Royal Palm Beach • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Royal Palm Beach • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Royal Palm Beach • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Royal Palm Beach • 50 milesRemote · Hybrid · Onsite · Field · All Environments
56 client services administrator jobs at 33 companies in Royal Palm Beach, FL
3w
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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
2w
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Client Services Specialist II
Port St. Lucie, Florida, United States
OnsiteFull Time
2+ YOERequires a high school diploma, 1+ year of guest relations, front office, or admissions experience, 2+ years in healthcare, administrative skills, organization, communication, and Microsoft Word and Excel knowledge.
Microsoft Word, Microsoft Excel
3d
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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
Davie, Florida, United States
$15-$19/hr OnsitePart Time
Provide front-desk and client coordination for veterinary visits, promote services and wellness plans, handle documentation, transactions, client education, and administrative tasks.
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
3w
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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
2d
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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 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 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.
1mo
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Enrollments & Client Relations Specialist {Bilingual Preferred}
Boynton Beach, Florida, United States
$17-$19/hr OnsiteFull Time
High school diploma or equivalent, clerical/administrative experience, data entry and CRM use, bilingual Spanish/English preferred, attention to detail, excellent written and verbal communication, debt-relief industry experience preferred.
VLP CRM, Creditor Guard
1w
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Client Performance Administrative Assistant
Plantation, Florida, United States
OnsiteFull Time
2+ YOERequires 2+ years in default services, bankruptcy, real estate litigation, or mortgage servicing; knowledge of GSE directives; Microsoft Office and legal case management experience; strong communication and organizational skills.
Microsoft Office Suite, Perfect Practice, ICE, Tempo, ADR, DRA
1mo
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Associate - Private Client Services - West Palm Beach
West Palm Beach, Florida, United States
OnsiteFull Time
2+ YOE2–4 years experience, membership in the Florida Bar required, top academic credentials, experience or interest in estate planning, estate and gift taxation, and estate/trust administration.
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