Wealth Client Services Specialist
Talentify
UBS in Fort Lauderdale (Las Olas Branch) seeks a Client Service Associate to support the Global Wealth Management team. You will help educate clients on services, keep client data updated, and assist in preparing materials for client meetings. The role requires strong communication, attention to detail, and proficiency with Microsoft Office. The team emphasizes service orientation and collaboration while supporting a growing client base in a global wealth management environment. #J-18808-Ljbffr Talentify
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Client Services Specialist in Fort Lauderdale, FL vacancy
- Providence Talent Group is seeking a detail-oriented Client Service Associate to support our wealth management team in delivering an exceptional client experience. This role handles onboarding, account maintenance, meeting preparation, and clear communication across the...Suggested
$47.5k - $80k
...Position Title: Client Service Specialist- Personal Lines Location: Hybrid • Fort Lauderdale Office - Fort Lauderdale, FL 33301 Salary... ...Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here’s what makes our ESOP so...SuggestedHourly payWork at officeMarshall & Sterling Inc
Fort Lauderdale, FL6 days ago- ...we’re not just in the business of helping clients with their financial goals - we also help... ...owner.Job DescriptionWho We AreGlades Wealth Partners is an award-winning wealth management... .... Around here, exceptional client service, smart systems, and the occasional office...SuggestedFull timeWork at office
Ameriprise Financial
Fort Lauderdale, FL14 hours ago $75k - $100k
...Job Description Job Description SENIOR FINANCIAL SERVICES CLIENT RELATIONSHIP SPECIALIST Grady Group Florida 75,000–100,000+ Annual Income Potential... ...Brokerage firms Banks Insurance agencies Wealth management firms LICENSING PREFERRED Current or...SuggestedWork at officeGrady Group Florida
Fort Lauderdale, FL4 days ago- ...opportunity to contribute to the company’s success. As a Client Solution Specialist Sr. within PNC's Commercial Banking organization, you will... ...STEM OPT for this position.Job DescriptionProvides sales, service and execution support for new and ongoing client relationships...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
The PNC Financial Services Group
Fort Lauderdale, FL4 days ago - ...The Client Success Associate at Provenance Wealth Advisors plays a critical role in delivering high-quality, proactive support to Financial Advisors while... ...resolving issues, and upholding a high standard of client service. Beyond day-to-day tasks, the role is instrumental in...Full timeWork at office
Provenance Wealth Advisors
Fort Lauderdale, FL4 days ago - ...Merrill Wealth Management is a leading provider of comprehensive... ...and investment products and services for individuals, companies, and... ...Advisors and Wealth Management Client Associates help clients... ...to the appropriate internal specialists, and executing highly customized...TraineeshipWork experience placementWork at officeLocal areaImmediate startShift workDay shift
- ...-time employment opportunity for an Associate in the Private Wealth Services Group in our Fort Lauderdale office. We offer competitive compensation... ...100; the Attorney will have the opportunity to work with clients, large and small, from variety of industries across the...Full timeInternshipWork at office
Greenberg Traurig LLP
Fort Lauderdale, FL3 days ago - ...Client Success Specialist Lyons Commercial Data | Autoscribe Corporation Are you someone who builds strong relationships, asks great questions... ...—helping them get the most value from our products and services while strengthening relationships, driving retention, and...Full timeContract workWork at officeMonday to Friday
Autoscribe
Fort Lauderdale, FL8 days ago - Next Stop Travel is seeking a Customer Service Representative to assist with client requests, organize service arrangements, and support coordination in a remote setting. This role requires strong attention to detail and the ability to manage multiple tasks efficiently...Remote job
$40k - $65k
Client Intake Specialist On-Site | Full-Time | Monday-Friday | $40,000-$65,000/year | Fort Lauderdale, FL About the Role You'll be the first person... ...Backgrounds: Legal Intake · Client Intake · Customer Service · Client Relations · Guest Services · Hospitality · Inside...Full timeMonday to Friday- Responsibilities include but are not limited to: Manage the client journey to ensure exceptional services are provided with quick and accurate turnaround times. This would include engaging assigned team on client onboardings for deposit account and treasury services as...Work at office
- ...Description Job Description About Neil Jesani Wealth Management At Neil Jesani Wealth... ...precision. We serve a highly selective client base of ultra-affluent individuals—... ...team. This is not a traditional financial services role—it’s a front-line, relationship-driven...For contractorsWork at office
Neil Jesani Wealth
Fort Lauderdale, FLmore than 2 months ago - ...Job Description Veterinary Receptionist / Client Service Representative (CSR) Davie, FloridaFull-Time or Part-TimeIn-Person Position Our veterinary hospital in Davie, Florida is seeking a professional, compassionate, and detail-oriented Veterinary Receptionist...Full timePart timeWork at officeWeekend work
Barkera
Fort Lauderdale, FL1 day ago - ...leaders within an encouraging and cooperative team environment. Client Needs Assessment: Connecting with pre-screened clients to... ...Overview Product Focus: This position centers on delivering key wealth-preservation vehicles, including Indexed Universal Life (IUL), annuities...Remote work
Zohorecruit
Fort Lauderdale, FL1 day ago - ...customers and our mission. POSITION SUMMARY The Account Specialist I is an entry-level role on Inspected’s Customer Operations... ...who are eager to learn the inspection industry, build strong client service habits, and grow into a long-term career at Inspected. Under...Part timeFor contractorsInternshipRemote work
Inspected
Fort Lauderdale, FLa month ago - ...High school diploma or equivalent is preferred Previous customer service experience in retail, hotel, restaurant, grocery, or drug store... ...We offer a wide variety of rewards to support your health, wealth, and mental well-being. medical, pharmacy, dental, and vision insurance...Contract workPart timeLocal area
- ...face of our practice—someone who takes natural ownership of the client experience and is looking to cultivate deep professional roots... ...front-desk coordination, hospitality, or high-end retail customer service. Language: Complete verbal, reading, and writing fluency in...Hourly payFull timeImmediate startFlexible hoursRotating shift
Nob Hill Animal Clinic
Fort Lauderdale, FLa month ago - ...Description Job Description Description: Job Title: Client Service Representative (Processing Operations) Reports to: Client... ...being. POSITION PURPOSE AND SCOPE: As a Client Service Specialist in the Processing Operations department, you will be...Work at officeLocal area
Broward County Tax Collector
Fort Lauderdale, FLa month ago - ...Job Description Job Description Description: Job Title: Client Service Representative Reports to: Service Center Manager/Assistant Manager Department Name: Service Center Operations FLSA Status: Non-Exempt COMPANY DESCRIPTION The Tax Collector...Work at officeLocal areaWeekend workAfternoon shift
Broward County Tax Collector
Fort Lauderdale, FLa month ago - ...Growth and delivering for our clients, teammates, communities and... ...- whether shaped by military service, community college education,... ...needs, preferences, and overall wealth strategy, being responsive to... ...identify the need for team specialists; collaborate closely with other...Work at officeFlexible hoursShift workDay shift
- ...Client Services Representative/Client Relations Specialist Hometown Animal Hospital & Dental Clinic is looking for an enthusiastic personality to join our front desk team! A Client Services Representative/Client Relations Specialist is an in-hospital position that...Full timePart timeWork experience placementRemote workMonday to FridayFlexible hoursShift work
- Description Job Title: Client Service Representative Reports to: Service Center Manager/Assistant Manager Department Name: Service Center Operations FLSA Status: Non-Exempt COMPANY DESCRIPTION The Tax Collector’s Office, led by Abbey Ajayi, is a vital institution...Work at officeLocal areaWeekend workAfternoon shift
- ...Qualified candidates are wanted for the chance to enter financial services on a part-time basis while working fully remotely. This means... ...benefits solutions, you’ll be the architect of your client’s security tomorrow. In this role, you can expect to: Converse...Weekly payPart timeRemote workWork from home
- ...Job Title Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms. Scheduling and confirming appointments. Placing outbound calls for follow-ups and reaching out to prospective clients. Presenting...Work at officeNight shift
- ...Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement your pet's health is our top priority and excellent service is our goal very seriously. With every opportunity...
- Job Details Job Location: Polaris Pharmacy Services of Ft Lauderdale - Ft. Lauderdale, FL 33309 Position Type: Full Time Travel Percentage... ...need it most, we invite you to grow with us. Job Summary The Client Services Position is an external position for a long-term care...Full timeTemporary workPart timeShift work
$8 per hour
...growing, small law firm in Fort Lauderdale, FL, looking for a Client Intake Specialist to join our dynamic team. This is a full-time, in-office... ...and supported. This is a vital role that combines customer service and administrative excellence, involving all aspects of...Hourly payFull timeWork at office- Job Description Hometown Animal Hospital & Dental Clinic is looking for a Client Services Representative! A Client Relations Specialist is an in-hospital position that performs check-in, check-out and basic receptionist duties. A typical day would include: answering...Full timePart timeWork experience placementLocal areaRemote workMonday to FridayFlexible hoursShift work
$18 - $20 per hour
...Hospital of University Drive has provided high quality medical services for the dogs and cats of Broward County. As a full-service veterinary... ...about the Role Reporting into the Practice Manager, the Client Service Representative (CSR), provides an exceptional...Full timePart timeWork at officeFlexible hoursWeekend work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services Specialist. Be the first to apply!
Related searches
- inside customer service representative Fort Lauderdale, FL
- customer service rep remote Fort Lauderdale, FL
- airport customer service agent Fort Lauderdale, FL
- bilingual customer support specialist Fort Lauderdale, FL
- client experience specialist Fort Lauderdale, FL
- customer service associate Fort Lauderdale, FL
- customer success specialist Fort Lauderdale, FL
- virtual customer service advisor Fort Lauderdale, FL
- hospital customer service representative Fort Lauderdale, FL
- customer service representative hiring Fort Lauderdale, FL