Client Services Associate

14 hours ago


West Palm Beach, Florida, United States Eaton SAKS International Group Full time
{"title": "Client Services Associate", "content": "Job Summary

We 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 clients.

Responsibilities
  • Manage relationships with wealth managers, financial advisors, RIAs, LPs, institutional, and other investors
  • Serve as point of contact for all client interactions, questions, and concerns
  • Internal advocate for the client
  • Escalating queries and concerns, when necessary
  • Ability to handle confidential information
  • Maintain and update CRM
  • Completes other related duties as assigned
Requirements
  • Four-year college degree
  • Personal integrity and an ability to maintain the confidentiality of company and client information
  • Client service experience within the investment management industry with primary focus on servicing the needs of financial advisors, RIAs, and institutional clients; will consider relevant experience in other areas
  • Team-player, willingness to work within a team structure and partner with internal and external parties
  • Ability to create and maintain relationships with various stakeholders, collaborative team player
  • Strong time management, planning, and communication skills
Preferred Qualifications
  • Knowledgeable of financial products and market trends
  • Proficient in Microsoft Office products and ability to become expert in our CRM and investor portals
Work Environment

Based in West Palm Beach, FL, hybrid 4-1 structure. Compensation commensurate with experience will include a competitive base salary and discretionary performance bonus.

", "lang_code": "en-US"}

  • West Palm Beach, Florida, United States Citizens Full time

    Job 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,...

  • Sales Associate

    7 days ago


    West Palm Beach, Florida, United States KnitWell Group Full time

    Job Summary:We are seeking a highly motivated and customer-focused Sales Associate to join our team at KnitWell Group. As a Sales Associate, you will play a critical role in driving revenue growth by providing exceptional client services, building strong relationships, and presenting a clean and safe store environment.Key Responsibilities:Provide clients...


  • West Palm Beach, Florida, United States Banfield Full time

    Job Summary:We are seeking a highly motivated and detail-oriented Client Service Liaison to join our team at Banfield. As a key member of our hospital operations team, you will be responsible for ensuring superior client care and maximum productivity of our veterinary medical services.Key Responsibilities:Actively recruit new clients by promoting hospital...


  • West Palm Beach, Florida, United States VCA Animal Hospitals Full time

    About the RoleWe are seeking a highly skilled and compassionate Client Services Representative to join our team at VCA Animal Hospitals. As a key member of our client-facing team, you will be responsible for providing exceptional customer service and ensuring a positive experience for our clients and their pets.Key ResponsibilitiesProvide exceptional...


  • West Palm Beach, Florida, United States Regions Bank Full time

    About the RoleAt Regions Bank, we are seeking a highly skilled Private Wealth Relationship Specialist to join our team. As a key member of our Private Wealth management team, you will be responsible for delivering exceptional service to our affluent clients, providing them with a comprehensive range of banking products and services.Key ResponsibilitiesClient...


  • West Palm Beach, Florida, United States Staff Full time

    Job SummaryWe are seeking a highly skilled and experienced Litigation Client Service Specialist to join our team at Staff. The successful candidate will provide exceptional administrative support to our attorneys, ensuring seamless communication and efficient management of client data.Key ResponsibilitiesClient SupportProvide outstanding client service by...


  • West Palm Beach, Florida, United States Fox Rothschild Full time

    The Legal Client Services Coordinator position is integral in delivering administrative support to a team of legal professionals by executing intricate administrative tasks with specialized knowledge in the relevant practice areas. This role emphasizes collaboration and teamwork, ensuring that both internal and external clients receive exemplary service.KEY...


  • West Palm Beach, Florida, United States Vaco Full time

    Job SummaryVaco is seeking a highly skilled and motivated Client Service Representative to join our team. As a Client Service Representative, you will be responsible for providing exceptional customer service to our clients, building strong relationships, and driving sales growth.Key ResponsibilitiesClient Service: Handle client calls, questions, and...


  • West Palm Beach, Florida, United States PrideStaff Full time

    PrideStaff is seeking a highly organized and detail-oriented Client Services Representative to join our team. As a Client Services Representative, you will play a vital role in supporting clients and ensuring their needs are met efficiently and effectively.Key Responsibilities:Manage client data and maintain accurate recordsProcess and fulfill client orders...


  • West Palm Beach, Florida, United States Vaco Full time

    Vaco is hiring a Client Service Representative to join our team in a Customer-Facing Role.Key Responsibilities:Client Relationship Management: Build and maintain strong relationships with existing clients, ensuring their needs are met and exceeded.Business Development: Identify new business opportunities and develop strategies to acquire new clients.Account...


  • West Palm Beach, Florida, United States Simplex Full time

    Client Advisor Job DescriptionAbout the Role:We are seeking a highly organized and detail-oriented Client Advisor to join our team at Simplex. As a Client Advisor, you will play a key role in delivering exceptional client experiences and contributing to the growth of our investment and wealth management firm.Key Responsibilities:Client Portfolio Management:...


  • West Palm Beach, Florida, United States RELIVE Health Wellington Full time

    Job OverviewBenefits and OpportunitiesCareer AdvancementLocation-Specific Service BenefitsCompany IntroductionRELIVE is a leading health and wellness facility dedicated to prioritizing our clients by crafting tailored wellness strategies for exceptional outcomes. We focus on long-term health improvements, empowering our clients to enhance their overall...


  • West Palm Beach, Florida, United States RELIVE Health Wellington Full time

    Job OverviewBenefits and OpportunitiesCareer Advancement PotentialLocation-Specific Service BenefitsCompany InsightRELIVE is a leading health and wellness facility dedicated to prioritizing client needs and crafting tailored wellness strategies for exceptional outcomes. We focus on sustainable solutions that empower our clients to enhance their well-being...


  • West Palm Beach, Florida, United States RELIVE Health Wellington Full time

    Job OverviewBenefits and OpportunitiesCareer Advancement PotentialService Benefits Varying by LocationCompany IntroductionRELIVE is a leading health and wellness facility dedicated to prioritizing client needs by crafting tailored wellness strategies for exceptional outcomes. We focus on long-term solutions that empower our clients to enhance their...


  • West Palm Beach, Florida, United States Truist Full time

    Job Summary:The Association Services Relationship Manager will be responsible for developing and expanding relationships with property management companies, accounting firms, and community associations. This role will involve recommending product and service enhancements to improve client satisfaction and sales potential, as well as retaining and expanding...


  • West Palm Beach, Florida, United States Ultimate Staffing Services Full time

    Job OverviewUltimate Staffing Services is collaborating with a leading Call Center in the nation, seeking to onboard a dedicated full-time Client Support Specialist to enhance our customer service team. We are looking for enthusiastic individuals who are ready to contribute to our success.Position: Client Support SpecialistLocation: Palm Beach LakesKey...


  • West Palm Beach, Florida, United States Alliant Insurance Services Full time

    Company Overview: Alliant Insurance Services is a distinguished member of the Alliant family, dedicated to enhancing the capabilities of our insurance professionals. We strive to empower our agents by providing them with the tools and resources necessary to maximize their productivity, boost their earnings, and elevate their market presence. Our commitment...


  • North Miami Beach, Florida, United States Safra National Bank Full time

    Job 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...


  • West Palm Beach, Florida, United States GreenChem Industries LLC Full time

    Job SummaryGreenChem Industries, LLC is seeking a highly motivated and detail-oriented Customer Experience Representative to join our team. As a key member of our customer service department, you will be responsible for delivering exceptional customer experiences through proactive communication, timely issue resolution, and a customer-centric approach.Key...


  • West Palm Beach, Florida, United States Amerant Bank Full time

    Job SummaryAmerant Bank is seeking a highly skilled Client Service Specialist II to join our team. As a key member of our commercial lending department, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesClient Onboarding: Assist Relationship Managers and Portfolio Officers in conducting the...