Napleton Northlake Chrysler Dodge Jeep RamAutomotive Service Advisor/Writer Napleton Northlake Chrysler Dodge Jeep RamAutomotive Service Advisor/WriterLake Park, FLFull timeThey greet and consult customers on service needs, perform a thorough vehicle walk around inspection as part of the write-up, sell and up sell services by emphasizing value, keep customers updated on services, field all live service calls, and take ownership of the customer’s experience by carrying out those additional assignments that allow the dealership to leave an impressionable experience with the customer. As a Service Advisor, you will be experienced and aware of the latest customer service practices and be a persistent problem solver.
Advisors West PalmCustomer Service Sales Advisor Advisors West PalmCustomer Service Sales AdvisorWest Palm Beach, FL$95,704–$140,000 / yearCustomer Service Sales Advisor - position is also relevant to job seekers with various work experiences such as: Business Manager Finance Marketing Banking Regional and Territory Sales Office Appointment Setter Tele Teacher Support Customer Service Real Estate and Auto Sales Retail Educators Graduates Agent Financial Services Leasing Accountant Representative Transitioning Military Personnel Business Graduates. You'll work directly with Americas self-employed, small business owners and individuals to help them access a product suite of innovative and affordable benefits and business services.
Napleton Northlake Chrysler Dodge Jeep RamAutomotive Master Service Technician Napleton Northlake Chrysler Dodge Jeep RamAutomotive Master Service TechnicianLake Park, FLFull timeAutomotive Master Level TechnicianAs a Master-level Automotive Technician, you will quickly and efficiently perform routine maintenance and identify the cause of breakdowns and repair them using the most optimal solutions. Confer with customers or service advisors to obtain descriptions of vehicle problems, and to discuss work to be performed and future repair requirements.
Napleton Northlake Chrysler Dodge Jeep RamAutomotive Service Porter Napleton Northlake Chrysler Dodge Jeep RamAutomotive Service PorterLake Park, FLFull timeDeliver the keys and repair order hard copies to the appropriate Service Advisor's workstation immediately after parking a vehicle in the service parking lot. Napleton North Palm Auto Park Inc is looking for a Service Porter to join their winning service team.
WayfairInterior Design Advisor WayfairInterior Design AdvisorWest Palm Beach, FLPerigold, the destination for luxury home, is opening its first physical retail stores, first-of-their-kind luxury retail destinations of 20-30K square feet, with the best products in all styles and from across our catalog including furniture, decor, housewares, and home improvement categories. Utilize sales analytics and design software tools and applications to drive store profitability and growth in a way that supports the success of the overall brand (moodboards, space plans, 2d/3d room views).
Atlantic Coast EnterprisesNewAutomotive Service Advisor Atlantic Coast EnterprisesAutomotive Service AdvisorBoca Raton, FLAtlantic Coast Enterprises in EastBoca Raton, FL is seeking to hire a full-time Automotive Service Advisor who is passionate about the auto industry and motivated to ensure positive customer experiences. If you have top-notch customer service and sales skills, a passion for cars, and feel that you are right for this position, fill out our initial 3-minute, mobile-friendly application today!
Atlantic Coast Enterprises - ACE Jiffy LubeAutomotive Service Advisor Atlantic Coast Enterprises - ACE Jiffy LubeAutomotive Service AdvisorWest Palm Beach, FLAtlantic Coast Enterprises in West Palm Beach, FL is seeking to hire a full-time Automotive Service Advisor who is passionate about the auto industry and motivated to ensure positive customer experiences. If you have top-notch customer service and sales skills, a passion for cars, and feel that you are right for this position, fill out our initial 3-minute, mobile-friendly application today!
Prestige Auto TechNewDeerfield Beach Automotive Service Advisor (No Weekends | $75k +) Prestige Auto TechDeerfield Beach Automotive Service Advisor (No Weekends | $75k +)Deerfield Beach, FLIf you're a motivated professional who enjoys helping customers, thrives in a fast-paced environment, and wants a long-term career opportunity, we'd love to hear from you. Prestige Auto Tech is looking for an experienced Automotive Service Advisor to join our growing team.
Greenway AutomotiveNewWest Palm Beach Kia - Service Advisor Greenway AutomotiveWest Palm Beach Kia - Service AdvisorWest Palm Beach, FLGreenway West Palm Beach Kia has immediate openings for Service Advisors with 2 – 3 years of automotive Service Advisor experience! Being a determined self-starter who maintains a consistent level of outstanding customer satisfaction are must-have qualities for the Service Advisor position.
Southern 441 ToyotaAutomotive Service Advisor Southern 441 ToyotaAutomotive Service AdvisorRoyal Palm Beach, FloridaOur team enjoys consistent training programs for accelerated growth, a fantastic culture with a fun and vibrant environment that promotes a winning team. We're interested in helping your career and adding to your resume because we know that happy employees lead to happier customers!
GENERAL RV CENTERService Writer (RV Service Advisor) GENERAL RV CENTERService Writer (RV Service Advisor)West Palm Beach, FloridaToday, General RV Center stands as the Nation’s Largest Family-Owned RV Dealer, with locations nationwide and a global presence through our Internet Sales team. With the support of our talented employees, General RV now operates multiple Supercenters across the country in addition to an inspection facility in Indiana.
Lithia Motors IncService Advisor Lithia Motors IncService AdvisorWest Palm Beach, FLThis is an exciting opportunity to represent a world-class brand, work alongside a dynamic team, and be part of a growing Fortune 500 company. If you are results-driven and passionate about providing exceptional customer service, we want to hear from you!
Lucid Group IncSr. Service Advisor - Riviera Beach, FL Lucid Group IncSr. Service Advisor - Riviera Beach, FLRiviera Beach, FLCheck in new vehicles and document transport damage on PDI vehicles, ensuring accurate notation on the Bill of Lading (BOL) and processing through internal channels for proper documentation. Work closely with the Shop Foreman to ensure technicians receive all necessary documentation from customers, facilitating accurate diagnosis of customer concerns and improving service efficiency.
AutoNation IncService Advisor - Lexus of Palm Beach AutoNation IncService Advisor - Lexus of Palm BeachPalm Beach, FLWith a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs.
AutoNation IncService Advisor - BMW of Delray Beach AutoNation IncService Advisor - BMW of Delray BeachDelray Beach, FLWith a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs.
AutoNation IncService Advisor - Chevrolet Greenacres AutoNation IncService Advisor - Chevrolet GreenacresGreenacres, FLWith a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs.
Ed Morse Automotive GroupNewService Advisor - Ed Morse Honda, Riviera Beach, FL Ed Morse Automotive GroupService Advisor - Ed Morse Honda, Riviera Beach, FLRiviera Beach, FloridaAdvisor will report directly to the Service Manager/ Service Director, but they will also work very closely with vehicle sales managers, the group leaders, technicians. Responsibilities: Primary responsibility is to act as the principal contact between the dealership and customer for repair and maintenance service on their vehicles.
Tesla IncService Advisor Tesla IncService Advisordelray beach, FLAlong with competitive pay, as a full-time Tesla employee, you are eligible for the following benefits at day 1 of hire: Aetna PPO and HSA plans > 2 medical plan options with $0 payroll deduction. Build trust with customers by providing empathetic service, handling complex issues with patience, and creating positive experiences that drive loyalty and repeat business.
Southern 441 ToyotaExpress Service Advisor Southern 441 ToyotaExpress Service AdvisorRoyal Palm Beach, FloridaKey Responsibilities: Greet customers promptly and courteously, scheduling express service appointments for routine maintenance such as oil changes, tire rotations, and brake inspections. Job Overview: Southern 441 Toyota is seeking highly motivated Express Service Advisors / Writers to join our fast-paced service team.
Schumacher AutoService Advisor (VW) Schumacher AutoService Advisor (VW)North Palm, FLPosition Description: The Service Advisor oversees the day-to-day operations and flow of the Service Drive, promptly greet customers, and assist them with any questions or concerns with their scheduled maintenance, mechanical or factory warranty. Comprehensive Health Benefits Program to include - Low rates for high and low-deductible medical plans with United Health Care a nationwide carrier; Met Life Dental Insurance; Met Life Vision Insurance.
Earl Stewart ToyotaService Advisor Earl Stewart ToyotaService AdvisorLake Park, Floridathis is why be practice reverse-mentoring (some of us older guys have a lot to learn) and use employee self-evaluations. Learn and internalize Earl Stewart Toyota's customer experience policy: The Earl Stewart Code.
Nextran Truck CentersNewService Advisor Nextran Truck CentersService AdvisorWest Palm Beach, FLWe are a network of commercial truck dealerships committed to providing the best products and services through highly skilled associates who are focused on delivering the lowest life-cycle cost to our customers. Spanning the Southeast and Midwest United States, we provide sales, parts, and service for several leading brands, including Mack, Volvo, Isuzu, GMC, Ford, Hino, and Kalmar Ottawa.
Schumacher AutoService Advisor (VW) West Palm Beach Schumacher AutoService Advisor (VW) West Palm BeachWest Palm Beach, FLThe Service Advisor - oversees the day-to-day operations and flow of the Service Drive, promptly greet customers, and assist them with any questions or concerns with their scheduled maintenance, mechanical or factory warranty. Schumacher carries a wide variety of vehicles, including Lincoln, Volkswagen, Infiniti, Volvo, Subaru, Chrysler, Dodge, Jeep, and Ram to name a few.
Mercedes-Benz of North Palm BeachService Advisor Mercedes-Benz of North Palm BeachService AdvisorNorth Palm Beach, FloridaMust have valid driver's license and have and maintain an acceptable, safe driving record and safe driving habits in order to drive both customer vehicles and a demonstrator vehicle. Advise customers on the care of their cars and the value of maintaining their vehicles in accordance with manufacturer's' specifications, using maintenance menus.
Mercedes-Benz of Palm BeachService Advisor Mercedes-Benz of Palm BeachService AdvisorWest Palm Beach, FloridaMust have valid driver's license and have and maintain an acceptable, safe driving record and safe driving habits in order to drive both customer vehicles and a demonstrator vehicle. Advise customers on the care of their cars and the value of maintaining their vehicles in accordance with manufacturer's' specifications, using maintenance menus.
Northstar Memorial GroupFamily Service Advisor Northstar Memorial GroupFamily Service AdvisorBoynton Beach, FLExtensive Training: We welcome both new and experienced sales talent and offer comprehensive training to sharpen your skills and build your sales pipeline with qualified leads given to you for free. You’ll be encouraged to think outside the box and bring fresh ideas to help families honor their loved ones in unique and meaningful ways.
NORTHSTAR MEMORIAL GROUP, LLCFamily Service Advisor NORTHSTAR MEMORIAL GROUP, LLCFamily Service AdvisorBoynton Beach, FLExtensive Training: We welcome both new and experienced sales talent and offer comprehensive training to sharpen your skills and build your sales pipeline with qualified leads given to you for free. Youll be encouraged to think outside the box and bring fresh ideas to help families honor their loved ones in unique and meaningful ways.
Truist BankFinancial Advisor Truist Investment Services, Palm Beach Gardens, FL Truist BankFinancial Advisor Truist Investment Services, Palm Beach Gardens, FLPalm Beach Gardens, Florida2. Banking experience helpfulGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.
Truist Financial CorpFinancial Advisor Truist Investment Services, Palm Beach Gardens, FL Truist Financial CorpFinancial Advisor Truist Investment Services, Palm Beach Gardens, FLPalm Beach Gardens, FLGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients'' individual goals, risk tolerances and best interests.
Truist Financial CorpFinancial Advisor, Truist Investment Services, Boca Raton, FL Truist Financial CorpFinancial Advisor, Truist Investment Services, Boca Raton, FLBoca Raton, FLGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients'' individual goals, risk tolerances and best interests.
MyEyeDr.Eyewear Customer Service/Sales Advisor MyEyeDr.Eyewear Customer Service/Sales AdvisorBoca Raton, FLFull timeOur trusted community doctors and knowledgeable teams are all focused on helping our patients live their best lives by delivering an exceptional, personalized experience to each of our patients in every interaction. you play an essential role by providing personalized eyecare through supporting your trusted community of doctors and knowledgeable teams who help our patients see, look, and be their best.
MyEyeDrNewEyewear Customer Service/Sales Advisor Part Time MyEyeDrEyewear Customer Service/Sales Advisor Part TimeBoca Raton, FLOur trusted community doctors and knowledgeable teams are all focused on helping our patients live their best lives by delivering an exceptional, personalized experience to each of our patients in every interaction. you play an essential role by providing personalized eyecare through supporting your trusted community of doctors and knowledgeable teams who help our patientssee, look, and be their best.
MyEyeDr IncEyewear Customer Service/Sales Advisor MyEyeDr IncEyewear Customer Service/Sales AdvisorBoca Raton, FLOur trusted community doctors and knowledgeable teams are all focused on helping our patients live their best lives by delivering an exceptional, personalized experience to each of our patients in every interaction. you play an essential role by providing personalized eyecare through supporting your trusted community of doctors and knowledgeable teams who help our patients see, look, and be their best.
MyEyeDr IncNewEyewear Customer Service/Sales Advisor Part Time MyEyeDr IncEyewear Customer Service/Sales Advisor Part TimeBoca Raton, FLOur trusted community doctors and knowledgeable teams are all focused on helping our patients live their best lives by delivering an exceptional, personalized experience to each of our patients in every interaction. you play an essential role by providing personalized eyecare through supporting your trusted community of doctors and knowledgeable teams who help our patients see, look, and be their best.
National Automotive Training AcademyNewAUTOMOTIVE SERVIE ADVISOR - NISSAN National Automotive Training AcademyAUTOMOTIVE SERVIE ADVISOR - NISSANDelray Beach, FL$65,000–$125,000The service advisor will ensure customer service by working with customers to determine their vehicle issues and problems, determining the repair timeline, and working with technicians to convey the customers' concerns with accurate repair descriptions. The service advisor's responsibilities include greeting customers, listening to requests, scheduling appointments, estimating costs, verifying insurance, conducting inspections, and test driving cars.
Schumacher AutoGMC Parts Advisor Schumacher AutoGMC Parts AdvisorWest Palm Beach, FLComprehensive Health Benefits Program to include - Low rates for high and low-deductible medical plans with United Health Care a nationwide carrier; Met Life Dental Insurance; Met Life Vision Insurance. As the go-to expert in our dealership, youll be the engine behind our customer service experience, providing unparalleled support and guidance in selecting the perfect parts for their automotive needs.
Bank of America CorpFinancial Solutions Advisor Registration Candidate - PBG Treasure Coast Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - PBG Treasure Coast MarketJupiter, FLI was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Bank of America CorpFinancial Solutions Advisor - E. Palmetto Area Bank of America CorpFinancial Solutions Advisor - E. Palmetto AreaBoca Raton, FLAccount Management • Advisory • Client Experience • Branding • Customer and Client Focus • Oral Communications • Active Listening • Attention to Detail • Client Solutions Advisory • Issue Management • Pipeline Management • Causation Analysis • Client Management • Policies, Procedures, and Guidelines • Risk Management • Written Communications. Key responsibilities include: • Triage client leads • Making referrals to business partners based on client needs and asset thresholds • Meeting with clients to review financial and investment goals • Building a financial plan and recommending brokerage products.
NFP CorpSenior Plan Advisor NFP CorpSenior Plan AdvisorPalm Beach Gardens, FL$75,000–$132,000 / yearUnderstand and represent the services provided by Wealthspire, provide expert advice, develop solutions for current and future project plans, execute strategies to consistently illustrate value and retain existing clients General: Provide progress reports as needed Manage all internal reporting/tracking components required of the retirement department including electronic and hard copy file maintenance, etc. We 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.
Northwestern MutualFinancial Advisor Northwestern MutualFinancial AdvisorBoca Raton, Florida$61,000–$250,000 / yearNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
FINANCIAL TRUST ASSET MANAGEMENTRegistered Investment Advisor FINANCIAL TRUST ASSET MANAGEMENTRegistered Investment AdvisorBoca Raton, FLFinancial Trust Asset Management (FTAM), a SEC-registered investment advisor founded in 1989, is expanding — and we’re looking for experienced advisorswith books of business to join our growing team. Comprehensive client solutions through our service affiliations with certified public accounting firms, integrating financial planning, investment management, and tax preparation in a seamless team-based approach.
Spectrum ACHVAC Comfort Advisor Spectrum ACHVAC Comfort AdvisorMangonia Park, FLIf you are a motivated in-home sales professional looking for company-provided leads, unlimited earning potential, and an installation team that consistently delivers on what you sell, this is an opportunity to build a highly rewarding long-term career. You will assess existing HVAC systems, explain equipment and financing options, build trust through a consultative sales approach, and guide customers through the purchasing process with professionalism and integrity.
The McKernan GroupClient Advisor Seeking Former Athlete The McKernan GroupClient Advisor Seeking Former AthleteWest Palm Beach, FLWe welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. Professional Journey: Joined Northwestern Mutual in 2021 after retiring as a U.S. Navy Master Chief (E-9) with 20 years of service and serving 6 years as a SWAT officer in Delray Beach, FL.
Raymond James Financial IncNewFinancial Advisor Trainee (Boca Raton, FL) Raymond James Financial IncFinancial Advisor Trainee (Boca Raton, FL)Boca Raton, FLs66 - 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). Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
LPL FinancialFinancial Advisor - Guardians Credit Union LPL FinancialFinancial Advisor - Guardians Credit UnionWest Palm Beach, Florida$40,000–$60,000 / yearThis employment opportunity at TruStage located at Guardians Credit Union in West Palm Beach, FL would allow you to join Guardians Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Guardians Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - Palm Beach Gardens, FL JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - Palm Beach Gardens, FLPalm Beach Gardens, FLFull timeProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite . Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
Ameriprise Financial IncBranch Manager, Ameriprise Financial Advisors - Palm Beach Gardens, FL Ameriprise Financial IncBranch Manager, Ameriprise Financial Advisors - Palm Beach Gardens, FLPalm Beach Gardens, FLKey responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office. • Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more.
U.S. BancorpNewFinancial Advisor - Palm Beach, FL U.S. BancorpFinancial Advisor - Palm Beach, FLPalm Beach, FL$65,000–$80,200 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience.
JPMorgan Chase & CoJ.P. Morgan Advisors - Senior Client Associate - Palm Beach Gardens, FL JPMorgan Chase & CoJ.P. Morgan Advisors - Senior Client Associate - Palm Beach Gardens, FLPalm Beach Gardens, FLProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
JPMorgan Chase & CoJ.P. Morgan Advisors -Senior Client Associate Palm Beach Gardens, FL JPMorgan Chase & CoJ.P. Morgan Advisors -Senior Client Associate Palm Beach Gardens, FLPalm Beach Gardens, FLProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.