Current jobs related to Client Service Coordinator - Fort Myers, Florida - Advantage Retirement Group

  • Senior Client Services Coordinator

    3 days ago

    Fort Myers, Florida, United States Advantage Retirement Group Full time

    At Advantage Retirement Group, we're dedicated to delivering comprehensive wealth management solutions to our valued clients. As a Client Service Administrator, you'll play a critical role in ensuring exceptional client experiences.The primary objective of this role is to effectively manage incoming client calls and cater to the needs of our existing client...

  • Director, Client Services

    3 weeks ago

    Fort Myers, Florida, United States Arietis Health Full time

    At Arietis Health, we recognize the vital role healthcare revenue cycle plays in maintaining the well-being of individuals and businesses alike. Our commitment is to demystify healthcare billing by empowering individuals and collaborating with premier healthcare organizations to address their executives' most pressing revenue cycle challenges. By doing so,...

  • Client Services Administrator

    3 weeks ago

    Fort Myers, Florida, United States Advantage Retirement Group Full time

    Client Service Administrator Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client's daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you Advantage Retirement Group in Fort Myers, FL is a...

  • Client Services Administrator

    2 weeks ago

    Fort Myers, Florida, United States Advantage Retirement Group Full time

    Client Service AdministratorAre you looking for an opportunity to utilize superior client service skills and work one-on-one with client's daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to youAdvantage Retirement Group in Fort Myers, FL is a rapidly...

  • Client Service Associate

    1 week ago

    Fort Myers, Florida, United States TalentWealth Full time

    TalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent financial advisory practice with @$500M AUM in Fort Myers, FL is hiring a Client Service Associate to their growing team. The Client Service Associate is a very visible member of the team. With responsibility for delivering...

  • Client Service Professional

    2 days ago

    Fort Myers, Florida, United States Advantage Retirement Group Full time

    We're looking for a highly skilled Client Service Administrator to join our team at Advantage Retirement Group. As a key member of our team, you'll be responsible for providing exceptional support to our financial advisors and delivering outstanding client experiences.The ideal candidate will have a proven track record of providing excellent client service,...

  • Client Services Representative

    4 weeks ago

    Fort Myers, Florida, United States National Veterinary Associates Full time

    Best Friends Animal Hospital is looking for a full-time or part-time client service representative with the skills, drive, and desire to take your career to the next step. Qualified candidates will have flexibility availability Monday - Saturday, at Client Service, Representative, Hospital, Public Health, Retail, Animal, Benefits

  • Client Services Representative

    2 weeks ago

    Fort Myers, Florida, United States National Veterinary Associates Full time

    Best Friends Animal Hospital is looking for a full-time or part-time client service representative with the skills, drive, and desire to take your career to the next step. Qualified candidates will have flexibility availability Monday - Saturday, atClient Service, Representative, Hospital, Public Health, Retail, Animal, Benefits

  • Client Services Specialist

    7 days ago

    Fort Myers, Florida, United States Community Resource Network of Florida, LLC. Full time

    Community Resource Network of Florida is a premier provider of services to Individuals with Developmental and Intellectual Disabilities throughout the state of Florida. Our person-centered approach is tailored to each Individual with the goal of helping them reach their personal goals and become as independent as possible in the community. We serve both...

  • Client Services Director

    1 day ago

    Fort Myers, Florida, United States Carollo Engineers Inc Full time

    Job SummaryWe are seeking an experienced Client Services Manager to join our team in the Tampa Bay region of Florida. This role involves building and maintaining strong relationships with clients, facilitating project planning and execution, and contributing to business development initiatives in the water industry.The successful candidate will have a proven...

  • Client Service Associate

    4 weeks ago

    Fort Myers, Florida, United States Raymond James Financial Services Full time

    Job DescriptionResponsibilities:• Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.• Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch...

  • Social Services Coordinator Role

    2 days ago

    Fort Myers, Florida, United States My Florida Corp Defunct Full time

    We are seeking a highly skilled Social Services Coordinator to join our team at the Department of Children and Families. In this role, you will be responsible for coordinating the delivery of public assistance programs to eligible individuals and families.Your primary duties will include assessing program eligibility, developing plans to meet client needs,...

  • Client Services Manager

    1 week ago

    Fort Myers, Florida, United States Gallagher Full time

    IntroductionIndulge 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...

  • Client Service Manager

    4 weeks ago

    Fort Myers, Florida, United States Gallagher Full time

    IntroductionIndulge 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...

  • Client Care Coordinator- Home Care PT-FT

    11 hours ago

    Fort Myers, Florida, United States Discovery At Home Part time

    Job Description Job Description At Discovery Senior Living, we're unified by certain, core values, which we call our "Pillars of Excellence." They make up the fabric of our company, and include TEAMWORK, INTEGRITY, PERFORMANCE, ACCOUNTABILITY, COMPASSION, HARD WORK and CREATIVITY. So if you're thinking of aligning yourself with Discovery Senior Living know...

  • Client Service Associate

    4 weeks ago

    Fort Myers, Florida, United States Raymond James Financial Services Full time

    Job DescriptionResponsibilities:Provide concierge-level customer service to our clientsNew account onboardingMoney movement (transfers, redemptions/distributions, contributions)Processes beneficiary changesReview and or place tradesCollect information and process insurance applicationsAnswer inbound phone callsKnowledge, Skills & Abilities:Excellent...

  • Service Coordinator

    3 weeks ago

    Fort Myers, Florida, United States Window World of Southwest Florida Full time

    Benefits:Dental insuranceHealth insurancePaid time offBenefits/PerksProcess/systems training.Paid time off.Paid Holidays.Medical and Dental.Family culture.Company OverviewWindow World is the largest exterior remodeler in the United States and we are looking for highly motivated professionals to offer a best-in-class customer experience in support of our wide...

  • Client Executive

    4 weeks ago

    Fort Myers, Florida, United States Harvard Jolly PBK Full time

    For over 40 years, Harvard Jolly | PBK has been a leader in architectural and engineering design solutions across the United States. We are constantly seeking the brightest and most talented minds to be part of our award winning firm. Here at Harvard Jolly | PBK, we pride ourselves in providing the best in class programmers, planners, architects, engineers,...

  • Client Executive

    7 days ago

    Fort Myers, Florida, United States Harvard Jolly PBK Full time

    For over 40 years, Harvard Jolly | PBK has been a leader in architectural and engineering design solutions across the United States. We are constantly seeking the brightest and most talented minds to be part of our award winning firm. Here at Harvard Jolly | PBK, we pride ourselves in providing the best in class programmers, planners, architects, engineers,...

  • Client Care Services Specialist

    3 weeks ago

    Fort Myers, Florida, United States Community Resource Network of Florida Full time

    Community Resource Network of Florida is a premier provider of services to Individuals with Developmental and Intellectual Disabilities throughout the state of Florida. Our person-centered approach is tailored to each Individual with the goal of helping them reach their personal goals and become as independent as possible in the community. We serve both...

Client Service Coordinator

1 week ago

Fort Myers, Florida, United States Advantage Retirement Group Full time

At Advantage Retirement Group, we're dedicated to delivering exceptional client experiences. Our Client Service Administrator will play a vital role in ensuring seamless interactions between our clients and financial advisors.

This dynamic individual will be responsible for managing incoming client calls, resolving service requests, and maintaining accurate records. With a focus on proactive communication and meticulous attention to detail, our ideal candidate will provide superior administrative support and contribute to the growth of our organization.

A key member of our team, this Client Service Administrator will develop strong relationships with prospects and clients, ensuring timely follow-through on tasks and responsibilities. Their exceptional organizational skills and ability to learn new software quickly will enable them to excel in this fast-paced environment.

We're seeking an experienced professional who can build upon their existing skills and knowledge to drive success in this role. If you're passionate about delivering exceptional client experiences and contributing to a rapidly expanding financial planning firm, we invite you to explore this exciting opportunity.