209 client services associate jobs at 75 companies in Lauderhill, FL
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Client Services Coordinator
Boynton Beach, Florida, United States
$20-$23/hrOnsiteFull Time
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.
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
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
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.
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
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.
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
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: 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.
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
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.
StifelNYSE: SF: Provides wealth management and investment banking services to clients.
2+ YOEHigh school diploma, 2 years investment industry experience, clerical/account opening skills, customer service, ability to enter trades and maintain client records; FINRA Series 7 and 66 or 63/65 preferred.
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
3+ YOESeries 7 and 66 required, 3+ years client service experience in finance, bachelor\u0002s degree, fluent Spanish and English, strong communication, detail oriented, proficient in Microsoft Office.
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and investment banking services.
2+ YOESeries 7 and Series 66 required; ~2+ years client service/operations in wealth management preferred; strong communication, attention to detail, Microsoft Office and CRM proficiency; bachelor’s degree.
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.
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.
Rightway: Healthcare navigation and transparent pharmacy benefit management services.
2+ YOEPrefer bachelor's degree and ~2 years client success or healthcare/PBM experience; strong written/verbal communication, Excel and Office/Google Workspace familiarity, organizational and analytical skills.
Microsoft Excel, Microsoft Office, Google Workspace