in banking, finance, business administration, or related field; bachelor's preferred. Requires 2–4 years servicing international customer accounts, bilingual English-Spanish skills, and NMLS registration or willingness to register.
NMLS, OFAC, USA PATRIOT Act
3w
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Client Services Supervisor (Processing)
Fort Lauderdale, Florida, United States
$64k/yr OnsiteFull Time
2+ YOE1+ Mgmt60 college credit hours,2 years clerical/transaction processing experience,1 year supervisory experience preferred,valid Florida driver’s license,leadership and reconciliation skills required.
3mo
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Client Service Associate
Plantation, Florida, United States
$16-$20/hr OnsitePart Time
Part-time, in-office client service role; HS diploma required; one year administrative/receptionist/customer service preferred.
Microsoft Office, CRM
2w
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Branch Office Administrator
Plantation, Florida, United States
$24-$29/hr OnsiteFull Time
Strong client service, account management, administrative, analytical, communication, teamwork, computer literacy, and digital tool skills; willingness to learn financial services and firm software.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Client Service Coordinator
Coral Gables, Florida, United States
OnsiteFull Time
2+ YOEBilingual English/Spanish, high school diploma, 2+ years in a professional office with customer service experience, discretion with sensitive client information, familiarity with client intake, billing, and scheduling.
LexisNexis, AILA Library, Practice Law Institute (PLI), Law360, Master Series, E-Verify
2w
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Client Service Coordinator
Miramar, Florida, United States
$15-$19/hr OnsitePart Time
Providing professional client service, managing client/pet flow, performing administrative and financial tasks, scheduling appointments, and entering patient information into computer systems.
2w
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Branch Office Administrator - Plantation, FL
Plantation, Florida, United States
OnsiteFull Time
Requires client service, account management, administrative support, analytical thinking, attention to detail, computer literacy, teamwork, and willingness to learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office
2w
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Client Service Associate
Palm Beach Gardens, Florida, United States
OnsiteFull Time
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
2mo
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Client Service Associate
Palm Beach Gardens, Florida, United States
OnsiteFull Time
High school diploma; college degree preferred; willingness to obtain Series 7/66/63/65 licenses; strong MS Office and client service skills.
Microsoft Office
1mo
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Client Service Associate
Miami Beach, Florida, United States
OnsiteFull Time
2+ YOE2 years investment industry experience, high school diploma, administrative and clerical knowledge, customer service and communication skills; FINRA Series 7/66 or 63/65 preferred.
15h
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Client Advisor
United States or New York or Connecticut or Delaware or Charlotte or Charlottesville or Naples or New York City or Palm Beach
$100k-$130k/yr OnsiteFull Time
5+ YOEBachelor’s degree preferred in finance, economics, or business administration; 5–7 years in wealth management or family office services; strong client service, investment transaction, financial planning, communication, and analytical skills.
1mo
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Client Service Coordinator
Pembroke Pines, Florida, United States
$15-$19/hr OnsitePart Time
Customer service and administrative role requiring appointment scheduling, medical record accuracy, payment processing, client communication, multitasking, organization, and problem-solving in a veterinary hospital.
Banfield's practice management software, 401(k), Roth, FSA, HSA
1mo
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Client Service Coordinator - 005241
Kendall, Florida, United States
$15-$19/hr OnsitePart Time
Front-desk coordinator responsible for driving client/pet flow, providing exceptional client service, educating clients on preventive care and wellness plans, performing administrative tasks, and managing basic financial transactions.
1mo
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Client Specialist
West Palm Beach, Florida, United States
OnsiteFull Time
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
1mo
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Client Service Associate
Hallandale Beach, Florida, United States
OnsiteFull Time
1+ YOEProvide high-touch administrative support to financial advisors, service client inquiries, process transactions, open accounts, use CRM and Excel; high attention to detail and communication skills.
Client Relationship Management (CRM), Microsoft Excel
1mo
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Client Specialist
West Palm Beach, Florida, United States
OnsiteFull Time
2+ YOERequires 2+ years of industry or administrative experience, securities licenses or willingness to obtain them, Microsoft Office proficiency, strong communication, organization, analytical, problem-solving, and compliance skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Customer Relationship Management (CRM), LinkedIn, Twitter
2w
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Client Success Representative (Remote, Contract)
Poland or Boca Raton
RemoteContract
Proven client-relationship experience, strong communication and interpersonal skills, ability to manage priorities, handle escalations, and perform administrative tasks.
1mo
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Registered Client Service Associate (Fort Lauderdale, FL)
Fort Lauderdale, Florida, United States
OnsiteFull Time
FINRA Series 7 and 66 required; bilingual English/Spanish; client service, administrative support, report production, and knowledge of account procedures and regulations.
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