Client Service Associate
3 weeks ago
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 public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.Job DescriptionThe firm is seeking a Client Service Associate to join our Private Client Division in our Fort Myers office. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff.Responsibilities* Provide administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentations* Calendar management and coordination of meetings, including all logistics* Database management* Client interaction and service* Perform special projects as assignedSkills/Requirements* Bachelors degree required* 1-2 years financial services/fixed Income experience would be highly beneficial* Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook and PowerPoint* Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner* Series 7 & Series 66 (willing to sponsor) Learn More
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Client Services Associate
1 month ago
Fort Myers, United States Equity Trust Full time*This position is located in our Fort Myers, FL office but is eligible for a hybrid schedule.JOB OVERVIEW:The Client Services Associate services and guides existing clients and investment sponsors through processes related to completing self-directed investments, including but not limited to private equity, hedge funds, and real estate syndications. Works...
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Client Services Associate
4 days ago
Fort Wayne, United States Masis Professional Group Full timeClient Services Associate Job Description: Masis Professional Group has an immediate need for a Client Services Associate for a very well established and highly reputable financial planner in the Fort Wayne, Indiana area on a full-time direct hire basis. The primary function of the Client Services Associate is to provide administrative and operational...
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Client Services Associate
1 day ago
Fort Wayne, United States Masis Professional Group Full timeClient Services Associate Job Description: Masis Professional Group has an immediate need for a Client Services Associate for a very well established and highly reputable financial planner in the Fort Wayne, Indiana area on a full-time direct hire basis. The primary function of the Client Services Associate is to provide administrative and operational...
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Client Services Associate
4 days ago
Fort Wayne, United States Masis Professional Group Full timeClient Services Associate Job Description: Masis Professional Group has an immediate need for a Client Services Associate for a very well established and highly reputable financial planner in the Fort Wayne, Indiana area on a full-time direct hire basis. The primary function of the Client Services Associate is to provide administrative and operational...
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Client Services Associate
1 week ago
Fort Myers, Florida, United States Alliant Property Management Full timeThe ideal candidate for this position will possess excellent customer service skills, including active listening, problem-solving, and empathy. The successful applicant will also be able to multitask, prioritize tasks, and maintain a professional demeanor in a fast-paced environment.Job Requirements:Customer Service ExperienceCommunication SkillsTime...
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Client Service Representative
2 weeks ago
Fort Myers, Florida, United States Pedro L. Salim Law Firm Full timeWe are an Immigration Law Firm dedicated to providing exceptional service to our clients.We are seeking a Part-time Office Coordinator to join our team, assisting with daily operations, including scheduling appointments and managing client relationships.The ideal candidate will have excellent communication and organizational skills, with the ability to...
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Client Services Associate
7 days ago
Fort Oglethorpe, Georgia, United States Sun Tan City Full timeAbout the RoleWe are seeking a highly motivated and enthusiastic individual to join our team as a Client Services Associate. In this role, you will be responsible for providing excellent customer service, making recommendations for products and services, and maintaining the minimum sales requirements.Key ResponsibilitiesProvide exceptional customer service...
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Fort Myers, Florida, United States Oppenheimer & Co. Inc. Full timeJob OverviewWe are seeking a highly skilled and organized Client Service Professional to join our team in the Private Client Division of Oppenheimer & Co. Inc. in Fort Myers.
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Building Services Associate
1 week ago
Fort Myers, Florida, United States Office Pride of Fort Myers-Cape Coral Full timeJoin Our TeamWe are seeking a dedicated Building Services Associate to provide exceptional cleaning services to our clients. As a key member of our team, you can expect a competitive hourly rate of $15.50-$20.50, paid bi-weekly via direct deposit.About the JobYour primary responsibilities will include:Dusting furniture, equipment, and partitions.Cleaning and...
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Client Support Associate
2 weeks ago
Fort Myers, Florida, United States Alliant Property Management Full timeJob DescriptionOur company is seeking an experienced Customer Service Representative - Property Operations to join our team. As a key member of our customer service team, you will be responsible for handling client inquiries, resolving issues, and providing exceptional support to our clients.Key Tasks:Handle client calls and respond to their inquiries in a...
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Client Service Associate
7 months ago
Fort Lauderdale, United States Gallagher Full timeIntroduction: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...
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Customer Service Sales Associate
4 weeks ago
Fort Myers, Florida, United States Hertz Full timeAbout the RoleAs a Customer Service Sales Associate at Hertz, you will be responsible for providing exceptional customer service and sales support to our valued clients. This role requires strong communication skills, ability to build relationships with customers, and multitasking abilities.Key ResponsibilitiesConsult with customers on their rental needs and...
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Client Relationship Manager
6 days ago
Fort Myers, United States Byrne Financial Freedom, LLC Full timeByrne Financial Freedom, LLC SOUTHByrne Financial Freedom, LLC is a growing investment services firm with two locations in Fort Myers, Florida and Franklin, Massachusetts. We provide investment advice and access to products from many of the nation’s leading investment companies. Using the extensive resources of LPL Financial, our top priority is to help...
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Sales & Customer Service Associate
7 months ago
Fort Myers, United States Massage Envy Full timeOverview: Where Better Careers Begin! Massage Envy of Ft. Myers: 9374 6 Mile Cypress Pkwy #160, Fort Myers, FL 33966 Do you have a passion for helping others? At the Massage Envy of Ft. Myers franchise, we support and inspire you to be your best while we work together to help clients feel their best. As a team, we're committed to delivering an excellent...
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Client Engagement Representative
1 week ago
Fort Myers, Florida, United States Stellar Promotions Inc. Full timeJob SummaryWe are seeking a talented Community Outreach Associate to join our team at Stellar Promotions Inc. This role offers a unique opportunity to develop and maintain strong relationships with community leaders and contribute to the success of our promotional experiences.The successful candidate will possess excellent communication and interpersonal...
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Customer Service Delivery Associate
1 month ago
Fort Myers, Florida, United States Gordon Food Service Full timeJob OverviewGordon Food Service Store LLC is a leading supplier of food products to various businesses, including small food service operators, families, non-profit organizations, caterers, and more. As a Van Delivery Driver, you will play a crucial role in ensuring the timely and accurate delivery of products to our valued customers.
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Client Insurance Services Coordinator
1 week ago
Fort Myers, Florida, United States Michele Losapio - State Farm Agent Full timeAbout UsAt Michele Losapio - State Farm Agent, we believe that a culture of success is built on teamwork, recognition, and empowerment. Our mission is to provide an inclusive atmosphere where everyone can thrive, growing together towards greatness.We recognize that your achievements contribute not only to your personal growth but also to the collective...
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Customer Service Associate
2 weeks ago
Fort Myers, United States Winn-Dixie Full timeWinn-DixieWinn-Dixie Retail Stores - 14600 PALM BEACH BLVD [Retail Associate / Team Member] As a Customer Service Associate at Winn-Dixie, you'll: Provide continuous attention to customer needs; Greet, assist and thank customers in a prompt, courteous and friendly manner; Stock front end products; Perform cashier associate; Perform pricing duties; Address...
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Customer Service Associate
3 months ago
Fort Myers, United States Winn-Dixie Full timeWinn-DixieWinn-Dixie Retail Stores - 10580 COLONIAL BLVD STE 101 [Retail Associate / Team Member] As a Customer Service Associate at Winn-Dixie, you'll: Provide continuous attention to customer needs; Greet, assist and thank customers in a prompt, courteous and friendly manner; Stock front end products; Perform cashier associate; Perform pricing duties;...
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Customer Service Associate
3 weeks ago
Fort Myers, Florida, United States Wal-Mart Stores , Inc. Full timeJob Overview: As a Customer Service Associate at Wal-Mart Stores, Inc., you will play a critical role in ensuring our customers have an exceptional shopping experience. This is an exciting opportunity to work in a fast-paced environment where you will be responsible for providing top-notch customer service, handling cash transactions, and maintaining a clean...