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
122 client services associate jobs at 45 companies in Royal Palm Beach, FL
2mo
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Client Services Coordinator
Boynton Beach, Florida, United States
$20-$23/hr OnsiteFull Time
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
1mo
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Client Services Specialist-Senior
Fort Lauderdale, Florida, United States
OnsiteFull Time
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
1w
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Client Services Associate I (Bilingual Portuguese Fluent)
Fort Lauderdale or Greenwich
HybridFull Time
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
2w
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Specialist, CPD Client Services
Boca Raton, Florida, United States
$17-$28/hr HybridFull Time
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
1mo
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Client Associate
Boca Raton, Florida, United States
OnsitePart Time
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
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
2w
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Associate, Client Service
Boca Raton, Florida, United States
$70k-$80k/yr OnsiteFull Time
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
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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Private Wealth Client Associate
West Palm Beach, Florida, United States
OnsiteFull Time
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
3w
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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
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
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
1w
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Client Relations Associate
Boca Raton, Florida, United States
OnsiteFull Time
0+ YOE0–2 years of financial services experience and a relevant university degree. Requires client service, communication, problem-solving, and proactive collaboration skills.
2w
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Registered Wealth Management Client Associate
Jupiter, Florida, United States
OnsiteFull Time
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
1mo
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Client Experience Associate
Deerfield Beach, Florida, United States
OnsiteFull Time
Provide customer-facing banking service, engage lobby customers, identify product opportunities, follow procedures, and manage transactions; bilingual Spanish or Portuguese preferred.
2mo
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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
3w
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Client Service Supervisor
Fort Lauderdale, Florida, United States
$22-$31/hr OnsiteFull Time
Supervisory experience in client service, ability to train and coach associates, strong communication and conflict-resolution skills.
2mo
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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
3mo
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Client Service Coordinator
Port St. Lucie, Florida, United States
$15-$20/hr OnsiteFull Time
Coordinating client and pet flow through the hospital, ensuring communication with associates and clients, and supporting clinic productivity and client retention.
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.
3mo
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Client Service Coordinator
Port Saint Lucie, Florida, United States
$15-$20/hr OnsiteFull Time
Coordinates client and pet flow through a veterinary hospital, supports team productivity, communicates with clients and associates, and promotes a welcoming care experience.
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