Client Service Operations Specialist

2 weeks ago


Palm Beach Gardens, United States Homrich Berg Full time

HB will be seeking a Client Service Operations Specialist to become a member of our Client Services team in our Palm Beach (FLORIDA) location. This position serves as critical support liaison between HB wealth managers, clients, and the rest of our internal Operations team


Homrich Berg ("HB") is a leading fee-only financial planning and investment advisory firm headquartered in Atlanta, GA with two other offices in the metro-Atlanta area, and additional offices in Palm Beach Gardens, FL, Nashville, TN, Columbia, SC, and Augusta, GA. Established in 1989, HB’s employees work together collaboratively from all locations to provide comprehensive financial planning and investment management services primarily to high-net-worth individuals. Total client assets under management are over $17 billion as of June 30, 2024. At HB we pride ourselves on creating a healthy work environment where everyone is respected and valued, and we are continually looking for talented individuals with a passion to learn, grow, collaborate, and bring new ideas to our firm.


Responsibilities will include, but not be limited to:

  • Proactively resolve client inquiries, including significant direct client contact
  • Assist advisors with client meeting preparation and meeting follow-up
  • Prepare and Process investment account applications, account transfers, money movement authorizations, alternative investment subscriptions, etc.
  • Prepare customized client reports
  • Input and maintain client information within CRM, custodians, and alternative asset databases
  • Track outstanding client transfers and purchases/redemptions of alternative assets.
  • Organize and track activities / action items
  • Other duties as assigned


Requirements:

  • Bachelor’s degree preferred; business related field preferred
  • 3-5 years of operations experience in the financial services industry strongly preferred but not required
  • Proficiency in Excel required
  • Excellent written and verbal communication skill
  • Excellent attention to detail
  • Must be able to work independently as well as collaboratively within a team



  • Palm Beach Gardens, United States Homrich Berg Full time

    HB will be seeking a Client Service Operations Specialist to become a member of our Client Services team in our Palm Beach (FLORIDA) location. This position serves as critical support liaison between HB wealth managers, clients, and the rest of our internal Operations teamHomrich Berg ("HB") is a leading fee-only financial planning and investment advisory...

  • Client Care Specialist

    2 months ago


    Palm Beach Gardens, United States FYZICAL Therapy & Balance Centers Full time

    Job DescriptionJob DescriptionGold Coast Physical Therapy Centers seeks a Client Care Specialist / Receptionist in Palm Beach Garden. Candidates aspiring to become physical therapist assistants or therapists are encouraged to apply. This entry-level position involves client scheduling, payment collection in an EMR system, new patient registration, and...


  • Palm Beach Gardens, Florida, United States Synergy Business Consulting, Inc. Full time

    Position Overview:We are seeking a dedicated Technical Support Specialist to assist our clients with their IT needs. This role is crucial in ensuring that our clients receive the highest level of technical support and service.Essential Knowledge, Skills, & Abilities:Knowledge:1. Fundamental understanding of the safe application of various tools used for...


  • West Palm Beach, Florida, United States Asfin Llc Full time

    Job OverviewPosition Summary: We are looking for a meticulous and proactive Client Relations and Operations Specialist to become a key member of our team. The ideal candidate will oversee and enhance various operational workflows to guarantee the effectiveness and efficiency of our services. This position demands exceptional organizational abilities, a keen...


  • Palm Beach, Florida, United States Five Star Senior Living Full time

    Position OverviewWe are currently seeking a dedicated Client Relations Specialist to join our esteemed team.The Client Relations Specialist will focus on enhancing and sustaining the occupancy rates of our community in alignment with our strategic marketing and operational objectives.Key Responsibilities:Engage with potential residents and their families to...


  • Palm Beach Gardens, Florida, United States Amazing Lash Studio Full time

    Position Overview: We are currently seeking a dedicated individual for the role of a Customer Service Specialist within the beauty sector. As a leader in eyelash extension and eyebrow services, our mission is to foster beauty and confidence through commitment, enthusiasm, and excellence, ensuring our clients look and feel their best. Benefits for the...


  • Palm Beach Gardens, Florida, United States Amazing Lash Studio Full time

    Position Overview: We are currently seeking a dedicated Customer Service Specialist to join our team in the beauty sector. As a leader in eyelash extension and eyebrow services, Amazing Lash Studio is committed to enhancing beauty and confidence through our exceptional services.Benefits for the Customer Service Specialist:Attractive compensation structure...


  • West Palm Beach, Florida, United States Amerant Bank Full time

    Job SummaryAmerant Bank is seeking a highly skilled Client Service Specialist II to join our team. As a key member of our commercial lending department, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesClient Onboarding: Assist Relationship Managers and Portfolio Officers in conducting the...


  • palm beach, United States Eaton SAKS International Group Full time

    ClientOur client is a real estate investment management firm specializing in Single Family Rental (SFR) investments. The team of professionals is comprised of capital markets experts, single-family acquisition specialists, fund managers with proven track records of creating stable, yield producing investment products and asset managers focused on...


  • palm beach, United States Eaton SAKS International Group Full time

    ClientOur client is a real estate investment management firm specializing in Single Family Rental (SFR) investments. The team of professionals is comprised of capital markets experts, single-family acquisition specialists, fund managers with proven track records of creating stable, yield producing investment products and asset managers focused on...


  • Palm Beach Gardens, Florida, United States Marsh & McLennan Companies Full time

    About the RoleWe are seeking a highly skilled Insurance Producer, Private Client Specialist to join our team at Marsh McLennan Agency. As a key member of our Private Client Insurance team, you will be responsible for developing and executing comprehensive prospecting plans to identify and pursue new business opportunities.Key ResponsibilitiesDevelop and...


  • West Palm Beach, Florida, United States Staff Full time

    Job SummaryWe are seeking a highly skilled and experienced Litigation Client Service Specialist to join our team at Staff. The successful candidate will provide exceptional administrative support to our attorneys, ensuring seamless communication and efficient management of client data.Key ResponsibilitiesClient SupportProvide outstanding client service by...


  • Palm Beach Gardens, Florida, United States Marsh & McLennan Companies Full time

    About the RoleWe are seeking a highly skilled Senior Private Client Advisor to join our Private Client Services team at Marsh McLennan Agency. As a key member of our team, you will be responsible for delivering exceptional client service and developing new business opportunities.Key ResponsibilitiesClient Service: Provide proactive day-to-day client service...


  • Delray Beach, Florida, United States Bank of America Full time

    About the RoleWe are seeking a highly skilled and motivated Client Service Specialist to join our team at Bank of America. As a Client Service Specialist, you will play a critical role in providing exceptional client service and support to our Financial Advisors and clients.Key ResponsibilitiesProvide excellent client service and support to Financial...


  • Palm Beach, Florida, United States Stifel Financial Full time

    Position Overview:The Client Relations Specialist plays a vital role in supporting the Financial Advisor by managing a variety of administrative responsibilities. This includes the initiation of new accounts, the management of investment documentation, and the organization of essential paperwork.Key Responsibilities:1. Facilitate the opening of new client...


  • Palm Beach Gardens, Florida, United States Pinnacle hotel Management Full time

    Event Service SpecialistPinnacle Hotel Management is seeking an Event Service Specialist to enhance our banquet operations. The successful candidate will be tasked with the preparation, execution, and dismantling of events while adhering to established food safety standards. Ensuring a memorable experience for guests through attentive service is...


  • Palm Beach Gardens, Florida, United States Pinnacle hotel Management Full time

    Event Service SpecialistPinnacle Hotel Management is seeking an Event Service Specialist to enhance our catering operations. The successful candidate will be tasked with the preparation, serving, and dismantling of events while adhering to established food safety standards. Ensuring guest satisfaction through attentive and efficient service is paramount.Key...


  • Palm Beach Gardens, Florida, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled and experienced professional to fill the role of Senior Relationship Strategist. As a key member of our team, you will be responsible for developing and executing a relationship management plan to acquire and retain clients.Key Responsibilities:Client Management: Lead or support client...


  • West Palm Beach, Florida, United States Regions Bank Full time

    About the RoleAt Regions Bank, we are seeking a highly skilled Private Wealth Relationship Specialist to join our team. As a key member of our Private Wealth management team, you will be responsible for delivering exceptional service to our affluent clients, providing them with a comprehensive range of banking products and services.Key ResponsibilitiesClient...


  • Palm Beach Gardens, Florida, United States Pinnacle hotel Management Full time

    Event Service SpecialistPinnacle Hotel Management is seeking an Event Service Specialist to enhance our banquet operations. The successful candidate will be tasked with the preparation, execution, and dismantling of banquet events while adhering to established food safety standards. Ensuring a memorable experience for guests through exceptional service is...