Client Service Representative

23 hours ago


Fort Lauderdale, Florida, United States Continuumadvantage Full time
Job Description

**Job Title:** Client Service Associate

**Company:** Continuumadvantage

**Job Type:** Full-time

**About Us:

We are a leading financial services company seeking a highly skilled and experienced Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in providing exceptional customer service to our clients and supporting our financial advisors.

Key Responsibilities:

  • Provide prompt and accurate responses to client inquiries and requests.
  • Support financial advisors with administrative tasks, including preparing materials for client meetings and creating client files.
  • Ensure client needs are met with professionalism and exceed client expectations on every interaction.
  • Perform various administrative tasks, such as creating and closing accounts, adding power of attorney and trading authority, and linking life insurance and annuity accounts.
  • Required Qualifications:
    • Bachelor's or Associate degree preferred.
    • 3 years minimum experience as a Client Service Associate required, with experience on a high-net-worth financial advisor team.
    • FINRA Series 7, 63, 65, or 66 preferred.
  • Desired Traits:
    • Detail-oriented, strong work ethic, and high standards by demonstrating commitment to accuracy and confidentiality.
    • Extraordinary customer service skills and presence while possessing a positive attitude through all client interactions.
    • Outstanding planning and organizational skills, efficient at multi-tasking several high-priority tasks, proactive follow-up, and deadline-focused.
    • Ability to adapt under pressure to changes in the work environment to meet the needs of the client as well as the team while managing competing demands and multiple interruptions.
    • Excellent oral, written, and interpersonal communication skills; well-spoken both on the phone and in person; proven written skills; projects a courteous, friendly, and professional demeanor.
    • Intermediate to advanced level computer skills; ability and willingness to learn and effectively utilize new technology as requested/required.

What We Offer:

  • Competitive compensation based on experience.
  • Leading benefits package to include Medical, Dental, and Vision.
  • 401(k) safe harbor non-elective 3% contribution.
  • Potential for performance-based annual bonus.


  • Fort Lauderdale, Florida, United States Cabanas Law Firm Full time

    About the Role:Cabanas Law Firm is seeking a highly motivated and results-driven Client Services Representative to join our team. As a Client Services Representative, you will play a critical role in assisting qualified leads further down the sales funnel, ensuring a seamless experience for our clients, and driving business growth.Key...


  • Fort Lauderdale, Florida, United States BrightStar Credit Union Full time

    Job OverviewAbout BrightStar Credit Union: We are dedicated to fostering a diverse workplace where every individual has the chance to thrive and feel a sense of inclusion. Our mission is to empower our employees' careers and assist them in achieving their maximum potential. Our environment is engaging, dynamic, and focused on service excellence.What We...


  • Fort Lauderdale, Florida, United States Marshall & Sterling Inc Full time

    Job SummaryWe are seeking a highly skilled and motivated Insurance Client Service Representative to join our team at Marshall & Sterling Inc. As a key member of our client service team, you will be responsible for providing exceptional service to our clients, ensuring their insurance needs are met, and building strong relationships with them.Key...


  • Fort Lauderdale, Florida, United States Banfield Full time

    About the RoleAt Banfield, we're committed to delivering exceptional pet care and outstanding client service. As a Client Service Coordinator, you'll play a vital role in driving the flow of clients and pets through our hospital, maximizing productivity, and ensuring seamless communication with our team and clients.Key ResponsibilitiesClient Recruitment and...


  • Fort Lauderdale, Florida, United States Marshall & Sterling Inc Full time

    Job SummaryThis is a dynamic role within Marshall & Sterling Inc, where you will be responsible for delivering exceptional client service and support to our Personal Lines clients. As a Client Service Associate, you will be the primary point of contact for our clients, handling their insurance needs, servicing, and assisting in building client...


  • Fort Lauderdale, Florida, United States Marshall & Sterling Inc Full time

    Job SummaryThis is a dynamic opportunity to join Marshall & Sterling Inc as a Personal Lines Client Service Specialist. As a key member of our team, you will be responsible for delivering exceptional service to our clients, ensuring their insurance needs are met with precision and care.Key ResponsibilitiesClient Service: Provide prompt and personalized...


  • Fort Lauderdale, Florida, United States Randstad Full time

    Job OverviewAs a Client Support Representative, you will serve as the primary contact for our clientele, ensuring they receive prompt, precise, and valuable information about our offerings. Your role will be crucial in addressing inquiries, managing orders, and delivering outstanding assistance to elevate the overall client experience.Compensation: $17 - $20...


  • Fort Lauderdale, Florida, United States Quality Talent Group Full time

    About the role Sales and Service Representative Job Summary As a Sales and Service Representative at Quality Talent Group, you will be responsible for providing exceptional customer service and creating a welcoming and consultative experience for our clients. You will be the face of our company, and your passion for delivering outstanding service will set...


  • Fort Lauderdale, Florida, United States Everise Full time

    About EveriseEverise is a global experience company that prioritizes people-first, celebrates diversity, and incubates innovation. Our mission is to elevate customer experiences for people around the world.Job SummaryWe are seeking a highly skilled Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible...


  • Fort Lauderdale, Florida, United States Janet Fernandez - State Farm Agent Full time

    Job OverviewJanet Fernandez is a distinguished State Farm Agent with over 33 years of experience in the insurance sector, seeking to expand our dedicated and skilled team. Our mission is to assist individuals in managing everyday risks, recovering from unforeseen events, and achieving their aspirations.Key QualificationsAs a Customer Relations...


  • Fort Lauderdale, Florida, United States Titan Strategy Group Full time

    Job OverviewTitan Strategy Group is dedicated to delivering exceptional customer acquisition services for our clients. We're seeking a highly skilled Customer Service Associate to enhance our customer interactions on behalf of our clients.As a Customer Service Associate, you will be responsible for interacting with potential and existing customers to drive...


  • Fort Lauderdale, Florida, United States Citigroup Inc Full time

    Job SummaryCitigroup Inc is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a key member of our sales and service team, you will be responsible for building strong relationships with our clients, identifying their financial needs, and providing tailored solutions to meet those needs.Key...


  • Fort Lauderdale, Florida, United States TaxFam Full time

    Job DescriptionWe are seeking a highly skilled Customer Service Representative to join TaxFam's dynamic team. As a key member of our customer-facing team, you will be responsible for delivering exceptional service to our clients, providing product and service information, and resolving technical issues in a timely and professional manner.Key...


  • Fort Lauderdale, Florida, United States Driftwood Hospitality Management Full time

    Guest Services RepresentativeDriftwood Hospitality Management is in search of a dedicated Guest Services Representative. In this role, you will be tasked with delivering outstanding service to our patrons, greeting them both in person and via telephone, and managing the check-in and check-out procedures with precision. Candidates should possess strong...


  • Fort Lauderdale, Florida, United States Driftwood Hospitality Management Full time

    Guest Services RepresentativeDriftwood Hospitality Management is in search of a dedicated Guest Services Representative. In this role, you will be tasked with delivering outstanding service to our patrons, greeting them both in person and via telephone, and managing the check-in and check-out procedures with precision. The ideal candidate will possess strong...


  • Fort Lauderdale, Florida, United States Qonten Full time

    Customer Service AssistantRole Overview: The Customer Service Assistant is responsible for delivering outstanding support to clients and customers, ensuring their needs are met with professionalism and efficiency.Team Collaboration: Collaborate effectively with team members to achieve both collective and individual performance goals.Exceptional Client...


  • Fort Lauderdale, Florida, United States Citigroup Inc Full time

    Job SummaryThe Financial Services Representative is an entry-level position responsible for assisting in the execution of sales, products, or service activities in coordination with the customer service team. The overall objective of this role is to foster relationships with customers to build loyalty and to help increase sales to individual consumer...


  • Fort Lauderdale, Florida, United States Yaavar Rahman - State Farm Agent Full time

    Job OverviewWe are seeking a highly motivated and customer-focused Insurance Account Representative to join our team at Yaavar Rahman - State Farm Agent. As a key member of our agency, you will play a vital role in growing our business and delivering exceptional service to our clients.Key ResponsibilitiesClient Engagement: Provide expert guidance and support...


  • Fort Lauderdale, Florida, United States Randstad North America, Inc. Full time

    About the Role:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative at Randstad North America, Inc.Key Responsibilities:Conduct outbound calls to schedule appointments for the sales teamProvide exceptional customer service and support to clientsWork collaboratively with the sales team to...


  • Fort Lauderdale, Florida, United States Institute of Inspection , Cleaning and Restoration Certification Full time

    About the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a key member of our front-line staff, you will be responsible for providing exceptional service to our clients and customers.Key ResponsibilitiesRespond to customer inquiries and resolve issues in a timely and professional...