Director, Private Client Services - Miami

The Sales & Client Relations Executive is a full-time, client-facing role supporting the day-to-day commercial activities of the company. · ...

+This full-time on-site role for a Client Services Manager will be responsible for fostering strong client relationships and ensuring customer satisfaction. · +Oversight of client accounts. · Coordination with internal teams for project execution. · Addressing customer issues and ...

We are seeking a Client Services Associate to support a wealth management team with client service account administration custodian support and operational excellence This role is highly client-facing and requires strong communication attention to detail and technology comfort. · ...

We're looking for a people-focused Client Service Associate who enjoys building strong interactions and supporting positive experiences. · ...

The Client Service Associate plays a crucial role in providing exceptional support and service to our clients ensuring their needs are met effectively and efficiently. · This position involves onboarding new clients managing client inquiries and maintaining strong relationships t ...

The Front Office / Office Services Administrator & Receptionist serves as the primary face of the office, · delivering high-touch, professional experience for clients, visitors, and employees.Serve as the first point of contact for clients, visitors, executives, and vendors · Pro ...

+We are seeking a professional Client Service Associate to support client relationships and ensure high service quality. · ++• High school diploma required; associate or bachelor's degree in Business or related field preferred.+• Strong communication and organizational skills.+• ...

Your role · Are you truly service oriented? Do you know how to take care of people? · We're looking for a Client Service Associate to: · keep management systems up-to-date with client information · educate clients on account services and capabilities · help with the preparation o ...

Join our growing team as a Client Service Representative where you'll be the vital first impression for our clients. · Customer success - Handle the onboarding of new clients. · Basic support - Field incoming support inquiries from clients. · ...

We're looking for a people-focused Client Service Associate who enjoys building strong interactions and supporting positive experiences. · ...

We are seeking a Client Services Coordinator to join our team on a long-term temporary basis. · Provide first-rate customer service to all guests and clients · Utilize Event Management booking software to coordinate reservations · ...

Join our growing team as a Client Service Representative where you'll be the vital first impression for our clients. · ...

Join our growing team as a Client Service Representative where you'll be the vital first impression for our clients You will own the client journey from day one leading successful onboarding and directly contributing to their long-term success with our cutting-edge software. · ...

We're looking for a people-focused Client Service Associate who enjoys building strong interactions and supporting positive experiences. · Support in-person client interactions. · Assist with ensuring smooth and positive experiences. · Address needs with a professional and friend ...

United States - Florida · Finance · Global Wealth Management · Job Reference # · 333841BR · City · Miami · Job Type · Full Time · Your role · Are you truly service oriented? Do you know how to take care of people? · We're looking for a Client Service Associate to: · keep mana ...

+We are seeking a polished Bilingual Client Services Associate for our client. · +Supporting portfolio managers you will Interact with internal/external parties regarding client pre-screening, fund subscriptions, due diligence, documentation, and compliance. · Communicate with pr ...

CDM Smith has an exciting opportunity for an experienced driven Sr. Client Service Leader to lead client engagement and business development for water infrastructure and resource services for multiple municipal clients in the South Florida market. · Developing new business and ma ...

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. · Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships · Educating or en ...

As a Client Services Coordinator, you will be responsible for general administrative support to an office or group of sales professionals. This includes preparing proposals, presentations and communications material and coordinating the distribution of internal and external marke ...

We are seeking a Client Services Associate to support a wealth management team with client service account administration custodian support and operational excellence. · Client inquiries account servicing document management CRM updates compliance assistance custodian coordinatio ...

The Client Services Specialist serves as a customer-focused professional dedicated to providing exceptional service and support to clients. · This role bridges the gap between clients and the internal operations team, ensuring seamless communication, timely updates, and resolutio ...