Client Service Associate
9 hours ago
We are seeking a highly skilled and detail-oriented Client Service Associate to join our Strategic Asset Management, LLC team. As a key member of our team, you will be responsible for providing exceptional client service and support to our advisors and clients.
Key Responsibilities:- Provide timely and accurate responses to client inquiries via phone and email
- Assist clients with service needs, including account changes, purchases, and withdrawals
- Document client interactions and follow up on client meetings
- Maintain databases of client information and prepare client paperwork and financial transactions accurately
- Respond to and correct paperwork not in good order
- Inform financial advisors of client issues of significant concern
- Stay up-to-date on industry and company rules and regulations
- Attend branch operations meetings and sales assistant conferences
- Financial services experience preferred, but not required
- Excellent oral and written communication skills
- Ability to work independently and as part of a team
- Problem-solving skills and attention to detail
- Ability to anticipate client and advisor needs
- Capable of working under deadlines and doing research to answer questions
- A supportive and professional work environment
- Competitive compensation and opportunities for professional growth and advancement
-
Client Service Associate
2 weeks ago
Pompano Beach, Florida, United States Strategic Asset Management (SAM) Group Full timeStrategic Asset Management (SAM) Group is seeking a highly skilled and detail-oriented professional to join our team as a Client Service Associate.This is an exciting opportunity to work with a well-established investment firm in the financial services industry. As a Client Service Associate, you will play a critical role in providing exceptional customer...
-
Client Service Associate
2 weeks ago
Pompano Beach, Florida, United States Strategic Asset Management (SAM) Group Full timeStrategic Asset Management (SAM) Group is seeking a highly skilled and detail-oriented professional to join our team as a Client Service Associate.This is an exciting opportunity to work with a well-established investment firm in the financial services industry. As a Client Service Associate, you will play a critical role in providing exceptional customer...
-
Client Services Associate
3 weeks ago
Pompano Beach, Florida, United States Victor Schlicht - State Farm Agent Full timeJob OverviewAbout Our Agency:At Victor Schlicht - State Farm Agent, we pride ourselves on our strong business foundation and commitment to assisting individuals. Our multilingual team is dedicated to serving our diverse clientele, offering services in English, Spanish, Portuguese, Russian, and German. You will be part of a supportive environment where our...
-
Client Service Associate
6 days ago
Pompano Beach, Florida, United States Strategic Asset Management (SAM) Group Full timeStrategic Asset Management (SAM) Group is seeking a highly skilled Client Service Associate to join our team in Pompano Beach, FL.This role requires exceptional customer service and problem-solving skills to provide information to our advisors and clients in a reliable, efficient, and professional manner.The ideal candidate will be extremely organized,...
-
Client Service Representative
1 week ago
Pompano Beach, Florida, United States Banfield Pet Hospital Full timeJob SummaryThe Client Service Coordinator is a vital role at Banfield Pet Hospital, responsible for driving the flow of clients and pets through the hospital, maximizing productivity, and ensuring exceptional client care.Key ResponsibilitiesClient Recruitment: Promote hospital services and route the flow of clients and pets to ensure superior client care and...
-
Beauty Service Associate
3 weeks ago
Pompano Beach, Florida, United States Amazing Lash Studio Full timePosition Overview:We are currently seeking a dedicated and enthusiastic Retail Sales Associate to join our team. As a key member of our studio, you will play a vital role in delivering exceptional customer service and promoting our beauty services.About Amazing Lash Studio:As a leader in the eyelash extension and eyebrow service industry, our mission is to...
-
Dining Services Associate
1 week ago
Pompano Beach, Florida, United States NexDine Full timeJob SummaryNexDine is seeking a highly motivated and detail-oriented Dining Services Associate to join our team. As a key member of our kitchen staff, you will be responsible for maintaining a clean and organized work environment, ensuring the highest quality of food preparation and presentation, and providing exceptional customer service to our clients.Key...
-
Client Service Associate
1 week ago
North Miami Beach, Florida, United States Safra National Bank Full timeJob Title: Registered Client Service AssociateSafra National Bank of New York is a leading private bank with a strong presence in the financial markets. We are seeking a highly skilled and experienced Client Service Associate to join our team.Job Summary:The Client Service Associate will be responsible for providing exceptional client service and support to...
-
Insurance Client Services Specialist
3 weeks ago
Pompano Beach, Florida, United States HireFinder Full timeJob OverviewInsurance Client Services SpecialistHireFinder is looking for a committed and experienced Insurance Client Services Specialist to become a part of our dynamic team. The successful candidate will possess 1-2 years of relevant experience in the insurance sector, hold a required 440 or 220 license, and be fluent in both English and Spanish. In this...
-
Client Services Associate
6 days ago
Palm Beach, Florida, United States Eaton SAKS International Group Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Client Services Associate to join our team at Eaton SAKS International Group. As a key member of our client services team, you will play a pivotal role in servicing the needs of our investors, wealth managers, financial advisors, RIAs, and institutional clients.Key ResponsibilitiesManage...
-
Client Support Specialist
3 weeks ago
Pompano Beach, Florida, United States Insight Global Full timeJob OverviewPosition: Client Support SpecialistCompensation: $16/hourROLE SUMMARYAs a Client Support Specialist, your primary responsibility will be to uphold our commitment to exceptional service. You will collaborate with clients, business associates, and delivery personnel to ensure we fulfill our obligations and exceed client expectations throughout...
-
Client Services Associate
7 days ago
West Palm Beach, Florida, United States Eaton SAKS International Group Full time{"title": "Client Services Associate", "content": "Job SummaryWe are seeking a detail-oriented Client Services Associate to join our team at Eaton SAKS International Group. As a key member of our client services team, you will play a pivotal role in servicing the needs of investors, wealth managers, financial advisors, RIAs, and institutional...
-
Brokerage Client Service Associate
2 weeks ago
Daytona Beach, Florida, United States Truist Full timeJob Summary:We are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Truist. As a Client Service Associate, you will be responsible for providing exceptional support to our Financial Advisors and clients, ensuring seamless and efficient service delivery.Key Responsibilities:Assist Financial Advisors in servicing...
-
Customer Service Sales Associate
3 weeks ago
Pompano Beach, Florida, United States Art Plumbing, Air Conditioning & Electric Full timeSales Support Associate | In-Store Promoter at Art Plumbing, Air Conditioning & ElectricWe are seeking a dedicated full-time Sales Support Associate | In-Store Promoter to enhance our operations in South Florida. If you possess a strong customer focus and are enthusiastic about delivering exceptional service, we invite you to consider this opportunity.About...
-
Client Support Coordinator
3 weeks ago
Pompano Beach, Florida, United States Cutting Edge Staffing LLC Full timeJob OverviewThe Client Support Coordinator plays a vital role in delivering comprehensive patient care services as guided by the Executive and Clinical Director. This position involves close collaboration with the Treatment Team to develop the Master Treatment Plan and assist in discharge planning. The Coordinator will maintain effective communication with...
-
Culinary Service Associate
3 weeks ago
Pompano Beach, Florida, United States Coconut Creek Shell Full timePosition OverviewCoconut Creek Shell is on the lookout for a dedicated Culinary Service Associate to join our Deli team. In this role, you will be instrumental in delivering outstanding customer service while participating in a comprehensive training program led by the General Manager.Key Responsibilities:Provide exceptional customer service to all...
-
Trust Client Service Associate
1 week ago
West Palm Beach, Florida, United States Citizens Full timeJob DescriptionCitizens Private Bank is seeking a talented individual to join our Wealth Management team as a Trust Client Service Associate. This role is responsible for providing exceptional service to our Citizens Private Client (CPW) trust and estate clients.Key Responsibilities:Assist in managing the day-to-day activities of our fiduciary clients,...
-
Culinary Service Associate
3 weeks ago
Pompano Beach, Florida, United States Trinity Services Group Full timeCulinary Service Associate at Trinity Services GroupAre you seeking a fulfilling position in the culinary field? Trinity Services Group offers a supportive environment for professional growth, exceptional training, and opportunities for career advancement. Contribute to a meaningful mission while working in a distinctive setting.Position Overview:Incentive:...
-
Culinary Service Associate
3 weeks ago
Pompano Beach, Florida, United States Trinity Services Group Full timeCulinary Service Associate at Trinity Services GroupAre you seeking a fulfilling position in the culinary sector? Trinity Services Group offers a supportive environment for personal and professional growth, providing outstanding training and career advancement opportunities. Contribute to a meaningful mission in a distinctive setting.Position Overview:$400...
-
Culinary Service Associate
3 weeks ago
Pompano Beach, Florida, United States Trinity Services Group Full timeCulinary Service Associate at Trinity Services GroupAre you seeking a fulfilling position in the culinary field? Trinity Services Group offers a supportive environment where you can develop your skills and advance your career. We take pride in our commitment to our military personnel and veterans.Position Overview:New Hires are eligible for a $400 SIGN ON...