Wealth Client Service Director
Full-time
Leah Yosef International
Director of Operations
Multi-Family Office
Boca Raton, FL
Overview
Multi-Family Office seeks a Director of Operations to join a boutique, collaborative team serving a sophisticated client base, reporting directly to the COO. Opportunity to manage the financial operations, compliance, client servicing and administrative functions.
Highlights
- Work with a sophisticated family-office client base in a highly personalized service environment
- Opportunity to improve workflows and processes in an open-door environment that welcomes initiative and individual contributions are visible and meaningful
- Manage and process client servicing requests, including cash transfers, bill payments, monitoring cash flow, funding, and financial planning activities
- Assist in preparing asset allocation worksheets
- Opportunity to grow with an expanding firm and take on broader responsibility over time.
- Significant compensation package including competitive base salary and profit and performance-based bonuses.
Requirements
- 5+ years of wealth management operations and/or client service experience
- Exceptional organizational skills, attention to detail, and follow-through
- Full-time, in-office presence in Boca Raton
2246
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Client Service Director in Boca Raton, FL vacancy
- ...Wealth Relationship Manager - South FloridaThe Wealth Relationship Mgmt. (Branch) Sr. Analyst... ...advice, counsel and/or facilitating services to others in area of specialization. Work... ...Anticipate the complex financial needs of the client and offer solutions through a wide range...SuggestedWork at office
Citigroup Inc
Boca Raton, FL5 days ago - Leah Yosef International seeks a Director of Operations to join a boutique wealth management team in Boca Raton. This role reports to the COO and oversees financial operations, compliance, client servicing, and administrative functions. You will manage client servicing...SuggestedFull timeWork at office
- ...financial protection solutions to families and individuals Educate clients on policies that prevent financial disaster during times of... ...warm leads—NO COLD calling necessary Represent core values: Service Over Sales, always putting clients first Set and achieve aggressive...SuggestedFull time
Globe Life: Moore Organizations
Boca Raton, FL2 days ago $85k - $100k
...performance bonus Benefits: Matching 401(k), Health Insurance Overview The Client Service & Operations Manager is a client-facing, detail-driven, and mission-critical role at Firm Foundation Family Wealth. We are adding this new role as we continue to grow. It sits at the...SuggestedFull timeWork at officeFirm Foundation Family Wealth
Boca Raton, FL4 days ago- J.P. Morgan Wealth Management seeks a Business Development Support Manager to drive strategic initiatives, oversee rollout of new products, and bridge business development with sales, product, and operations teams. The role delivers cross-functional project leadership,...Suggested
- Job Description Merrill Wealth Management is a leading provider of... ...and investment products and services for individuals, companies, and... ...and Wealth Management Client Associates help clients pursue... ...Market Executives, Resident Directors, Financial Advisors, Wealth Management...Work at officeWork from homeHome officeShift workDay shift
$104.6k - $191.6k
...a leader in serving the global financial services marketplace and the only professional services... ..., working side by side with a range of clients from our most venerable institutions to... ...across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real...Summer holidayLocal areaFlexible hours- ...of life insurance and basic financial literacy ◾Conduct virtual client meetings using warm, pre-qualified leads (no cold calling) ◾... ...internal systems and support tools ◾Represent the values of Service Over Sales, putting clients’ well-being first ◾Participate in...Full time
Globe Life: Moore Organizations
Boca Raton, FL3 days ago $58.35k - $74.46k
...currently seeking qualified candidates for our Life Engagement Director position. In this role, you will be responsible for planning and... ...Bachelor’s degree in recreation, fine arts, or a related human services field Minimum of four years of progressively responsible...Flexible hoursACTS Retirement-Life Communities
Boca Raton, FL5 days ago$8k
...responsible for an assigned territory of existing large enterprise clients, and will provide a consultative approach to sell advanced... ...program ~ Discounts up to 50% off on Verizon products and services, Fios, high-speed home internet solutions to accessories and exclusive...Full timeTemporary workPart timeWork experience placementShift workVerizon
Boca Raton, FL1 day ago$15.39 - $19.67 per hour
...SUMMARY OF JOB PURPOSE AND FUNCTION Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates...Hourly payFull timeTemporary workPart timeFlexible hoursShift workMARS Veterinary
Boca Raton, FL2 days ago- Ulta Beauty is seeking a Guest Coordinator to engage guests, promote salon and services, and support the Experience Manager with performance, people, and process goals. You will manage bookings, assist guests in-store and by phone, and share product knowledge to enhance...
- ...a clean environment. The ideal candidate is dependable and has strong communication skills, preferably with experience in customer service. Weekend and evening availability are crucial. Join a fun team where customer service is prioritized and everyone’s contribution matters...Part timeFlexible hoursWeekend workAfternoon shift
- ...professionalism and confidence Manage bookings, scheduling, and client communication Keep the front desk, bathrooms and spectator area clean, organized, and presentable Provide 5 star customer service at all times Be reliable, punctual, and flexible for shift coverage...Part timeFlexible hoursShift workNight shiftWeekend workDay shiftAfternoon shiftWeekday work
- ...dynamic Leasing Specialist to join our team. You’ll tailor the leasing experience to each guest, close leases, and deliver best-in-class service to current residents. You’ll tour our luxury communities, manage the leasing process, and contribute to marketing and resident...
$70k - $85k
...will work directly with our US Managing Director from our new Boca Raton office. This... ...US customer experience Own customer service for our US business end to end: order queries... ...with our repeat and high-value clients, so they feel known every time they contact...Work at officeEmbassy of Beauty
Boca Raton, FL4 days ago- ...Director Of Digital Customer Experience & Adoption #GEM-16637 Deerfield Beach, Florida, USA Full-Time Job Description The Director of... ...more valuable while increasing customer and order use of self-service channels. Duties and Responsibilities Digital Customer Experience...Full timeFor contractors
Gemaire Group
Deerfield Beach, FL1 day ago - ...Success Manager (CSM) is responsible for ensuring customers receive ongoing value from our managed services. This role acts as the primary relationship manager for assigned clients, helping align IT services with business goals while maintaining high levels of satisfaction...Contract work
R2 Unified Technologies
Boca Raton, FL3 days ago - ...strong relationships to drive satisfaction and possible upsell opportunities. The CSM will handle inbound communications from BPO clients and Virtual Office subscriptions, provide solutions, and coordinate with internal teams to optimize the customer lifecycle. #J-1880...Work at officeRemote work
NexGen Technologies
Boca Raton, FL4 days ago - ...the post-sale consultative partner and trusted advisor to our clients, and is responsible for the retention, expansion, and advocacy... ...seamless and consistentEngage with client to ensure product or service is functioning as intended and adding expected valueTrack success...Fixed term contractWork at officeRemote workFlexible hoursShift work
Modernizing Medicine
Boca Raton, FL3 days ago $50k - $65k
...Join Our Team At 626, we're more than a medical imaging service company – we're a team of problem-solvers dedicated to helping... ...future service scheduling. Identify when escalation to Regional Director or 626 Escalations team is necessary to meet customer needs and...Full timeWork at officeRemote workShift work626
Boca Raton, FL3 days ago- 340B Client Success Manager The 340B Client Success Manager is responsible for developing key client relationships. This role will serve... ...maximum value from our software solutions while aligning our services with their business goals. This client-facing position is...Flexible hours
Pillr Health
Boca Raton, FL4 days ago - Walgreens Co. is seeking a customer-focused team member in a retail store in Deerfield Beach, FL. You will deliver friendly checkout service, engage customers, and support store operations while maintaining displays and merchandise positioning. The role involves handling...Weekend workAfternoon shift
- A retail grocery company in Boca Raton is looking for a Guest Service Manager to enhance guest experience and lead team members. In this full-time role, you will manage team dynamics, ensure service excellence, and handle operational tasks in a fast-paced environment. Ideal...Full timeFlexible hoursShift work
- The Personal Lines Client Manager is responsible for delivering exceptional service and helping NSI’s clients protect their assets. They manage all client relations and services within an assigned book of business, act as the primary contact between clients and insurance...Permanent employmentTemporary workWork experience placementWork at officeLocal areaRemote work
- NSI Insurance Group is seeking a Personal Lines Client Manager to deliver exceptional service, manage an assigned book of business, and act as the primary liaison between clients and carriers. You will prepare quotes for new and existing clients and support renewals. The...
- Client Manager, Personal Lines - Job Description Position Summary The Personal Lines Client Manager is responsible for delivering exceptional service and helping NSI Insurance Group clients protect their assets. This role manages all client relations and servicing activities...
- ...legendary chic of The Ocean Club, combining elevated Four Seasons service with laid-back Bahamian style - creating one of the most sought... ...-class golf and tennis plus a relaxing spa. About The Role The Director of Public Relations and Marketing is a strategic leader within...Seasonal workLocal areaWorldwide
- ...We Are: Wealthspire is a leading wealth management, retirement advisory, and... ...office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and... ...Manager will report directly to the Director of Family Office Accounting and will...Work at office
NFP
Boca Raton, FL1 day ago $132.3k - $176.4k
...Role The Business Development Account Director is accountable for developing and... ...objectives Promote and position Lumen services and solutions through direct and indirect... ...Establishes trust, rapport and creditability with client organizations senior leadership and...Full timeContract workTemporary workLumen
Boca Raton, FL2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Service Director. Be the first to apply!
Related searches
- wealth manager Boca Raton, FL
- wealth management advisor Boca Raton, FL
- wealth management consultant Boca Raton, FL
- engagement director Boca Raton, FL
- engagement manager Boca Raton, FL
- client manager Boca Raton, FL
- client engagement manager Boca Raton, FL
- client services coordinator Boca Raton, FL
- client services supervisor Boca Raton, FL
- client relationship manager Boca Raton, FL