21 client services consultant jobs at 9 companies in Stuart, 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
2w
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Branch Banking Client Consultant I - Float
Wellington, Florida, United States
$17-$23/hr OnsiteFull Time
0+ YOEHigh school diploma/GED required; 0–3 years customer service or sales experience; able to deliver client service, resolve issues, and meet sales/referral goals.
2w
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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.
1mo
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Client Advisor Solutions Analyst
New York or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Naples or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
$110k-$150k/yr HybridFull Time
2+ YOEBachelor's degree required, 2+ years experience in consulting or financial services, knowledge of investment products and wealth management, strong analytical and presentation skills, proficiency with data analysis and collaborating with technologists.
4d
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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.
1mo
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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
1mo
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Tax Senior Manager, Private Client & Family Office Services
Denver or Anchorage or San Francisco or San Jose or San Diego or Walnut Creek or Seattle or Spokane or Los Angeles or Costa Mesa or Las Vegas or Salt Lake City or Phoenix or Cincinnati or Columbus or Cleveland or Nashville or Akron or Detroit or Grand Rapids or Kalamazoo or Pittsburgh or Austin or Dallas or Houston or Fort Worth or San Antonio or Tulsa or Chicago or Indianapolis or Madison or Milwaukee or Minneapolis or Oak Brook or Potomac or Omaha or Rosemont or Fort Lauderdale or Jacksonville or Miami or Orlando or Tampa or West Palm Beach or Baltimore or Columbia or McLean or Washington or Cherry Hill or Philadelphia or Wilmington or Woodbridge or Boston or Stamford or New York or Atlanta or Charlotte or Greenville or Norfolk or Raleigh or Richmond or Boulder or Troy or Melville
$120k-$225k/yr OnsiteFull Time
8+ YOE4+ Mgmt8+ years accounting experience with a Bachelor’s (or 10+ years with HS), 4+ years supervisory experience, consultative tax/advisory skills, CPA preferred, Microsoft Office proficiency, experience with accounting platforms and BDODrive, ability to travel ~25%.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, QuickBooks Online (QBO), Microsoft NAV, Bill.com, SEI Archway, Qvinchi, BDODrive, CRM
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.
1mo
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Managing Director - CIO
Grand Rapids or Atlanta or Palm Beach or Chicago or Minneapolis or Cincinnati
OnsiteFull Time
10+ YOEBachelor's or master's in business (CFA preferred), 10+ years in financial services with direct client responsibility, proven business development, investment consulting and high-net-worth planning experience, strong communication and organization.
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