Client Services Associate II Amerant BankClient Services Associate IIMiramar, FLEnsures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. Prepares packages of loan documentation with the respective units and processing of Loans, new Credit Cards and Credit Cards Line increases through loan systems.
Client Services Associate I Amerant BankClient Services Associate IMiramar, FLEnsures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. Prepares packages of loan documentation with the respective units and processing of Loans, new Credit Cards and Credit Cards Line increases through loan systems.
NewSenior Tax Associate JobotSenior Tax AssociateHialeah, FL$85,000–$120,000 / year2. Minimum of 5 years of experience in a tax role with a focus on preparing 1040 individual returns, 1065 partnership, 1120S Corporate tax returns, non-profit, and estate returns. Preparing and reviewing complex tax returns including 1040 individual returns, 1065 partnership, 1120S Corporate tax returns, non-profit, and estate returns.
NewConstruction Litigation Associate (4-7 Yrs Exp) JobotConstruction Litigation Associate (4-7 Yrs Exp)Davie, FL$150,000–$200,000 / 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. You will work closely with experienced attorneys while also taking on meaningful responsibility, including direct interaction with clients and participation in strategy.
NewCommercial Litigation Associate Attorney JobotCommercial Litigation Associate AttorneyFort Lauderdale, FL$200,000–$300,000 / 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 deep understanding of federal and state court systems, a knack for legal writing, and a proven track record in handling substantive motions.
Corporate Law Associate JobotCorporate Law AssociateFort Lauderdale, FL$185,000–$225,000 / 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. We serve a diverse client base with a Florida focus and an international scope, frequently handling matters in Europe, Asia, and South America.
Retail Customer Service Associate FedExRetail Customer Service AssociateBoca Raton, FloridaFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
Associate 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.
Associate 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.
NewLicensed Clinical Social Worker (LCSW) (No Associates) Rula HealthLicensed Clinical Social Worker (LCSW) (No Associates)Fort Lauderdale, FLFrom marketing and insurance to billing and technology, we take care of the administrative work so you can focus fully on helping clients heal and thrive . Both telehealth and in-person sessions are supported (providers arrange their own office space if offering in-person care).
Client Services Associate II AmerantbankClient Services Associate IIMiramar, FLFull timeEnsures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. Prepares packages of loan documentation with the respective units and processing of Loans, new Credit Cards and Credit Cards Line increases through loan systems.
Client Services Associate I AmerantbankClient Services Associate IMiramar, FLFull timeEnsures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. Prepares packages of loan documentation with the respective units and processing of Loans, new Credit Cards and Credit Cards Line increases through loan systems.
NewRegistered Client Service Associate (Fort Lauderdale, FL) Oppenheimer & Co. Inc.Registered 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.
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 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.
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.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateBoca Raton, 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.
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.
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.
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.
NewRegistered 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.
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.
NewClient Service Associate (CSA) to $105K - Hybrid 2-3 Days Remote (RIA) GoldMatchClient Service Associate (CSA) to $105K - Hybrid 2-3 Days Remote (RIA)Boca Raton, FLRemoteA growing wealth management firm is seeking a Client Service Associate to join its operations team in a hybrid role based in Boca Raton, Florida , with 2–3 days per week on-site and remote flexibility the remaining days. This position is ideal for an experienced CSA who enjoys supporting advisors, managing client workflows, and being a reliable point of coordination in a professional, fast-moving environment.
Client Services Associate I Amerant Bancorp IncClient Services Associate IMiramar, FLEnsures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. Prepares packages of loan documentation with the respective units and processing of Loans, new Credit Cards and Credit Cards Line increases through loan systems.
Client Services Associate II Amerant Bancorp IncClient Services Associate IIMiramar, FLEnsures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. Prepares packages of loan documentation with the respective units and processing of Loans, new Credit Cards and Credit Cards Line increases through loan systems.
Client Services-MM - Client Services Associate I Interactive Brokers Group IncClient Services-MM - Client Services Associate IFort Lauderdale, FLClient inquiries typically encompass a broad array of themes, including: Operability of IBKR Trader Workstation, Web Trader and Mobile Trader execution platforms, including trading modules and analytical tools; Cash deposit and withdrawal activity, position transfers, and account administrative functions. Product availability and attributes; Exchange, clearing and depository functions; Order types and routing logic; Order status, trade and delivery settlement, exercise & assignment, expiration processing, and corporate actions.
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.
Client Service Associate GallagherClient Service AssociateSunrise, FloridaFull timeThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. Support New Business activity via handling of new business applications, compiling client information, and preparing high quality and accurate proposals for potential clients.
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.
Client Service Associate – Immediate Start Pacific Rise CoClient Service Associate – Immediate StartHollywood, FloridaThis position plays a key role in supporting clients, addressing service inquiries, coordinating requests, and ensuring a positive customer experience. Job Summary: Pacific Rise Co is currently seeking a motivated and customer-focused Client Service Associate for an immediate start at our Hollywood, FL location.
Work From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociateHialeah, FloridaGlobal 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. 4. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.
Associate Client Service Manager GallagherAssociate Client Service ManagerBoca Raton, FloridaFull timeThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. Bachelor's degree with minimum 1+ years client service and/or claims management experience OR- High School degree/GED with a minimum of 3+ years client service and/or claims management experience .
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.
Registered Wealth Management Client Associate Bank of AmericaRegistered Wealth Management Client AssociateFort Lauderdale, FloridaOur 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’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
Registered Wealth Management Client Associate- Bilingual Spanish Bank of AmericaRegistered Wealth Management Client Associate- Bilingual SpanishFort Lauderdale, FloridaOur 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’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
J.P. Morgan Wealth Management - Private Client Investment Associate - Fort Lauderdale, FL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Fort Lauderdale, FLFort Lauderdale, FLFull timeAid 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 Wealth Management Client Associate - Bilingual Spanish Preferred Bank of AmericaRegistered Wealth Management Client Associate - Bilingual Spanish PreferredCoral Gables, FloridaSupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset. 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.
NewPart Time Client Associate - Boca Raton FL Callaway Golf CoPart Time Client Associate - Boca Raton FLBoca Raton, FLThe 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. ABOUT THE BRAND: Callaway Golf Company is a premium golf equipment, gear and apparel company with a portfolio of global brands, including Callaway Golf, Odyssey, TravisMathew, and OGIO.
NewPart Time Client Associate - Boca Raton FL Toptracer TechnologiesPart Time Client Associate - Boca Raton FLBoca Raton, FloridaThe 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. We're focused on helping people worldwide improve their golf game which leads to healthy, active and social lifestyles.
Client Service Coordinator Banfield Pet HospitalClient Service CoordinatorPembroke Pines, FL$15–$18.69 / hourThe pay range listed reflects a general hiring range for the area, with the specific rate determined based on the candidate's experience, skill level, and education, and may vary depending on location or applicable minimum wage laws. Back-Up Child and Elder Care & Family Support Resources: When life's unpredictable moments arise, our backup care and family support benefits provide the help you need to keep things running smoothly.*.
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.
NewPrivate Client Trusts amp Estates Associate/Senior Associate BCG Attorney SearchPrivate Client Trusts amp Estates Associate/Senior AssociateBoca Raton, FLJob Overview A law firm seeks a Private Client Trusts & Estates Associate/Senior Associate in Boca Raton, FL. Requirements Minimum of three years of experience in private client matters involving trusts and estates.
Client Service Representative VCA IncClient Service RepresentativeWeston, FLAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
Client Service Representative- Veterinary VCA IncClient Service Representative- VeterinaryHollywood, FLAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
NewPart 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.
Bilingual Client Services Specialist Senior English and Spanish City National Bank of FloridaBilingual Client Services Specialist Senior English and SpanishFt. Lauderdale, FLThe Client Services Specialist Senior is responsible for meeting the servicing needs of large Corporate, Real Estate, Business Banking, and Private Client Group clients through the integrated delivery of Depository, Loan, and Treasury Management services. Supports RM's Dashboard/pipeline management, creates opportunities, completes KYC in collaboration with RMs, coordinates payoffs/releases, fee waivers, and resolves past dues, maturing loans, Minimum Deposit Requirement, and Covenants.
Bilingual Client Services Specialist-Senior - English and Spanish City National Bank of FloridaBilingual Client Services Specialist-Senior - English and SpanishFt. Lauderdale, FloridaOverview: The Client Services Specialist Senior is responsible for meeting the servicing needs of large Corporate, Real Estate, Business Banking, and Private Client Group clients through the integrated delivery of Depository, Loan, and Treasury Management services. Supports RM’s Dashboard/pipeline management, creates opportunities, completes KYC in collaboration with RMs, coordinates payoffs/releases, fee waivers, and resolves past dues, maturing loans, Minimum Deposit Requirement, and Covenants.
Tax Partner- Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)Tax Partner- Private Client Services (PCS)FLOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. As the largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally.
NewWealth Management Client Associate Bank of AmericaWealth Management Client AssociateBoca Raton, FloridaOur 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.
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.