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
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$55k - $60k
...business is to provide evidence‑based, individualized treatment services for those suffering with chronic pelvic pain. Approximately... ...it to expand into new markets. JOB TITLE: Recruiting & Onboarding Specialist LOCATION: West Palm Beach, FL DEPARTMENT: Human Resources...Work at officeLocal areaFlexible hours$24 - $34 per hour
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...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$30 per hour
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- ...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
$32 - $37 per hour
...Recruiter WECTEC Staffing Services provides customer-focused solutions with offerings ranging from high-volume and low-cost to specialized... ...on delivering best-in-class customer service to both our clients and our professionals each day. Are you interested in being part...Contract work- ...Guest Service Specialist (GSS) Mister Car Wash is leading the industry as the nation's largest and most innovative car wash brand. Our team members make a difference every day by delivering exceptional customer service. Our team is the heart and face of our brand...Daily paidShift work
$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 week$15.39 - $19.67 per hour
...internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. Job Description The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary...Hourly payMinimum wageFull timeTemporary workPart timeFlexible hoursShift workAfternoon shift- ...Execute and submit client account servicing requests within appropriate time frames, including but not limited to submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintaining accurate and complete account records, imaging...
- ...The Client Service Representative (CSR) serves as a primary point of contact for clients, ensuring a positive customer experience through... ...documentation, and communication logs Assist clients with onboarding, account updates, and service requests Communicate product...Night shift
- ...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
- ...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
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- ...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 trust...Temporary workWork at officeRemote work
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