130 client support jobs at 83 companies in Wellington, 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.
Care Resource: Operates community health centers providing medical and support services.
2+ YOEHigh school diploma and 2 years related experience required; experience with HIV/AIDS preferred. Strong communication, documentation, scheduling, customer service, and healthcare systems skills.
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.
IT Client Technology Support Technician I - 993213
Fort Lauderdale, Florida, United States
OnsiteFull Time
Nova Southeastern University: Provides academic degree programs and conducts scientific research.
1+ YOEHigh school diploma or equivalent and 1 year IT/customer service experience (or Associate's degree). Must hold a Florida driver's license (≤3 points). Ability to lift 50 lbs, travel, and provide desktop and AV technical support. CompTIA A+ and Microsoft 365 knowledge preferred.
TradeStation: Provider of online brokerage services and trading technology.
4+ YOEEnd-to-end client support for live and simulated trading, order entry, platform troubleshooting, and product support; collaborate with Sales and Operations.
Trading platforms, Order entry systems, Customer support software
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
Grant Cardone Enterprises: Providing professional sales training and business coaching services.
Experience in client relations, onboarding, or customer support; strong communication; ability to manage multiple workflows; familiarity with Zendesk or CRM; organized and proactive; onboarding facilitation skills.
Zendesk, CRM (HubSpot or similar), Google Workspace, Microsoft Office
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
1+ YOEProvide high-touch administrative support to financial advisors, service client inquiries, process transactions, open accounts, use CRM and Excel; high attention to detail and communication skills.
Client Relationship Management (CRM), Microsoft Excel
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