Current jobs related to Client Services Coordinator - Naples - Associates and Bruce L Scheiner
-
Client Services Coordinator
4 weeks ago
Naples, Florida, United States DNA Comprehensive Therapy Services LLC Full timeJoin our team at DNA Comprehensive Therapy Services LLC, a leading provider of behavioral and mental health solutions. We are committed to delivering exceptional, accessible care to our clients while fostering a nurturing environment for our employees to thrive. Our mission is to recruit top talent to support our vision and facilitate your professional...
-
Client Services Coordinator
4 weeks ago
Naples, Florida, United States Moran Wealth Management Full timeJob OverviewMoran Wealth Management, a distinguished Registered Investment Advisory firm, offers extensive resources and tailored strategies to fulfill clients' investment management requirements. Our clients benefit from a dedicated team of seasoned advisors who provide a diverse array of financial products and services, including investment management,...
-
Patient Services Coordinator
4 weeks ago
Naples, Florida, United States DNA Comprehensive Therapy Services LLC Full timeJoin the team at DNA Comprehensive Therapy Services LLC, a leading provider of behavioral and mental health services. We are dedicated to delivering high-quality, accessible care to our clients while fostering a supportive environment for our staff to advance professionally. Our mission is to recruit top talent to support our vision and facilitate your...
-
Client Service Representative
7 days ago
Naples, Florida, United States Moran Wealth Management® Full timeClient Service SpecialistMoran Wealth Management is a Registered Investment Advisory firm that provides comprehensive resources and customized strategies to meet clients' investment management needs. Our team of experienced advisors offers a range of financial products and services, including investment management, succession planning, philanthropic, and...
-
Client Relations Coordinator
4 weeks ago
Naples, Florida, United States Moran Wealth Management Full timeJob OverviewMoran Wealth Management, a Registered Investment Advisory firm, is dedicated to providing extensive resources and tailored strategies to address clients' investment management requirements. Our clients benefit from a team of seasoned advisors who offer a diverse array of financial products and services, including investment management, succession...
-
Client Relations Coordinator
4 weeks ago
Naples, Florida, United States Randstad Full timePosition Overview:Randstad is collaborating with a prominent wealth management organization seeking a Client Services Representative to enhance their operational team. Key Responsibilities:- Facilitate the initiation and closure of client accounts- Manage client deposits and withdrawals- Prepare essential client documentation for signatures- Support the...
-
Client Service Representative
2 weeks ago
Naples, Florida, United States Moran Wealth Management Full timeAbout the RoleMoran Wealth Management is a leading Registered Investment Advisory firm dedicated to providing exceptional investment management services to our clients. As a Client Service Specialist, you will play a vital role in ensuring that our clients receive the highest level of service and support.Key ResponsibilitiesClient Service Coordination:...
-
Client Service Specialist
4 weeks ago
Naples, United States Moran Wealth Management Full timeMoran Wealth Management is a Registered Investment Advisory firm providing vast resources and customized strategies to help meet clients investment management needs. Clients are serviced by a team of experienced advisors offering a range of financial products and services, including investment management, succession planning strategies, philanthropic and...
-
Client Service Specialist
2 weeks ago
Naples, United States Moran Wealth Management® Full timeMoran Wealth Management® is a Registered Investment Advisory firm providing vast resources and customized strategies to help meet clients’ investment management needs. Clients are serviced by a team of experienced advisors offering a range of financial products and services, including investment management, succession planning strategies, philanthropic...
-
Client Service Specialist
5 days ago
naples, United States Moran Wealth Management® Full timeMoran Wealth Management® is a Registered Investment Advisory firm providing vast resources and customized strategies to help meet clients’ investment management needs. Clients are serviced by a team of experienced advisors offering a range of financial products and services, including investment management, succession planning strategies, philanthropic...
-
Client Service Specialist
4 weeks ago
Naples, United States Moran Wealth Management® Full timeMoran Wealth Management® is a Registered Investment Advisory firm providing vast resources and customized strategies to help meet clients’ investment management needs. Clients are serviced by a team of experienced advisors offering a range of financial products and services, including investment management, succession planning strategies, philanthropic...
-
Client Service Associate
2 months ago
Naples, United States Moran Wealth Management Full time $60,000Job DescriptionJob DescriptionMoran Wealth Management® is a Registered Investment Advisory firm providing vast resources and customized strategies to help meet clients’ investment management needs. Clients are serviced by a team of experienced advisors offering a range of financial products and services, including investment management, succession...
-
Client Service Representative
2 weeks ago
Naples, Florida, United States Moran Wealth Management® Full timeAbout the RoleMoran Wealth Management is a leading Registered Investment Advisory firm dedicated to delivering exceptional investment management services to its clients. As a Client Service Specialist, you will play a vital role in ensuring that our clients receive top-notch service and support.Key ResponsibilitiesCollaborate with our team of experienced...
-
Service Coordination Associate
4 weeks ago
Naples, Florida, United States Elevated Facility Services Full timeOverview Under the guidance of the General Manager, the Customer Service Associate engages in a variety of administrative, office support, and customer service functions in accordance with established procedures. The working hours are from 8:00 AM to 5:00 PM. The Customer Service Associate reports directly to the General Manager while also providing...
-
Client Services Associate
2 months ago
Naples, United States Summit Financial Resources, Inc. Full timeSummary: An exciting and growing independent wealth management firm in Naples, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. Want to work with a dynamic and growing company? How about an environment that values collaborative work, with a dose of autonomy and focus to ultimately help...
-
Client Services Associate
2 months ago
Naples, United States Summit Financial Resources, Inc. Full timeSummary: An exciting and growing independent wealth management firm in Naples, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. Want to work with a dynamic and growing company? How about an environment that values collaborative work, with a dose of autonomy and focus to ultimately help...
-
Client Services Associate
4 weeks ago
naples, United States Summit Financial Full timeSummary:An exciting and growing independent wealth management firm in Naples, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. Want to work with a dynamic and growing company? How about an environment that values collaborative work, with a dose of autonomy and focus to ultimately help clients...
-
Client Services Associate
4 weeks ago
naples, United States Summit Financial Full timeSummary:An exciting and growing independent wealth management firm in Naples, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. Want to work with a dynamic and growing company? How about an environment that values collaborative work, with a dose of autonomy and focus to ultimately help clients...
-
Client Services Associate
2 months ago
Naples, United States Summit Financial Full timeSummary:An exciting and growing independent wealth management firm in Naples, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. Want to work with a dynamic and growing company? How about an environment that values collaborative work, with a dose of autonomy and focus to ultimately help clients...
-
Client Services Associate
2 months ago
Naples, United States Summit Financial Full timeSummary:An exciting and growing independent wealth management firm in Naples, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. Want to work with a dynamic and growing company? How about an environment that values collaborative work, with a dose of autonomy and focus to ultimately help clients...
Client Services Coordinator
4 months ago
We are currently seeking a full-time Client Services Coordinator for our Client Coordination department.
We are looking for candidates who have excellent customer service skills, great attention to detail and the ability to to stay organized in a fast-paced environment. A qualified candidate will exhibit strong communication skills (both verbal and written), good organizational and time management skills and the ability to maintain confidential information.
The Client Service role is responsible for speaking with potential clients, compiling data and informational reports, submitting information to Attorneys for review, and conducting new client sign ups.
Candidates must be dependable, professional, friendly, and be available to work Monday through Friday, standard business hours with on-call hours (evenings, Holidays and weekends) and occasional over time as needed. This position does require a valid FL Driver’s license (or the ability to obtain one within 60 days of Hire) with a clean driving record and reliable transportation.
We offer a competitive hourly wage based on experience as well as a generous benefits package, including Medical, Dental, Vision, Life, retirement plan (eligible after one ear of service), paid Holidays and paid time off. Please submit your resume along with wage requirements for consideration.
Company DescriptionWith 50 years of experience in personal injury law, Associates and Bruce L. Scheiner focuses on representing victims of vehicle accidents as well as defective products, professional malpractice, nursing home abuse, dog bites, slip and fall, premise liability and other personal injury cases.
Associates and Bruce L. Scheiner has a team of over 80 professionals, including attorneys, paralegals, registered nurses, law students, retired police officers, case managers, journalists, private investigators and former insurance executives with offices in Fort Myers, Naples, Port Charlotte, and Cape Coral.Company DescriptionWith 50 years of experience in personal injury law, Associates and Bruce L. Scheiner focuses on representing victims of vehicle accidents as well as defective products, professional malpractice, nursing home abuse, dog bites, slip and fall, premise liability and other personal injury cases.\r
\r
Associates and Bruce L. Scheiner has a team of over 80 professionals, including attorneys, paralegals, registered nurses, law students, retired police officers, case managers, journalists, private investigators and former insurance executives with offices in Fort Myers, Naples, Port Charlotte, and Cape Coral.
