Client Advisor II

Job SummaryWe are seeking a highly skilled Client Advisor II to join our team at Seacoast Bank. As a Client Advisor II, you will be responsible for building and maintaining strong relationships with our customers, providing exceptional customer service, and driving business growth through sales and referrals.Key ResponsibilitiesRelationship BuildingDevelop...

About the RoleThe Senior Client Advisor will be responsible for leading the client advisor team in partnership with the store leadership team, and contributing actively to the store sales and key indicators achievement. They will provide a unique, memorable, sophisticated, and everlasting experience to all external and internal clients.Key...

About SCS FinancialSCS Financial is a leading investment and wealth management firm serving ultra-high net worth families, family offices, and institutional investors. With a strong foundation built over 22 years, our firm prides itself on a team-based approach, excellent investment performance, a powerful technology platform, and a culture of collaboration...

Client Relations Supervisor IILocation: West Palm Beach, FLPosition Overview:The Client Relations Supervisor II is responsible for ensuring exceptional service delivery and maintaining positive relationships with homeowners. This role involves conducting assessments, managing service requests, and overseeing vendor collaboration to guarantee customer...

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...

About the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will play a critical role in providing expert tax guidance and support to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their tax needs and provide personalized solutions.Conduct tax interviews...

Client Advisor Job DescriptionAbout the Role:We are seeking a highly organized and detail-oriented Client Advisor to join our team at Simplex. As a Client Advisor, you will play a key role in delivering exceptional client experiences and contributing to the growth of our investment and wealth management firm.Key Responsibilities:Client Portfolio Management:...

Job DescriptionECG Resources is seeking a seasoned Investment Advisor to spearhead and build-out their multi-family office practice in Southeast Florida.Entrepreneurial opportunity to expand existing Florida practice of a well-established firmWork with current Florida client base and COI'sCollaborate with Partners to cultivate new relationships with Ultra...

Lead Tax Advisor - This position requires full in-person attendanceLocation: West Palm Beach, FLType: Full-timeSchedule: Monday to Friday, with potential for additional hoursWork Arrangement: In-person, with flexible scheduling optionsNew Gig Solutions is a reputable CPA firm dedicated to delivering exceptional accounting and consulting services to a wide...

Job OverviewWe are seeking a highly skilled and customer-oriented Automotive Service Advisor to join our team at Foreign Affairs Auto. As a key member of our service team, you will be responsible for providing exceptional service to our clients and ensuring their complete satisfaction with our repair services.Key ResponsibilitiesProvide accurate and timely...

About this Role:Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of its Financial Services division. In this role, you will be responsible for providing exceptional service to clients and supporting Financial Advisors in their daily activities.Key Responsibilities:Assist Financial Advisors with service and operational...

Are you a natural connector, adept at resolving challenges and analyzing situations? If so, we invite you to explore a rewarding opportunity with us.At Edward Jones, we emphasize the importance of our field associates as integral members of branch teams. In the role of a Client Relationship Coordinator, you will play a vital part alongside the financial...

Seacoast Bank - Client AdvisorPOSITION OVERVIEW:The Client Advisor at Seacoast Bank plays a crucial role in enhancing branch performance, including asset growth, deposit increases, customer acquisition, and revenue generation. This position focuses on cultivating relationships with both prospective and current clients to assess their financial requirements...

Position Overview:The Client Service Associate plays a vital role in supporting the Financial Advisor by managing essential administrative responsibilities. This includes tasks such as initiating new accounts, processing investment documentation, and maintaining organized records.Key Responsibilities:1. Facilitate the opening of new client accounts...

Position Overview:The Client Relations Specialist plays a vital role in supporting the Financial Advisor by managing a variety of administrative responsibilities. This includes tasks such as establishing new client accounts, handling investment documentation, and maintaining essential records.Key Responsibilities:1. Facilitate the opening of new accounts to...

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...

Job OverviewIDS Luxury Pet Boutiques II LLC is seeking a skilled Pet Bather/Groomer's Assistant to join our team. As a key member of our pet care staff, you will be responsible for providing exceptional care and attention to our canine clients.Key ResponsibilitiesBathing and Grooming: Bathe and dry all coat types and breeds of dogs, ensuring their coats are...

About the RoleSerena & Lily, a leading lifestyle and home furnishings brand, is seeking a highly skilled Design Shop Advisor to join our team in Palm Beach, FL. As a Design Shop Advisor, you will be responsible for delivering an exceptional client experience through outstanding sales and service skills.Key ResponsibilitiesBrand Ambassador: Embody and operate...

Position Overview:The Clinical Solutions Specialist II will be responsible for advocating and providing support for the Watchman product line. This role involves engaging with both existing and prospective clients within a designated territory.Key Responsibilities:1. Deliver comprehensive clinical education to healthcare professionals regarding the Watchman...

Position OverviewBecome a valued member of our team at Innovations Financial Credit Union, where we prioritize your professional journey and success.We provide:Opportunities for personal and professional advancement through comprehensive training and mentorship.A meaningful career trajectory where your contributions are acknowledged and rewarded.A flexible...