Client Service Manager
5 days ago
We are seeking a highly organized and detail-oriented Client Service Manager to join our team at International Assets Advisory, LLC. As a key member of our support team, you will be responsible for providing exceptional client service and support to our remote advisors and clients.
Key Responsibilities- Assist remote advisors with client account questions and provide support with technology platform navigation
- Accurately and efficiently set up new accounts and initiate account transfers (ACATs)
- Guide advisors to the correct client documents needed to complete specific tasks
- Assist with money movement requests (checks, Fed wires, and ACH) and update client account information in the database
- Respond to emails and calls from field advisors and clients in a timely manner
- Bachelor's degree in Finance/Accounting or 4+ years of finance/brokerage experience
- Familiarity with Financial/Brokerage Industry concepts, practices, and procedures
- Knowledge of Docupace, DocuSign, and Adobe a plus
- Experience providing white glove service to advisors or high-valued clients
As a Client Service Manager at International Assets Advisory, LLC, you will have the opportunity to work with a dedicated team of professionals and contribute to the success of our clients. We offer a dynamic and supportive work environment, competitive compensation, and opportunities for growth and development.
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Client Service Representative
2 weeks ago
Orlando, Florida, United States Aimark Inc Full timeJob OpportunityAimark Inc is seeking a highly motivated and results-driven Junior Client Service Representative to join our team in the Orlando area.Job Summary:The Junior Client Service Representative will be responsible for providing exceptional customer service, sales, and client relations to a consumer base. This role requires strong communication and...
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Client Services Liaison
3 weeks ago
Orlando, Florida, United States Bayside Promotions Full timeBayside Promotions is seeking a full-time professional to fill the role of Client Services Associate. This is an entry-level position that requires a career-minded individual with exceptional interpersonal skills.Key Responsibilities:Develop and maintain client relationships through a personalized approach to drive revenue growth.Learn and utilize...
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Customer Service Representative
3 weeks ago
Orlando, Florida, United States Bayside Promotions Full time**About the Role**We're seeking a highly motivated and customer-focused individual to join our team at Bayside Promotions as a Customer Service Representative & Client Relationship Manager. This role is responsible for providing exceptional customer service to clients, assisting in managing our team, and taking the lead in employee training and...
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Client Account Manager
6 days ago
Orlando, Florida, United States American Income Life AO - Mia King Full timeJob Title: Remote Client Account ManagerWe are seeking a highly skilled and experienced Remote Client Account Manager to join our dynamic team at American Income Life AO - Mia King. As a key member of our organization, you will be responsible for building and maintaining strong client relationships, ensuring client satisfaction, and overseeing the success of...
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Client Marketing Services Director
5 days ago
Orlando, Florida, United States 321 the Agency Full timeJob Title: Client Marketing Services ManagerWe are seeking a highly skilled Client Marketing Services Manager to join our team at 321 the Agency. As a key member of our Growth Strategy team, you will play a crucial role in delivering exceptional service to our clients in the healthcare and insurance sector.Key Responsibilities:Develop and execute strategic...
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Receptionist/Client Services Coordinator
2 weeks ago
Orlando, Florida, United States Execu Suites Full timeJob OpportunityWe are seeking a highly skilled and experienced Receptionist/Client Services professional to join our team at Execu-Suites Business Centers. As a key member of our front desk team, you will be responsible for providing exceptional customer service, managing daily operations, and ensuring a seamless experience for our...
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Client Services Liaison
2 weeks ago
Orlando, Florida, United States ES Solutions Firm Full timeJob OverviewAt ES Solutions Firm, we're committed to delivering exceptional client experiences. As a Client Services Representative, you'll play a vital role in fostering long-lasting relationships with our valued clients.Key ResponsibilitiesEstablish and maintain open communication channels with clients, their consumers, and our Client Services TeamDevelop...
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Social Services Coordinator
4 weeks ago
Orlando, Florida, United States The Salvation Army Full timeJob SummaryThe Salvation Army is seeking a skilled Case Management Specialist to join our team. As a Case Management Specialist, you will be responsible for providing comprehensive, long-term, structured, complex case management services for an assigned caseload of clients participating in our established life management program.Key...
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Client Service Associate
18 hours ago
Orlando, Florida, United States Raymond James Full timeJob SummaryAs a Client Service Associate at Raymond James, you will play a vital role in administering and maintaining client accounts, providing exceptional support and direction to clients, and collaborating with internal teams to resolve issues and improve processes.Key ResponsibilitiesProvide top-notch support and guidance to clients regarding...
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Veterinary Client Service Representative
1 week ago
Orlando, Florida, United States Advanced Veterinary Care Full timeAbout Advanced Veterinary CareWe are a state-of-the-art urgent care and specialty clinic dedicated to providing innovative, compassionate care through a collaborative approach. Our team is passionate about promoting a positive work environment and advocating for employee well-being.Job SummaryWe are seeking a friendly, great communicator who enjoys a...
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Project Manager
2 weeks ago
Orlando, Florida, United States 321 the Agency Full timeAbout the RoleWe are seeking a highly skilled Project Manager to join our team at 321, a full-service marketing agency. As a Project Manager, you will be responsible for the day-to-day management and smooth operation of various marketing and digital projects.Key ResponsibilitiesManage client relationships and ensure timely delivery of projectsDevelop and...
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Project Manager
12 hours ago
Orlando, Florida, United States 321 the Agency Full timeJob DescriptionAt 321, we're seeking a highly skilled Project Manager to join our Creative & Digital Marketing Project Management team. As a Project Manager, you'll be responsible for the day-to-day management and smooth operation of various marketing and digital projects, ensuring that deadlines are met, budgets are adhered to, and deliverables are of high...
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Customer Service Representative
1 month ago
Orlando, Florida, United States Hobart Service Full timeJob SummaryHobart Service is seeking a highly skilled Customer Service Representative to join our team. As a key member of our customer-facing team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesManage Customer Inquiries: Respond to incoming customer communications in a professional and...
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Environmental Manager
2 weeks ago
Orlando, Florida, United States GHD Group Full timeSenior Environmental Manager & Client LeaderWe are seeking a highly experienced Senior Environmental Manager & Client Leader to join our team in the Southeastern US. This role will be responsible for driving the strategic growth and development of our Environment Market, with a focus on client relationships and business development.Key...
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Client Service Associate
1 month ago
Orlando, Florida, United States Fairwinds Full timeJoin FAIRWINDS Credit Union as we seek enthusiastic individuals who are committed to enhancing financial literacy and thrive in a collaborative team setting. Our Client Service Associates are essential in supporting our members with a range of financial services while delivering outstanding customer care.If you excel at tackling challenges, setting and...
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Client Services Associate I
1 month ago
Orlando, Florida, United States SS&C Technologies Holdings Full timeJob Title: Investor Services Representative ILocation: Hybrid | RemoteSchedule: Anticipated hours between 11AM and 9PM ESTCompany Overview: SS&C Technologies is a premier provider of retirement planning and financial services, committed to assisting individuals in achieving their financial goals.Position Summary: We are in search of a dedicated Investor...
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Client Services Associate I
1 month ago
Orlando, Florida, United States SS&C Technologies Holdings Full timeJob Title: Investor Services Representative ILocation: Hybrid | RemoteSchedule: Anticipated to fall between 11AM and 9PM ESTCompany Overview: SS&C Technologies is a premier provider of retirement planning and financial services, committed to assisting individuals in securing their financial futures.Position Summary: We are in search of a dedicated Investor...
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Client Relationship Manager
4 weeks ago
Orlando, Florida, United States Seacoast Bank Full timeJob SummaryThis position is responsible for increasing branch assets, deposits, customer base and revenue by building rapport with new and existing customers to understand their current and future financial needs, and match Seacoast Bank's products and services to those needs. The Client Advisor will also function as a bank Teller, processing transactions...
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Client Service Representative
1 month ago
Orlando, Florida, United States Hertz Full timePosition Overview Are you someone who enjoys a variety of tasks and seeks recognition for delivering exceptional service? Do you prioritize precision and value comprehensive training to enhance your expertise? Even in challenging circumstances, you maintain a professional demeanor and charm. As a Customer Engagement Associate, your role will involve...
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Client Executive
2 weeks ago
Orlando, Florida, United States Insight Enterprises Inc Full timeJob Title: Acquisition Client ExecutiveAbout the Role: Insight Enterprises Inc is seeking a highly skilled Acquisition Client Executive to join our team. As a key member of our sales team, you will be responsible for building relationships with clients and partners, helping them to grow and achieve their goals.Key Responsibilities: Meet with prospective...