31 client services administrator jobs at 18 companies in Tequesta, FL
6d
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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 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.
1mo
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Branch Office Administrator - Jupiter, FL
Jupiter, Florida, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors, manage account transactions and documentation, support marketing and business planning, and use tools such as MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
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
5d
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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
Boca Raton, Florida, United States
OnsiteFull Time
2+ YOEHigh school diploma, 2 years investment industry experience, Series 7 and 63 or 66 required, proficiency with Microsoft Office and administrative/clerical skills, strong communication and customer service.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, iCIMS
1mo
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Registered Client Service Associate
Boca Raton, Florida, United States
OnsiteFull Time
2+ YOE2+ years investment industry experience, high school diploma, Series 7 and Series 63 or 66 required, strong administrative, customer service, and communication skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
17h
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Client Care & Billing Specialist
Delray Beach, Florida, United States
$25-$32/hr OnsiteFull Time
3+ YOE3+ years in customer service/administrative/billing roles, excellent communication, strong organization, Microsoft Office proficiency, billing/collections and MyCase preferred.
MyCase, Microsoft Office, CRM
3w
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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
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.
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
1d
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Client Specific - Healthcare Credentialist
Port Saint Lucie, Florida, United States
OnsiteFull Time
1+ YOEHigh school diploma and 1+ year administrative, customer service, recruiting or credentialing experience; proficiency with Microsoft Office and workforce scheduling software; strong time management and judgment.
Microsoft Office, WinTeam
20h
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Client Specific - Healthcare Credentialist
Port Saint Lucie, Florida, United States
$21/hr OnsiteFull Time
1+ YOEHigh school diploma or equivalent; 1+ year administrative or customer service experience, recruiting or credentialing experience, and workforce scheduling software experience; Microsoft Office proficiency and strong prioritization skills.
Microsoft Office, WinTeam
2w
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Receptionist-Immigration Legal Services (Must be Bi-lingual-English/Spanish)
Riviera Beach, Florida, United States
$18-$20/hr OnsiteFull Time
Bilingual English/Spanish receptionist to greet clients, manage intake and scheduling, assist with immigration forms, use Law Logix, track payments, and translate legal documents.
Law Logix (LLX)
2mo
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Lead Veterinary Technician/Assistant
Port St. Lucie, Florida, United States
OnsiteFull Time
Provide patient care and client service in a veterinary hospital, assist veterinarians with exams, surgery and anesthesia, perform lab work and medication administration, supervise paraprofessional staff; leadership and computer/telephone skills required.
EMR
1mo
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Associate Estate Trust Officer - Associate Fiduciary Specialist
Boca Raton or Austin
HybridFull Time
0.5+ YOE6+ months fiduciary products experience; knowledge of trust administration, estate settlement, and fiduciary responsibilities; MS Office proficiency; strong communication, organizational, and client service skills.
Microsoft Teams, Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint
2w
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LPN / RN Pediatric Home Health Nurse
West Palm Beach, Florida, United States
FieldFull Time, Part Time
Active RN or LPN/LVN license, ability to provide one-to-one skilled nursing in client homes, clinical assessments, medication administration, care coordination, and strong communication skills.
2mo
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CONTRATACIÓN URGENTE: RNs Bilingües (Español/Inglés) – Condado de Broward
Hollywood or Fort Lauderdale or Coral Springs or Deerfield Beach or Lauderhill or Parkland or Sunrise or Tamarac or Pembroke Pines or Miramar or Weston or Davie or Cooper City or Hallandale Beach or Dania Beach or Southwest Ranches
FieldFull Time
Bilingual (Spanish/English) RN with active license, AHCA Level 2 clearance, TB test/radiograph, home care experience, EHR proficiency, medication administration and client transfer skills, strong communication.
EHR
1mo
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Veterinary Technician
Coral Springs, Florida, United States
OnsiteFull Time
National Veterinary Associates: Operates a network of veterinary hospitals and pet resorts.
1+ YOEMinimum 1 year veterinary technician experience preferred. Skills: blood draws, parasite testing, IV catheter placement, restraint, dental cleaning, medication administration, and client education. Willing to train upbeat candidates.
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