Client Services Associate
3 weeks ago
We are seeking a highly skilled and detail-oriented Client Services Associate to join our team at Transcend Practice Management. As a key member of our team, you will play a vital role in delivering exceptional client experiences and supporting our Wealth Advisors.
Key Responsibilities:
- Provide administrative support to our Wealth Advisors, including intake, screening, and processing of client information.
- Stay up-to-date on client meetings and activities, coordinate calendars, and ensure all tasks are completed.
- Develop and implement systems and processes to improve efficiency and effectiveness.
- Be the face of our firm, providing exceptional client service and support.
- Correspond and respond to client inquiries, document, and follow up.
- Process investment and insurance service requests, open accounts, and place trades.
- Provide planning and research support to our Wealth Advisors.
- Stay current on trends and regulations within the financial planning arena.
Requirements:
- Bachelor's degree preferred.
- Three years of experience in an administrative role in the financial industry.
- Series 7, Life, Health, and Annuities licenses are preferred but not required.
- Strong communication and relationship management skills.
- Excellent problem-solving and critical-thinking skills.
- Attention to detail.
- Positive attitude and enthusiasm.
- Confidence and adaptability.
- Drive to help clients and co-workers.
- Professionalism.
- Strong computer skills, including experience with eMoney and Canva.
We are committed to sourcing a diverse pool of applicants from various backgrounds. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client experiences, we encourage you to apply.
-
Client Services Associate
2 weeks ago
Maitland, Florida, United States Transcend Practice Management Full timeClient Service AssociateJoin our team at Transcend Practice Management as a Client Service Associate, where you will play a vital role in delivering exceptional client experiences and supporting our Wealth Advisors.About the RoleWe are seeking a highly organized and detail-oriented individual to join our team. As a Client Service Associate, you will be...
-
Client Services Associate
4 weeks ago
Maitland, Florida, United States Transcend Practice Management Full timeJob OverviewWe are seeking a highly skilled and detail-oriented Client Services Associate to join our team at Transcend Practice Management. As a key member of our team, you will be responsible for providing exceptional client service, supporting our Wealth Advisor, and contributing to the growth and success of our firm.Key ResponsibilitiesProvide top-notch...
-
Land Development Specialist
3 weeks ago
Maitland, Florida, United States Charlan Brock & Associate Full timeJob SummaryWe are seeking a highly skilled Land Development Specialist to join our team at Charlan Brock & Associate. As a key member of our team, you will be responsible for overseeing land development projects from conception to completion.Key ResponsibilitiesDevelop and implement land development strategies for various projects, working closely with...
-
Land Development Specialist
4 days ago
Maitland, Florida, United States Charlan Brock & Associate Full timeJob OverviewAs a key member of our team at Charlan Brock & Associates, the Land Planner will play a crucial role in shaping the future of our communities. This dynamic professional will be responsible for leading land development projects, collaborating with stakeholders, and ensuring that our projects meet the highest standards of quality and...
-
Client Coordinator
3 weeks ago
Maitland, Florida, United States Maxim Healthcare Services Full timeAbout the Role:We are seeking a highly motivated and organized Client Coordinator to join our team at Maxim Healthcare Services. As a Client Coordinator, you will play a critical role in building relationships with our clients and caregivers to understand their scheduling needs and preferences.Key Responsibilities:Build and maintain strong relationships with...
-
Client Service Representative
3 weeks ago
Maitland, Florida, United States ADP Full timeAbout the RoleWe are seeking a highly skilled and experienced Client Service and Product Support Specialist to join our team at ADP. As a key member of our client-facing team, you will be responsible for providing exceptional support to our clients, ensuring their needs are met, and helping them achieve their goals.Key ResponsibilitiesProvide timely and...
-
Client Service Representative
1 month ago
Maitland, Florida, United States ADP Full timeAbout the RoleWe are seeking a highly skilled and motivated Client Service Representative to join our team at ADP. As a Client Service Representative, you will be the primary point of contact for our clients, providing exceptional support and guidance on our products and services.Key ResponsibilitiesClient Support: Provide timely and effective support to...
-
Construction Project Coordinator
3 weeks ago
Maitland, Florida, United States Charlan Brock & Associate Full timeJob SummaryWe are seeking a highly skilled Construction Administrator to join our team at Charlan Brock & Associate. The successful candidate will be responsible for ensuring consistency with construction documents, collaborating with the project team, and accurately responding to questions to positively contribute to the completion of the built product.Key...
-
Client Service Representative
1 month ago
Maitland, Florida, United States ADP Full timeAbout the RoleWe are seeking a highly skilled and motivated Client Service Representative to join our team at ADP. As a key member of our client-facing team, you will be responsible for providing exceptional service to our clients, resolving issues, and providing solutions to their complex problems.Key ResponsibilitiesClient Support: Provide timely and...
-
Client Service Representative
1 month ago
Maitland, Florida, United States ADP Full timeAbout the RoleWe are seeking a highly skilled Client Service Representative to join our team at ADP. As a Client Service Representative, you will be the primary point of contact for our clients, providing exceptional support and guidance on our products and services.Key ResponsibilitiesProvide timely and effective support to clients via phone, email, and...
-
Client Service Representative
4 weeks ago
Maitland, Florida, United States Automatic Data Processing Full timeClient Service and Product Support SpecialistADP is hiring a Client Service and Product Support Specialist to join our team. As a key member of our support team, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Employment Tax SupportAbout the Role:This is an exciting opportunity to join a...
-
Client Management Specialist
4 days ago
Maitland, Florida, United States BCForward Full timeJob DescriptionBCforward is seeking a highly motivated Client Management Specialist to implement the TotalSource Solution for new clients. This role requires a consultative approach to assess current state, map to the PEO co-employment structure, and develop solutions where gaps exist. The successful candidate will manage client expectations throughout...
-
Bilingual Client Support Specialist
1 month ago
Maitland, Florida, United States ADP Full timeClient Support Specialist - English/SpanishWe are seeking a highly skilled Client Support Specialist to join our team at ADP. As a Client Support Specialist, you will be the primary point of contact for our clients, providing exceptional support and resolving issues in a timely and professional manner.Key Responsibilities:Provide top-notch support to clients...
-
Client Support Specialist
2 months ago
Maitland, Florida, United States Tetra Tech Full timeUnlock Your Potential:At Tetra Tech, we are partnering with leading experts to create a sustainable future for our planet. We integrate consulting and engineering with advanced analytics and technology to tackle the world's most intricate challenges. Our global innovation hubs provide opportunities to exchange ideas and best practices while expanding your...
-
Client Support Specialist
2 months ago
Maitland, Florida, United States Tetra Tech Full timeUnlock Your Potential:At Tetra Tech, we are partnering with top-tier professionals to create a sustainable future for our planet. By merging consulting and engineering with cutting-edge analytics and technology, we tackle the world's most intricate challenges. Our global innovation hubs provide a platform for sharing ideas and best practices while expanding...
-
Client Solutions Architect
4 weeks ago
Maitland, Florida, United States TEKsystems Full timeAbout the RoleWe are seeking a highly skilled Client Solutions Architect to join our team at TEKsystems. As a key member of our team, you will be responsible for designing and implementing sophisticated vendor SaaS solutions for our large enterprise clients.Key ResponsibilitiesDevelop a deep understanding of our clients' business goals, technical...
-
Client Solutions Architect
4 weeks ago
Maitland, Florida, United States TEKsystems Full timeAbout the RoleWe are seeking a highly skilled Client Solutions Architect to join our team at TEKsystems. As a key member of our team, you will be responsible for designing and implementing sophisticated vendor SaaS solutions for our large enterprise clients.Key ResponsibilitiesDevelop a deep understanding of our clients' business goals, technical...
-
Client Success Advocate
6 days ago
Maitland, Florida, United States Travel Media Group Full timeClient Success Representative Job DescriptionWe are seeking a highly motivated and professional Client Success Representative to join our team at Travel Media Group in Orlando, FL.As a Client Success Representative, you will be responsible for developing and maintaining excellent client relationships while providing positive client experiences throughout the...
-
Client Success Advocate
3 weeks ago
Maitland, Florida, United States Travel Media Group Full timeClient Success Representative Job DescriptionWe are seeking a highly motivated and professional Client Success Representative to join our team at Travel Media Group in Orlando, FL.As a Client Success Representative, you will be responsible for developing and maintaining excellent client relationships while providing positive client experiences throughout the...
-
Customer Service Representative
2 days ago
Maitland, Florida, United States EIG Services, Inc Full timeJob SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our call center team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesRespond to customer inquiries and resolve issues in a timely and...