Tax Partner- Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)Tax Partner- Private Client Services (PCS)Miami, 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.
Sales Associate,Part-Time, Coral Gables-Pottery Barn Williams Sonoma IncSales Associate,Part-Time, Coral Gables-Pottery BarnCoral Gables, FLAssist customers with special services including: gift wrap, gift registry, locating merchandise, catalog orders, special orders, back orders, charge sends, courier deliveries, and furniture orders. We offer beautifully-designed, stylish and functional products for every area of the home, including the kitchen, living room, bedroom, home office, closet, laundry room and even outdoor spaces.
Sales Associate Five Below IncSales AssociateMiami, FLAt Five Below our growth is a result of the people who embrace our purpose: We know life is way better when you are free to Let Go & Have Fun in an amazing experience, filled with unlimited possibilities, priced so low, you can always say yes to the newest, coolest stuff! Key qualities include excellent people and sales skills, attention to detail in keeping merchandise organized, ensuring the floor is always well-stocked, and providing seamless checkout experiences at the register.
sales associate Five Below Incsales associateMargate, FLAt Five Below, our growth is a result of the people who embrace our purpose: We know life is way better when you are free to Let Go & Have Fun in an amazing experience, filled with unlimited possibilities, priced so low, you can always say yes to the newest, coolest stuff! Greet and assist customers promptly: Approach and acknowledge customers immediately, providing assistance and handling multiple customers efficiently.
Sales associate Five BelowSales associatePompano Beach, FloridaAt Five Below our growth is a result of the people who embrace our purpose: We know life is way better when you are free to Let Go & Have Fun in an amazing experience, filled with unlimited possibilities, priced so low, you can always say yes to the newest, coolest stuff! Resolve customer concerns: Address customer issues and use product knowledge to offer alternative solutions, aiming to turn returns into exchanges when possible.
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 – 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.
NewClient Relations Manager Novo Healthcare ServicesClient Relations ManagerMiami Gardens, FLNOVO Health keenly focuses on safety and infection control and provides its partner hospitals with a value-driven linen management control system that measures and monitors linen utilization by department to eliminate excess internal costs. The successful candidate: The Client Relations Manager (CRM) will be the first point of customer contact and will build and maintain business relationships with clients by providing prompt and accurate service to promote customer loyalty and protect company assets.
Client Financial Business Partner I (Field Controller) FirstService ResidentialClient Financial Business Partner I (Field Controller)Miami-Dade County, FLFull timeReporting to the Market President, the Client Financial Business Partner serves as a liaison between the property management team, GSS, and the client and is responsible for overseeing field knowledge, performance, and presentation of client accounting services within a designated territory. Requesting Information About the AEDT - NYC Local Law 144: Candidates who reside in New York City and are subject to NYC Local Law 144 may request information about the AEDT, including details on the type of data collected, the sources of such data, and our data retention policies.
Udacity LearnVantage Mid-Market Account Success Management Associate Manager Accenture PlcUdacity LearnVantage Mid-Market Account Success Management Associate ManagerMiami, FLYou combine strong commercial acumen with a passion for helping customers achieve measurable business outcomes, consistently driving retention, expansion, and long-term customer value. You are an influential communicator with executive presence, capable of building trusted relationships with customers, partners, and internal stakeholders while serving as the voice of the customer across the organization.
NewSenior Associate, Business Tax Services - Private Clients KPMGSenior Associate, Business Tax Services - Private ClientsMiami, FLResponsibilities: Provide tax compliance and advisory services to owners and senior executives of KPMGs private client base which focuses on ultra-high net worth individual, trust and estate clients. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
NewSenior Manager, Business Tax Services - Private Clients KPMGSenior Manager, Business Tax Services - Private ClientsMiami, FLLicensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Responsibilities: Advise clients and be accountable for delivering high quality tax service and advice and play a key role in growing KPMG's private client tax practice, which focuses on ultra-high net-worth individual, trust and estate clients.
NewTax Senior Associate, Asset Management KPMGTax Senior Associate, Asset ManagementMiami, FLWork with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewSenior Associate KPMGSenior AssociateMiami, FL$81,130–$164,565 / yearWork with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewAssociate Center Clinical Director in Margate, FL making $360k + OptigyAssociate Center Clinical Director in Margate, FL making $360k +Margate, FL$280,000–$300,000 / yearTo support continued growth, our client is seeking high-caliber primary care physicians and clinical leaders who are motivated by purpose, professional development, and the opportunity to make a meaningful impact in the lives of patients and communities. Our client is a physician-led, mission-driven primary care organization dedicated to transforming healthcare for seniors through high-quality, value-based care.
NewAssociate Sales Executive-Personal Lines Marshall & Sterling IncAssociate Sales Executive-Personal LinesFort Lauderdale, FL$50,000–$100,000 / yearGuided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Identify and implement innovative strategies to generate new leads, uncover prospecting opportunities, and drive continuous improvement in business development efforts.
NewTravel Operating Room Registered Nurse - $2,053 per week Solomon PageTravel Operating Room Registered Nurse - $2,053 per weekMargate, FLHeadquartered in New York with offices throughout the United States our experienced healthcare and medical staffing experts are committed to providing safe and quality patient care through our wide network of travel nurses, locum tenens, and allied resources. Upon commencement of your employment, Solomon Page offers automatic enrollment into ReviveHealth, which offers concierge, membership-based access to virtual primary care, urgent care, mental health therapy, a vision program, and prescription medications.
Registered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateFort Lauderdale, FLOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Registered Wealth Management Client Associate- Bilingual Spanish Bank of America CorpRegistered Wealth Management Client Associate- Bilingual SpanishFort Lauderdale, FLOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Registered Wealth Management Client Associate - Bilingual Spanish Preferred Bank of America CorpRegistered Wealth Management Client Associate - Bilingual Spanish PreferredCoral Gables, FLBack to search results Registered Wealth Management Client Associate - Bilingual Spanish Preferred Coral Gables, Florida Additional locations Apply × To proceed with your application, you must be at least 18 years of age. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Registered Private Wealth Client Associate - Bilingual Spanish Preferred Bank of America CorpRegistered Private Wealth Client Associate - Bilingual Spanish PreferredMiami, FLWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. Back to search results Registered Private Wealth Client Associate - Bilingual Spanish Preferred Miami, Florida Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Registered Private Wealth Client Associate - Bilingual Portuguese or Spanish Preferred Bank of America CorpRegistered Private Wealth Client Associate - Bilingual Portuguese or Spanish PreferredMiami, FLBack to search results Registered Private Wealth Client Associate - Bilingual Portuguese or Spanish Preferred Miami, Florida Additional locations Apply × To proceed with your application, you must be at least 18 years of age. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Registered Client Service Associate-- Miami, FL (Bilingual Requirement) Raymond James Financial IncRegistered Client Service Associate-- Miami, FL (Bilingual Requirement)Miami, 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. Demonstrates 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.
Registered Client Service Associate- Coral Gables, FL (Bilingual Requirement) Raymond James Financial IncRegistered Client Service Associate- Coral Gables, FL (Bilingual Requirement)Coral Gables, 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).
Registered Client Service Associate - Bilingual Spanish/English Morgan StanleyRegistered Client Service Associate - Bilingual Spanish/EnglishAventura, 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. 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 - Bilingual: Spanish/English Morgan StanleyPrivate Wealth Management Registered Client Service Associate - Bilingual: Spanish/EnglishMiami, 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. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Senior Registered Client Service Associate (Hallandale Beach, FL) Raymond James Financial IncSenior Registered Client Service Associate (Hallandale Beach, FL)Hallandale Beach, 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. Demonstrates 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.
Private Wealth Management International Registered Client Service Associate - Bilingual: Portuguese/English Morgan StanleyPrivate Wealth Management International Registered Client Service Associate - Bilingual: Portuguese/EnglishMiami, 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. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Sr. Registered Client Service Associate Morgan StanleySr. 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. 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 Morgan StanleyRegistered 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 International Registered Client Service Associate - Bilingual: Spanish/English Morgan StanleyPrivate Wealth Management International Registered Client Service Associate - Bilingual: Spanish/EnglishMiami, 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. Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management Supporting the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance).
Registered Client Service Associate (Fort Lauderdale, FL) Oppenheimer Holdings IncRegistered Client Service Associate (Fort 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 RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice.
Wealth Management Client Associate Bank of AmericaWealth Management Client AssociatePrinceton, FloridaOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Client Service Associate Stifel Financial CorpClient Service AssociateMiami Beach, 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.
JR039860 Registered Client Service Associate - Bilingual Spanish/English Morgan StanleyJR039860 Registered Client Service Associate - Bilingual Spanish/EnglishAventura, 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. 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.
Associate Private Client Relationship Manager - Coral Gables, Florida The Toronto-Dominion BankAssociate Private Client Relationship Manager - Coral Gables, FloridaCoral Gables, FL$72,280–$108,160 / yearOCC Language: This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36; and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007; and is with a FINRA member, broker or dealer and is subject to the requirements of FINRA and Securities Laws. The Associate Private Client Relationship Manager I will serve as the central point of contact for HNW clients with lower balances and will work to deepen and broaden the existing relationship by providing excellent service, proactively contacting clients, delivering thought leadership across all capabilities at TD Wealth.
Client Service Associate StifelClient Service AssociateMiami Beach, FloridaFull timeWhat You'll Be Doing: Under 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.
Senior Audit Associate (Client Service) Doeren Mayhew & Co., P.CSenior Audit Associate (Client Service)Miami, FLThe role serves as a trusted advisor to clients, exercises professional judgment on accounting and assurance matters, supports engagement quality and profitability objectives, and contributes to employee development through coaching, mentoring, and leadership. Plan and manage smaller engagements or sections of the audit; ensuring that projects are at or below budget (i.e. communicating with associates on scheduling issues or delays, mitigating excessive billable hours posted to WIP.
Associate Private Client Relationship Manager - Coral Gables, Florida TD BankAssociate Private Client Relationship Manager - Coral Gables, FloridaCoral Gables, FloridaThis position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36; and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007; and is with a FINRA member, broker or dealer and is subject to the requirements of FINRA and Securities Laws. The Associate Private Client Relationship Manager I will serve as the central point of contact for HNW clients with lower balances and will work to deepen and broaden the existing relationship by providing excellent service, proactively contacting clients, delivering thought leadership across all capabilities at TD Wealth.
Tax Senior Associate - Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)Tax Senior Associate - Private Client Services (PCS)Miami, FLAbout our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Our 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.
Client Experience Associate The PNC Financial Services Group IncClient Experience AssociateDoral, FLSupports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty. Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs.
Senior Audit Associate (Client Service) Doeren Mayhew CPAs and AdvisorsSenior Audit Associate (Client Service)Miami, FLThe role serves as a trusted advisor to clients, exercises professional judgment on accounting and assurance matters, supports engagement quality and profitability objectives, and contributes to employee development through coaching, mentoring, and leadership. Plan and manage smaller engagements or sections of the audit; ensuring that projects are at or below budget (i.e. communicating with associates on scheduling issues or delays, mitigating excessive billable hours posted to WIP.
Senior Client Service Associate- Coral Gables, FL Raymond James Financial IncSenior Client Service Associate- Coral Gables, FLCoral Gables, 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. Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
Client Service Associate- Coral Gables, FL Raymond James Financial IncClient Service Associate- Coral Gables, FLCoral Gables, 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. Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
Client Service Associate Raymond James Financial IncClient Service AssociateHallandale Beach, 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. Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
Rehire Client Support Associate DHGRehire Client Support AssociateDoral, FloridaThank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times.
Client Experience Associate SAFE ACT, Assistant Vice President Citigroup IncClient Experience Associate SAFE ACT, Assistant Vice PresidentMiami, FLThey ensure a seamless and differentiated experience in partnership with sales teams and integrate subject matter and industry expertise, requiring a thorough understanding of how different areas coordinate to achieve overall business objectives. Demonstrates subject matter and industry expertise, and an ability to break down information systematically and influences decisions through advice, counsel, and facilitation, directly affecting team performance and supports the training and development of peers.
Work From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateMiami, FloridaAll 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. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
Associate Client Advocate Willis Towers Watson PLCAssociate Client AdvocateMiami, FL$90,000–$120,000 / yearWTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program). Responsible for coordination of all service delivery activities such as audits, completing second pair of eyes review on policies, resolving all accounting issues, managing aged receivables and bad debt, surplus lines affidavits, issuance of client invoicing and certificates of insurance and auto identification cards.