Client Services & Onboarding Specialist
PowerToFly
A financial services company in West Palm Beach, Florida, is seeking a Client Service Associate to provide exceptional service and support to Financial Advisors. This role involves building strong relationships with clients and assisting with their everyday needs, including executing transactions and educating clients on digital tools. The ideal candidate will have superior interpersonal and organizational skills, and experience in the financial industry is preferred. A Series 7 license and a high school diploma are required. Competitive benefits offered. #J-18808-Ljbffr PowerToFly
- ProfitSolv is a SaaS business services provider for the legal and accounting industry. We are looking for a Client Onboarding Specialist to join our team at ProfitSolv!As a Client Onboarding Specialist, you will ensure exceptional service and support for all clients. The...SuggestedRemote workWork from home
- ProfitSolv, a SaaS business services provider for legal and accounting industries, is seeking a Client Onboarding Specialist to ensure exceptional service and successful product adoption. You will build strong client relationships, manage conversations across support channels...SuggestedRemote job
$20 - $23 per hour
Deliver excellent customer service in response to HR queries from employees and managers, via the employee portal Provide support to... ...Required Skills Expertise in the HR subject - SMEs in HR benefits, onboarding and I-9 process, offboarding, working in HRIS systems...SuggestedHourly pay- ...Experienced Client Service Representative VCA Palm Beach Veterinary Specialists is seeking an experienced client service representative to join our team full-time! We are a 24-hour, 7-day-a-week emergency and specialty referral hospital dedicated to providing exceptional...SuggestedFull timeTemporary workFlexible hoursWeekend workAfternoon shift
- ...Trip Support Specialist Alerion is looking for a Trip Support Specialist to join our Flight Services Team. The Trip Support Specialist serves as the primary point of contact... ...This role is responsible for anticipating client needs, coordinating complex travel...SuggestedPart timeWork at officeImmediate startRemote workShift workNight shift
- ...Location: West Palm Beach, Florida Pay : up to 30 per hour DOE Position Overview Our client, a Global Financial Services company, is seeking a detail-oriented Benefits Specialist with a focus on customer service. In this role, you will be instrumental in managing employee...Hourly payWork at officeFlexible hoursShift workAfternoon shift
- ...Employer and a Drug-Free Workplace. SUMMARY Responsible for the onboarding of all assigned new hires and ensures new hire onboarding... ...as main contact for any inquiries of new hire status for both clients and recruiters Ensures 100% compliance for every new hire, transfer...Work at office
$22.8 per hour
...Job Description Job Description Provider Services Specialist (Early Childhood Programs) - Bilingual SpanishLocation: Boynton Beach, FL... ...provider portal and/or any data system utilized for Coalition client and program services for the School Readiness, Voluntary Prekindergarten...Hourly payFull timeContract workWork at officeWork from home- ...Job Description POSITION TITLE: Specialist, Note Endorsement Join a team where your... ...external customers, delivering outstanding service while helping drive operational... ...servicing and lending programs to customers, clients and investors. At Onity, we strive to...Full timeTemporary work
- Position Title Specialist, Note Endorsement Position Summary This position is responsible for reviewing the note endorsement chain of... ...company standards while providing a superior level of customer service to both external and internal customers. Job Functions And Responsibilities...Temporary work
$19 - $21 per hour
...building relationships with candidates and clients. The Bilingual Recruiter will be responsible for sourcing, recruiting, onboarding, and assisting with payroll coordination... ...internal systems Provide excellent customer service to both candidates and clients Work in...Full timeWork at officeMonday to FridayShift work- ProfitSolv seeks a Payments Activation Specialist to guide clients through activation and onboarding of the Payment Processing Solution. You will provide technical... .... Remote-friendly role with a strong customer-service focus and cross-functional collaboration. #J-1880...Remote job
- ...DescriptionEisnerAmper is seeking a Manager - FEMA in our Government Services Practice. This role is ideal for someone with strong... ...career coach to staff and completing annual evaluations.Evaluate client needs and engagement scope, manage activities for completing work...Full timeWork at officeLocal area
- ...Account Coordinator at Loudr is the operational backbone of the client teaman organized, proactive executor who creates clarity,... ...meeting are documented and moving. 3. Client Communication & Service Support Account Managers in providing responsive, polished...Immediate start
- ...MorseLife Health System, Inc. is seeking a dedicated onboarding coordinator to manage the hiring process for new employees. This role involves ensuring compliance with onboarding procedures and tracking new hire progress through the new hire onboarding system. The ideal...
- ...Options, Tuition ReimbursementWork/Life Balance: Flexible Personal/Vacation Time Off, Paid Holidays, Flex Holidays, Paid Community Service DayYour Well-being: Medical, Dental, Vision, Health Savings Account (Employer Contribution of $500+ annually), Employee Assistance...Full timeFlexible hoursNight shift
- ...Overview We are seeking a dedicated and detail-oriented Calibrator/Customer Service representative to join our team. This role involves providing exceptional customer support, managing client interactions, warehouse and ensuring the accuracy of calibration services....Full timeWork at office
$20 - $22 per hour
...Job Description Job Description Order Intake 1 Customer Service Contact Center Rep Monday to Friday 11a to 8p On-Site in... ...needed. Relay real-time information from field technicians to clients, ensuring clear communication. Prepare and maintain a daily...Hourly payWork experience placementWork at officeRelocationMonday to FridayWeekend 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... ...You will play a direct role in supporting: Client onboarding & customer experience Gold & Silver IRA processing Compliance...Full timeWork at office- ...SENIOR CLIENT ADVISOR PALM BEACH FLAGSHIP | ROYAL POINCIANA PLAZA Join a luxury women’s fashion house with a devoted global following... ...to build lasting client relationships, deliver exceptional service, and become a trusted style partner to a sophisticated, global...Hourly payFull timeWork at officeWeekend workAfternoon shift
- ...Job Description Job Description Client Support Agent Safebound Moving & Storage Join a Team That Makes Moving Stress-Free... ...know that a successful move starts with exceptional customer service. Our Client Support team plays a vital role in creating a seamless...
- Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor... ...in digital tools (e.g. MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client information...Work at officeLocal area
- POSITION SUMMARYRegistered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private... ...in digital tools (e.g. MSOnline, eSign, eAuthorization)Onboard and maintain client accounts, including collecting client information...Work at officeLocal area
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin... ...asset transfers in accounts Plan and manage new account onboarding process including SMA and alternative investments Closely...Work at office- ...Client Service Representative The Client Service Representative (CSR) serves as a primary point of contact for clients, ensuring a positive... ...documentation, and communication logs Assist clients with onboarding, account updates, and service requests Communicate product...Night shift
- The Senior Client Advisor has primary responsibility for developing and maintaining client... ..., the coordination of client account service delivery, and consultation with client advisors... ...based on consultation with Bessemer specialists. Consult with fiduciary counsel on...Temporary workWork at officeRemote work
- Cypress HCM in West Palm Beach, FL is seeking an HR Support Specialist to respond to employee and manager HR queries via the employee portal... ...include resolving requests promptly, enabling self-service through an internal knowledge base, and collaborating with HR...
$150k - $210k
...computations for Subpart F, GILTI, PFIC, PTEP, and FTC, including §962 elections and treaty-based positions Collaborate with the Private Client Services and Trust & Estate groups on cross-border matters for individuals and families with global holdings and activities Develop tax...Full timeFixed term contractLocal area- ...DescriptionEisnerAmper is seeking a Senior Consultant - FEMA in our Government Services Practice. This role is ideal for someone with strong... ...and processes.What Work You Will Be Responsible For:· Support clients in maintaining compliance with FEMA regulations and 2 CFR 200,...Full timeWork at officeLocal area
- ...Recruiting Coordinator to support daily HR operations, recruiting, onboarding, training, and compliance on-site. You will help manage... ...reviews, and HR reporting while upholding confidentiality and high service standards in a growing behavioral health environment. #J-1880...
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