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127 client services associate jobs at 56 companies in Boynton Beach, FL

2mo
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Client Services Coordinator
Boynton Beach, Florida, United States
$20-$23/hr OnsiteFull Time
Feeding South Florida
Feeding South Florida: Combats hunger through food distribution and community support.
2+ YOETwo years of client services or casework; bilingual English/Spanish; associate degree; able to work Tue-Fri 11:00–8:00 and Sat 8:00–5:00; reliable transportation.
Microsoft Office
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1mo
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Client Services Specialist-Senior
Fort Lauderdale, Florida, United States
OnsiteFull Time
City National Bank of Florida
City National Bank of Florida: Providing commercial banking and wealth management services in Florida.
5+ YOE5+ years client service experience (financial services preferred), Associate's degree in Business or equivalent, proficiency with loan/depository systems and Microsoft Word/Excel/Outlook, strong communication and attention to detail.
Microsoft Word, Microsoft Excel, Microsoft Outlook, loan/depository systems, banking software
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4d
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Work From Home - Client Services Associate
Fort Lauderdale, Florida, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Strong communication and interpersonal skills, ability to work independently and in a team, integrity and ethical conduct, desire to help families.
Zoom
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1d
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Client Associate/Registered Client Associate
Palm Beach Gardens, Florida, United States
OnsiteFull Time
Royal Bank of Canada
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
Bachelor’s degree or related experience, strong communication and client service skills, attention to detail, adaptability, and Series 7 and 66 or 63/65 licenses or willingness to obtain them within 12 months.
Microsoft Excel
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1mo
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Rep., Client Services (CPD)
Boca Raton or San Francisco
$15-$26/hr OnsiteFull Time
The ODP Corporation
The ODP Corporation: Provider of office supplies, furniture, and business services.
1+ YOEAssociate's degree or equivalent experience, 1–2 years of experience, strong customer service, communication, organization, multitasking, analytical, and judgment skills.
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2d
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Client Services Associate I (Bilingual Portuguese Fluent)
Fort Lauderdale or Greenwich
HybridFull Time
Interactive Brokers
Interactive BrokersNASDAQ: IBKR: Automated global electronic brokerage and trading services provider.
Bachelor's or advanced degree, fluent Portuguese, strong communication, analytical and problem-solving skills, and knowledge of financial instruments, exchange operations, platforms, regulations, and margin methodologies.
IBKR Trader Workstation, Web Trader, Mobile Trader
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1w
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Specialist, CPD Client Services
Boca Raton, Florida, United States
$17-$28/hr HybridFull Time
The ODP Corporation
The ODP CorporationNASDAQ: ODP: Provider of office products and business services to organizations.
3+ YOE2–3+ years customer service or sales experience, associate degree or equivalent, proficiency with MS Office, web browsers and Store Portal, strong communication and data entry skills.
MS Office, Microsoft Suite, Microsoft Excel, Microsoft Word, Email, IM, Store Portal, industry standard web browsers
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1mo
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Client Associate
Boca Raton, Florida, United States
OnsitePart Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
2+ YOE2-5 years client service experience in finance preferred, bachelor's degree preferred, proficient in Microsoft Office Suite, strong communication and attention to detail.
Microsoft Office Suite
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1w
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Client Service Associate
Palm Beach Gardens, Florida, United States
OnsiteFull Time
Morgan Stanley
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
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1w
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Associate, Client Service
Boca Raton, Florida, United States
$70k-$80k/yr OnsiteFull Time
Wealthspire
Wealthspire: Provides integrated wealth management and financial advisory services.
Bachelor's preferred, relevant financial services experience preferred, strong Microsoft Office and CRM skills, excellent organization and communication, client service orientation, willingness to learn.
Microsoft Office, CRM
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2mo
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Client Service Associate
Plantation, Florida, United States
$16-$20/hr OnsitePart Time
Modern Wealth Management
Modern Wealth Management: Provides personalized financial planning and investment management services.
Part-time, in-office client service role; HS diploma required; one year administrative/receptionist/customer service preferred.
Microsoft Office, CRM
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1w
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Private Wealth Client Associate
West Palm Beach, Florida, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to financial advisors, strong client focus, attention to detail, ability to learn new platforms; high school diploma required; SIE/Series credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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2w
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Senior Associate Client Accounting & Advisory Services
Miami or West Palm Beach or Boca Raton or Fort Lauderdale or New York City or London or San Francisco or Los Angeles or Chicago or Boston
OnsiteFull Time
Berkowitz Pollack Brant
Berkowitz Pollack Brant: Provides professional accounting, tax, and business advisory services.
2+ YOE2+ years real estate accounting experience, proficiency with Yardi Voyager, strong accounting and analytical skills, bachelor's in accounting/finance preferred, excellent communication and organizational skills.
Yardi Voyager
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2mo
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Client Service Associate
Palm Beach Gardens, Florida, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma; college degree preferred; willingness to obtain Series 7/66/63/65 licenses; strong MS Office and client service skills.
Microsoft Office
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1mo
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Client Service Associate
Hallandale Beach, Florida, United States
OnsiteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
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
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2d
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Client Relations Associate
Boca Raton, Florida, United States
OnsiteFull Time
iSAM
iSAM: Provider of systematic investment and algorithmic trading solutions.
0+ YOE0–2 years of financial services experience and a relevant university degree. Requires client service, communication, problem-solving, and proactive collaboration skills.
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1w
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Registered Wealth Management Client Associate
Jupiter, Florida, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEFINRA SIE and Series 7 required, Series 66 preferred (63/65 accepted), high school diploma/GED required, 1+ years experience, client service and investment product knowledge.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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3mo
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Associate Client Service Manager
Boca Raton, Florida, United States
OnsiteFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEBachelor's with 1+ years client service/claims OR HS/GED with 3+ years; Property & Casualty license; Proficiency in Microsoft Office; strong relationship building; adaptable; collaborative.
Microsoft Office
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1w
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Client Experience Associate
Aventura, Florida, United States
OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
Provide excellent customer service in a retail branch, process customer interactions, identify referrals and sales opportunities, and adhere to policies and procedures.
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1w
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Client Service Associate
Palm Beach Gardens or Fort Lauderdale
HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
2+ YOEFlorida 2-20 license or willingness to obtain; college degree desirable; 2+ years commercial insurance experience preferred; intermediate-advanced Microsoft Word and Excel; knowledge of Sagitta and ImageRight (or willingness to learn).
Microsoft Word, Microsoft Excel, Sagitta, ImageRight
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