Client Services - Miami, FL

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. · ...

+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 ...

Serve as a primary point of contact for clients in English and Spanish regarding account inquiries, service requests, and brokerage operations. Open and maintain brokerage accounts, including individual, joint, retirement, and advisory accounts. · ...

+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 ...

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 ...

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 ...

+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.+• ...

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 Client Service Associate will play an essential role in ensuring a seamless, positive experience for our clients.This position requires a polished, organized, and solution-oriented professional who can manage client inquiries, provide tailored support, and uphold the high ser ...

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 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 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. · ...

We are seeking to hire a Client Services Assistant/Legal Support Specialist to support Pillsbury's Miami office. This position will report to Regional Director of Administration and Regional Senior Manager HR/Recruiting for the NY, Florida and Middle East offices. · Providing exc ...

We're dedicated to delivering a high-touch, personalized wealth management experience for our clients. Join us as a Client Service Associate and play a key role in driving our business growth by ensuring outstanding, human-centered client experiences and operational efficiency. · ...

This IT Client Services Expert role involves providing end-user support for all aspects of hardware and software at the Federal Reserve Bank of Atlanta. · ...

The Client Services Specialist is responsible for meeting the servicing needs of large Corporate, Real Estate, Business Banking, and Private Client Group clients through the integrated delivery of Depository, Loan, and Treasury Management services. · ...

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

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 ...