Senior Client Service Specialist - Elevate Client Service
Morgan Stanley
A financial services firm in West Palm Beach is seeking a Registered Client Service Associate to enhance client relationships and ensure compliance with firm policies. The ideal candidate will have strong writing, organizational skills, and be detail oriented. Responsibilities include onboarding clients, processing transactions, and collaborating with Financial Advisors. A high school diploma and industry certification are required, with two years of experience preferred. Join a supportive team focused on delivering exceptional client service and professional development. #J-18808-Ljbffr
- ...Job Description Job Description SENIOR CLIENT ADVISOR PALM BEACH FLAGSHIP | ROYAL POINCIANA... ...intuition, warmth, and a passion for elevated retail experiences. This isn’t just... ...relationships, deliver exceptional service, and become a trusted style partner to...SeniorHourly payWork at officeWeekend workAfternoon shift
- ...Senior Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result... ...offices across North America, we combine the personalized service model of a local consultant with the global resources of the world...SeniorLocal areaNight shift
- ...meaningful impact every day. Learn more about what makes us different and how you can thrive as a Senior Private Client Advisor at Marsh McLennan Agency Private Client Services National team. Marsh McLennan Agency (MMA) provides business insurance, employee health &...SeniorWork at officeLocal areaFlexible hoursNight shift
- ...Potential with High Commissions!! Ready to elevate your career and stack up serious... ...total relocation company, we offer premier services like moving, packing, junk removal, auto... ...and concierge services to high-profile clients like the Tampa Bay Buccaneers, Miami...SuggestedRelocationFlexible hours
- ...ProSource Buying Group is seeking a Client Services Executive in West Palm Beach, Florida. The role requires an individual with over 10 years of experience in high-end sales, particularly in luxury markets, along with excellent communication skills. Responsibilities include...Senior
- ...Study Skills Research Institute in West Palm Beach, FL is seeking a Senior Specialist Solutions Consultant specializing in Customer Service. This role requires deep industry expertise to help clients understand how Pega's Customer Service solutions can enhance operations...Senior
- ...Alerion is looking for a Trip Support Specialist to join our Flight Services Team. The Trip Support Specialist... ...is responsible for anticipating client needs, coordinating complex travel... ...resolving issues to ensure a seamless and elevated travel experience. Acting as a...Part timeWork at officeImmediate startRemote workShift workNight shift
- About Us Join a financial services firm where your contributions are... ...first. With over 9 million clients and 20,000 financial advisors... ...accurate execution of requests. Elevate the client and branch team... ...relationships. For Client Concierge specialists based in Generations Hub...Temporary workWork experience placementWork at officeHome officeFlexible hours
- ...vitamin therapy, peptides, and aesthetic services to help clients unlock their highest potential. As a... ...to streamline client acquisition, elevate conversion rates, and personalize each... ...Overview: As a Client Acquisition Specialist, you are the front line of our lead management...Immediate start
- A financial institution in West Palm Beach, Florida is seeking an experienced client service representative. The role emphasizes providing excellent service, completing transactions, and educating clients on banking solutions. Candidates should have a high school diploma...
- ...LRP Media Group is seeking a client-focused professional for a role involving transactions and client relationship management in West... ...candidate will possess a high school diploma, two years of client service experience, and strong interpersonal skills. Responsibilities...
- ...with staff to deliver exceptional care to residents in Long-Term Care and Short-Term Rehabilitation facilities, and provide quality services in Home Health Care. Ideal candidates will have at least 1 year of experience and relevant certifications. Join a passionate team...SeniorTemporary work
- ...EisnerAmper seeks a Tax Senior Associate for its Private Client Services team in West Palm Beach. This role involves preparing tax returns, building client relationships, and mentoring junior staff. Ideal candidates have a Bachelor’s in Accounting, 2+ years of tax compliance...Senior
- 711 MS Smith Barney, LLC in West Palm Beach is seeking a Registered Client Service Associate to provide exemplary service to clients and support Financial Advisors. This role includes fostering client relationships and assisting with account inquiries and transactions....Work at office
$50k - $60k
...Description Job Description: Title: Senior Account Associate - Commercial Lines... ...Role: Provide administrative and customer service support to the account team, Producer,... ...Management: Track policy expirations for existing clients, ensuring renewals are processed...SeniorContract workRemote work$1,000 per week
...Job Description Job Description Client Service Specialist America’s Gold Company Full-Time | On-Site | Palm Beach Gardens Area Pay: Starting at $1,000 Per Week (Based on Experience & Skillset) About Us America’s Gold Company is a rapidly growing precious...Full timeWork at office- Truist in West Palm Beach, Florida is seeking a dedicated individual to provide exceptional client service both in person and over the phone. Ideal candidates will specialize in developing new client relationships while ensuring compliance with operational policies. Key...Senior
- A leading tax services firm is seeking a Senior Tax Manager for their Private Client Services. This role involves overseeing engagement teams and interacting with some of the wealthiest families in the US. Responsibilities include conducting reviews of tax returns, engaging...Senior
- ...and wealth solutions designed to support clients at every stage of life. Join a... ...long-term impact. The Wealth Client Specialist (WCS) role supports Fiduciary Officers within... ...The position has responsibility for all service-related activities such as money movement...Work at office
- ...Taxation is preferred. The position offers a highly competitive base salary, great benefits, including 401(k) matching, and 216 hours of PTO. Join a firm that values exceptional client services and provides a diverse range of family office services. #J-18808-Ljbffr JobotSeniorWork at office
$170k - $185k
LRP Media Group is seeking a Tax Experienced Manager for Private Client & Family Office Services in West Palm Beach, Florida. This role requires managing the full lifecycle of finance and accounting outsource engagements and maintaining client relationships. The ideal candidate...SeniorWork at office- ...seeking a dedicated professional to support financial planning and enhance client relationships. The role involves preparing proposals, managing client issues, and ensuring exceptional service delivery. The ideal candidate will have 3-5 years of relevant experience and...
$55k - $65k
Our client is a renowned fashion designer based in New York, known for creating luxurious... ...Advisor will be responsible for providing an elevated client experience while driving retail... ...each client receives personalized service. Responsibilities Of The Luxury Client Advisor...Hourly pay$160k - $199k
...firm that provides an integrated suite of services customized to fit the needs of high-net-... ...own. Our mission is to provide exceptional client services. Our professionals help our... ...Experience mentoring and managing staff and senior staff Active CPA required Masters in Accounting...SeniorWork at officeLocal area- ...continued success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to fostering an... ...be valued and empowered, then we invite you to apply to our Senior Construction Litigation Attorney position in our Orlando, Tampa...SeniorWork at officeFlexible hours
- ...Insurance Office of America is seeking a fully remote Payroll & Client Service Specialist responsible for providing exceptional payroll support and training to clients. The role emphasizes optimizing the UKG Ready platform and maintaining a book of key accounts. The ideal...Work at officeRemote work
- ...consistently achieve individual sales goals to support the store's sales and profit objectives, provide superior customer service, and take on other senior-level responsibilities within a store. Essential Functions (not all-inclusive): Generate sales to exceed...SeniorWork experience placementLocal area
- ...strategies and objectives. Driftwood Hospitality Management is renowned for our fully integrated approach to hospitality services - all with outstanding client service. Our team is made up of the best talent in the hospitality industry, down to every employee, position, and...Work at officeShift work
- ...extensive global presence among professional services organizations. You'll embark on a journey... ...the ordinary, working with extraordinary clients spanning every industry, regardless of... ...story of your success! The Role Senior Associates in our Private Client Services...SeniorPrivate practiceLocal area
- ...you passionate about building relationships with high-net-worth clients and delivering exceptional financial solutions? As a Private... ...cross-selling bank products, and providing unparalleled client service. This role is ideal for a seasoned professional with strong lending...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Service Specialist - Elevate Client Service. Be the first to apply!
- social service representative West Palm Beach, FL
- customer order specialist West Palm Beach, FL
- client service officer West Palm Beach, FL
- remote customer service agent West Palm Beach, FL
- customer service expert West Palm Beach, FL
- customer sales representative West Palm Beach, FL
- airport customer service agent West Palm Beach, FL
- remote customer service advisor West Palm Beach, FL
- customer service associate remote West Palm Beach, FL
- customer service rep remote West Palm Beach, FL


