Jobs
>
Fort Lauderdale

    Client Service Associate - Fort Lauderdale, United States - Oppenheimer & Co.

    Oppenheimer & Co.
    Oppenheimer & Co. Fort Lauderdale, United States

    1 week ago

    Default job background
    Description


    This is an excellent opportunity for someone starting out in the investment world and wants a career, not a job We are looking for a candidate that wants to learn and grow in this role.

    Primary responsibility is to initially support the team in sales, marketing and day-to-day operations of a growing branch.


    Key Responsibilities:
    Produce quality analytical reports using various software programs Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments Assist participants with various needs Learn and adapt to service needs of various accounts in order to answer day-to-day questions Quickly develop knowledge of forms and account procedures in order to assist clients Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts Enhance relationships with advisors through timely and accurate responses to questions, and act with integrity and respect in all situations Database management of contacts and associates Oversee marketing efforts Special projects as assigned Local office interaction with other support members, Financial Advisors and ManagementQualifications: Some experience working in Finance/Broker-Dealer/Investment background is preferred Bachelor's Degree preferably in Business, Economics, Finance, Accounting or willingness to become licensed will be considered Must be a team player with a proactive, positive, problem-solving disposition Possess a high degree of proficiency with MS office products including Word, Excel and Outlook Must be able to maintain the highest level of confidentiality Excellent communication skills: verbal, written and interpersonal Demonstrate strong accuracy and thoroughness in all facets of daily work Able to interface and articulate well with employees, vendors and clients in a highly professional, timely and friendly manner Able to meet designated deadlines and work effectively in a pressurized environment
  • Raising Cane's

    Customer Service Associate

    13 hours ago

    Raising Cane's North Hollywood, United States

    $20 per hour - $21 per hour · Como parte importante de nuestro equipo, los asociados de servicio al cliente impactan todas las áreas de la experiência del cliente. Como sugiere el nombre, su principal prioridad es brindar un excelente servicio al cliente. En este rol, serás respo ...

  • Hertz

    Flexible Customer Service Associate

    1 week ago

    Hertz Fort Lauderdale, United States

    The **Flexible Customer Service Associate **consults with customers on their rental. Maximizing revenue opportunities by actively offering products and services and overcoming customer objections. Ensures that the customer receives world-class customer service and sales support. ...

  • Fresco y Mas Retail Stores

    Customer Service Associate

    1 week ago

    Fresco y Mas Retail Stores Lauderhill, United States

    Overview: · - Southeastern Grocers is committed to a culture of belonging and fostering an inclusive environment where we celebrate differences. As a_ _great place to work_, we empower everyone to be their full, authentic selves. Read our_ _Belonging, Inclusion and Diversity Stat ...

  • SI Management LLC

    Retail Customer Service Associate

    2 weeks ago

    SI Management LLC North Hollywood, United States

    Our client is a multi-faceted customer support and sales management firm with a primary objective to help clients find reliable retail customer service solutions for longevity and stability. At the heart of what they do, their purpose is to increase the ease and accessibility of ...

  • UBS

    Service Associate

    1 week ago

    UBS Fort Lauderdale, United States

    Your role · Are you incredibly organized with an eye for detail? Are you a skilled multitasker? · We're looking for a service associate to: · * carry out cash management functions, process securities and correspondence, keep records and perform margin activities · * greet and ass ...

  • UBS

    Service Associate

    4 days ago

    UBS Fort Lauderdale, United States

    Your role · Are you incredibly organized with an eye for detail? Are you a skilled multitasker? · We're looking for a service associate to: · * carry out cash management functions, process securities and correspondence, keep records and perform margin activities* greet and ass ...

  • UBS

    Service Associate

    4 days ago

    UBS Fort Lauderdale, United States

    Your role · Are you incredibly organized with an eye for detail? Are you a skilled multitasker? · We're looking for a service associate to: · • carry out cash management functions, process securities and correspondence, keep records and perform margin activities · • greet and ...

  • Waveland Family Office, LLC

    Client Services Associate

    1 week ago

    Waveland Family Office, LLC Deerfield, United States

    **Client Services Associate (revised 5/9/24)** · Waveland Family Office, LLC ("WFO") is a multifamily office located in Deerfield, Illinois. WFO is a Registered Investment Advisor that represents various high net worth families and provides traditional family office services such ...

  • European Wax

    Guest Service Associate

    2 days ago

    European Wax Miami, United States

    **Guest Service Job Description**: · **_ Guest Service Associate/Sales Associate_** · **_LOVE TO HELP OTHERS LOOK AND FEEL GORGEOUS? JOIN OUR TEAM_** · Are you passionate about people and beauty? Are you naturally confident and outgoing? Does · the idea of earning excellent commi ...

  • Aqua-Tots Swim School

    Guest Service Associate

    1 week ago

    Aqua-Tots Swim School Fort Lauderdale, United States

    Are you looking for a FUN and AMAZING place to work? Then look no further because Aqua Tots Swim Schools is where you want to be Aqua Tots is looking for a Guest Service Associate. Must be friendly, able to multitask, work with a team, work in a VERY fast paced environment, and l ...

  • European Wax Center Inc.

    Guest Service Associate

    1 day ago

    European Wax Center Inc. Fort Lauderdale, United States

    Perks & Benefits · * Medical, Dental, Vision · * Employer-Paid basic life insurance (in the amount of $50,000) · * Employer-Paid short-term and long-term disability · * Employer-Paid Wellness Reward Program (go365) · * Employee Assistance Program (EAP) · * 401(k) matching · * Pet ...

  • Fresco y Mas

    Customer Service Associate

    1 week ago

    Fresco y Mas Fort Lauderdale, United States

    Fresco y MasFresco y Mas Retail Stores NW 40TH AVENUE [Retail Associate / Cashier] As a Customer Service Associate at Fresco y Mas, you will: Provide continuous attention to customer needs; greet, assist and thank customers in a prompt, courteous and friendly manner; Stock front ...

  • Aqua-Tots Swim School

    Guest Service Associate

    1 week ago

    Aqua-Tots Swim School Fort Lauderdale, United States

    Are you looking for a · FUN · and · AMAZING · place to work? Then look no further because Aqua Tots Swim Schools is where you want to be Aqua Tots is looking for a Guest Service Associate. Must be friendly, able to multitask, work with a team, work in a VERY fast paced enviro ...

  • Ascendo Resources

    Client Services Associate

    1 week ago

    Ascendo Resources Fort Lauderdale, United States

    Seeking a Client Services Associate to join a growing financial services team in Fort Lauderdale This person will be responsible for reviewing and processing new accounts, account maintenance, and communicating with clients over the phone & email. Looking for a candidate with exc ...

  • ADI Global Distribution

    Customer Service Associate Ii

    6 days ago

    ADI Global Distribution Miramar, United States

    ADI Global Distribution, is hiring a Customer Account Specialist to join our growing team You will be responsible for entering sales orders and quotes, providing customer service, and supporting the ProAV sales team to ensure a positive customer experience. · **JOB DUTIES**: · - ...

  • Elevated Facility Services

    Customer Service Associate

    1 day ago

    Elevated Facility Services Fort Lauderdale, United States

    Summary · Under limited supervision of the General Manager, performs various secretarial, office support, and customer service-related tasks according to standard operating procedures. Working hours are from 8:00 to 5:00. · The Customer Service Associate is a direct report to ...

  • Citigroup Inc

    Client Service Associate

    1 week ago

    Citigroup Inc Fort Lauderdale, United States

    Job DescriptionThe Client Service Associate (CSA) has a strong background in KYC processes, procedures and policies. CSA will drive the creation of client's KYC profile in Citi's KYC systems and will establish client's relationship and account(s) opening with IPB US. CSA will int ...

  • Lauderdale Pet Lodge

    Customer Service Associate

    1 week ago

    Lauderdale Pet Lodge Fort Lauderdale, United States

    We believe in the mission of "Pet Lovers Delighting Pet Lovers" and we demonstrate this through being Playful, Passionate, Personal and Professional. A successful candidate for this position will be someone who not only embraces this culture, but is a team player, self-motivated, ...

  • Broward Health

    SUPPORT SERVICES ASSOCIATE

    1 week ago

    Broward Health Fort Lauderdale, United States

    Broward Health Medical CenterFTE: Summary:Provides support for patient services and assists with cleaning tasks and maintains the sanitary condition of assigned areas. Assists in moving patients, furniture, specialized equipment, and supplies in and around departments.Education:C ...

  • Lauderdale Pet Lodge

    Customer Service Associate

    1 week ago

    Lauderdale Pet Lodge Fort Lauderdale, United States

    We believe in the mission of "Pet Lovers Delighting Pet Lovers" and we demonstrate this through being Playful, Passionate, Personal and Professional. A successful candidate for this position will be someone who not only embraces this culture, but is a team player, self-motivated, ...