Onsite Client Services Specialist — Advisory Support
Segrera Associates
Segrera Associates in Weston seeks a Client Services Associate to support the advisory team with post-meeting follow-through. This non-sales role covers backup phone support and helps prepare for upcoming client meetings, with onsite work five days a week. You will document meetings in the CRM, update client records, track follow-ups, and assist with onboarding and documents. Strong communication, attention to detail, and proficiency in Microsoft Office are essential. #J-18808-Ljbffr Segrera Associates
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Onsite Client Services Specialist — Advisory Support in Florida, NY vacancy
- Fairygodboss is seeking a Client Support Specialist to join their team in New York. You will be responsible for solving clients' challenges, assisting... ...communication skills and a proactive approach to client service. The ideal candidate will have 3-5 years of experience in...Suggested
- ADP is hiring a Bilingual Client Service & Product Support Specialist! This position is hybrid; working in the office 3 days a week and 2 days from home. Well, this may be the role for you. Ready to make your mark? In this role, the Support Specialist will be responsible...SuggestedWork at officeImmediate startRemote workShift work3 days per week
- ...based in Miramar, FL. The role focuses on providing excellent customer service by assisting customers with issues related to the self-service experience. Responsibilities include navigating clients through the self-service portal, answering account inquiries, and processing...Suggested
- Optiv Security Inc. is seeking a Client Operations Specialist to support field Client Managers in developing and closing new business. You will generate price quotes, process orders, handle client inquiries, and resolve issues to keep deals moving. In this fast-paced role...SuggestedRemote job
- QVC, Inc. is seeking a Customer Service Specialist for HSN to support customers via remote, high-volume inbound calls. You will resolve issues, promote products, and maintain service levels while delivering a friendly, professional experience from home. This role requires...SuggestedRemote jobWeekend work
- A leading service company in New York is seeking an Inbound Customer Service Specialist. This role requires handling inbound scheduling requests in a professional manner. Candidates should possess a high school diploma or GED, strong problem-solving skills, and excellent...
$16 - $18 per hour
Massey Services, Inc. is seeking a Customer Service Specialist based in South Daytona, FL. The ideal candidate will handle incoming calls, resolve inquiries, and ensure customer satisfaction through proactive communication. Requirements include a High School Diploma or...Hourly pay- Kane’s Furniture LLC in Pinellas Park, FL is hiring a Customer Service Representative for an onsite role. You’ll support customers from purchase to delivery, handle inquiries, and maintain records with accuracy. Preferred bilingual English/Spanish; 1-3 years in retail or...Full time
- ## Client Service Specialist IIApplylocations: US-FL-Palm Beach-230 Royal Palm Way-200: US-PA-Philadelphia... ...that values your contributions and supports your growth, we would like to meet you... ....* This position is required to work onsite 4 days per week. **U.S. Eligibility Requirements...Permanent employmentTemporary workWork at officeFlexible hours
$69.79k - $95.97k
...onLinkedIn,X (Twitter)andFacebook. The Client Services Key Account Specialist is responsible for delivering high-touch, operationally rigorous support to Guardant Health’s Key Accounts.... ...Model This section is applicable to onsite employees who are eligible for hybrid...Live inWork at officeRemote workWork from home- Cocoa Veterinary Hospital in Cocoa, FL is seeking an outgoing Client Service Representative/Veterinary Receptionist to welcome clients, manage appointments, and support daily patient flow. The role requires friendly, organized candidates with experience in veterinary reception...Full timeMonday to FridayRotating shift
$58.5k - $83.5k
...retention of financial professionals. As the Service Client Specialist to the Managing Partner, this role plays a critical role in supporting business operations, talent development,... .... Shift Information This is a full-time, onsite position Monday through Friday. Salary...Full timeWork at officeLocal areaMonday to FridayFlexible hoursShift work- Raymond James is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. You will handle inquiries, schedule meetings, onboard new clients, and maintain accurate records. The role requires strong communication...
- ...the Town of Florida, NY is seeking a regular, full-time teller/client service associate to deliver timely, accurate client transactions and... ...service. You will educate clients on digital banking and support outbound sales efforts while handling complex and standard transactions...Full time
- Truist Financial Corporation seeks a Regular Teller/Client Services Associate to provide timely client transactions and maintain accurate records. You will support sales and Integrated Relationship Management activities while delivering high-quality service. You will educate...Weekend work
- LATICRETE International is searching for a Technical Services Representative II based in Town of Florida, New York. This role involves providing technical services to a variety of customers through different communication channels, including phone calls and website chats...
$28 - $30 per hour
Position: Admin Support Clerk - III Location: Lake Mary, Florida Duration: Contract Job ID... ...FL, with a hybrid working model requiring onsite presence on Tuesday, Wednesday, and... ...Payroll Tax processes. Strong customer service skills, both verbal and written. Good organizational...Full timeContract workWork experience placementLocal areaFlexible hoursShift work- The Office of Cuba Broadcasting at USAGM in Doral, FL seeks an IT Specialist (Customer Support) to provide advanced technical support for broadcast IT systems and user assistance. You will manage incidents, support ingest/edit/playout/archival workflows, and ensure continuity...Work at office
$116.9k - $197.08k
...SailPoint is seeking an Advisory Solution Consultant (... ...Solution Engineer) to support the US Southeast sales... ...response team Participate in onsite and remote Proof of... ...infrastructure including web services, application servers,... ...AEs before and after client calls, tying what is...Temporary workLocal areaRemote workFlexible hoursSailPoint Technologies Holdings, Inc.
Florida, NY1 day ago- ...33166Introductory Statement The incumbent serves as an IT Specialist (Customer Support) within the Office of Cuba Broadcasting at U.S. Agency for... ...Serves as the first point of contact for all IT incidents and service requests submitted through authorized intake channels (...Permanent employmentFor contractorsWork at officeWorldwideWork visaShift workNight shiftWeekend work
- BNY is seeking a Shareholder Services Representative I to join our Retail Customer Service team in Lake Mary, FL. This role involves answering... ...shareholders, processing financial transactions, and providing support for online accounts. Candidates are expected to have at least a...
- A leading financial services company is seeking a Bookkeeping Relations Specialist to provide exceptional client service remotely. You will oversee client onboarding, support technical setups, and educate clients on accounting practices. The ideal candidate will have 3...Remote work
Guidant Financial
Florida, NY4 days ago - ...Veterinary Receptionist to help provide outstanding patient care and client service in a fast-paced, multi-doctor animal hospital. The Veterinary... ...hospital operations, in‑person attendance is necessary to support patient care, respond to time‑sensitive needs, collaborate...Full timePart timeFlexible hours
American Veterinary Group
Florida, NY2 days ago - Fairygodboss invites applications for the Client Support Specialist position in New York, Town of Florida. In this role, you will be the front line... ...solving client challenges, ensuring satisfaction through service excellence. Ideal candidates will have 3-5 years in client...
$13 per hour
Customer Service Healthcare Representative - Orlando Location: 707 Mendham Blvd, Orlando, FL, 32825 Responsibilities Our Healthcare agents help ResultsCX customers with a wide range of healthcare related inquiries. Calls will include detailed reviews and change requests...Work at officeLocal area- MedVet is seeking a collaborative Client Service Representative to be the first contact for clients and their pets. You will ensure compassionate, efficient service while handling hospital data and payments in a fast‑paced specialty environment. The role emphasizes strong...
- BNY is seeking a Specialist, Client Processing II to join their Global Clearing Operations team in Lake Mary, FL. This role involves routine and non-routine client service and transactional support, requiring a Bachelor's degree and preferably 0-3 years of experience....
- ...Financial is seeking a Regular, full-time team member to process client transactions, educate clients on digital banking, and support sales through outbound outreach. The role emphasizes strong client service, adherence to controls, and flexibility for branch needs. The...Full timeWeekend work
- Imporex Glass Tools Inc is seeking a Client Experience Specialist in the Town of Florida, New York. This role involves supporting clients, troubleshooting product issues, and providing... ...to enhance client experience and resolve service challenges promptly. This full-time, in-...Full time
- ...community-based agency that provides services to migrants, seasonal farm... ...ORGANIZATION DEVELOPMENT AND SUPPORT HOUSING COMMUNITY RELATIONS... ...and case management for clients in assigned counties. ESSENTIAL... ...Serves as a case management specialist/social worker with a client...Full timePart timeWork experience placementSeasonal workWork at officeShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Onsite Client Services Specialist — Advisory Support. Be the first to apply!
Related searches
- online customer service assistant Florida, NY
- customer service rep part time Florida, NY
- customer support representative Florida, NY
- client engagement specialist Florida, NY
- spanish customer service representative Florida, NY
- customer service account specialist Florida, NY
- customer sales representative Florida, NY
- benefits customer care representative Florida, NY
- client service consultant Florida, NY
- customer experience agent Florida, NY