Wealth Management Client Associate - Client Services & Sales
Bank of America ATM
Bank of America is looking for a Registered Wealth Management Client Associate in Florida. This sales support position offers operational and sales support to Financial Advisors while ensuring excellent service for clients. The role requires holding specific FINRA registrations, advanced industry knowledge, and a commitment to client relationships. Bilingual candidates are preferred. You will thrive in an office setting while contributing to a diverse and inclusive work culture. #J-18808-Ljbffr
- ...Overview Merrill Wealth Management is a leading provider of comprehensive... ...investment products and services for individuals, companies,... ...Advisors and Wealth Management Client Associates help clients pursue the... ...Client Associate role is a sales support position, typically...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...Gallagher & Co. (AJG) is looking for a detail-oriented Receptionist/Client Service Associate in Tallahassee, Florida. This full-time role involves supporting the Personal Lines department by managing client communications and insurance policy documentation. The ideal candidate...SuggestedFull timeWork at office
- ...Overview At Gallagher, we’re looking for a Client Service Associate to join our Commercial team. In this role, you’ll help clients solve challenges... ...to enhance productivity and deliver quality results. Manage multiple priorities effectively, ensuring all tasks are completed...SuggestedFull timeWork experience placementLive outWork at officeLocal areaFlexible hoursShift work
- ...POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... .../or other duties directed by local management ADMINISTRATIVE SUPPORT: Answering...SuggestedFull timeWork at officeLocal area
- ...Introduction At Gallagher, we help clients face risk with confidence because we believe... ...are looking for a Receptionist/Client Service Associate to join our growing team. This role is... ...insurance license. Previous experience managing client relationships. Required: High School...SuggestedFull timeWork experience placementLive outWork at officeLocal areaMonday to FridayFlexible hoursShift work
- ...POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through... ...participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for...Full timeWork at officeLocal area
- ...prominent insurance agency is seeking an Account Associate - Commercial Lines to assist in administrative tasks and customer service. The role requires 2+ years in the industry... ...include policy processing, data management, and ensuring service excellence. This position...Remote work
- ...WestCare Inc in Pembroke Pines, FL is seeking a full-time case manager to act as the primary advocate for consumers. This role involves developing service plans, conducting assessments, and coordinating care with treatment teams. A bachelor’s degree in a relevant field...Hourly payFull time
- ...is to provide support to all managers and staff while ensuring that... ...Oversee and perform all functions associated with leadership and oversight... ...Provide excellent customer service to all patients while also... ...maintained from reception to final sale Receive, check and enter...Work at officeLocal areaShift work
$2,885.35 - $3,786.87 per month
...well. Responsibilities range from ensuring the safety of food service, maintaining the integrity of real estate transactions, furthering... ...will be responsible for analyzing and communicating case management and progress goals and monitoring work product. Your Specific...Work at officeRemote workShift work- ...the law, strategic approach, and prioritization. The selected candidate will be responsible for analyzing and communicating case management and progress goals and monitoring work product. Your specific responsibilities include providing training and guidance to attorneys...Shift work
$2,885.35 - $3,786.87 per month
...well. Responsibilities range from ensuring the safety of food service, maintaining the integrity of real estate transactions, furthering... ...will be responsible for analyzing and communicating case management and progress goals and monitoring work product. Your Specific...Work at officeShift work$83.78k
...Supervisor to advocate for the welfare of children involved in legal proceedings. The role involves significant collaboration with case managers and legal partners to ensure compliance with Florida laws. Candidates must hold a Law Degree, be a member of the Florida Bar, and...- A state agency in Florida is seeking an Attorney Supervisor to oversee legal cases for dependent children. This role involves ensuring compliance with legal requirements and leading a team of attorneys in advocacy efforts. Candidates must possess a Law Degree, be a member...
- ...processes. Candidates should have a high school diploma and a minimum of 2 years of successful mortgage sales experience. Responsibilities include guiding clients through applications, verifying documents, and maintaining relationships with local business partners. Proficiency...Local area
$15.5 per hour
...discover the joy of everyday life. We bring that vision to life through our values and culture. Learn more about Target here. ALL ABOUT SERVICE & ENGAGEMENT Advocates of guest experience who welcome, thank, and exceed guest service expectations by focusing on guest...Hourly payWork at officeLocal areaImmediate startFlexible hoursShift workNight shiftDay shift$35.36k
...MEMBER SERVICES ADVOCATE - 72000000 1 1 Date: Jun 10, 2026 The State Personnel System is an E-Verify employer... ...our E-Verify Website . Requisition No: 864167 Agency: Management Services Working Title: MEMBER SERVICES ADVOCATE - 72000000...Interim roleWork at officeRemote work- ...Coordinator to conduct patient assessments and manage referrals for our specialty hospitals.... ...candidate should have a minimum of an associate's degree, with a preference for healthcare... ...backgrounds. Experience in healthcare sales or clinical roles is essential. #J-18808-...
$135.02k
...position is in the Tallahassee Consumer Protection Bureau and manages the bureau in coordination with other staff supervisors, under... ...application profile necessary for qualifying such as dates of service, reason for leaving, etc. In addition, all applicants must ensure...Work experience placementSelf employmentInternshipWork at officeLocal areaFlexible hours- ...defense lawyer, and be licensed to practice in Florida. Join a high-end firm known for its collaborative atmosphere and commitment to client-first advocacy. Your role will include handling diverse cases, conducting thorough legal research, and representing clients in...
$100 - $150 per hour
Mercor is seeking Compliance and Regulatory Attorneys to design regulatory scenarios and evaluate model outputs in the AI space. This role is fully remote, requires a J.D. or equivalent legal education, and offers flexible hours starting with a minimum of 15 hours per ...Hourly payRemote workFlexible hours- ...finishing (including trial) throughout South Florida. Conducting legal research, drafting motions, and preparing for trials. Representing clients in hearings, negotiations, and trials. Providing compassionate, honest guidance to clients throughout their case. Qualifications...
$58k - $60k
...therapeutic interventions and referrals to long-term external supportive services. Essential Functions: Assess and build therapeutic relationships with participants to assist with client-centered interventions aimed at reducing barriers Provide holistic individualized...Work at officeFlexible hours- ...check-in" calls to patients and their loved ones-providing a listening ear, ensuring they have needed supplies, and identifying any service concerns. You can volunteer from home, your dorm, or our local VITAS office. ✔️ Flexible remote opportunity ✔️ Free training...Work at officeLocal areaRemote workFlexible hours
- ...provide vital counsel to business clients and coordinate between legal... ...on day-to-day legal matters. Manages projects efficiently,... ...Joining Allstate's Client Legal Services Exceptional Work-Life Balance... ...(include traits historically associated with race, including, but not...Work at officeRemote workWork from homeWork visa
- .... The role involves serving as the first contact for patients, managing appointment schedules, and performing clerical support duties.... ...with medical terminology. The job offers full-time status and is essential for efficient healthcare service delivery. #J-18808-Ljbffr...Full timeWork at office
$83.78k
...3 MAKE A DIFFERENCE IN THE LIVES OF CHILDREN! Children’s Legal Services attorneys advocate for the safety, well-being, and permanency of... .... A CLS attorney collaborates with investigators and case managers to gather the evidence necessary to support the legal action that...Permanent employmentFull timePart timeWork at officeMonday to FridayFlexible hours- ...The Florida Department of Financial Services is seeking a Tax Attorney for the Ways & Means Committee in Tallahassee. This position will conduct legislative research, draft legislation, and provide legal counsel on taxation and financial matters. An admission to The Florida...
$150k - $185k
...0 per year A bit about us: We are a full-service Florida law firm with a long-standing reputation... ...for our collaborative culture, deep client relationships, and practical, results-... ...courts preferred Demonstrated ability to manage multiple deadlines and high-stakes matters...Local area- ...Responsibilities: Serve as an ambassador for the world’s poor. Build awareness of the issues and ways people can help. Manage and implement fundraising campaigns. Represent The Borgen Project in your city - attend events and engage people in the cause....
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