Client Service Associate (Ft.Lauderdale, FL) Oppenheimer & Co. Inc.Client Service Associate (Ft.Lauderdale, FL)Fort Lauderdale, FLWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction.
Associate, Client Service NFP CorpAssociate, Client ServiceBoca Raton, Florida$70,000–$80,000 / yearFull timeWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Client Service Liaison Phaxis LLCClient Service LiaisonMiami, FLresponsible for managing client correspondence, verifying and uploading documents into case management systems, Collect, validate, and upload client documentation into case management platforms. Responsibilities and Duties Deliver high-quality customer service handling incoming and outgoing phone calls with clients.
Client Service Associate – Travel (Remote) HomebasedcareersintravelClient Service Associate – Travel (Remote)Aventura, FloridaRemoteIn this role, you will assist clients with travel planning, provide excellent customer service, and help coordinate memorable travel experiences. We are looking for motivated and service-oriented individuals to join our growing travel team as a Client Service Associate – Travel .
Business Management, Vice President - Private Bank Latin America Client Service JPMorgan Chase Bank, N.A.Business Management, Vice President - Private Bank Latin America Client ServiceMiami, FLFull timeOur Team of dedicated Business Managers work hand-in-hand with senior leaders of the Client Service, Experience and Development organization to evolve our business capabilities and drive strategic organizational growth. Represent the business in internal and external working groups, ensuring effective communication and alignment across all levels of the organization, while maintaining business hygiene through compliance, training, access management, and resiliency planning.
NewClient Service Representative VCA IncClient Service RepresentativeFt. Lauderdale, FLAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development).
Client Service Representative Jewelers MutualClient Service RepresentativeMiami, FloridaThe Client Service Representative (CSR) is responsible for facilitating renewals, providing support to specific producers, and addressing daily client inquiries and issues. As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience.
NewRegistered Client Service Associate (Fort Lauderdale) Raymond James Financial IncRegistered Client Service Associate (Fort Lauderdale)Fort Lauderdale, FLThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
Client Service Representative- Veterinary Vicar Operating dba VCAClient Service Representative- VeterinaryHollywood, FloridaAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: • Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
Client Service Representative Vicar Operating dba VCAClient Service RepresentativeWeston, FloridaAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: • Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
NewBusiness Insurance Client Service Associate Marsh McLennanBusiness Insurance Client Service AssociateFort Lauderdale, FloridaWe are looking for a Business Insurance Client Service Associate provides technical and service support to Client Advisors for new clients, during the renewal process and for daily client service functions. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Senior Registered Client Service Associate Morgan StanleySenior Registered Client Service AssociateFort Lauderdale, FLOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).
Client Service Representative Nob Hill Animal ClinicClient Service RepresentativePlantation, FLFull timeInbound Management: Master a high volume of client communications via phone, text, and email using our integrated software suite, ensuring a polished, stress-free touchpoint for every caller. Our Plantation location, Nob Hill Animal Clinic (NHAC), features state-of-the-art medical equipment, modern software, and beautifully renovated facilities designed to support a seamless, rewarding workflow.
Client Service Representative - Remote Spade RecruitingClient Service Representative - Remotemiami, FLRemoteWe are looking for entry-level representatives to connect with members, explain their permanent benefit options, and provide ongoing service and support. We are now expanding our team and seeking motivated individuals who want to build meaningful careers while making a real impact.
Veterinary Receptionist / Client Service Representative Royal VetVeterinary Receptionist / Client Service RepresentativeMiami, FloridaBe part of the solution: Play a key role in delivering exceptional veterinary care, while also playing part in reshaping the future of the industry for both vets and pets. Manage all administrative work, including: scheduling of appointments, coordinating follow ups and sending reminders, preparing exam rooms, and taking/recording of payments.
Client Service Representative Emerald Hills Animal HospitalClient Service RepresentativeHollywood, FLFull timeThe professional and courteous staff at Emerald Hills Animal Hospital seeks to provide the best medical, surgical, and dental care for their highly valued patients, and are fully equipped to handle all your veterinary needs, ranging from wellness exams to surgical procedures, preventative care, boarding, and cosmetic grooming. Must possess basic math skills to determine proper deposits, make change, and process payments utilizing credit card and check terminal, Excellent communication skills with clients and team members.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateBoca Raton, FloridaOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Sr. Registered Client Service Associate Morgan StanleySr. Registered Client Service AssociateFort Lauderdale, FloridaOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Private Wealth Management Registered Client Service Associate Morgan StanleyPrivate Wealth Management Registered Client Service AssociateMiami Beach, MichiganOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Registered Client Service Associate - Bilingual Spanish/English Morgan StanleyRegistered Client Service Associate - Bilingual Spanish/EnglishAventura, FloridaOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.