Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Service Associate (Fort Lauderdale)

Full-time

Oppenheimer & Co. Inc.

:

Job Summary: The Customer Care Specialist is an in-office position and is the point person once a job has gone live into production. This position is responsible to manage all aspects of the job, ensuring that the jobs ship on time and to perform all customer communication necessary to coordinate receipt of art, data and any other components required to successfully complete the job. The CCS is responsible to work with scheduling and each department to set milestones for the customer that must be met to execute the jobs on schedule.

This position is not offered as a remote or work at home opportunity.

Essential Job Functions:

The list of essential functions, as outlined herein, is intended to be representative of the tasks performed within this classification. It is not necessarily descriptive of any one position in the class. The omission of an essential function does not preclude management from assigning duties not listed herein if such functions are a logical assignment to the position.

  • Follow projects through all phases of manufacturing and shipping.

  • Work with internal teams and customers to get approved art and data files.

  • Coordinate receipt of PO, art, data and supplied materials, if any.

  • Review customer PO to estimate/propose and identify any needed changes or deviations.

  • Work with the Scheduling department to obtain schedule and set customer milestones.

  • Communicate milestones to customer.

  • Monitor and communicate milestone statuses to customer.

  • Coordinate all approvals with customer (art, data, label & affixing).

  • Generate job tickets.

  • Work with internal teams to procure specialty items in a timely manner to meet delivery/shipping schedules.

  • Ensure all job specifications, pricing, and shipping instructions are in place prior to releasing order to Scheduling and Manufacturing.

Qualifications:

  • High School Diploma or GED equivalent

  • Strong organizational skills

  • Computer literate; must be able to work within PLI's ERP system, Intermediate MS Office skills (Word, Excel, PowerPoint)

  • Print and/or card production coordination experience (1 year minimum; 5+ years preferred)

  • Strong written and verbal communication skills

  • Able to work in a fast-paced environment and has a strong sense of urgency

  • Detail-oriented

  • Good time management skills

  • Work well independently and within a team

  • Strong problem-solving skills

  • Customer focused

Vacancy posted 17 hours ago
Similar jobs that could be interesting for youBased on the Client Service Associate (Fort Lauderdale) in Fort Lauderdale, FL vacancy
  •  ...middle-market investment bank and full service broker-dealer. With roots tracing back to...  ...Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Fort Lauderdale branch office. The RCSA's primary... 
    Suggested
    Work at office
    Local area

    Oppenheimer & Co. Inc.

    Fort Lauderdale, FL
    19 days ago
  • Oppenheimer & Co. Inc. is seeking a Registered Client Service Associate for the Fort Lauderdale branch. The role supports Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. You will work independently and in a small... 
    Suggested

    Oppenheimer & Co. Inc.

    Fort Lauderdale, FL
    3 days ago
  • Overview As a Client Service Associate within PNC Private Bank, you will be based in Ft. Lauderdale, FL. The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Remote work

    PNC

    Fort Lauderdale, FL
    2 days ago
  • $55k - $65k

     ...Job Description Job Description Client Service & Operations Associate Firm: Sterling Wealth Advisors®, a fee-only Registered Investment Adviser Location: Fort Lauderdale, FL (mostly remote) Employment type: Full-time (40 hours/week) Reports to: Founder /... 
    Suggested
    Full time
    Summer work
    Work at office
    Remote work

    STERLING WEALTH ADVISORS

    Fort Lauderdale, FL
    9 days ago
  •  ...America’s Merrill Wealth Management is seeking a Wealth Management Client Associate - Advisor Development Program (WMCA-ADP) in Fort Lauderdale. This entry role supports Financial Advisors with client service and licensing prep as you progress toward becoming a Financial... 
    Suggested

    Bank of America Corporation

    Fort Lauderdale, FL
    2 days ago
  •  ...DescriptionCompany Description Holy Cross Hospital in Fort Lauderdale, Florida is a full-service, non-profit Catholic hospital, sponsored by the Sisters...  ...operations. High school diploma or equivalent. Associate degree . Completion of Sanitation Certification Course... 
    Local area

    Energy Jobline ZR

    Fort Lauderdale, FL
    2 days ago
  •  ...purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Service Associate at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private... 
    Local area
    Flexible hours
    Night shift

    Marsh

    Fort Lauderdale, FL
    2 days ago
  •  ...Financial Services Representative Interactive Brokers Group, Inc., a member of the S&P 500, is a global financial services company...  ...has focused on technology, automation, and innovation to provide clients worldwide with a sophisticated, unified platform to manage their... 
    Work at office
    Local area
    Remote work
    Worldwide

    Interactive Brokers

    Fort Lauderdale, FL
    5 days ago
  • Interactive Brokers Group, Inc. seeks a Financial Services Representative to assist clients with questions about trading platforms, deposits, withdrawals, and account actions. The role emphasizes problem solving, clear communication, and technical aptitude in finance tools... 
    Work at office
    Remote work

    Interactive Brokers

    Fort Lauderdale, FL
    18 hours ago
  •  ...respected, valued and have an opportunity to contribute to the company’s success. As a Client Service Associate within PNC's Private Banking organization, you will be based in Ft. Lauderdale, FL. PNC is an in-office company that fosters a supportive culture where employees... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Bank

    Fort Lauderdale, FL
    1 day ago
  •  ...Synchronizes operations of the department's Association Banking products, account opening...  ...Association Banking products and services Assist clients with Lockbox payment coupon orders...  ...: 4901 NW 17th Way Suite 601 Fort Lauderdale, Florida 33309 Equal Opportunity... 
    Bank staff
    Work at office
    Remote work
    Afternoon shift

    SouthState Bank

    Fort Lauderdale, FL
    3 days ago
  • $45k - $51k

    Insurance Service Agent - Fort Lauderdale, FL 1 week ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by Outdoorsy. Your actual pay will be based on your skills and experience — talk with your recruiter... 
    Full time
    Work at office
    Remote work
    Flexible hours
    2 days per week
    3 days per week

    Outdoorsy

    Fort Lauderdale, FL
    3 days ago
  • Miamone Legal in Fort Lauderdale is seeking an on-site Client Intake Specialist to greet prospective clients and guide them through immigration, business, and estate planning needs. In this role you will listen to client goals, explain our process, and lead them toward... 

    Maimone Legal

    Fort Lauderdale, FL
    18 hours ago
  • CareCloud is seeking a Sales Development Representative in Fort Lauderdale who will work collaboratively to generate new business opportunities. The ideal candidate will possess exceptional communication skills and a strong desire to succeed in a healthcare technology sales... 
    Full time
    Work at office

    CareCloud

    Fort Lauderdale, FL
    2 days ago
  • $165k

     ...This role is fully remote and open to candidates residing in Fort Lauderdale-Miami area, which serves as the primary sales territory for this...  ...your in-depth knowledge of Boomi technology, products, and services to help customers formulate strategy and direction Utilize... 
    Remote job

    Boomi

    Fort Lauderdale, FL
    4 days ago
  • Marsh McLennan Agency (MMA) in Florida seeks a Client Service Associate for our Business Insurance team. You will provide technical and service support to Client Advisors for new clients, renewals, and daily client service tasks, including remarket requests and renewal... 

    Marsh

    Fort Lauderdale, FL
    2 days ago
  • Interactive Brokers Group, Inc. is seeking a Financial Services Representative in a hybrid role. The team handles a broad range of client inquiries related to IBKR Trader Workstation, platform features, deposits, transfers, and account administration. The ideal candidate... 

    Interactive Brokers

    Fort Lauderdale, FL
    5 days ago
  • A leading insurance firm in Fort Lauderdale, FL is seeking a Commercial Lines Account Manager to manage large commercial accounts. The Account Manager will handle client relationships and ensure exceptional service across various industries. Applicants should possess over... 

    Brown & Brown

    Fort Lauderdale, FL
    2 days ago
  •  ...take ownership, work closely with senior leadership, and grow alongside the firm.We are looking for an Investor Relations & Client Services Associate to serve as a key point of contact for our investors and support the firm’s broader investor relations efforts.The... 
    Full time
    Work at office

    TRCM Labs Inc.

    Fort Lauderdale, FL
    3 days ago
  • Fort Lauderdale, Florida - Brand Advocate Job Title: Brand Advocate Department...  ...forward. Genuine Customer Service: Has genuine concern about...  ...develop relationships with clients Cognizant of spending time...  ...requirements, or working conditions associated with this job. Although this... 
    Work experience placement
    Shift work

    Cellairis

    Fort Lauderdale, FL
    3 days ago
  •  ...firm located in Pompano Beach, FL is seeking a qualified professional to join the team in the important role of a full-time Client Service Associate. This position requires excellent customer service and problem-solving skills, enabling the candidate to confidently... 
    Full time

    Insight Global (United States)

    Pompano Beach, FL
    2 days ago
  •  ...skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their...  ...exposure to wealth management business, products, services and clients’ financial needs. Requirements: High school diploma... 
    Full time
    Internship

    Morgan Stanley

    Fort Lauderdale, FL
    1 day ago
  • Seeking a Client Services Associate to join a growing team in South Florida. This person will be responsible for providing administrative and operational support for high-net-worth clients and the firm's advisors. As the primary point of contact for service-related needs... 
    Full time
    Work at office
    Local area

    Ascendo Resources

    Fort Lauderdale, FL
    5 days ago
  •  ...Responsible for building relationships with an installed base of clients, who have been long-standing partners with eTeamSponsor....  ...(required); HubSpot (preferred) ~ Must be located in the Ft. Lauderdale, FL area Why Join eTeamSponsor: Think back to when you... 
    Local area
    Work from home
    Home office

    eTeamSponsor

    Fort Lauderdale, FL
    1 day ago
  •  ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...  ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... 
    Traineeship
    Work experience placement
    Work at office
    Local area
    Shift work
    Day shift

    Bank of America

    Fort Lauderdale, FL
    4 days ago
  •  ...Job Description Job Description Our client, a highly regarded law firm that ranks...  ...offers a comprehensive range of legal services, is currently in search of a talented and...  ...which is based in the vibrant city of Fort Lauderdale . Position Overview: The ideal... 
    Work at office

    Now Hiring You, LLC

    Fort Lauderdale, FL
    5 days ago
  • $120k - $180k

     ...Description Job Title: Construction Law Attorney Location: Fort Lauderdale, FL 33301 Salary Range: $120,000 - $180,000, commensurate...  ...Work Arrangement: Onsite, with occasional travel to clients' sites Our client, a respected legal firm with a significant... 
    Contract work
    For contractors
    For subcontractor
    Work at office

    Now Hiring You, LLC

    Fort Lauderdale, FL
    5 days ago
  •  ...Job Title: Construction Litigation Attorney Location: Fort Lauderdale, FL Salary: Competitive, with benefits and bonus opportunities...  ...As a Construction Litigation Attorney, you will represent clients in high-stakes disputes involving construction defects, contract... 
    Contract work
    For contractors
    Local area

    Now Hiring You, LLC

    Fort Lauderdale, FL
    5 days ago
  •  ...Description Job Description Senior Associate Attorney Practice Area:...  ...Commercial Litigation Location: Fort Lauderdale, FL, 33301 Schedule: Hybrid, Full...  ...work environment. Client: A leading full-service law firm with a robust national and... 
    Hourly pay
    Full time
    Contract work
    Work at office
    Local area
    Flexible hours

    Now Hiring You, LLC

    Fort Lauderdale, FL
    5 days ago
  •  ...Retail Services Experience Manager As the Retail Services Experience Manager, you'll oversee the day-to-day leadership duties related to Geek Squad services within your micro-market of local Best Buy stores. You'll ensure stores are staffed efficiently so employees... 
    Hourly pay
    Full time
    Part time
    Local area
    Work from home

    Disabledperson, Inc

    Fort Lauderdale, FL
    19 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Service Associate (Fort Lauderdale). Be the first to apply!