Client Relations Specialist
1 day ago
We are seeking a highly motivated and results-driven Client Advocate to join our team at Guerra Wealth Advisors. As a key member of our team, you will play a critical role in building and maintaining strong relationships with our clients and prospects.
Key Responsibilities- Build and maintain relationships with clients and prospects through regular communication and outreach.
- Perform quality control surveys to ensure exceptional client service.
- Collect and gather client experience testimonials to showcase our firm's expertise.
- Identify and pursue referral opportunities to expand our reach in the community.
- Coordinate and follow up on client referrals to ensure a seamless experience.
- Provide exceptional customer service through incoming client service calls.
- Update and maintain client information in our CRM and data trackers.
- Maintain professional communication with clients and staff through various channels.
- 1+ year of experience in a client-facing role.
- Experience in a lead generation role is a plus.
- Financial industry experience and knowledge is a plus.
- Excellent interpersonal skills with the ability to establish rapport and trust with clients.
- Strong phone presence and bilingual skills in English and Spanish.
- Competitive salary and uncapped commission structure.
- Completion bonuses for relevant licenses/certifications.
- Sponsored industry travel and in-person training.
- PTO: 20+ days, 401K or Roth matching plan, Health insurance reimbursement, Access to personal financial planning, Growth and development.
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Dental Client Relations Specialist
22 hours ago
Miami, Florida, United States Zahntechnique Full timeJob Title: Dental Client Relations AssociateJob SummaryZahntechnique is a dedicated team of dental artists who are passionate about crafting smiles. We are seeking a highly organized and detail-oriented individual to join our team as a Dental Client Relations Associate.Key ResponsibilitiesOptimize client satisfaction by ensuring accurate scheduling and...
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Veterinary Client Service Specialist
2 hours ago
Miami, Florida, United States Miami Veterinary Specialists Full timeJob SummaryWe are seeking a skilled Veterinary Client Service Specialist to join our team at Miami Veterinary Specialists. As a key member of our client service team, you will be responsible for providing exceptional customer service to our clients and their pets.Key Responsibilities:Scheduling and confirming appointments with clientsChecking in and out...
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Miami, Florida, United States Fox Rothschild Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Client Service Specialist to join our Tax and Wealth Planning team. As a key member of our Client Services Team, you will provide exceptional administrative support to our attorneys, ensuring seamless client interactions and efficient workflow management.Key ResponsibilitiesProvide superior...
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Client Relationship Specialist
4 weeks ago
Miami, Florida, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Client Relationship Specialist to join our team in Miami, FL. As a key member of our branch team, you will play a critical role in delivering an exceptional client experience and driving the operational success of our local branch.Key ResponsibilitiesProvide exceptional client service and...
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Client Service Specialist
8 hours ago
Miami, Florida, United States Banesco USA Full timeJob Title: Client Service Specialist - Business & ProfessionalAt Banesco USA, we are seeking a highly skilled Client Service Specialist - Business & Professional to join our team. This role is responsible for providing exceptional customer service to our business and professional clients, ensuring their needs are met and exceeded.Key Responsibilities:Process...
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Senior Client Support Specialist
2 months ago
Miami, Florida, United States University of Miami Full timeCurrent Employees: If you are currently employed at the University of Miami, please log in to Workday to utilize the internal application process. For guidance on applying for a faculty or staff position using the Career worklet, please review the provided resources. The UHealth system at the University of Miami presents an exciting opportunity for a...
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Client Outreach VP Manager
1 day ago
Miami, Florida, United States Bank of America Full timeJob Title: Client Outreach VP ManagerAs a Client Outreach VP Manager at Bank of America, you will play a critical role in meeting Know Your Client (KYC) periodic refresh and remediation requirements. You will work closely with Global Corporate and Investment Bankers and Global Markets Sales to support the Bank's global regulatory and policy requirements...
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Senior Client Support Specialist
2 months ago
Miami, Florida, United States University of Miami Full timeCurrent Employees: If you are currently employed at the University of Miami, please log in to Workday to utilize the internal application process. For guidance on applying for faculty or staff positions using the Career worklet, please refer to the provided resources. The UHealth system at the University of Miami presents an exciting opportunity for a...
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Client Relationship Specialist
4 weeks ago
Miami, Florida, United States Charles Schwab Full timeYour OpportunityAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.As a Client Relationship Specialist, you'll play a critical role in the operational...
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Client Experience Ambassador
2 weeks ago
Miami, Florida, United States Chapman Partnership Full timeJob Summary:The Client Care Specialist serves as a key ambassador of the client experience at Chapman Partnership. This role provides supportive assistance to clients, ensuring a safe, welcoming, and clean environment. The Specialist conducts scheduled and assigned dorm/room checks, monitoring and documenting all pertinent activities, including center rules,...
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Client Support Associate
3 weeks ago
Miami, Florida, United States Insight Global Full timeJob DescriptionA client of Insight Global is seeking a Client Support Specialist to join their team in Miami, FL. The ideal candidate will have a strong background in customer service and a passion for delivering exceptional support to clients.Key Responsibilities:Provide top-notch support to clients, addressing their concerns and resolving issues in a...
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Client Experience Specialist
6 days ago
Miami, Florida, United States Tiffany & Co. Full timeAbout the RoleWe are seeking a highly skilled and passionate Client Advisor to join our team at Tiffany & Co. As a Client Advisor, you will be the face of our brand, embodying the Tiffany touch in every client interaction.Key ResponsibilitiesDevelop and maintain strong relationships with clients to drive sales and exceed commercial targets.Provide...
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Guest Relations Manager
4 weeks ago
Miami, Florida, United States Casa Madera MIA Full timeJob Title: Guest Relations ManagerCasa Madera MIA is seeking a highly skilled Guest Relations Manager to join our team. As a key member of our hospitality team, you will be responsible for cultivating a client base, building relationships with local businesses and hotels, tracking and quantifying outreach efforts, managing the Noble 33 program, and...
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Billing Specialist
3 weeks ago
Miami, Florida, United States destinationone Consulting Full timeJob Title: Billing SpecialistDestinationone Consulting is seeking a skilled Billing Specialist to join our team. As a Billing Specialist, you will play a critical role in managing client billing processes, ensuring accurate invoicing, and maintaining financial records.Key Responsibilities:Prepare and issue invoices to clients based on legal services...
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Urology Specialist
2 weeks ago
Miami, Florida, United States HealthEcareers - Client Full timeUrology Physician Job DescriptionA reputable healthcare organization is seeking a board-eligible or board-certified urologist to join their growing practice in the south Florida region. This opportunity offers a busy schedule from Day 1, autonomy to grow your practice/schedule, and a comprehensive benefit package. You will have the opportunity to add...
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Guest Relations Manager
4 weeks ago
Miami, Florida, United States Sparrow Italia Full timeAbout Sparrow ItaliaSparrow Italia is a modern Italian restaurant that embodies European sophistication. With a location in the prestigious Mayfair neighborhood of London and a location coming soon in Miami, Sparrow sets the tone for a chic atmosphere that honors the values belonging to generations of Italian table lovers.Job SummaryWe are seeking a skilled...
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Helpdesk IT Support Specialist
2 weeks ago
Miami, Florida, United States ADS Technology Full timeJob Title: Helpdesk IT Support SpecialistWe are seeking a highly skilled and experienced Helpdesk IT Support Specialist to join our team at ADS Technology. As a Helpdesk IT Support Specialist, you will be responsible for providing timely and reliable IT support to our clients in South Florida.Key Responsibilities:Contact clients on support issues via phone...
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Guest Relations Manager
1 month ago
Miami, Florida, United States Sparrow Italia Full timeAbout Sparrow ItaliaSparrow Italia is a modern Italian restaurant that embodies European sophistication. With a location in the prestigious Mayfair neighborhood of London and a location coming soon in Miami, Sparrow sets the tone for a chic atmosphere that honors the values belonging to generations of Italian table lovers.Job SummaryWe are seeking a highly...
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Billing Specialist
1 month ago
Miami, Florida, United States destinationone Consulting Full timeJob Summarydestinationone Consulting is seeking a highly skilled Billing Specialist to join our team. As a Billing Specialist, you will play a critical role in managing client billing processes, ensuring accurate invoicing, and maintaining financial records.Key ResponsibilitiesPrepare and Issue Invoices: Develop and send invoices to clients based on services...
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Billing Specialist
2 weeks ago
Miami, Florida, United States Ascension Global Staffing & Executive Search Full timeJob Title: Billing SpecialistAscension Global Staffing & Executive Search, a leading national recruiting firm, is seeking a highly skilled Billing Specialist to join their team. As a Billing Specialist, you will play a critical role in the Revenue Management Department of a top Am Law 100 client in Miami.Job Summary:The Billing Specialist is responsible for...