- Morgan Stanley (West Palm Beach, FL)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Senior Registered Client Service Associate **Location:** *Florida-West Palm ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an… more
- Morgan Stanley (Boca Raton, FL)
- …its workforce. M/F/D/V Version: 7/10/2024 **Job:** **Wealth Management* **Title:** *Registered Client Service Associate **Location:** *Florida-Boca Raton* ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
- Raymond James Financial, Inc. (Boca Raton, FL)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Truist (Jupiter, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Bank of America (West Palm Beach, FL)
- Registered Wealth Management Client Associate WEST PALM BEACH, Florida **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... focused and effective. **Position Overview:** The **Registered Wealth Management Client Associate ** role is a sales support...multiple communication methods to ensure a consistent and exceptional client service experience. + Act as a… more
- Bank of America (Palm Beach, FL)
- Wealth Management Client Associate Palm Beach, Florida **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Bank of America (Delray Beach, FL)
- Registered Wealth Management Client Associate Delray Beach, Florida **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- JPMorgan Chase (Delray Beach, FL)
- … Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- JPMorgan Chase (Palm Beach Gardens, FL)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client … more
- Banfield Pet Hospital (Boca Raton, FL)
- The Client Service Coordinator ("CSC") drives the...Job Description.docx 3 of 3 Last Revised: 08/20/2013 JP Associate is rou tinely exposed to a variet y ... Action Oriented Listening Functional Preventative care and OWPs. POSITIVE ATTITUDE. CLIENT RELATIONSHIPS Position Description Client Service Coordinator… more
- Banfield Pet Hospital (Royal Palm Beach, FL)
- SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity ... * Preventative care and OWPs * Communication Skills * Client Service Skills * Priority Setting *...vision, depth perception, and ability to adjust focus. . Associate is routinely exposed to a variety of pets… more
- Fox Rothschild LLP (West Palm Beach, FL)
- **Description** The Litigation Client Service Specialist role is responsible for providing legal administrative support to a team of attorneys by performing ... to internal and external clients. **ESSENTIAL FUNCTIONS:** **Attorney Support** + Provide superior client service by answering and screening calls in a courteous… more
- The ODP Corporation (Lake Worth, FL)
- …and merchandising standards, freight, and logistics activities, and prioritizing unparalleled client satisfaction. The Store Associate will support a ... Store Associate should be passionate about sales, delivering exceptional service , and driving operational excellence. The essential functions of this position… more
- H&R Block (Lake Worth, FL)
- …value of H&R Block + Execute and hold all tax office associates accountable to Service Standards execution and client service experience, with escalation to ... **551158BR** **Title:** Associate Team Leader **Our Company** **:** At H&R...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more
- H&R Block (West Palm Beach, FL)
- …tax office associates accountable to Standard Operating Procedures (SOP) execution and client service experience, with escalation to the Multi-Unit Team Leader ... **534002BR** **Title:** Associate Team Leader **Our Company** **:** This Job...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more
- FirstBank PR (Deerfield Beach, FL)
- ASSOCIATE PORTFOLIO MANAGER Job summary : Associate portfolio manager works for different organizations that deal with finances and investments. The associate ... financial plans in order to help in the growth of the organization. The associate portfolio manager advises the senior financial managers as to what policies should… more
- H&R Block (Lake Worth, FL)
- **534869BR** **Title:** Tax Associate **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help ... ** Joining H&R Block as a new, seasonal **Tax Associate ** means you'll have the support of our expert...or related field** + **Previous experience in a customer service or retail environment** + **Experience working in a… more
- Kohl's (Boynton Beach, FL)
- …older + Flexible availability, including days, nights, weekends, and holidays Preferred + Client facing retail or service industry experience Pay Starts At: ... Role In this role, you will deliver excellent customer service in point of sale and customer services processes...register and cash balancing, change orders, replenish supplies) All associate roles at Kohl's are responsible for: + Acting… more
- CBRE (West Palm Beach, FL)
- SP - Associate Broker Job ID 155163 Posted 21-Aug-2024 Service line Advisory Segment Role type Full-time Areas of Interest Sales/Brokerage Location(s) West Palm ... of commercial real estate properties for clients. Honorary Titles of Senior Associate , Vice President, First Vice President, Senior Vice President, Executive Vice… more
- Kohl's (Boynton Beach, FL)
- …older + Flexible availability, including days, nights, weekends, and holidays Preferred + Client facing retail or service industry experience Pay Starts At: ... Role In this role, you will deliver excellent customer service and consistent execution of store operations. You will...and resources and as directed by store leadership All associate roles at Kohl's are responsible for: + Acting… more