3w
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Client Services Specialist
West Palm Beach, Florida, United States
OnsiteFull Time
Customer-service experience; answering phones, greeting clients, scheduling, processing payments, managing medical records, and performing light hospital maintenance; strong communication skills.
3w
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Client Services Specialist
West Palm Beach, Florida, United States
OnsiteFull Time
Provide compassionate front-desk client service: greeting visitors, answering phones, scheduling, processing payments, managing records, and maintaining facility; must work afternoons, nights, and weekends.
Workday, Vimeo, Headspace
4d
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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
2mo
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Client Services Trip Support Specialist
West Palm Beach, Florida, United States
HybridFull Time
Alerion Aviation: Provides private jet management, charter, and maintenance services.
1+ YOEBachelor’s degree or 1-2 years of high-touch customer service/account management; excels in a high-volume, detail-oriented environment; strong communication and relationship skills.
Avianis, FAA Part 135
2mo
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Client Experience Manager - Ingressotek
West Palm Beach, Florida, United States
$75k-$95k/yr RemoteFull Time
3+ YOE3-6 years in event operations, project management, client services, venue operations, or related; strong communication; willing to travel up to 75%; pass background check; mechanical aptitude; proficient in Google Workspace.
Google Workspace, Google Sheets, Evolv, Opengate, Digital ID
2mo
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Tax Manager - Private Client Services
West Palm Beach, Florida, United States
OnsiteFull Time
4+ YOE4+ years in an accounting firm with at least 3 years in Private Client experience; Bachelor's and/or advanced degree; CPA or JD; proactive, fast-paced performer; proficient with technology.
Accounting software, Tax software, Microsoft Excel
1w
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Client Service Coordinator - 002424
West Palm Beach, Florida, United States
$15-$20/hr OnsiteFull Time
Provide professional client service, manage client and pet flow, perform administrative and financial tasks, educate clients on wellness plans and preventative care, and communicate clearly in English.
1mo
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Client Concierge
Boynton Beach, Florida, United States
OnsiteFull Time
1+ YOE1–2 years customer-facing experience (veterinary preferred); strong communication, empathy, and customer service; proficiency with Practice Information Management System (PIMS); ability to lift and perform physical tasks.
Practice Information Management System (PIMS)
2w
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Senior Client Experience Manager (FL, North Palm Beach)
North Palm Beach, Florida, United States
OnsiteFull Time
10+ YOE5+ MgmtBachelor's required (Master's preferred); 10+ years in customer experience/service operations with 5+ years managing teams; strong analytics, communication, and stakeholder influence; Microsoft Office Suite proficiency.
Microsoft Office Suite
1mo
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TM Client Support Specialist
Port St Lucie or McKinney or Charlotte
OnsiteFull Time
2+ YOEHigh school diploma/GED, 2 years related experience (Treasury Management, commercial call center, or client service); Microsoft Office proficiency, Treasury Management knowledge, excellent communication and customer service skills.
Microsoft Office
1mo
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Accounting Services Manager - Real Estate
Palm Beach Gardens or Miami
HybridFull Time
8+ YOEBachelor's in Accounting; 8+ years accounting experience; real estate clients; QuickBooks Online/Desktop; multi-entity accounting; onboarding; reporting; Excel.
QuickBooks Online, QuickBooks Desktop, Excel, Microsoft Office
1w
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Client Service Representative
Boynton Beach, Florida, United States
$17-$20/hr OnsiteFull Time
Evening and weekend availability; strong communication and interpersonal skills; customer-service experience preferred; comfortable with Microsoft Windows and practice management systems; ability to multitask in a fast-paced front-desk environment.
Microsoft Windows
3mo
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Senior Client Advisor
West Palm Beach, Florida, United States
OnsiteFull Time
12+ YOEMaster's degree or equivalent; 12+ years experience; Series 7/63 required; CTFA/CFA or law license/CPA preferred; strong client service and communication skills.
Salesforce, Microsoft Office Suite, Excel, Outlook, PowerPoint, Word
4d
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Tax Director - Private Client Services
West Palm Beach, Florida, United States
OnsiteFull Time
8+ YOE8+ years accounting firm experience (6+ in Private Client), CPA/JD/EA required, bachelor’s/master’s preferred in accounting/finance/economics, project management, strong technical private client tax knowledge, leadership and communication skills.
3w
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Client Service Analyst
West Palm Beach, Florida, United States
$45k-$83k/yr OnsiteFull Time
3+ YOE3+ years relevant experience and post-secondary degree or equivalent; knowledge of financial planning and wealth management; proficiency with office and sales management software; strong communication, analytical and collaboration skills.
1mo
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Select Business Unit Client Advisor
Clearwater or Vero Beach
HybridFull Time
2+ YOEFlorida 2-20 license, 2+ years commercial insurance experience, strong client service, MS Outlook/Excel/Word, organize electronic files, manage book up to $15k revenue.
Microsoft Outlook, Microsoft Excel, Microsoft Word
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
5d
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Registered Wealth Management Client Associate
West Palm Beach or Towson
$25-$45/hr OnsiteFull Time
Requires FINRA SIE, Series 7 and Series 66 (63/65 accepted), industry knowledge of investment products, strong client service, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Client Care Coordinator-Birth Line Program (Pahokee) Bi-lingual (English/Spanish)
Pahokee, Florida, United States
$18-$20/hr OnsiteFull Time
Bilingual (English/Spanish) coordinator to manage client intakes, schedule appointments, maintain client records, provide referrals and material assistance; requires office experience, strong clerical/communication skills, Florida driver's license, and ability to travel locally.
eKyros, Microsoft Office
1mo
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Manager of Tax Services- High Net Worth Individuals/International Tax
Miami or West Palm Beach or Boca Raton or Fort Lauderdale
OnsiteFull Time
5+ YOEBachelor’s in Accounting; CPA required; 5+ years public accounting; international tax and private client focus.
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