Audit Senior- LLCs, HNW, Private Client Services - Sarasota, FL

This is a full-time on-site role for a Client Services Associate, located in Sarasota, FL. The Client Services Associate will play a critical role in supporting the advisory team by delivering high-quality customer service, maintaining client relationships and managing client acc ...

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Sarasota, FL office. · ...

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to ach ...

The Client Services Specialist is responsible for facilitating and processing LIHEAP assistance to eligible clients. · Complete applications per day as set by the Utility Coordinator. · Determine eligibility of clients. · ...

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Sarasota, FL office. · ...

We are a growing home care agency seeking a Client Services Coordinator to support our clients families and internal team. · This role sits at the center of our operation---working closely with Scheduling and Growth & Client Development to ensure smooth service delivery and an ex ...

We are seeking a detail-oriented Client Service Specialist to handle the operational execution that keeps our firm running smoothly. · ...

The Client Services Specialist is responsible for utilizing community resources for eligible clients in need of emergency assistance and other immediate related services. · Complete the required amount of application appointments per day as set by the direction of the Utility and ...

The Private Client Services Practice Group works closely with high net worth individuals, family businesses, closely held entities, and charitable organizations to protect, preserve, and transition wealth. · Attorneys in this group advise on estate planning tax planning wealth tr ...

The Private Client Services Practice Group works closely with high net worth individuals, family businesses, closely held entities and charitable organizations to protect preserve and transition wealth. · ...

Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. · Cultivate and enhance new and existing client relationships through active communication with clients, processing client reque ...

If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. · The pay range for this role is $18.69 hourly. · We prioritize your well-being and professional growth by off ...

Sarasota ops slash client service sixty-five to one hundred K college degree experience preferred not required. · ...

This dynamic Client Service Associate will provide high-quality administrative support to Financial Advisors and their clients. The ideal candidate will have excellent communication skills and organizational abilities. · Celebrating more than 60 years of rich history and recognit ...

We are launching a new bookkeeping line of business designed to support small business clients with accurate, reliable, and timely financial recordkeeping. · ...

+The Front Desk Receptionist/Administrative Assistant performs routine clerical and administrative tasks. · + ...

This position is located at our Lakewood Ranch location. · Provides superior service to bank customers by performing banking transactions, · opening new accounts and expanding customer relationships.Maintains and balances a cash drawer, · performs ATM and assists with end of nigh ...

Sarasota Tax Prep and IRS problem solving Company is looking for a part-time office manager. The job requires client service, professionalism and integrity. · ...

+We are launching a new bookkeeping line of business designed to support small business clients with accurate reliable timely financial recordkeeping As part of this initiative we are hiring a Client Account Manager – Bookkeeping Services to serve as the primary point of contact ...

The Front Desk Receptionist/Administrative Assistant performs routine clerical and administrative tasks, · including answering telephones,greeting the public,providing customer assistance processing data and maintaining records.Receives visitors in a courteous and professional ma ...

The Client & Family Services Manager is responsible for managing the coordination of emotional support and education for our clients' family and friends Lighthouse Vision Loss Education Center. · ...