Director, Client Service Learning & Onboarding
Cresset
Cresset is a leading independent multi-family office and private investment firm. The Director, Client Service Training & Development will design and scale onboarding and professional development programs for the Client Service team, partnering with HR, Compliance, Investments, and Operations. This role emphasizes hands-on coaching, collaboration, and driving operational excellence across relationships with UHNW clients. #J-18808-Ljbffr Cresset
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Director, Client Service Learning & Onboarding in Boca Raton, FL vacancy
- Cresset is seeking an experienced Director, Client Service Training & Development to lead onboarding and professional development across the Client Service organization... ..., Technology, and Compliance, and embed learning inside daily client service workflows. The role...Suggested
$150k - $180k
...Cresset is a firm built by clients, for clients. As an independent... ...serve a life well lived. Director, Client Service Training & Development... ...and continuous evolution of onboarding and professional development... ...and scale a best-in‑class learning ecosystem that accelerates...SuggestedFull timeTemporary workWork at officeLocal area$197.5k - $348.7k
Tax Director, Private ClientWe use cookies to enable necessary site... ...and assurance firm, providing clients with a genuine coast-to-coast... ...Tilly) provide professional services through an alternative practice... ...participation in firm wide learning and development programs* Support...SuggestedFull timeLocal areaWorldwideBaker Tilly International
Boca Raton, FL2 days ago- ...Requirements Forvis Mazars' Private Client tax advisors provide... ...compliance, consulting, and planning services to individuals, multi-... ...Private Client Tax Managing Director serves as a trusted advisor and... ...where relationships matter, learning fuels growth, and every person...SuggestedFlexible hours
- A leading valuation service provider in Boca Raton is seeking an experienced Valuation Services Director to spearhead client relationships and deliver high-quality valuation and advisory solutions. The ideal candidate should have over 10 years of relevant experience, an...Suggested
$100k
...Training Comprehensive onboarding and industry-leading sales training... ...global organization. Learn More The content below... ...Archive Solutions & Services Our Office Products... ...Demonstration (YouTube) Client Testimonials (YouTube Playlist...Base plus commissionWork experience placementWork at officeToshiba America Business Solutions
Boca Raton, FL4 days ago$125k - $150k
...negotiation, contract execution, and handoff to onboarding and service teams. This role operates within the... ...Team working to close prospective clients as requested by Business Development... ...into senior BD roles. Comfortable learning complex clinical and financial concepts...Contract workTemporary workFlexible hoursAlteva RCM
Boca Raton, FL2 days ago$63.7k - $133.4k
...our 80-year history, delivering excellent service through innovation has been a core part... ...improvement, attention to detail, and exceptional client service. This role reports to the... ...employees a comprehensive total rewards package. Learn more about what working at Crowe can mean...Work at officeLocal areaRemote workWorldwideFlexible hoursCrowe
Boca Raton, FL4 days ago- ...is seeking a Restoration Supervisor to coordinate production activities, supervise restoration technicians, and ensure high-quality service on projects. You’ll drive customer satisfaction by managing expectations and documenting all work performed. The role requires...
- ...pellets with a personalized subscription service that sends complete and balanced,... ...opportunity for you! We are looking for a Director, Operational Excellence leader to join... ...from Humans to ensure we’re listening and learning from our Team. Together, these efforts...Temporary workWork at officeLocal areaFlexible hoursWeekend work
Applied Labs
Boca Raton, FL3 days ago $80k - $150k
...care. Porter is a leading healthcare IT and services platform for care and coverage... ...Responsibilities Assist in the management of diverse clients and projects within a healthcare setting.... ...intelligence and a willingness to learn. Ability to thrive in a collaborative...- ...luxury fashion retail leader to provide personalized styling and exceptional customer service while supporting the Store Manager in achieving sales goals. The role involves building a client book, overseeing opening/closing, inventory, visual merchandising, and coaching...Weekend work
- Withum's Tax Services Group, based in Boca Raton, FL (with offices in Columbia, MD, New York City, Orlando, FL, and Tysons Corner, VA),... ...lead audits and supervise staff. You will engage in planning, client relationship building, and complex tax work across entities. The...
- ...vertical ~ Master negotiator & closer ~ Strong networking and relationship building skills ~ Curiosity, ability to listen, desire to learn ~ Excellent written and verbal communication skills ~ Positive attitude and mentality ~ Coachable, flexible, and self-...Full timeFlexible hours
Dazos
Boca Raton, FL4 days ago $259.9k - $351.7k
...their best while providing opportunities for learning, growth, and meaningful customer impact.... ...and delivering license, support, and service revenue targets. Establish a vision and plan... ...and business possibilities across the client organization. Expand relationships and orchestrate...Full timeTemporary workLocal areaRemote workFlexible hoursCISCO Systems
Boca Raton, FL5 days ago$97k - $152k
...streamlined shopping environments.Want to learn more about Sensormatic Solutions? Visit:... ...resolving customer issues related to invoicing, service, and other account matters.Maintain... ...long-term customer value.Coordinate with clients, engineers, and manufacturing teams to...Full timeRemote workJohnson Controls
Boca Raton, FL6 days ago- Alex Schaeffer State Farm Agent in Boca Raton, FL is seeking a Customer Care Manager to oversee day-to-day service operations and ensure a positive customer experience. This role emphasizes communication, organization, and coordination of customer interactions to support...
$35k - $50k
...sideways - calm, steady, and ready to help. You genuinely care about your community and are dedicated to providing excellent service that makes a positive impact on the people around you. You're a natural relationship-builder who earns trust quickly and keeps...For contractorsWork at officeState Farm
Boca Raton, FL2 days ago$8k
...daring or different. Where the true you can learn, grow, and thrive. At Verizon, we power... ...automation tools.Drive sales, increase service revenue and manage relationships for accounts... ..., or a combination of both.Engage your clients with Verizon's Velocity Selling...Full timeTemporary workPart timeWork experience placementShift workVerizon
Boca Raton, FL6 days ago- ...ecosystem. Maintain ongoing engagement with new and existing partners, working closely with internal teams to ensure a strong onboarding experience and long‑term success. Contribute feedback and insights from the field to help shape sales strategy, messaging, and...Contract workTemporary workLocal areaRemote workFlexible hoursShift work
Material Bank
Boca Raton, FL1 day ago $49.2k - $82.1k
...assessment of risk. Within our Business Services vertical, we offer a multitude of solutions... ...and Customer Data Management. You can learn more about LexisNexis Risk at the link below... ....Conducting discovery with prospective clients in the areas of fraud prevention, account...Full timeWork at officeLocal areaLexisNexis Risk Solutions Group
Boca Raton, FL7 days ago- ...provide the full spectrum of landscape services. After 3 decades in business and more than... ...teams to create and maintain meaningful client relationships. This person will manage... ...Initiative Network Join Book Clubs and other learning initiatives that foster continuous...
LandCare
Boynton Beach, FL5 days ago - ...office. This salaried non-exempt position reports to the Accounting Services Manager. The primary function of this position is to Lead the... ..., qualified applicants may apply for this position by submitting their resume online at Learn more about us at EOE/AA-M/F/H/VSecond jobWork at office
Titan America
Deerfield Beach, FL1 day ago - ..., FL. This salary position will be reporting to the Accounting Director. This role involves analyzing and controlling costs, preparing... ...and talents that Titan has been successful for over 100 years. Learn more about us at . EOE/AA-M/F/H/VSeniority LevelMid-Senior levelIndustryWholesale...Work at office
Titan Cement International
Deerfield Beach, FL5 days ago $3,500 per month
...luxury spa team and work at multiple locations with a consistent client flow already provided. What's in it for you: Base $3,500/... ...: What you'll do: Meet clients on-site and recommend services Upsell and cross-sell treatments and packages Hit daily and...Remote workDermaVe Spa
Delray Beach, FL5 days ago$45k - $88k
...established brands to connect their products and services directly with the businesses they are... ...Represent Atlas Hartmann and our client with professionalism and integrity... ...Leadership potential and a willingness to learn and develop ~ Previous B2B or direct sales...Full timeFlexible hoursAtlas Hartmann
Boca Raton, FL3 days ago- ...KW1 #LI-Hybrid CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry... ...insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate...
CBIZ
Boca Raton, FL3 days ago - ...SOX environment) ~ Strong sense of ownership and curiosity to learn new skills ~ Results-driven individual with a team-oriented... ...~401(k) with Company match ~ Identity theft and legal services The base pay range for this position is for a successful...Full timeTemporary workWork at officeLocal area
Celsius
Boca Raton, FL3 days ago - ...includes engaging with current law firm partners, prospecting and onboarding new firms, and building connections with related providers in... ...injury ecosystem, such as medical offices and law firm service providers. Relationship development may occur through a variety...Local areaNight shift
US Claims Capital LLC
Boca Raton, FL2 days ago - ...goes sideways - calm, steady, and ready to help. You genuinely care about your community and are dedicated to providing excellent service that makes a positive impact on the people around you. You’re a natural relationship-builder who earns trust quickly and keeps it....Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Director, Client Service Learning & Onboarding. Be the first to apply!
Related searches
- director of customer service Boca Raton, FL
- contact centre manager Boca Raton, FL
- manager customer service Boca Raton, FL
- director client management Boca Raton, FL
- customer care manager Boca Raton, FL
- director of client services Boca Raton, FL
- assistant service manager Boca Raton, FL
- staff services manager Boca Raton, FL
- service delivery director Boca Raton, FL
- service relationship manager Boca Raton, FL