Senior Tax Manager - Private Client Services / HNW JobotSenior Tax Manager - Private Client Services / HNWWest Palm Beach, FL$170,000–$220,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. provides a diverse range of family office services including tax compliance, bill pay, payroll, and expense management, philanthropic advising, and estate planning.
Senior Accountant - Client Accounting Services (CAS) JobotSenior Accountant - Client Accounting Services (CAS)Fort Lauderdale, FL$90,000–$110,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Environmental Services Manager - 2nd Shift AramarkEnvironmental Services Manager - 2nd ShiftFort Lauderdale, FLThe EVS Manager - 2nd shift is responsible for servicing and/or maintaining a physical location or site to client specifications, leads a team of 25-50 employees and ensures areas of responsibility meet objectives and client expectations. Aramark Healthcare+ is seeking an Environmental Services Manager - 2nd shift to join their team at Broward Medical Center in Fort Lauderdale, FL .
CASE MANAGER – F/T POSITION (Women's Services) Lord's Place IncCASE MANAGER – F/T POSITION (Women's Services)Mangonia Park, FL$45,000–$55,000 / yearThe candidate will perform a variety of functions to include but not limited to the following: resident qualifications for the Burckle Place program; individual assessment and problem identification; linking residents to needed community and agency services; service plan implementation and coordination with timely and thorough documentation; monitoring service delivery; resident advocacy; evaluation and follow-up. The Lord’s Place is a dynamic, passion-driven social impact organization in Palm Beach County providing innovative, compassionate and effective services to homeless men, women and children in our community.
Tax Director / Tax Partner – Financial Services (cpa firm) - Hybrid CPA firmTax Director / Tax Partner – Financial Services (cpa firm) - HybridBoca Raton, FL$225,000–$450,000 / yearFull timeThe Tax Director / Partner in the Financial Services group will be responsible for providing strategic tax advice and services to clients within the financial services industry, including private equity, and funds.
NewCode Compliance Officer- Community Services City of Fort LauderdaleCode Compliance Officer- Community ServicesFort Lauderdale, FL$27.03–$41.91 / hourThe Code Compliance Officer conducts inspection and enforcement work in securing compliance with laws, regulations and ordinances governing land use, minimum housing, property maintenance, abandoned and uninhabitable properties, signs, seawalls, storm water, zoning, landscaping and related environmental issues. Under the U.S. Department of Education's Public Service Loan Forgiveness (PSLF) program, the remaining balance on your student loan may be forgiven after you have made 120 qualifying monthly payments while working full-time at the City of Fort Lauderdale.
HVAC Service Technician - Pompano Beach Lindstrom Air Conditioning and PlumbingHVAC Service Technician - Pompano BeachPompano Beach, FL$22–$30Our Service Technicians are responsible to diagnose all aspects of the HVAC system, give customers options and pricing of repairs, order parts for install purposes and collect payment upon completion while ensuring quality work is completed to all local and national codes. Overview: Lindstrom Air Conditioning & Plumbing is currently seeking HVAC Service Technicians to join our team comprised of creative and energetic employees, who are dedicated to delivering the best customer service experience every day.
NewService Technician John C. Cassidy Air Conditioning & PlumbingService TechnicianRiviera Beach, FL$25–$35 / hourCommitment to maintaining the highest level of customer service and creating an enjoyable work environment for his employees led the company to become part of a remarkable metropolitan expansion and the largest independent family-owned air conditioning contractor in South Florida. Join our dynamic team as an HVAC Service Technician, where you will play a vital role in maintaining and repairing heating, ventilation, and air conditioning systems for our valued clients.
NewService Tech John C. Cassidy Air Conditioning & PlumbingService TechDelray Beach, FL$25–$30 / hourJoin our dynamic team as an HVAC Service Technician, where you will play a vital role in maintaining and repairing heating, ventilation, and air conditioning systems for our valued clients. A strong commitment to exceptional customer service and fostering a positive, supportive work environment has contributed to steady growth and expansion throughout the metropolitan area.
Retail Customer Service Associate FedExRetail Customer Service AssociateBoca Raton, FloridaFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
NewBanking Center Manager First Horizon BankBanking Center ManagerPalm Beach, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
Assistant Manager Affinity Management Services LLCAssistant ManagerRIVIERA BEACH, FLAs an Assistant Community Association Manager at Affinity Management Services, you will support the overall operations of the community by cultivating positive relationships with association boards, addressing unit owners' needs, managing vendors, and ensuring the community is well-maintained and efficiently run. We value knowledge sharing and welcome new team members who enjoy the challenges of community association and property management, including Homeowners Associations, Condominiums, and Apartments.
Tax Manager (Hybrid) Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEGTax Manager (Hybrid)Boca Raton, FLThis role is focused on helping businesses with tax strategy, ensuring tax compliance, increasing post tax profits, and providing application support to achieve the best corporate tax practices. -Confidently and effectively manage engagements, resources, people, and client expectations to achieve the results required to maintain profitable and lasting client relationships.
NewCall Center Manager MV TransportationCall Center ManagerWest Palm Beach, FLOversee passenger trip requests manually or through use of automated system to achieve system goals (productivity, on-time performance, efficiency, minimum ride lengths, etc.) and considering operator and vehicle availability and vehicle capacity types. Oversee when necessary rescheduling trips when necessary in the event of operator or vehicle shortages and in consideration of project work scheduling policies.
General Maintenance Manager (Multi-Family Housing) Pratum CompaniesGeneral Maintenance Manager (Multi-Family Housing)Ft. Lauderdale, FL$85,000–$90,000 / yearFull timeStrong knowledge of building systems and construction methods, including mechanical, plumbing, roofing, HVAC, electrical and elevators in high-rise, mid-rise and garden style communities, experience to include a strong understanding of complex central plant mechanical systems (cooling towers, heat exchangers, boilers, chillers, pumping systems, BAS) and site life safety systems (fire panel, wet/dry sprinklers, generators, etc.) and elevator maintenance. • Support procurement and performance services related to maintenance, including, but not limited to, vendor service and general contracts, such as waste disposal, preventive maintenance, pest management, capital projects and repairs at the sites and all associated equipment in a safe and workmanlike manner in accordance with company policies and procedures.
Client Services – Business Product & Project Manager Internship NationsBenefits, LLCClient Services – Business Product & Project Manager InternshipPlantation, FLThrough our comprehensive suite of innovative supplemental benefits, fintech payment platforms, and member engagement solutions, we help health plans deliver high-quality benefits to their members that address the social determinants of health and improve member health outcomes and satisfaction. Our compliance-focused infrastructure, proprietary technology systems, and premier service delivery model allow our health plan partners to deliver high-quality, value-based care to millions of members.
Client Services Manager, Locums Epic Staffing GroupClient Services Manager, LocumsHollywood, FloridaEpic Physician Staffing is looking for a Client Services Manager who will support a Strategic Business Unit (SBU) and is responsible for building and maintaining strong client relationships, managing current client accounts, ensuring customer satisfaction, and identifying opportunities for account growth within their current customer base. . We support a specialized Locum Tenens staffing organization focused on placing highly skilled physicians and advanced practitioners in critical, high-demand hospital areas such as Operating Rooms and Surgical Suites.
Client Services-MM - Client Services Associate I Interactive Brokers Group IncClient Services-MM - Client Services Associate IFort Lauderdale, FLClient inquiries typically encompass a broad array of themes, including: Operability of IBKR Trader Workstation, Web Trader and Mobile Trader execution platforms, including trading modules and analytical tools; Cash deposit and withdrawal activity, position transfers, and account administrative functions. Product availability and attributes; Exchange, clearing and depository functions; Order types and routing logic; Order status, trade and delivery settlement, exercise & assignment, expiration processing, and corporate actions.
Tax Manager - Private Client Services AndersenTax Manager - Private Client ServicesWest Palm Beach, FloridaThe Requirements: 4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience; Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for IRS client representation (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and. The Role: Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Senior Manager, Client Services NEP Group Inc.Senior Manager, Client ServicesFort Lauderdale, FLIn this role, you'll drive client success, coordinate cross-functional teams, oversee onboarding and service delivery, manage account health, and help ensure seamless experiences for some of the world's largest streamers, sports leagues, and media organizations. 7+ years in client services, account management, customer success, technical account management, broadcast operations, or related fields.
NewTax Director - Private Client Services AndersenTax Director - Private Client ServicesWest Palm Beach, FloridaThe Requirements: • At least 8 years relevant work experience with an accounting firm, including at least 6 years of Private Client experience; • Bachelor’s and/or Master’s degree – Accounting, Finance, Economics or related degree (Preferred); • Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA, JD, or EA); • Demonstrated project management experience with strong organization skills and multi-tasking abilities. The Role: As a member of the Private Client Services practice, Tax Directors oversee the efforts of and work collaboratively with multiple client service teams on engagements for a variety of clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
NewTax Director - Private Client Services Andersen Tax LLCTax Director - Private Client ServicesWest Palm Beach, FLAt least 8 years relevant work experience with an accounting firm, including at least 6 years of Private Client experience; Bachelor's and/or Master's degree - Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA, JD, or EA); Demonstrated project management experience with strong organization skills and multi-tasking abilities. As a member of the Private Client Services practice, Tax Directors oversee the efforts of and work collaboratively with multiple client service teams on engagements for a variety of clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Associate Manager - Client Services - Manufacturing Infosys LtdAssociate Manager - Client Services - ManufacturingWest Palm Beach, FL$100,000–$187,000 / yearThe Compensation Range for this Role is between $100,000 to $187,000 p.a.146844BRFlorida, Georgia, IllinoisUSAInfosys Limited Associate Engagement ManagerITL USA Atlanta, GA, Peoria, IL, West Palm Beach, FLAerospace, Industrial Automation, ManufacturingTechnology|Unit Level - Unit Level|Practice Sales Associate Engagement Manager - Manufacturing Sector100000187000. The AMCS works together with their manager (Manager-Client Services/Senior Manager-Client Services) to build an account plan and is responsible for client management based on the account plan.
Tax Director I Private Client Services CBIZ IncTax Director I Private Client ServicesBoca Raton, FLBachelors degree required • 8 years of experience in public accounting or related field • 6 years of supervisory experience • Must have active CPA or equivalent certification • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary • Proficient use of applicable technology • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally • Proven high level of business integrity, client service and leadership skills • Must be able to travel based on client and business needs. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate whats next and discover new ways to accelerate growth.
Bilingual Client Services Specialist Senior English and Spanish City National Bank of FloridaBilingual Client Services Specialist Senior English and SpanishFt. Lauderdale, FLThe Client Services Specialist Senior is responsible for meeting the servicing needs of large Corporate, Real Estate, Business Banking, and Private Client Group clients through the integrated delivery of Depository, Loan, and Treasury Management services. Supports RM's Dashboard/pipeline management, creates opportunities, completes KYC in collaboration with RMs, coordinates payoffs/releases, fee waivers, and resolves past dues, maturing loans, Minimum Deposit Requirement, and Covenants.
Bilingual Client Services Specialist-Senior - English and Spanish City National Bank of FloridaBilingual Client Services Specialist-Senior - English and SpanishFt. Lauderdale, FloridaOverview: The Client Services Specialist Senior is responsible for meeting the servicing needs of large Corporate, Real Estate, Business Banking, and Private Client Group clients through the integrated delivery of Depository, Loan, and Treasury Management services. Supports RM’s Dashboard/pipeline management, creates opportunities, completes KYC in collaboration with RMs, coordinates payoffs/releases, fee waivers, and resolves past dues, maturing loans, Minimum Deposit Requirement, and Covenants.
Client Services - Business Product & Project Manager Internship NationsBenefits LLCClient Services - Business Product & Project Manager InternshipPlantation, FLClient Services - Business Product & Project Manager Internship at NationsBenefits, LLC %HEADER_COMPANY_WEBSITE% %HEADER_EMPLOYEES% Client Services - Business Product & Project Manager Internship Plantation, FL %LABEL_POSITION_TYPE_FULL_TIME% Client Services %BREADCRUMB_JOB_OPENINGS% Client Services - Business Product & Project Manager Internship %BUTTON_APPLY_TO_POSITION% %BUTTON_APPLY_USING_INDEED% %BUTTON_APPLY_USING_LINKED_IN% NationsBenefits is recognized as one of the fastest-growing companies in America and a Healthcare Fintech provider of supplemental benefits, flex cards, and member engagement solutions. This role will work closely with Client Services Managers and other internal departments to ensure the successful execution of client programs, provide project and product management support, and contribute to overall business operations.
NewHybrid Tax Manager: Private Client Services Leader EisnerAmperHybrid Tax Manager: Private Client Services LeaderFort Lauderdale, FLThis position follows a hybrid schedule with three days in the office, providing you with flexibility and supporting a work/life balance.#J-18808-Ljbffr. EisnerAmper in Fort Lauderdale, Florida, is seeking a dynamic Tax Manager for its Private Client Services practice.
NewHybrid Tax Manager, Private Client Services Leader EisnerAmperHybrid Tax Manager, Private Client Services LeaderWest Palm Beach, FLEisnerAmper LLP is seeking a dedicated Tax Manager to join their Private Client Services (PCS) practice in West Palm Beach. This hybrid role requires overseeing client engagements, reviewing complex tax returns, and fostering staff development.
Client Services / Hospitality Representative Vantage Point ConsultingClient Services / Hospitality RepresentativeBoca Raton, FLThis role serves as the first point of contact for clients, visitors, and employees while providing hospitality, administrative, records management, and office support services. JOB DESCRIPTION We are seeking a highly organized, customer-focused Client Services / Hospitality Representative to join our Boca Raton office.
NewDirector, Private Client Services - Family Office Alvarez & Marsal Holdings LLCDirector, Private Client Services - Family OfficeWest Palm Beach, FL$130,000–$175,000 / yearAs a Director within Private Client Services, you will: Provide multiple clients with a variety of accounting and support services including but not limited to the following: Responsible for the review and oversight of accounting processes, i.e. timely posting of all financial transactions to G/L, maintain the general ledger, generate & post all journal entries, coordinate monthly close, and prepare financial reports. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave.
Client Services Associate Care Options for KidsClient Services AssociateDelray Beach, FloridaCare Options for Kids connects leading pediatric specialists with families to provide best-in-class pediatric nursing, therapy, and school-based services. We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients.
NewTax Manager, Private Client Services Hybrid Leadership EisnerAmperTax Manager, Private Client Services Hybrid LeadershipWest Palm Beach, FLA prominent accounting firm in West Palm Beach is looking for a Tax Manager to oversee multiple client engagements. Responsibilities include preparing and reviewing tax returns for individuals and entities, building client relationships, and managing staff.
Rep., Client Services (CPD) Office DepotRep., Client Services (CPD)Boca Raton, FL$15.20–$25.84 / hourThe primary role of the Client Services Representative (CSR) is to be responsible for delivering superior customer service in all customer interactions, such as order entry and bid processing, dissemination of product and service information, outbound sales/service follow-up, and resolution of general customer issues and requests. Pay, Benefits & Work Schedule: The salary range for this role is $15.20/hour to $25.84/hour, however all state and local minimum wages will be complied with, resulting in a possible adjustment to the salary range displayed.
Tax Director - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Director - Private Client ServicesFort Lauderdale, FL$120,000–$250,000 / yearOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. As the largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally.
Senior Specialist - Technical Client Services Elca Holding SASenior Specialist - Technical Client ServicesFort Lauderdale, FLAs we expand across North America, we're building a high‑impact technical team to support major global events, including the FIFA World Cup 2026 and FIFA Women's World Cup 2027. If you're energized by solving complex technical problems, enjoy diving deep into platform internals, and want your work to be visible on the world stage, this role gives you that opportunity.
Tax Partner- Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)Tax Partner- Private Client Services (PCS)FLOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. As the largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally.
Associate Client Service Manager GallagherAssociate Client Service ManagerBoca Raton, FloridaFull timeThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. Bachelor's degree with minimum 1+ years client service and/or claims management experience OR- High School degree/GED with a minimum of 3+ years client service and/or claims management experience .
Client Services Specialist Convey Health SolutionsClient Services SpecialistFort Lauderdale, FLAssist in investigating and responding to client inquiries with timely and accurate delivery of resolutions and responses, and resolve escalated client problems or disputes in a professional manner. Review system and department documentation to aid in the assurance of ongoing compliance of services and solutions with the Centers for Medicare and Medicaid Services' (CMS) regulatory requirements.
Vice President of Client Services #0405MM Keller Executive SearchVice President of Client Services #0405MMWest Palm Beach, FLThe Vice President of Client Services will work closely with senior leadership to strengthen client partnerships, improve service consistency, and support sustainable business growth. The company serves a broad base of commercial and institutional clients and is looking for a senior leader who can elevate client retention, service quality, and account growth.
NewOvernight Client Services Executive Vista GlobalOvernight Client Services ExecutiveFort Lauderdale, FloridaFull timeProfile Management: Onboarding new clients to introduce them to the product and the company, speaking to clients and building relationships, maintaining clear, concise, and professional communication with our clients at all times. Trip Management: Arrange all flight-related services, managing active tickets containing client requests/changes, keeping itinerary up to date for client and in all systems.
NewPrivate Client Services Attorney Australia-EmploymentPrivate Client Services AttorneyFort Lauderdale, FLPrivate Client Services Attorney$200,000 - $250,000 per year | Fort Lauderdale, FL | On-site | PermanentA bit about us:We are a prominent business law firm based in Florida, known for its exceptional legal services and client-focused approach. You'll support high-net-worth individuals and multinational families through comprehensive, sophisticated estate, income, partnership, tax, and succession planning.
Vice President - Client Services iQor Holdings, Inc.Vice President - Client ServicesFort Lauderdale, FLKey Responsibilities: Client Relationship Management: Act as the primary point of contact for high-value Client(s) and resolve complex issues or escalations Build and maintain strong relationships with Client(s), ensuring their needs are met and exceeded Conduct regular Client touch bases and reviews, and monitor action plans to address any concerns or opportunities Owns the creation, review and approval of all contract documents governing business between iQor and their Client(s) Responsible for negotiating contracts and ongoing cost adjustments Business Retention Working with business stakeholders, complete risk assessments on the existing operations and drive mitigation plans to decrease business attrition and create a stable base to grow new business from Business Development: Identify opportunities for account growth to drive new business within the existing Client relationship Develop proposals and presentations for potential clients or existing Client(s) expansions Participate in strategic planning and contribute to the overall growth strategy of the company Responsible for meeting the financial/pricing objectives set by the company and achieving the financials approved that support the contracted price model Strategic Leadership: Develop and implement Client growth strategies to achieve company goals and enhance client satisfaction. Team Collaboration: Partner with the Operations team to fully understand the Client(s) product, systems, and various programs worked for the Client(s) Attend regular performance reviews and provide constructive feedback to Operations team members Partner with internal groups, such as: Operations to make data-driven decisions to improve outcomes Technology to provide CX and DX solutions toward Client challenges Sales and Marketing to assist with RFP responses, enhance service offerings, and drive additional revenues for the Company Legal to assist with contract maintenance, verbiage, and negotiations Escalate concerns and/or potential issue that may jeopardize Client satisfaction or may discourage growth with the Client Reporting and Analysis: Prepare and present regular reports on Client Services performance, client satisfaction, and other key metrics to Senior Leadership.
NewTax Director, Private Client Services Growth Leader CBIZ Employee Services OrganizationTax Director, Private Client Services Growth LeaderBoca Raton, FLA leading professional services firm in Boca Raton, FL, seeks an experienced professional with a Bachelor's degree and CPA certification to drive client development and business planning. The candidate must have 8 years' experience in public accounting, exemplifying strong leadership and communication skills.
Remote Client Services Assistant LC GROUPRemote Client Services Assistantpompano beach, FLRemoteThis role involves assisting with client coordination, processing support tasks, and handling day-to-day follow-ups in a fast-paced, service-based environment. You will help keep things running smoothly behind the scenes, ensuring our clients receive excellent support and attention.
NewHome Services Client Support & Dispatch Coordinator Rack IndustriesHome Services Client Support & Dispatch CoordinatorBoca Raton, FLRemoteWe’re looking for a customer service pro who thrives in trade industry environments—plumbing, HVAC, electrical, or generators—and who’s comfortable juggling inbound/outbound calls, precise scheduling, and real-time dispatching. Picture your day: the phone rings and you’re the steady, solutions-focused voice guiding a homeowner through a plumbing leak, an HVAC outage, or a generator issue.
Work From Home - Bilingual Client Services Representative AO Garcia AgencyWork From Home - Bilingual Client Services RepresentativeHollywood, FloridaRemoteAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Preferred Qualifications: • Bilingual (Spanish and English) • Excellent communication skills• Leadership capabilities • Self-starter • Positive attitude • Growth mindset .
Client Service Specialist / Account Manager (Clinical Laboratory) ANALYZE PATHOLOGY IncClient Service Specialist / Account Manager (Clinical Laboratory)DEERFIELD BEACH, FLThis role is responsible for managing client relationships, supporting day-to-day operations, and ensuring a high level of service for our physician partners. We are seeking a Client Service Specialist / Account Manager with proven experience in a clinical laboratory environment.
Client Service Specialist Miami & West Palm Beach Metropolitan Bank Holding Corp.Client Service Specialist Miami & West Palm BeachWest Palm Beach, FL$65,000–$75,000 / yearEssential Functions and Responsibilities: • Resolve client-based inquiries and concerns (including but not limited to reconciliation of statements, card re-pins, card lock outs, balance inquiries, error corrections, all other customer services issues posed by clients or employees) • Perform clerical duties • Order products & set up services for clients • Assist manager(s) and or Relationship Manager in any operational duties, including external business meetings at client's office • Attend External events and Expo's • Complete other related tasks & projects as directed by management. Knowledge, Skills, and Abilities: • 0-1 years of customer service experience in a bank environment • Strong ability to understand risk • Serve as a liaison between customers and the financial institution • Communicate regularly with clients to build and maintain strong relationships • Document all client interactions and maintain accurate records • Stay updated on bank policies, financial trends, and regulatory requirements • Collaborate with other bank staff to ensure excellent customer service • Flexibility to work branch hours.
Registered Client Service Associate Stifel Financial CorpRegistered Client Service AssociateBoca Raton, FLUnder immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.