68 client support jobs at 45 companies in Jupiter, FL
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TM Client Support Specialist
Charlotte or McKinney or Port St. Lucie
OnsiteFull Time
SouthState BankNASDAQ: SSB: Regional bank providing commercial and personal financial services.
2+ YOEHigh school diploma/GED, 2 years related experience (treasury management, commercial call center, client service or operations). MS Office proficiency, excellent communication, customer service orientation, banking knowledge, regulatory compliance awareness.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Requires or willingness to obtain an insurance license, strong communication, self-motivation, basic computer/CRM skills, and ability to work independently in a remote sales environment.
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.
Robertson, Anschutz, Schneid, Crane & Partners, PLLC: National law firm specializing in creditors' rights and foreclosure.
High school diploma required (associates preferred). Strong attention to detail, Microsoft Office (Excel, Outlook, Word) proficiency, data accuracy, written/verbal communication, and ability to follow legal/client instructions.
Microsoft Excel, Microsoft Outlook, Microsoft Word
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Coordinating client and pet flow through the hospital, ensuring communication with associates and clients, and supporting clinic productivity and client retention.
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
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
Lido Advisors: Provides wealth management and financial planning for high-net-worth individuals.
1+ YOEBachelor's degree, 1+ year client support experience (RIA/financial services preferred), Series 65 or 66 required or to be attained, strong attention to detail and client service, Excel and Salesforce proficiency.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Salesforce, Microsoft PowerPoint
Cozen O'Connor: Providing multinational legal representation and corporate advisory services.
2+ YOEBachelor's degree in finance/accounting/business required, 2+ years family office/trust/wealth/banking experience, account administration and payment processing experience, AgilLink experience preferred, strong attention to detail.
INFUSE: Provides B2B lead generation and data-driven marketing services.
Experience managing client relationships, strong communication, multitasking, attention to detail, empathy, and problem-solving to support client delivery and escalate issues.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEProviding client service support for financial advisors, operating enterprise platforms, promoting banking solutions, and delivering accurate client materials; 1+ year experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Support US Wealth businesses, attend client meetings, communicate investment outlooks, produce marketing materials, perform portfolio construction analysis; strong Excel, PowerPoint, Morningstar Direct, and communication skills.
AI, Microsoft Excel, Microsoft PowerPoint, Morningstar Direct, Zoom
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service and administrative support to financial advisors, manage account transactions and documentation, support marketing and business planning, and use tools such as MoneyGuide, Salesforce, and Microsoft Office.
U.S. Legal Support: Provides court reporting, record retrieval, and litigation support services.
0+ YOEMust be a Certified Electronic Reporter; training and certification support provided. Ability to obtain a state notary commission; perform reporting, equipment setup, and document preparation at client sites.
Herewith: Provides an online platform connecting seniors with local helpers.
1+ YOE1+ year dialysis experience, familiarity with home dialysis (NxStage a plus), ability to provide in-home dialysis support, strong communication, pass background check.
Behavioral Health Technician (BHT) - Detox Support Staff (48045)
West Palm Beach, Florida, United States
$18-$20/hrOnsiteFull Time
All In Solutions: Provides evidence-based substance abuse and addiction treatment services.
High school diploma/GED, valid driver’s license with clean 5-year driving record, ability to pass background checks and health screenings; experience in client observation, documentation in EHR, crisis de-escalation, and maintaining safety.