2027 Tax Winter Intern - Private Client Services (PCS) - Fort Lauderdale

We believe that every dollar saved represents a lifetime of hard work and aspirations. · We are committed to managing our clients' investments by truly understanding them as people first and then delivering advice strategies and solutions to help them feel confident about the pla ...

We are a growing wealth management firm seeking a Client Service Administrator to deliver high-quality client experiences across advisors and service teams.This role involves coordinating workflows across advisors and operations while enabling efficient multi-advisor meeting coor ...

We are looking for a full-time or part-time Client Services Representative to join our team. · Park Veterinary Hospital takes great pride in the care they provide for all pets and their families who enter their facilities. · The Client Services Representative will deliver excelle ...

We are seeking Client Service Specialists to join our team The specialist serves as a liaison between customers and various areas of expertise across the company They share customer requirements with teams within the company and outside vendors who produce jobs Essential Duties a ...

Reporting into the Practice Manager, the Client Service Representative (CSR) provides an exceptional experience to our clients during every interaction. · ...

We are seeking a Coordinator to join our growing team. In this role, you'll be the operational cornerstone of the firm — maintaining the systems, processes and relationships that keep everything running seamlessly. · ...

The Client Service Representative (CSR) provides an exceptional experience to our clients during every interaction. In addition to continually engaging the client, the CSR performs practice administrative tasks such as record maintenance and appointment tracking. · Leads practice ...

We are seeking a Client Service Manager to join our team at BluePearl Pet Hospital. · The successful candidate will have experience in managing professionals in complex organizations, with a proven track record of success in client services industries. · Coach client service asso ...

Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Fort Lauderdale branch office. · The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wea ...

Combines analytical expertise with account management to proactively drive client success retention and growth. · Position Responsibilities: · Data Analysis & Performance Monitoring · Monitor analyze and report on CST and BMC performance metrics to identify trends risks and impro ...

Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. · ...

We are seeking a new challenge where your professional and personal aspirations are not only possible but supported? · Kaufman Rossin might be just the place for you · This role is responsible for managing and overseeing all aspects of the accounting function for select clients, ...

This is a Client Services Manager role at BluePearl Pet Hospital. The position involves coaching client service associates and partnering with the Client Service Team Leader to schedule associates cost-effectively. Experience in managing professionals is preferred. · ...

We are looking for motivated individuals to join our team as a Client Services Representative supporting the greater New Accounts team in a client service role.This individual will ensure that the overall client experience is exceptional acting as a liaison between clients and ou ...

At Colliers it's not our success that sets us apart, it's how we achieve it. Our people are passionate, take ownership and always do what's right for our clients, people and communities. · We're on the lookout for a dynamic Senior Client Services Coordinator who thrives on provid ...

We are looking for motivated individuals to join our team as a Client Services Representative. This individual will act as a liaison between our clients and our New Accounts operational and processing teams. · Respond to incoming client inquiries regarding issues with the online ...

Oppenheimer & Co. Inc. is seeking a Registered Client Service Associate to support Financial Advisors in sales and day-to-day operations. · ...

We're on the lookout for a dynamic Senior Client Services Coordinator who thrives on providing top-notch support to brokers and clients alike. · ...

This is a client-facing, revenue-impacting role responsible for managing and executing the end-to-end onboarding experience for new and expanding Enterprise Entegra clients across the restaurant, hospitality, lodging senior living acute care and non-commercial segments. · Client ...

The Client Service Coordinator drives the flow of clients and pets through the hospital. · ...

We are seeking a Tax Partner for our Private Client Services (PCS) team in West Palm Beach. · You will be involved both in new business opportunities as well as servicing existing long standing clients in a compliance/consulting role. · ...