Client Service Associate
2 weeks ago
Raymond James Financial Incorporated is seeking a highly motivated and detail-oriented Registered Client Service Associate to join our team. This role provides critical administrative support to Financial Advisors, clients, and branch staff, requiring effective communication skills and the ability to manage multiple tasks with changing priorities.
Key Responsibilities- Provide exceptional customer service to clients, responding to inquiries, scheduling meetings, and resolving issues in a timely and professional manner.
- Support Financial Advisors in onboarding new clients, opening accounts, and researching client information using internal databases and technologies.
- Ensure accurate and up-to-date client information, documentation, and compliance with firm and industry regulations.
- Process and monitor asset transfers, cash management, and corporate action items to ensure seamless client experiences.
- Prepare financial reports, spreadsheets, and materials for client meetings, and input orders and rebalance portfolios as needed.
- Collaborate with Financial Advisors on marketing efforts, client-facing events, and training opportunities to enhance skills and knowledge.
- High School Diploma or equivalent and one or more years of securities industry or related work experience preferred.
- Series 7 and SIE licenses required, with Series 63, 65, and/or 66 licenses as needed by state.
- Excellent communication, organizational, and problem-solving skills, with the ability to work independently and as part of a team.
Raymond James associates use the guiding behaviors of Develop, Collaborate, Decide, Deliver, and Improve to deliver on the firm's core values of client-first, integrity, independence, and a conservative, long-term view.
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Client Service Manager
1 week ago
Melbourne, Florida, United States Percepta Full timeAbout the RoleWe are seeking a highly skilled Client Service Manager to join our team at Percepta. As a Client Service Manager, you will be responsible for delivering exceptional customer service to our luxury clients, building strong relationships, and resolving complex issues in a timely and professional manner.Key ResponsibilitiesProvide superior level of...
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Client Service Manager
3 weeks ago
Melbourne, Florida, United States Percepta Full timeAbout the RoleWe are seeking a highly skilled Client Service Manager to join our team at Percepta. As a Client Service Manager, you will be responsible for delivering exceptional customer experiences to our luxury clients, building strong relationships, and resolving complex issues in a timely and professional manner.Key ResponsibilitiesProvide superior...
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Client Service Manager
4 weeks ago
Melbourne, Florida, United States Percepta Full timeAbout PerceptaPercepta is a global leader in customer service, delivering exceptional experiences to our clients across multiple markets. Our values are the foundation of our organization, and we strive to create a culture of service, teamwork, respect, and proactive problem-solving.Job SummaryWe are seeking a highly skilled Customer Experience Specialist to...
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Client Services Coordinator
2 days ago
Melbourne, Florida, United States Space Coast Property Management a Division of Towers Mgmt Group Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Services Administration professional to join our team at Space Coast Property Management a Division of Towers Mgmt Group. As a key member of our administrative staff, you will be responsible for providing exceptional customer service, managing various administrative tasks, and supporting...
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Client Service Manager
4 weeks ago
Melbourne, Florida, United States Percepta Full timeAbout the RoleWe are seeking a highly skilled Client Service Manager to join our team at Percepta. As a Client Service Manager, you will be responsible for delivering exceptional customer experiences to our luxury clients, building strong relationships, and resolving complex issues in a timely and professional manner.Key ResponsibilitiesClient Relationship...
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Express Service Associate
1 week ago
Melbourne, Florida, United States Aleron Full timeJob Title: Express Service AssociateWe are seeking a highly motivated and customer-focused Express Service Associate to join our team. As an Express Service Associate, you will be responsible for providing exceptional customer service to our clients, handling incoming and outgoing phone calls, and assisting with loan interviews and applications.Key...
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Client Services Coordinator
4 weeks ago
Melbourne, Florida, United States Space Coast Property Management a Division of Towers Mgmt Group Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Services Coordinator to join our team at Space Coast Property Management, a Division of Towers Mgmt Group.The ideal candidate will have excellent communication and interpersonal skills, with the ability to multitask and prioritize tasks effectively.This is a full-time position, requiring...
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Food Service Associate
1 month ago
Melbourne, Florida, United States QUALITY CHOICE STAFFING Full timeJob OverviewAs a Food Service Associate, you will play a vital role in ensuring a smooth and efficient dining experience for our clients. Your responsibilities will include:Food Arrangement: Organizing food and beverage selections to ensure they are readily available for consumption by both students and staff.Sanitation Duties: Maintaining cleanliness by...
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Express Service Associate
3 weeks ago
Melbourne, Florida, United States Aleron Full timeJob Title: Express Service AssociateWe are seeking a highly motivated and customer-focused Express Service Associate to join our team in Melbourne, FL. As an Express Service Associate, you will be responsible for handling outgoing and incoming member phone calls, conducting loan interviews, assessing member needs, and cross-selling other client products and...
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Staff Accountant
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Melbourne, Florida, United States Aire Serv Full timeClient Support Specialist & Service CoordinatorIn the role of Client Support Specialist & Service Coordinator, you are essential to our operations and represent Aire Serv during customer interactions. Your duties encompass managing service inquiries and resolving client issues with professionalism and respect. You should be proactive, enthusiastic, and...
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Part Time Store Associate
2 weeks ago
Melbourne, Florida, United States Gordon Food Service Full timeAbout Gordon Food ServiceGordon Food Service is a leading provider of food and supplies to small food service operators, families, non-profit organizations, caterers, and more. Our 170+ stores offer a wide range of products and services to help our customers succeed.Job SummaryWe are seeking a Part Time Store Associate to join our team at Gordon Food Service...
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Express Service Associate
3 weeks ago
Melbourne, Florida, United States Aleron Full timeJob SummaryWe are seeking a highly motivated and experienced Express Service Associate to join our team in Melbourne, FL. As a key member of our Consumer Banking team, you will be responsible for handling outgoing and incoming member phone calls, conducting loan interviews, and providing fast, friendly, and effective service to members.Key...
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Financial Services Associate
2 weeks ago
Melbourne, Florida, United States Edward Jones Full timeJob OverviewWe are seeking a highly motivated and detail-oriented Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.Key ResponsibilitiesProvide personalized service to clients,...
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Customer Service Representative
4 weeks ago
Melbourne, Florida, United States Florida Institute of Technology Full timeJob SummaryWe are seeking a highly skilled and customer-focused Client Support Specialist to join our team at the Florida Institute of Technology. As a key member of our client care team, you will be responsible for providing exceptional service to our students, instructors, and external customers.Key ResponsibilitiesClient Communication: Warmly greet...
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Food Service Associate
4 weeks ago
Melbourne, Florida, United States SLM Services, LLC Full time**Job Summary**SLM Services, LLC is seeking a highly motivated and customer-focused Food Service Associate to join our team. As a Food Service Associate, you will play a vital role in providing exceptional dining experiences for our residents.**Key Responsibilities:**Prepare the dining room in an attractive manner for meal service, ensuring a warm and...
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Client Relations Specialist
1 month ago
Melbourne, Florida, United States Percepta Full timeJob OverviewAs a Client Relations Specialist at Percepta, you will play a crucial role in delivering exceptional service across various markets. Your position will involve engaging with customers to foster loyalty and satisfaction, all while being part of a vibrant and unique workplace culture.Key ResponsibilitiesIn this role, you will:Deliver outstanding...
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RN Registered Nurse
1 month ago
Melbourne, Florida, United States HealthEcareers - Client Full timeJob SummaryWe are seeking a highly skilled RN Registered Nurse to join our team at HealthEcareers - Client. As a RN Registered Nurse, you will be responsible for providing high-quality patient care and leading our healthcare team to deliver exceptional patient outcomes.Key ResponsibilitiesQuality CareAdminister medications to patients in a safe and effective...
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Sales Associate
6 days ago
Melbourne, Florida, United States Knitwell Group Full timeAbout UsAt Knitwell Group, we're passionate about empowering women to express their authentic selves through fashion. Our mission is to provide modern, feminine, and versatile clothing that makes women feel confident and beautiful.Job OverviewWe're seeking a highly motivated and customer-focused Sales Associate to join our team. As a Sales Associate, you...
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Client Liaison
3 weeks ago
Melbourne, Florida, United States Teksystems Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Client Liaison to join our team at TEKsystems. As a key member of our team, you will be responsible for performing routine data entry on sensitive client information into our internal system for review.Key Responsibilities:Perform data entry tasks with high accuracy and attention to...