Client Services Coordinator

Key ResponsibilitiesWe are looking for a highly motivated and detail-oriented Client Service Coordinator to join our team at Luis Gonzalez - State Farm Agent.The successful candidate will be responsible for greeting clients warmly in person and over the phone, managing office call flow, and assisting in handling incoming inquiries and updating customer...

About the Role:We are seeking an experienced Billing Intake Coordinator to join our team at Sioli & Associates. As a key member of our billing team, you will be responsible for coordinating the client billing process, including electronic billing, collections, and cost entry for assigned clients.The ideal candidate will have a strong background in...

Our client, a world-class financial institution and industry titan, is seeking a Client Services Coordinator to join their team in Miami, Florida. This position will be responsible for managing in-house meetings and client experience; acting as the single point of contact for the client, engaging resource partners as needed and supervising on-site vendor...

Our client, a world-class financial institution and industry titan, is seeking a Client Services Coordinator to join their team in Miami, Florida. This position will be responsible for managing in-house meetings and client experience; acting as the single point of contact for the client, engaging resource partners as needed and supervising on-site vendor...

At Ascendo Resources, we are seeking a highly motivated individual to join our team as a Portfolio Management Associate. In this role, you will assist Portfolio Managers with administrative tasks, investment planning, and client communication.Key Skills5+ years of experience in financial services with a private-banking or client services backgroundBachelor's...

Job Description:We are seeking a skilled Client Services Coordinator to join our team in Miami, Florida. This temporary position will be responsible for managing client experiences and ensuring seamless event execution.

MSCCN is seeking a highly motivated Client Care Coordinator to provide top-notch support to clients. As a Client Care Coordinator, you will be responsible for managing client relationships, addressing concerns, and ensuring overall satisfaction.Key Responsibilities:Manage client relationships and resolve issuesCoordinate appointments and communicate with...

Mobile Office Associate Role at Forrest SolutionsWe are seeking a highly skilled and experienced Office Associate to support our clients in Miami, FL. As a Mobile Office Associate, you will be responsible for managing the front desk, performing various administrative tasks, and executing duties to the highest quality standards.Job Summary:Manage the front...

We are currently seeking a Client Services Representative to join our team at Dealer Consulting Services Inc. This is a unique opportunity to develop your skills in client relations, administration, and business acumen.About the JobIn this role, you will be responsible for:Building and maintaining relationships with current and potential clientsProviding...

Job SummaryWe are seeking a highly skilled and experienced Client Service Manager to join our team at Professional Legal Group Inc. This is an excellent opportunity for a motivated individual to take on a leadership role and make a significant impact in our company.Key Responsibilities:Front Desk Operations: Manage the front desk, oversee daily operations,...

About the RoleWe are seeking a highly skilled Team Lead to join our team and contribute to our mission of delivering exceptional services to our clients. As a Team Lead, you will oversee and coordinate the day-to-day operations of our team, ensuring the smooth functioning of our operations and maintaining high-quality service delivery.This position requires...

OverviewWe are seeking a Client Experience Coordinator to enhance our team at Carlos Luis - State Farm Agent. In this role, you will be the primary point of contact for clients, ensuring exceptional experiences that drive agency growth.

Who you are: Are you looking for a role where you are a key player in the overall team's success through your marketing, administrative, and client support? Your experience includes delivering excellent customer service in a fast-paced environment to internal and external clients. You have experience in a marketing support services role, with the ability to...

Who We Are: Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...

About the RoleThe Client Outreach Coordinator will play a pivotal role in building and maintaining strong relationships with clients, driving revenue growth and enhancing brand visibility.Key responsibilities include:Serving as a liaison between clients and internal stakeholders to facilitate open lines of communicationConducting in-person presentations and...

Job OverviewWe are seeking a highly skilled and organized Administrative Assistant to join our team at Lord Breakspeare Callaghan LLC. This is an exciting opportunity for a motivated individual to provide exceptional support to our clients and contribute to the growth and success of our firm.ResponsibilitiesManage and process documents, ensuring timely and...

Who We Are: Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...

Akerman, one of the country's premier law firms, is looking for a skilled Financial Services Coordinator to support its Financial Services Department. This role requires strong analytical and problem-solving skills, as well as experience with financial software and systems.Job Overview:The Financial Services Coordinator will assist in the preparation and...

The Customer Service Coordinator plays a crucial role in supporting the client interaction process and ensuring the smooth execution of our comprehensive financial planning services. This position requires a detail-oriented and client-focused individual who can manage documentation, coordinate processes, and maintain effective communication aligned with our...

Key ResponsibilitiesThis Family Services Specialist I/II will be responsible for:Providing world-class customer service to clients via phone and online platformsInterviewing and processing electronic applications for various programsInterpreting and applying policy and procedures to ensure accurate and efficient service deliveryThe ideal candidate will...