- Fidelity TalentSource LLC (Boca Raton, FL)
- …of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. ... The Expertise We re Looking ForCustomer service , phone, or financial services experience will prepare you...and passion to engage with clientsAn aptitude to assess client needs and identify opportunitiesRemarkable attention to detail and… 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
- Citizens (West Palm Beach, FL)
- … Client Trust Associate (TA) role is accountable for providing exceptional service to our Citizens Private Client (CPW) trust and estate clients and is ... team in managing the day-to-day activities of our fiduciary clients including new client on-boarding, client service and client retention as directed by… 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 (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 (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
- JPMorgan Chase (Boca Raton, 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
- 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
- Carrier (Palm Beach Gardens, FL)
- …and roadmaps. + Engage with key Digital stakeholders to define and maintain service maturity, metrics and KPIs. + Ensure client satisfaction and delivery ... excellent opportunity for a motivated and strategic thinker to assume Assoc. Dir, Service Excellence and Americas Op role within the IT organization. This role… more
- Fox Rothschild LLP (West Palm Beach, FL)
- …work in a fast paced environment. + Exceptional oral and written communications/ client service skills. + Exceptional communications/customer service skills. ... **Description** As a member of the Accounting Department, the Collections/ Client Relations Coordinator performs collection activities associated with outstanding/delinquent… more
- The ODP Corporation (Boynton Beach, 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 (Riviera Beach, 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 ... **551176BR** **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
- VCA Animal Hospitals (West Palm Beach, FL)
- …supportive environment? **VCA Palm Beach Veterinary Specialists** is seeking an **Experienced Client Service Representative** to join **our** **team** full time! ... of why PBVS is the right choice for you! https://vimeo.com/758023583/d660eefdaf ** Client Services Responsibilities:** + Customer service functions, including:… more
- H&R Block (Riviera Beach, FL)
- **534892BR** **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 (Royal Palm 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
- JPMorgan Chase (Palm Beach Gardens, FL)
- …Morgan Wealth Management, offers US based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of ... solutions tailored to clients' specific needs. As an Investment Associate in JP Morgan Advisors, you will work in...asset allocation, tactical shifts and security selection and perform client portfolio reviews on a regular basis in conjunction… more
