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
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Services & Onboarding Specialist in West Palm Beach, FL vacancy
- Edward Jones invites applications for a Client Concierge Specialist to support high-net-worth clients.... ...phases and delivering proactive client onboarding and plan execution support. The... ...equivalent, with 5+ years in financial services, and licenses/certifications (Series...Suggested
- ...requirements. What you get in this Role: Deliver excellent customer service in response to HR queries from employees and managers, via the... ...and respectfully with others, exhibit trustworthiness, meet client expectations, standards, and accompanying requirements, and...SuggestedContract work
$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- ...Working closely with senior relationship manager on all client requests of an administrative or operational nature. Client contact... ...-net-worth clients. As the industry's only global professional services partnership, we combine the personal service and objectivity of...SuggestedPermanent employmentTemporary workWork at officeFlexible hours
CI Financial Careers
Palm Beach, FL2 days ago - ...Experienced Client Service Representative VCA Palm Beach Veterinary Specialists is seeking an Experienced Client Service Representative to join our team full time. Our team is collaborative, supportive, and progressive and we want to give you the opportunity to expand...SuggestedFull timeTemporary workLocal areaNight shiftWeekend work
VCA Animal Hospitals
West Palm Beach, FL2 days ago - ServiceNow is seeking an HR Support role in the United States to deliver excellent customer service in response to employee and manager HR inquiries through the employee portal. You will support employees through the lifecycle, enable self-service on HR policy by creating...
- ...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
- ...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...Part timeWork at officeImmediate startRemote workShift workNight 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
- ...Patient Services Specialist At GenesisCare we want to hear from people who are as passionate as we are about innovation and working together to drive better life outcomes for patients around the world. About GenesisCare: Our purpose is to design care experiences...Work at officeFlexible hours
- Description As a member of the Client Service Team (CST), the Client Service Specialist (CSS) is responsible for providing legal administrative support to a team of attorneys, including the Office Managing Partner, by performing complex, administrative assistance using...Full timeWork experience placementLocal area
- ...Member Service Specialist Position Type Part Time Description As a Member Service Specialist (MSS) at YouFit Gyms, your role is to create an outstanding experience for every member and guest. You are the first point of contact, setting the tone with a welcoming...Part timeFlexible hoursDay shiftAfternoon shift
- ...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
- ...governments, and Fortune 500 enterprise clients across the US. What makes us different... ...exploring. Position Title: HR Shared Service Specialist Location: West Palm Beach, FL 33401... ...the full employee lifecycle, including onboarding, benefits administration, employment changes...3 days per week
- HonorVet Technologies in West Palm Beach, FL seeks an experienced HR Shared Service Specialist to join its People Service Delivery team. You will support HR operations, employee lifecycle events, and HRIS platforms, with emphasis on Workday, delivering timely, high-quality...
- ...determining curative actions necessary based on the review in accordance with company standards while providing a superior level of customer service to both external and internal customers. Job Functions and Responsibilities Processes promissory notes by reviewing chain of...Temporary work
- Dentalcenter In is seeking a Patient Service Representative for their office in West Palm Beach, Florida. The ideal candidate will have experience working in a dental or medical environment, strong customer service skills, and knowledge of insurance plans. This position...Work at office
$24.32 per hour
Job Summary - HR Shared Services Specialist Location: West Palm Beach, FL 33401 Work Arrangement: Hybrid (3 days onsite per week) Pay Rate... ...Workday , HRIS systems , and employee lifecycle events including onboarding, benefits administration, I-9 processing, and offboarding....Local areaImmediate start3 days per week$22 - $24 per hour
Russell Tobin is seeking an HR Shared Services Specialist in West Palm Beach, FL. The role focuses on supporting employees through the lifecycle... ...Workday and HRIS is required, with a strong emphasis on onboarding, benefits, I-9, and offboarding processes. The position is...Hourly pay3 days per week- Coverall is seeking a Field Service Representative in the United States (Florida). The role supports Operations by delivering exceptional customer service to customers and franchise owners. The FSR coordinates information flow from Sales to Operations and handles customer...
- ...Client Specialist As a Client Specialist, you will: Be responsible for the client service and business operation functions of one or more Financial Advisors following a wealth... ...include: Responsible for client onboarding coordination, which includes managing Financial...Work experience placementWork at officeFlexible hours
Baird
West Palm Beach, FL5 days ago - ...Truist Financial in Boynton Beach, FL is seeking a Regular Banking Associate to handle client transactions and deliver top‑tier service. You will guide customers through digital tools, maintain accurate records, and support sales and relationship management activities...Weekend work
Truist Financial
Boynton Beach, FL1 day ago $19 - $21 per hour
Veterinary Client Service Representative (CSR) - Emergency & Specialty Veterinary Hospital $19.00-$21.00 per hour based on experience... ...you'll play a critical role supporting pet owners, veterinary specialists, and emergency care teams while delivering exceptional...Hourly payFull timeLocal areaShift work3 days per weekEthos Veterinary Health
West Palm Beach, FL1 day ago- ...The Client Services Specialist (CSS) supports Gehring Group's account management team by providing responsive, solution-oriented assistance for daily service needs, including claims and billing support for client employees and members. Acting as a trusted advocate, the...Work at officeFlexible hours
Risk Strategies
Palm Beach Gardens, FL4 days ago - ...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (... ...clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client...Work at officeLocal area
Morgan Stanley
West Palm Beach, FL2 days ago - ...The Retail Service Specialist will support the Store Manager and Assistant Managers in areas of sales, customer service, store appearance, and store operations. This position will also assume shift management responsibilities in the absence of Assistant or Store Manager...Local areaFlexible hoursShift workNight shift
O'Reilly Auto Parts
Lake Park, FL4 days ago - ...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
- ...Accounting practice focused on special projects. This team helps our clients transform their organizations with a collaborative approach... ...understanding of the correlation between Outsourced Accounting Services and other Eisner Amper service offerings (e.g., tax, audit, and...Full timeWork at officeLocal areaRemote work
- Russell Tobin is seeking an HR Shared Services Specialist in West Palm Beach, FL, with hybrid work (3 days onsite). The role focuses on supporting... ...employees through the lifecycle, handling inquiries, onboarding, benefits, I-9 processing, and offboarding using Workday...
- 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...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services & Onboarding Specialist. Be the first to apply!
Related searches
- community service representative West Palm Beach, FL
- client service representative West Palm Beach, FL
- career services representative West Palm Beach, FL
- bilingual customer service representative spanish english West Palm Beach, FL
- customer experience agent West Palm Beach, FL
- customer account representative West Palm Beach, FL
- client solutions specialist West Palm Beach, FL
- customer experience associate West Palm Beach, FL
- entry level customer support representative West Palm Beach, FL
- part time customer representative West Palm Beach, FL