Client Services Coordinator - Estate & Planning Office
Oath
Oath is seeking a Client Service Coordinator to organize our attorneys, advisors, clients, and team in Florida. The role emphasizes efficient office operations, clear communication, and proactive support for client services. Responsibilities include coordinating meetings, managing client files, handling inquiries by phone and email, and supporting workshops. A reliable vehicle and valid driver's license are required, with no prior experience necessary. #J-18808-Ljbffr Oath
$28 - $29 per hour
A leading staffing agency is seeking a Client Services Coordinator to provide exceptional customer service and support at their Miami office. This role involves utilizing event management software, addressing client inquiries, and coordinating administrative tasks. The...Work at officeHourly payTemporary work- ...Director - Client Growth Partner (IT Consulting / Manufacturing) Full-time Service Region: UCC We are a Digital Product Engineering... ..., through structured account planning, shaping CXO agenda, working... ...a Hybrid role (1-2 days in office/weekly). Disclaimer:...Work at officeFull time
$150k - $225k
...technology. We walk alongside our clients and partners, embedding... ...upselling and cross-selling IT services and solutions. Develop... ...negotiations, and strategic planning efforts. Monitor market trends... ...not limited to the specific office location, role, skill set, education...Work at officeFull timeContract workTemporary workPart timeLocal areaRemote workFlexible hours- ...Description Job Description Client: ~ THE most reputable Water... ...with Stormwater Client Service Leads company-wide to bolster... ...across watersheds, to guide the planning and design of infrastructure... ...~ Proficient in Microsoft Office applications, including Word,...Work at officeContract workLocal areaRelocation package
- ...and maintaining high-net-worth client relationships across banking,... ...through exceptional service and targeted advice, providing... ...of influence outside of the office environment to generate banking... ...through a holistic goals-based planning approach Strictly adhere to...Work at officeTemporary workLocal areaImmediate start
- ...and maintaining high-net-worth client relationships across banking,... ...through exceptional service and targeted advice, providing... ...of influence outside of the office environment to generate banking... ...through a holistic goals‑based planning approach Strictly adhere to...Work at officeTemporary workImmediate start
$225k - $298.3k
...Growth and delivering for our clients, teammates, communities and... ...- whether shaped by military service, community college education,... ...America is committed to an in-office culture that supports collaboration... ...Risk Management Wealth Planning Active Listening Analytical Thinking...Work at officeWork from homeFlexible hoursShift workDay shift$120k - $150k
...prompt achievement of committed usage levels. Manage Mutual Activity Plans: Design and execute Mutual Activity Plans (MAPs) tied directly... ...of workplaces that best support our success, including fully office-based, fully remote, or hybrid. In compliance with applicable law...Work at officeFor contractorsRemote workFlexible hours$25k
..., and deeply personal to our clients. Many of them speak Spanish as... ...cycle Retainer & Contract Coordination Prepare retainer agreements and... ...balances, and contact information Office Operations Schedule meetings,... ...setting 2+ years of customer service experience Comfort handling...Work at officeContract workTemporary work- Day Pitney's Private Client Department seeks an associate with a minimum of 3 years of trust and estates experience to join our Florida offices in Boca Raton, Miami or West Palm Beach. The role emphasizes estate planning, estate and trust administration, and tax-aware wealth...Work at officeRemote work
- ...its practice on business and real estate litigation, as well as other... ...areas include healthcare, estate planning, and outside general counsel work. The firm's clients are mainly businesses, business... ...site and in-person at Coral Gables office. The work involves handling...Work at officeContract work
- LeoForce seeks a partner-level trusts & estates attorney with a minimum of 6 years of experience to join our Miami office. You will design and implement sophisticated estate plans for high-net-worth clients and lead cross-disciplinary collaboration. You will mentor junior...Work at office
$28 - $29 per hour
Our client is a world-class financial institution and industry titan. They are seeking a Client Services Coordinator to join the team on a long-term temporary basis . This position is fully on site at their office in Miami, FL . Provide first-rate customer service to all...Work at officeHourly payTemporary workLocal area$15 - $18.69 per hour
...their pets? At Banfield Pet Hospital, our Client Service Coordinators (CSCs) are the first smile our clients... ...preventative care, Optimum Wellness Plans (OWPs), and available hospital... ...experience preferred. Veterinary or medical office experience is a plus but not required....Work at officeHourly payMinimum wageFull timeTemporary workPart timeFlexible hours- ...known for its exceptional legal services and client-focused approach. With... ...operates out of several offices throughout the state. We... ...commercial litigation, real estate, bankruptcy, corporate law,... ...partnership, tax, and succession planning. Key Responsibilities...Work at officeLocal area
$65k - $80k
This is a full-time, in-office position. Office is in Coral Gables... ...confident Paralegal with Estate Planning Experience? Are you Hungry,... ...are passionate about helping clients preserve and protect their legacy... ...of paralegal and client services and is extremely client-...Work at officeFull time- ...should make the most of it. We help our clients prioritize their lives through estate and financial planning. The role of an Oath Client Service Coordinator is to work to organize our attorneys, advisors, clients, and team in office. We believe in great freedom and...Work at office
$65k - $80k
...seeking an enthusiastic and dedicated Estate Planning Paralegal who shares our mission and values... ...position is a hybrid of paralegal and client services and is extremely client-facing. If you... ...first. This is a full-time, in-office position. The office is in Coral...Work at officeFull time- ...multimodal transportation planning, environmental... ...with MPO and municipal clients in Florida, with a specific... ...and compliance; Coordinate with clients, resource... ...transportation planning services including identifying... ...technical business writing, office automation and...Work at officeFor subcontractorLocal area
$50k - $150k
Elite Sales Consultant - Estate Planning & Elder Law Elderly Care Law Firm... ...guide prospective clients through the sales process. This... ...door knocking. High-demand services that families are actively seeking... ...with occasional scheduled in‑office consultations. A valid...Work at officeBase plus commissionRemote workWork from home- ...implementation of the disaster services program in an assigned... ...preparedness, recovery, and planning and readiness. Lead the Program... .... Engage Community: Lead and coordinate efforts in assigned geographic... ...level proficiency with Microsoft Office software, including Word,...Work at officeTemporary workLocal areaRelocation packageFlexible hoursNight shift
- ...& Controversy; Business & Corporate Services; and Estate Planning & Asset Protection Lawyer Company Description... ...solutions that address each client's unique circumstances, with a focus... ...appointments, and ensuring efficient office operations. Qualifications Legal Document...Work at officeFull time
- ...SUMMARY Leveraging our comprehensive financial planning framework, you will guide prospective clients through all aspects of their financial lives to drive... ...of work experience in Private Banking or Financial Services Bachelor’s Degree required Proven sales...Full timeTemporary workWork experience placement
$180k
...Attorney with extensive Estate Planning experience, dealing... ...sophisticated high-net-worth clients? Do you exemplify... ...QPRTs, and IDGTs. Coordinate the preparation and... ...with clients and service providers (CPAs, Financial... ...plus. This is an in-office position located in...Work at office- ...commercial litigation group in the Miami office. As an AmLaw 100 firm, this will offer... ...in areas such as litigation, estate planning, taxation, healthcare, real estate, corporate... ...Miami office allows us to best serve our clients in Florida, the Caribbean, and Central...Work at office
$150k - $170k
...ownership of complex real estate tax work while... ...advise real estate clients on compliance and planning, build lasting client... ...proactive advisory services and maintaining high... ...client satisfaction. Coordinate and manage engagement... ...software, Microsoft Office applications, and...Work at officeLocal area- ...Job Description Job Description Real Estate & Probate Attorney – Entry-Level Associate... ...and track deadlines Communicate with clients, courts, and opposing counsel Support... ...FL Schedule: On-site (full-time, in-office) Collaborative, supportive, and mentorship...Work at officeFull timeInternship
$225k - $250k
...partner-level Trusts & Estates attorney with a minimum... ...and international estate plans, utilizing wills,... ...strategies for high net-worth clients. Analyze and optimize... ...corporate, tax, family office, and other teams.... ...its exceptional legal services and client-focused approach...Work at office- ...multimodal transportation planning, environmental (PD&E/... ...MPO and municipal clients in Florida, with a specific... ...and compliance; Coordinate with clients, resource... ...planning services including identifying... ...technical business writing, office automation and communication...Work at officeFor subcontractorLocal areaFlexible hours
- Practice area: Estate & Tax Planning, Probate, Trusts and Estates - General _______________... ...protection strategies, and high-net-worth client matters while building a long-term... ...of the top law firms, this full-service law firm has offices across the country. Committed to...Work at officePermanent employmentPlacement year
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