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

Client Services Specialist - Onboarding & Banking Solutions

PowerToFly

A leading financial services firm in Boca Raton is seeking a Registered Client Service Associate to enhance client relationships through active communication. The ideal candidate will assist clients in accessing firm services and maintaining client accounts while having a strong knowledge of financial products. Key qualifications include bilingual proficiency in English and Spanish, exceptional interpersonal skills, and relevant industry certifications. This position promises an engaging environment and opportunities for professional growth. #J-18808-Ljbffr

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Services Specialist - Onboarding & Banking Solutions in Boca Raton, FL vacancy
  • $20.25 - $33.74 per hour

     ...Branch Banking Client Platform Specialist Location: Delray Beach, FL 33446-1395...  ...ensures high-quality client service and compliance with all operational...  ...present tailored deposit solutions. Close new deposit...  ...service throughout onboarding and ongoing relationship... 
    Suggested

    Flagstar Bank

    Delray Beach, FL
    4 days ago
  •  ...Client Support Specialist Calling all innovators find your future at...  ...withdraw money from the bank, we're involved. If you...  ...will support Merchant Services clients that use Fiserv payment solutions to serve their...  ...you with your overall onboarding experience and leads to... 
    Suggested
    Temporary work
    H1b
    Work at office
    Monday to Friday

    Fiserv

    Pompano Beach, FL
    4 days ago
  •  ...Personal & Commercial Banking**Job Description:**The...  ...ongoing Commercial Customer service documentation and loan...  ...a comprehensive solution to the Customer is provided...  ...to being a leader in client experience, that is...  ...the best.**Training & Onboarding** We will provide... 
    Suggested
    Work at office
    Local area
    Work from home
    Flexible hours

    TD Bank

    Boca Raton, FL
    4 days ago
  • $23.25 - $30.75 per hour

     ...Business: Personal & Commercial Banking Job Description The...  ...ongoing Commercial Customer service documentation and loan system...  ...issue) ensuring a comprehensive solution to the Customer is provided...  ...committed to being a leader in client experience, that is why we... 
    Suggested
    Work at office

    TD Bank

    Boca Raton, FL
    1 day ago
  • $23.25 - $30.75 per hour

     ...II provides ongoing commercial customer service documentation and loan system support as...  ...accounts within the Personal & Commercial Banking line of business. Location and Hours...  ...nature of issue) ensuring a comprehensive solution is provided. Process customer... 
    Suggested
    Hourly pay
    Work at office
    Local area

    TD

    Boca Raton, FL
    20 hours ago
  • $19.87 - $31.3 per hour

     ...Branch Banking Client Consultant III - Licensed Location: Boca Raton, FL 33498-6797 A Branch...  ...Risk Management: Execute all sales, service, and banking transactions accurately...  ...solve difficult problems with effective solutions; probes all fruitful sources for answers... 
    Local area

    Flagstar Bank

    Boca Raton, FL
    3 days ago
  • Bank of America is seeking a Financial Advisor Client Associate to provide exceptional client service and support multiple Financial Advisors. The ideal candidate will demonstrate a client-centric mindset, ensuring timely and accurate communication with clients. Responsibilities... 

    Bank of America

    Boca Raton, FL
    3 days ago
  •  ...cash management products and services to established business customers...  ...commercial and corporate clients. Essential Responsibilities...  ...the company to determine the banking products and services that best...  ...of product or service solutions. Contributes to the Bank’s deposit... 
    Work at office
    Flexible hours
    Weekend work

    First Bank

    Boca Raton, FL
    2 days ago
  • $18 - $35 per hour

     ...sales, telecommunications, or customer service? Blufox Mobile, a preferred retail partner...  ...ll help customers find the best Xfinity solutions for their needs while maximizing your...  ...service; hospitality; restaurant management; banking; insurance sales; automotive sales;... 
    Hourly pay
    Flexible hours
    Afternoon shift

    Blufox Mobile

    Pompano Beach, FL
    2 days ago
  • Beal Bank, one of the most successful privately held banks in the country, is currently seeking candidates for a Retail Banking Specialist position at our Boca Raton Branch located at 1200 Yamato Rd...  ...providing frontline support and service to current and potential customers... 
    Bank staff
    Work at office
    Relocation
    Monday to Friday
    Night shift

    Beal

    Boca Raton, FL
    1 day ago
  •  ...TP Banking Customer Service Representative TP is a global, digital business services company. We...  ...good in supporting our communities, our clients, and the environment. Through a balanced...  ...-mindedness, critical thinking, and a solution-oriented approach. It is our... 
    Local area

    Teleperformance

    Pompano Beach, FL
    2 days ago
  • First Horizon Bank is seeking a Customer Service Representative in Boca Raton, Florida, to provide quality and timely service regarding financial transactions...  ...prospects while deepening relationships with existing clients and perform related duties to meet banking center goals.... 

    First Horizon Bank

    Boca Raton, FL
    2 days ago
  •  ...the agreed upon collection strategies while adhering to all collection policies, procedures, and guidelines. Provide exceptional client service to all Clients by being transparent, positive, and treating Clients the way we want to be treated. Essential Duties and... 
    Flexible hours

    Truist

    Boca Raton, FL
    2 days ago
  •  ...anticipate customer needs, suggest alternatives and provide solutions. This customer service focused team member is knowledgeable in all areas of the...  ...financial reporting including daily sales, close-outs and bank deposits Follows FedEx Office standard operating procedures... 
    Work at office
    Local area
    Shift work

    FedEx Office and Print Services

    Boca Raton, FL
    2 days ago
  •  ...our retail stores. Customer Service Specialists work closely with wholesale...  ...products, and recommend the right solutions. Customer Service...  ...concerns and ensure maximum client satisfaction as well as stay...  ...numbers, date of birth, or bank account numbers during the application... 
    Contract work
    For contractors
    Work experience placement
    Local area
    Afternoon shift

    Sherwin-Williams

    Boca Raton, FL
    3 days ago
  •  ...integrated approach to hospitality services — all with outstanding client service. Our team is made up of the...  ...change and balance as assigned house bank. Accept and record vouchers, travelers...  ...to develop the most effective solutions and resolve complications such as location... 
    Local area
    Immediate start
    Shift work

    Driftwood Hospitality Management

    Pompano Beach, FL
    2 days ago
  • $17.12 - $26.97 per hour

    Position Title Branch Banking - Client Consultant II Location Delray Beach, FL 33446-1395 Job Summary...  .... Risk Management: Execute all sales, service, and banking transactions accurately...  ...difficult problems with effective solutions; probes all fruitful sources for answers... 
    Full time
    Local area

    Flagstar Bank

    Delray Beach, FL
    12 hours ago
  • $91.8k - $171k

     ...Job Family Group: Commercial Sales & Service DIRECTOR, SR. TREASURY SALES...  ...of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance...  ...insights and trends to reinforce the Bank’s brand and identify new business opportunities... 
    Full time
    Contract work
    Part time
    Work experience placement
    Work at office
    Local area

    BMO

    Boca Raton, FL
    1 day ago
  • $70k

     ...gift and revenue codes. Complete regular bank reconciliations for cash accounts....  ...403(b) plans. State employees Public Service Loan Forgiveness (PSLF) ( program. Sick...  ...innovators with a passion for finding creative solutions while advancing science, art and... 
    Permanent employment
    Full time
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Florida Atlantic University

    Boca Raton, FL
    4 days ago
  • $23 - $28 per hour

     ...Senior Customer Relations Specialist Collectors is the leading creator...  ...that provides value-added services for collectors worldwide. We...  ...departments to find appropriate solutions for customer responses...  ...personal information such as your bank account, Social Security... 
    Hourly pay
    Full time
    Work at office
    Remote work
    Worldwide
    Flexible hours
    Shift work

    Collectors Universe

    Boca Raton, FL
    2 days ago
  • A leading financial services firm in Florida seeks a Financial Advisor to build client relationships and deliver personalized investment solutions. The ideal candidate will have a strong background in financial advising and excellent client acquisition skills. A valid... 

    JPMorganChase

    Boca Raton, FL
    4 days ago
  • JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management in...  ...comprehensive financial planning and advisory services to individuals and families, building...  ...and delivering personalized investment solutions. You will rely on your licensing and... 

    JPMorgan Chase & Co.

    Deerfield Beach, FL
    2 days ago
  •  ...1,United States Employee Type Full-Time Description The Client Services Specialist will execute the project/product lifecycle from creation of...  ...projects simultaneously while offering efficient solutions. Responsibilities Lead, develop, and participate in the... 
    Full time
    Contract work

    GOEBEL FIXTURE COMPANY

    Boca Raton, FL
    2 days ago
  • $50k - $150k

     ...DYNAMICS 365 SOLUTION SALES SPECIALIST Boca Raton, FL, United States SALES $ 50,000.00 - 150,0...  ...Must be open to travel to meet with clients. ~ Experience building Playbook ; Pipeline...  ...lifetime Support Bonus on Managed Services Cash Bonus What's in it for you... 
    Contract work
    Worldwide

    ITC Worldwide

    Boca Raton, FL
    2 days ago
  •  ...Rep - Flooring and Facility Solutions (FFS) If you'd like the chance...  ...selling our equipment and services. What you'll do: Maximize...  ...to current and potential clients Utilize Sales Force.com and...  ...incentive is provided during the onboarding and learning process. This... 

    United Rentals

    Pompano Beach, FL
    2 days ago
  •  ...new revenue growth for our HR Solutions division. This individual will focus on bringing in net-new clients, expanding our footprint in the HCA and payroll services market, and positioning our team...  ...service teams to ensure a seamless onboarding experience for new clients.... 
    Contract work
    Shift work

    CBIZ

    Boca Raton, FL
    20 hours ago
  •  ...strategic insight, and innovative solutions. We're always looking for...  ...Summary The Invoicing Client Support Specialist serves as a key point of contact...  .... Clients are typically onboarded months before invoicing...  ...candidate combines strong customer service skills with invoicing,... 
    Temporary work
    Flexible hours

    Alteva RCM

    Boca Raton, FL
    4 days ago
  •  ...dedicated to providing personalized insurance solutions for commercial businesses, hospitality organizations, real estate clients, and individuals. We are seeking a motivated...  ...agency through exceptional customer service, policy administration, and day-to-day operational... 
    Work at office
    Local area

    MHG Hotels - Corporate

    Boca Raton, FL
    1 day ago
  • Firsthorizon is seeking a customer service representative in Boca Raton, Florida. This role involves processing financial transactions...  ...providing tailored recommendations, and conducting outreach to enhance client relationships. Ideal candidates have a high school diploma and... 

    Firsthorizon

    Boca Raton, FL
    2 days ago
  •  ...Summary:**ModMed is seeking a Solutions Engineer, Financial to...  ...provide a functional fit for a client’s unique challenges. If you have...  ...transfer to our Professional Services team.**Skills & Requirements*...  ...or supplies as part of your onboarding process. If you are receiving... 
    Work at office
    Remote work
    Flexible hours

    Modernizing Medicine, Inc.

    Boca Raton, FL
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Services Specialist - Onboarding & Banking Solutions. Be the first to apply!