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

Senior Client Service & Onboarding Specialist

Fwainvest

Fwainvest is seeking a Senior Registered Client Service Associate in Hallandale Beach, FL. This role provides essential administrative support to financial advisors and their clients, requiring high-quality communication and organizational skills. The ideal candidate will manage client inquiries and assist with onboarding while ensuring compliance with firm policies. Candidates should have at least a high school diploma and five years of experience in the financial services industry. #J-18808-Ljbffr Fwainvest

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Client Service & Onboarding Specialist in Florida, NY vacancy
  • Morgan Stanley seeks Registered Client Service Associates (CSAs) in the Town of Florida, NY. In this role, you will modernize client experiences while supporting Financial Advisors and fostering client relationships. Ideal candidates will possess Series 7 and 66 licenses... 
    Suggested

    Morgan Stanley

    Florida, NY
    1 day ago
  • Insight Global is seeking a Client Service Representative II to be based in Lake Mary, FL. This role involves working with external clients to resolve complex day-to-day issues using various communication methods including telephone and email. The ideal candidate will... 
    Senior

    Insight Global

    Florida, NY
    2 days ago
  • Gallagher is seeking a Senior Client Associate in Town of Florida, NY, to deliver exceptional service and support branch operations. This role contributes to client satisfaction and retention by managing workflows and client relationships effectively. Applicants should... 
    Senior
    Flexible hours

    Gallagher

    Florida, NY
    1 day ago
  • Fwainvest, based in New York, is hiring a Registered Client Service Associate to support financial advisors by managing client interactions and administrative tasks. Key responsibilities include onboarding clients, managing daily inquiries, and assisting with marketing... 
    Senior

    Fwainvest

    Florida, NY
    3 days ago
  • A leading financial services company is seeking a Bookkeeping Relations Specialist to provide exceptional client service remotely. You will oversee client onboarding, support technical setups, and educate clients on accounting practices. The ideal candidate will have 3+... 
    Suggested
    Remote job

    Guidant Financial

    Florida, NY
    2 days ago
  • UHY-US is seeking a Healthcare Client Onboarding Specialist in New York. This fully remote role involves managing client onboarding, guiding clients through services, and maintaining organized records. Ideal candidates should have 2+ years in client-facing roles, strong... 
    Remote job

    UHY-US

    Florida, NY
    3 days ago
  • Fairygodboss seeks a Client Onboarding Specialist in Town of Florida to enhance the onboarding experience for mid-sized business clients. You will...  ...ADP technologies, and collaborate with sales and customer service teams. The ideal candidate has a High School Diploma with... 

    Fairygodboss

    Florida, NY
    2 days ago
  • $19.33 - $39.23 per hour

    Client Onboarding Specialist ADP is hiring a Client Onboarding Specialist. Are you looking to grow your career in an agile, dynamic environment...  ...to ensure your clients achieve long‑term success. Once ADP services are delivered, your efforts will have a direct impact on the... 
    Minimum wage
    Temporary work
    Local area

    ADP, Inc.

    Florida, NY
    1 day ago
  • A global financial services company is seeking a Senior Specialist, Client Processing to be part of their Trade Servicing team in Lake Mary, FL. This role involves monitoring trade transactions, acting as a subject matter expert, and ensuring adherence to policies and procedures... 
    Senior

    BNY Mellon

    Florida, NY
    2 days ago
  • Marsh McLennan Agency is seeking a Senior Private Client Advisor for its Palm Beach office. This role involves managing a high-volume book of...  ...expert advice, and ensuring client retention through exceptional service. The ideal candidate will have at least 5 years of... 
    Senior
    Work at office

    Marsh McLennan Agency

    Florida, NY
    2 days ago
  •  ...Cardone Enterprises is seeking a dedicated Client Support representative in the Town of...  ...Florida, NY. This role involves conducting onboarding calls, managing client inquiries via...  ...dynamic team focused on exceptional client service. #J-18808-Ljbffr Grant Cardone... 

    Grant Cardone Enterprises

    Florida, NY
    4 days ago
  • $25k

    68022240 - SENIOR HUMAN SERVICES PROGRAM SPECIALIST Agency: Agency for Health Care Administration Location: Florida Position is not remote or telework. Position Overview Assist in managing the Florida Medicaid Program as a Choice Counselor at the Medicaid Helpline Contact... 
    Senior

    State of Florida

    Florida, NY
    3 days ago
  • Fairygodboss is seeking a Senior Client Service & Product Support Specialist - Tax in New York. This role provides high-quality tax services to ADP clients, solving challenges related to tax deposits and filing. The ideal candidate has significant client service experience... 
    Senior

    Fairygodboss

    Florida, NY
    2 days ago
  • $67.75k - $84.01k

    Senior Client, Business Consultant (Hybrid) Pay range: $67,750 USD to $84,010 USD Description Business Summary: The Senior Client, Business...  ...the appropriate internal subject matter experts, solutions, services, and resources. The Business Consultant remains engaged... 
    Senior

    AAA National

    Florida, NY
    3 days ago
  •  ...sunny Floridian retail landscape, we are seeking best-in-class Senior Client Advisors to help bring our Palm Beach flagship to life for a...  ...opportunity to build lasting client relationships, deliver exceptional service, and become a trusted style partner to a sophisticated, global... 
    Senior
    Hourly pay
    Work at office
    Weekend work
    Afternoon shift

    Retail For The People

    Florida, NY
    3 days ago
  •  ...advisors and their prospective and existing clients and other branch staff team members....  ...years of rich history and recognition for service and excellence in the Financial Services...  ...enhance the team’s performance.* Onboards new clients, opens new client accounts and... 
    Senior
    Work experience placement
    Work at office

    Fwainvest

    Florida, NY
    1 day ago
  • $60k - $85k

     ...organization and is responsible for managing relationships with corporate clients and overseeing internal operations among different functional...  ...clients and top law firms providing administration and client service support for their individual disability insurance benefits.... 
    Senior
    Full time
    Remote work
    Monday to Friday
    3 days per week

    NFP Corp

    Florida, NY
    2 days ago
  •  ...Closer in the Town of Florida, New York. This role focuses on converting leads into retained clients while ensuring an exceptional client experience throughout the intake and onboarding processes. The ideal candidate must be confident, persuasive, organized, and thrive in a... 

    WizeHire, Inc

    Florida, NY
    4 days ago
  • $60k - $75k

    The Greenery Inc. in the Town of Florida, NY is seeking a Client Relationship Manager to maintain and grow client relationships while ensuring high client satisfaction. The role involves onboarding clients, monitoring project outcomes, and addressing client issues promptly... 

    The Greenery Inc.

    Florida, NY
    2 days ago
  • Grant Cardone Enterprises is seeking a Mentor Program Coordinator to ensure a seamless onboarding experience for new corporate clients. This role is pivotal in transitioning clients efficiently into the mentoring ecosystem and involves collaboration across multiple departments... 

    Grant Cardone Enterprises

    Florida, NY
    3 days ago
  • O'Reilly Auto Parts is seeking an Installer Service Specialist in the Town of Florida, NY. The role involves developing relationships with installers, ensuring timely deliveries, and maintaining automotive parts services. Qualifications include a strong background in mechanics... 
    Senior

    O'Reilly Auto Parts

    Florida, NY
    4 days ago
  • BNY is seeking a Senior Associate in Client Processing, located in Lake Mary, Florida, requiring 4 days in the office each week. The role entails providing analytics and reporting services, managing client issues, and participating in product development. Ideal candidates... 
    Senior
    Work at office

    BNY

    Florida, NY
    1 day ago
  • Tensec is looking for a Senior Manager Client Services Ops to oversee Account Managers and ensure exceptional customer service delivery. This full-time role is located in the Town of Florida, New York, requiring on-site work five days a week. The ideal candidate will have... 
    Senior
    Full time

    Tensec

    Florida, NY
    1 day ago
  • Socotra, Inc. seeks a Senior Client Advisor for their Palm Beach flagship at Royal Poinciana Plaza. The ideal candidate will provide a personalized, high-touch client experience, ensuring strong individual and store sales performance. Responsibilities include building lasting... 
    Senior

    Socotra, Inc.

    Florida, NY
    1 day ago
  • Alter Domus is seeking a Senior Officer in New York to help meet client needs with strong organizational skills and a flexible approach. The role involves performing due diligence for investors, maintaining KYC records, and liaising with clients. Ideal candidates will... 
    Senior
    Flexible hours

    Alter Domus

    Florida, NY
    4 days ago
  • A leading senior care advisory service is seeking an Inbound Sales Representative to be the first point of contact for families exploring senior care options. In this remote role, you'll conduct consultations, educate families on care options, and drive family satisfaction... 
    Senior
    Remote job

    A Place for Mom

    Florida, NY
    2 days ago
  •  ...role requires over 3 years of experience, strong knowledge of Property & Casualty insurance, and the ability to manage and service a diverse client base. The ideal candidate will have excellent communication skills, a team-oriented mindset, and familiarity with AMS 360... 
    Senior

    The Misch Group

    Florida, NY
    5 days ago
  • BNY Mellon is seeking a Senior Specialist for their Hedge Fund Accounting Team located in Lake Mary, Florida...  ...involves conducting comprehensive accounting services, mentoring junior team members, and interacting with clients regarding fund performance. Candidates should... 
    Senior

    BNY Mellon

    Florida, NY
    1 day ago
  • $24 - $25 per hour

    Cardone Training Technologies, Inc. is seeking a Customer Support representative in New York to assist corporate clients via onboarding calls and email support. Ideal candidates will have strong communication skills, experience in customer support, and a positive attitude... 
    Hourly pay
    Work at office

    Cardone Training Technologies, Inc.

    Florida, NY
    3 days ago
  • A leading financial institution in New York is seeking a Client Process Manager to drive new business development and deliver a branded...  ...12 years of experience in private banking or complex financial services, exceptional interpersonal skills, and the ability to influence... 
    Senior

    Bank of America

    Florida, NY
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Client Service & Onboarding Specialist. Be the first to apply!