47 client services consultant jobs at 21 companies in Hypoluxo, FL
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Director, Private Client Services – Family Office
West Palm Beach, Florida, United States
$130k-$175k/yr OnsiteFull Time
5+ YOEBachelor's in Accounting, 5+ years relevant experience (family office preferred), CPA, advanced Excel and QuickBooks skills, proven leadership and client advisory experience.
Microsoft Office, Microsoft Excel, QuickBooks
1mo
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Branch Banking Client Consultant I
Hollywood, Florida, United States
$17-$23/hr OnsiteFull Time
0+ YOEHigh school or GED required; less than 2 years customer service/sales experience; ability to perform teller transactions, adhere to compliance, and deliver positive client service.
1w
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Client Facing Tax Services Consultant (Payroll) - Remote
Boca Raton, Florida, United States
$36-$39/hr RemoteFull Time
4+ YOERequires 4+ years of payroll tax compliance experience, state and local tax knowledge, client-facing executive communication, multi-account management, payroll platform and agency portal experience, and intermediate Excel skills.
ADP, UKG, Paylocity, Dayforce, Microsoft Excel
5d
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Government Services Energy Client Marketing Manager
Ridgeland or Troy or Chicago or Grand Rapids or Owings Mills or Baltimore or Columbia or Boston or Austin or Kalamazoo or Denver or Fort Worth or Atlanta or Charlotte or Greenville or Fort Lauderdale or Cincinnati or Cleveland or Columbus or Akron or Cherry Hill or Anchorage or Jacksonville or Boulder or Daphne or Mobile or Baton Rouge or Biloxi or Gulfport or Brentwood or Jackson or Arcadia or Alturas or Fort Myers or Forest or Clearwater or Greenville or Asheville or Boone or Aiken or Columbia or Belzoni or Amory or Chiefland or Edwards
$90k-$100k/yr OnsiteFull Time
5+ YOEBachelor’s degree in a relevant business or communications field and 5+ years in marketing operations, strategic marketing, or management consulting. Microsoft Office proficiency required; Spanish preferred.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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Senior Client Manager
Palm Beach Gardens, Florida, United States
OnsiteFull Time
7+ YOE7+ years in employee benefits client services or consulting, deep benefits and public sector knowledge, bachelor\u0002s or equivalent, FL 2-15 license (or obtain within 90 days), valid FL driver\u0002s license, professional HR/benefits certifications preferred.
3w
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Senior Tax Manager, Private Client Services/HNWI
Rockville or Chicago or Columbia or Arlington or Atlanta or Austin or Charlotte or Dallas or Fort Lauderdale or Houston or Little Falls or Minneapolis or Nashville or Raleigh or Overland Park
$125k-$228k/yr RemoteFull Time
10+ YOECPA required, public accounting experience, 10+ years federal tax consulting/compliance (private client/HNWI preferred), bachelor’s in accounting, master’s in taxation preferred, proven business development and client relationship skills.
2w
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Treasury Management Payment Consultant
Orlando or Tampa or Palm Beach
$104k-$127k/yr HybridFull Time
5+ YOEBachelor's degree or equivalent experience;5+ years treasury management sales experience;proven prospecting and new business development skills;advanced knowledge of treasury and payments;strong communication and client service skills.
2mo
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Sales & Risk Consultant
Naples or Nashville or Atlanta or Charlotte or Miami or Tampa or Charleston or Palm Beach Gardens or Miami
HybridFull Time
4+ YOE4 years of business development/client service experience, P&C license and high-net-worth personal lines experience required; proficiency with Salesforce and EPIC; strong negotiation, communication, and forecasting skills.
Salesforce, EPIC Agency Management System
2mo
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Tax Manager - Private Client Services (PCS)
Coral Gables or Fort Lauderdale
$85k-$150k/yr HybridFull Time
5+ YOEBachelor's in Accounting required, CPA or enrolled agent required, 5+ years recent tax compliance/consulting experience, US tax return expertise, supervisory experience, familiarity with GoSystems or CCH Axcess.
GoSystems, CCH Axcess
2mo
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Tax Manager - Private Client Services (PCS)
Miami or Fort Lauderdale or United States or United Kingdom or Israel or India or Cayman Islands or Singapore or Ireland
HybridFull Time
5+ YOEBachelor's in Accounting, 5+ years recent tax compliance/consulting experience, CPA or Enrolled Agent required, experience preparing/reviewing US partnership, S-corp, and individual returns, staff management and tax research skills.
GoSystems, CCH Axcess
3w
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Planning Consultant - Ft. Lauderdale, FL
Fort Lauderdale, Florida, United States
OnsiteFull Time
2+ YOEFINRA Series 7 & 66 (or ability to acquire), 2+ years financial services experience, CFP encouraged, client profiling, outbound calling, and use of planning tools.
Salesforce, Glance
3w
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Planning Consultant - Ft. Lauderdale, FL
Fort Lauderdale, Florida, United States
OnsiteFull Time
2+ YOESeries 7 and 66 licenses with state registrations or ability to obtain Series 66; 2+ years of financial services experience; financial planning knowledge and client relationship skills.
Salesforce, Glance
4d
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Private Client Relationship Manager II - West Palm Beach, FL
West Palm Beach, Florida, United States
$115k-$173k/yr OnsiteFull Time
10+ YOERequires 10+ years of financial services experience, strong private banking, commercial banking, credit analysis, consultative sales, relationship management, and communication skills. A four-year degree is highly preferred.
6d
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Advisor Channel Onboarding Consultant
Boca Raton or Alabama or Arizona or Florida or Georgia or Illinois or Michigan or Mississippi or New Jersey or North Carolina or Ohio or Oklahoma or Tennessee or Texas
$68k-$91k/yr RemoteFull Time
3+ YOERequires 3+ years in retirement plan implementation, client onboarding, advisor support, recordkeeping, TPA services, or related retirement work; strong organization, communication, analysis, and Microsoft Office and Salesforce proficiency.
Microsoft Office, Salesforce
3w
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Hair Stylist
Delray Beach, Florida, United States
$19/hr OnsiteFull Time
Active cosmetology license, strong consultation and client-education skills, time management, ability to recommend solutions and deliver a luxury service experience.
1mo
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Licensed Salon Hair Stylist
Palm City, Florida, United States
$45-$88/hr OnsiteFull Time, Part Time
Valid state cosmetology or barber license, authorization to work in the U.S., skilled in cuts, fades, color and consultation, night/weekend/holiday flexibility, strong client service.
2mo
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Selling Advisor - Women's Designer
Boca Raton, Florida, United States
$13-$18/hr OnsiteFull Time
Proven sales ability, client relationship building, product knowledge in fashion, consultative selling, vendor collaboration, goal-driven with strong communication and customer service skills.
1w
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Financial Planner with Healthcare Background
Boca Raton, Florida, United States
$95k-$158k/yr OnsiteFull Time
Bachelor's degree preferred. Financial services, insurance, or business development experience beneficial but not required. Requires strong communication, analytical, relationship-building, and client consultation skills.
2w
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Licensed Esthetician
Sunrise, Florida, United States
$200-$350/day OnsitePart Time, Full Time
2+ YOEActive Florida esthetician license and at least two years of hands-on facial experience. Requires consultation, retail sales, skincare treatment, and client relationship skills.
DiamondGlow, dermaplaning, LED
1w
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Financial Solutions Advisor Registration Candidate - Central Broward Market
Fort Lauderdale or United States
OnsiteFull Time
1+ YOERequires at least 1 year of financial services or sales experience, client relationship and consultative selling skills, communication, collaboration, multitasking, technology adaptability, and ability to obtain securities licenses.
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