Associate Attorney JobotAssociate AttorneyRiviera Beach, FL$130,000–$170,000 / 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. The ideal candidate will have a strong background in commercial litigation, with a proven track record of successfully representing clients in complex legal disputes.
Litigation Associate Attorney JobotLitigation Associate AttorneyWest Palm Beach, FL$120,000–$185,000 / yearThe ideal candidate will have experience defending medical malpractice, professional liability, or related healthcare matters and will be comfortable managing cases, developing strategy, communicating with clients, and collaborating with experienced litigators. Information 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.
NewAssociate Attorney - Litigation JobotAssociate Attorney - LitigationWest Palm Beach, FL$120,000–$175,000 / 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. Our Tampa office handles a wide range of civil defense cases including general liability, professional liability, transportation, retail, and other high exposure matters.
Medical Malpractice Associate Attorney JobotMedical Malpractice Associate AttorneyWest Palm Beach, FL$120,000–$185,000 / yearThe ideal candidate will have experience defending medical malpractice, professional liability, or related healthcare matters and will be comfortable managing cases, developing strategy, communicating with clients, and collaborating with experienced litigators. Information 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.
NewAssociate Center Clinical Director in Deerfield Beach, FL making $360k + OptigyAssociate Center Clinical Director in Deerfield Beach, FL making $360k +Deerfield Beach, 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.
NewSenior Tax Associate CFSSenior Tax AssociateWest Palm Beach, FL$70,000–$90,000 / yearProvide guidance to internal stakeholders on taxability matters and assist with resolving tax-related inquiries. Reconcile tax accounts, prepare supporting schedules for the General Ledger team, and investigate variances.
NewAssociate Attorney Frankl Kominsky Injury LawyersAssociate AttorneyBoynton Beach, FL$90,000–$120,000 / yearOur firm is growing, and we’re looking for an empathic, experienced personal injury attorney to help clients find justice and compensation for their injuries. Communicate with clients, expert witnesses, insurance company adjusters, supporting witnesses, and medical providers to gather information.
NewClient Associate/Registered Client Associate Royal Bank of CanadaClient Associate/Registered Client AssociatePalm Beach Gardens, FloridaCustomer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software Additional Job Details . Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
["Part Time Client Associate - Boca Raton FL","Part Time Client Associate - Boca Raton FL"] Travis Mathew["Part Time Client Associate - Boca Raton FL","Part Time Client Associate - Boca Raton FL"]Boca RatonInspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life-plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.
NewSales Associate Michael Kors (UK) LtdSales AssociateWest Palm Beach, FLIf you require a reasonable accommodation for the interview or application process, please contact our Talent Acquisition team at CapriTalentAcquisition@CapriHoldings.com. These initiatives are achieved by providing the highest level ofcustomer service and complying with all company policies, procedures and directives.
Registered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateBoca Raton, 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.
J.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.
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.
Registered Client Service Associate (Palm Beach Gardens, FL) Raymond James Financial IncRegistered Client Service Associate (Palm Beach Gardens, FL)Palm Beach Gardens, 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).
J.P. Morgan Wealth Management - Private Client Investment Associate - Palm Beach Gardens, FL JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Palm Beach Gardens, FLPalm Beach Gardens, FLAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Registered Client Service Associate StifelRegistered Client Service AssociateBoca Raton, 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 Registered Client Service Associate- Boca Raton, FL Raymond James Financial IncSenior Registered Client Service Associate- Boca Raton, FLBoca Raton, 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.
Senior Registered Client Service Associate (Boca Raton, FL) Raymond James Financial IncSenior Registered Client Service Associate (Boca Raton, FL)Boca Raton, 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.
Senior Registered Client Service Associate Raymond James Financial IncSenior Registered Client Service AssociatePalm 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.
Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateBoca Raton, 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.
Private Wealth Client Associate Bank of America CorpPrivate Wealth Client AssociateWest Palm Beach, 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.
NewClient Relations Associate iSAMClient Relations AssociateBoca Raton, FloridaiSAM Securities regulated by the FCA, SFC, and CIMA registered, is a leading algorithmic trading firm and trusted electronic market maker, providing liquidity, technology and prime services to institutional clients and trading venues globally. Reporting to the Head of Client Relations, the position plays a key role in delivering high-quality reporting and transparency to current investors, and ensuring the Firm presents professionally and consistently to its institutional client base.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateWest Palm Beach, 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).
Part Time Client Associate - Boca Raton FL TravisMathewPart Time Client Associate - Boca Raton FLBoca Raton, FloridaInspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.
Associate, Client Service NFP CorpAssociate, Client ServiceBoca Raton, Florida$70,000–$80,000 / yearFull timeWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Client Experience Associate The PNC Financial Services Group IncClient Experience AssociateDeerfield Beach, 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. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
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.
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.
NewKPB Client Service Associate KeyCorpKPB Client Service AssociatePalm Beach Gardens, FL$25–$38.46 / hourPerforms day-to-day trust administration functions on assigned accounts accurately and by necessary deadlines (i.e., open accounts, close accounts, asset maintenance, process bills, cash receipts, etc.); interfaces with centralized support areas such as Fiduciary Control Group, Trust Risk Management, Trust Operations, Trust Tax, Revenue Administration and Trust Real Estate to ensure completion. General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting, pushing, pulling of backpacks, computer bags up to 10 lbs.
Client Service Associate – Travel (Remote) HomebasedcareersintravelClient Service Associate – Travel (Remote)Boca Raton, FloridaRemoteIn this role, you will assist clients with travel planning, provide excellent customer service, and help coordinate memorable travel experiences. We are looking for motivated and service-oriented individuals to join our growing travel team as a Client Service Associate – Travel .
Senior Associate - Client Success Baker Tilly Virchow Krause, LLPSenior Associate - Client SuccessTampa 100 South Ashley Dr, FL$83,820–$127,120 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Associate Client Service Manager GallagherAssociate Client Service ManagerBoca Raton, FloridaFull timeBachelor'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 . You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met.
Asset & Wealth Management, XIG, Public Strategies Client Portfolio Manager, Associate, West Palm Beach The Goldman Sachs Group IncAsset & Wealth Management, XIG, Public Strategies Client Portfolio Manager, Associate, West Palm BeachWest Palm Beach, FLAs part of one of the world''s leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. Key role in the communication of investment outlook and detailed portfolio positioning for two GSAM mutual funds with external sub-advisors (one is GSAM's largest mutual fund) offered to US Wealth clients.
Client Service Associate Morgan StanleyClient Service AssociatePalm Beach Gardens, 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. Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).
Onboarding Consultant, Client Success FULLY REMOTE - U.S. ONLY Slavic Integrated Administration IncOnboarding Consultant, Client Success FULLY REMOTE - U.S. ONLYBoca Raton, FLRemote$52,000–$80,000 / yearPart timeThe Consultant partners closely with internal teams, including Plan Transfer Specialists, to collect required documentation, submit materials for due diligence review, coordinate asset transfer timing, and ensure onboarding milestones are met. This role also provides client training on contribution submission methods and reviews initial payroll files for accuracy to support successful implementation and long‑term service readiness.
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.
Onboarding Consultant, Client Success FULLY REMOTE - U.S. ONLY Slavic401kOnboarding Consultant, Client Success FULLY REMOTE - U.S. ONLYBoca Raton, FloridaRemoteThe Consultant partners closely with internal teams, including Plan Transfer Specialists, to collect required documentation, submit materials for due diligence review, coordinate asset transfer timing, and ensure onboarding milestones are met. This role also provides client training on contribution submission methods and reviews initial payroll files for accuracy to support successful implementation and longâterm service readiness.
Client Services Representative National Veterinary AssociatesClient Services RepresentativePalm City, FLFor positions based in Colorado, NVA provides eligible employees with paid sick and safe leave and public health emergency leave in accordance with the requirements of Colorado's Healthy Families and Workplaces Act. If you have any doubts about a communication, feel free to visit our careers page to verify authenticity or email us at hiringhub@nva.com.
Tax 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.
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 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.
Client/Server Sr Network Admin Saltchuk CompaniesClient/Server Sr Network AdminRiviera Beach, FLTroubleshoots diagnoses and resolves server connectivity and performance issues monitors analyzes and manages network infrastructure traffic and other conditions to achieve optimal performance and uptime analyzes systems to minimize network infrastructure congestion. EXPERIENCE Five years of clientserver networking and LAN configuration installation and troubleshooting with advanced skills in Windows Server Active Directory VMWare andor Citrix required.
Litigation Client Service Specialist (Legal Administrative Assistant) Fox Rothschild LLPLitigation Client Service Specialist (Legal Administrative Assistant)West Palm Beach, FLAs a member of the Client Service Team (CST), the Client Service Specialist (CSS) is responsible for providing legal administrative support to a team of attorneys, including the Office Managing Partner, by performing complex, administrative assistance using specialized knowledge of the assigned practice area(s). Process new business requests by working closely with the New Business Intake Team by opening new matters; preparing and reviewing conflicts submissions; close matters; and create and maintain client case files using appropriate recordkeeping software.
Client Service Representative VCA IncClient Service RepresentativeGreenacres, FLQualifications: High school diploma Previous experience in customer service, client relations, or a similar role preferred Strong verbal and written communication skills Excellent problem-solving and conflict-resolution abilities Ability to manage multiple tasks and prioritize effectively Detail-oriented with strong organizational skills Willingness to work non-traditional hours, including nights, weekends, and holidays The ability to lift up to 40 lbs. Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development).
Tax Partner- Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)Tax Partner- Private Client Services (PCS)West Palm Beach, 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.
Commercial Client Administrator Hancock Whitney CorpCommercial Client AdministratorHighway 77 - Panama City, FLThis role ensures seamless operations and superior client service by performing administrative and transactional tasks, including accurate handling of tasks with potential financial exposure to the bank. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Specialist, CPD Client Services Office DepotSpecialist, CPD Client ServicesBoca Raton, FL$16.72–$28.42 / hourAbout The ODP Corporation : The ODP Corporation (NASDAQ:ODP) is a leading provider of products and services through an integrated business-to-business (B2B) distribution platform and omnichannel presence, which includes world-class supply chain and distribution operations, dedicated sales professionals, online presence, and a network of Office Depot and OfficeMax retail stores. This position works with CPD Operations Teams to manage Wholesale customer projects and ongoing programs to ensure that high priority customers receive a seamless blend of both front-end sales consultation and back-end service delivery.
Edward Jones Generations® Client Concierge Specialist Edward D Jones & Co LPEdward Jones Generations® Client Concierge SpecialistWest Palm Beach, FLThe Edward Jones Generations team provides an end-to-end, high net worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. They will provide administrative assistance in client onboarding, coordinate tasks/milestones related to the implementation and execution of a clients financial/investment plan and deliver ongoing proactive support to ensure a seamless and ideal experience for both clients and branch teams.
NewSecurity Client Manager Allied UniversalSecurity Client ManagerWest Palm Beach, FLUtilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability. RESPONSIBILITIES: Caring Leadership, Client Engagement, and Operational Oversight: Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio.
Supervisor, Client GL FirstService CorpSupervisor, Client GLPalm Beach County, FLRemoteJob Overview: Perform functions to hire, supervise, monitor and provide direction to a team of Accountants in the preparation, review and revision of accurate monthly Financial Statements for an assigned group of Condominium and /or Homeowners Associations, within the guidelines of statutory requirements and the frameworks of the established policies and procedures of the department, while ensuring all contractual due dates are met. 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.