- RSM US LLP (Fort Lauderdale, FL)
- …expertise and ability to work as a collaborative team member to deliver excellent client service :Advise ultra-high net worth clients on a full spectrum of tax ... estate, gift, generation-skipping, philanthropic, retirement and trust aspects of a client 's planning and compliance needs. We collaborate with our clients,… more
- RSM US LLP (Fort Lauderdale, FL)
- …Technical & Quality Expertise, People & Talent Management, and Client Service /Business Development.Responsibilities:Provide detailed review and analysis of ... client and the firmServe as the Tax client service coordinator for appropriate clientsAdvise clients...with at least 14 paid holidays, wellbeing days and associate and above access to self-managed time off. We… more
- Morgan Stanley (Boca Raton, FL)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *Florida-Boca ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Raymond James Financial, Inc. (Palm Beach Gardens, FL)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- Raymond James Financial, Inc. (Palm Beach Gardens, 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
- Banfield Pet Hospital (Margate, FL)
- …day supervision of the paraprofessional team to ensure quality medical care, exceptional client service , associate engagement and maximum productivity. ... the doctors in providing world class preventive care and client service . Confer with field leadership and...use a key board, operate equipment and read information. Associate is routinely exposed to a variety of pets… more
- Banfield Pet Hospital (Plantation, FL)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. Helping create ... being a member of the team. Providing professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include… more
- Bank of America (Palm Beach, FL)
- Registered Wealth Management Client Associate Palm Beach, Florida **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... 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 (Delray Beach, FL)
- Registered Wealth Management Client Associate Delray Beach, Florida **Job Description:** At Bank of America, we are guided by a common purpose to help make ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- M&T Bank (Palm Beach, FL)
- …Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders ... Experience Required:** **Bachelor's degree and a minimum of 1 years' financial services client service experience, or in lieu of a degree, a combined minimum of… 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 (West 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
- Banfield Pet Hospital (Plantation, FL)
- SUMMARY OF JOB PURPOSE AND FUNCTIONThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of ... + 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)
- …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
- KPMG (Fort Lauderdale, FL)
- … client can become self-sufficient + Additional responsibilities for senior associate include assisting in managing client engagements Qualifications: + ... **Business Title:** Associate or Senior Associate , Global Trade...on job classification, standard work hours, and years of service , KPMG provides Personal Time Off per fiscal year.… more
- KPMG (Fort Lauderdale, FL)
- …wide variety of industries + Utilize new technologies and tools used in client service delivery and participate in technology or process development initiatives, ... **Business Title:** Senior Associate , Tax Shared Services **Requisition Number:** 112641 -...quality work + Ability to handle multiple engagements and client service teams KPMG complies with all… 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 (Loxahatchee, FL)
- …tax office associates accountable to Standard Operating Procedures (SOP) execution and client service experience, with escalation to the Multi-Unit Team Leader ... **500503BR** **Title:** Associate Team Leader **Our Company** **:** At H&R...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more
- Cherry Bekaert (Fort Lauderdale, FL)
- …field work, engagement wrap up and deliverable composition. Your passion for excellent client service will be demonstrated through the diligent assessment of the ... energy, and expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We are all… more
