Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Elite UHNW Client Relationship Manager

Oxford Financial GRP

Oxford Financial GRP is seeking a Relationship Manager to enhance the client experience for ultra-high-net-worth individuals. The role involves coordinating with service teams and managing the client onboarding process effectively. Key qualifications include a Bachelor's degree and extensive experience working with UHNW clients. Strong analytical and communication skills are essential. The position is full-time based in Boca Raton, Florida. #J-18808-Ljbffr Oxford Financial GRP

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Elite UHNW Client Relationship Manager in Boca Raton, FL vacancy
  •  ...insurance and financial protection solutions to families and individuals &##128313;Educate clients on policies that prevent financial disaster during times of loss &##128313;Manage your own book of business through virtual appointments - Use our proven internal... 
    Suggested
    Full time

    Globe Life: Moore Organizations

    Boca Raton, FL
    2 days ago
  •  ...meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Client Relationship Manager (CRM), you play an essential and impactful leadership role that informs the daily operation and success of the local branch... 
    Suggested
    Local area

    Charles Schwab

    Boca Raton, FL
    4 days ago
  •  ...meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Client Relationship Manager (CRM), you play an essential and impactful leadership role that informs the daily operational success of the local branch... 
    Suggested
    Local area

    Charles Schwab Corporation

    Boca Raton, FL
    4 days ago
  • $90k - $95k

     ...Client Relationship Manager The Client Relationship Manager role is crucial in ensuring our clients' expectations are met while building strong, lasting business relationships. The CRM will act as a bridge between the client and internal teams, advocating for client... 
    Suggested
    Contract work
    Remote work
    Flexible hours

    HCM Unlocked

    Boca Raton, FL
    5 days ago
  •  ...Relationship Manager Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding... 
    Suggested
    Temporary work
    Work at office
    Local area

    JPMorgan Chase

    Boca Raton, FL
    3 days ago
  • $18 - $20 per hour

     ...organized, and energetic Receptionist / Client Services Coordinator to serve as the first...  ...& Client Experience: Greet visitors and manage incoming inquiries with a polished, professional...  ...and demeanor that reflects the firm’s elite standards. Qualifications & Technical... 

    The Presser Law Firm, P.A.

    Boca Raton, FL
    3 days ago
  • Kannico for Global Good in Boca Raton is seeking a Communications & Member Engagement Manager committed to elevating organizational storytelling and enhancing member engagement. You will oversee all communications and manage social media presence, partnering closely with... 
    Remote job

    Kannico for Global Good

    Boca Raton, FL
    1 day ago
  • $60k - $65k

     ...organized, and mission-driven Communications & Member Engagement Manager to help elevate our storytelling, strengthen member engagement...  ...partner with the web vendor on the upcoming redesign Manage relationships with local media outlets, magazine editors, and newspaper... 
    Local area
    Remote work
    Flexible hours
    Night shift
    Afternoon shift

    Kannico for Global Good

    Boca Raton, FL
    1 day ago
  •  ...contact this employer to ask for an accommodation. Relationship Manager Full Time Atlanta, GA, US 6 days ago Requisition...  ...Manager is responsible for delivering an exceptional client experience to ultra-high-net-worth (UHNW) individuals and families. Acting on behalf of the... 
    Full time
    Work experience placement
    Work at office

    Oxford Financial GRP

    Boca Raton, FL
    52 minutes ago
  • $37k - $68.64k

     ...We make hiring easy for our clients. Since 2001, we've expanded...  ...We pride ourselves on hiring elite entry-level sales candidates...  ...earning a promotion to Account Management. As an entry-level...  ...consultants and building long-term relationships with their clients. Account... 
    Weekly pay
    Placement year
    Live out
    Work at office
    Relocation package

    Insight Global

    Boca Raton, FL
    1 day ago
  •  ...alternative application process. Beach Club Guest Relations Manager Full Time Boca Raton, FL, US 4 days ago Requisition ID: 4731...  ...in monitoring distribution sales/payout gratuities. Internal Relationships Reports to Beach Club Director of Guest Relations External Relationships... 
    Full time
    Work at office
    Relocation
    Flexible hours

    The-Boca-Raton

    Boca Raton, FL
    2 days ago
  • $23 - $23.5 per hour

     ...departments to ensure that guest needs are met Maintain a high level of professionalism and customer service at all times Internal Relationships Reports to Director of Guest Relations External Relationships Has regular contact with Guests & Members Qualifications High... 
    Hourly pay
    Full time

    The-Boca-Raton

    Boca Raton, FL
    4 days ago
  •  ...The Customer Success Manager (CSM) is responsible for ensuring customers receive ongoing value from our managed services. This role acts as the primary relationship manager for assigned clients, helping align IT services with business goals while maintaining high levels... 
    Contract work

    R2 Unified Technologies

    Boca Raton, FL
    1 day ago
  • A retail grocery company in Boca Raton is looking for a Guest Service Manager to enhance guest experience and lead team members. In this full-time role, you will manage team dynamics, ensure service excellence, and handle operational tasks in a fast-paced environment. Ideal... 
    Full time
    Flexible hours
    Shift work

    The Fresh Market

    Boca Raton, FL
    1 day ago
  • $100k

     ...income. To ensure your success, you will have a dedicated sales manager & support team, continued results-driven training, WHAT THE...  ...preferred Excellent verbal, written, interpersonal, relationship building and presentation skills Strong work ethic with a drive... 
    Local area

    Slice Merchant Services

    Parkland, FL
    3 days ago
  • $62.3k - $103.7k

     ...prioritizes using the best model from today’s top model creators for each individual legal use case. About the Role: As a Client Manager , you’ll be responsible for achieving annual sales targets by retaining and expanding our InterAction product portfolio across... 
    Local area
    Immediate start
    Work from home
    Worldwide
    Flexible hours

    RELX

    Boca Raton, FL
    3 days ago
  •  ...focused on recruiting and retaining top talent at every level. We employ people who strive to deliver value and support to our growing client base. Our Technology Solutions division is headquartered in Deerfield Beach, Florida, with additional offices throughout the... 

    CSPi Technology Solutions

    Deerfield Beach, FL
    1 day ago
  • The Presser Law Firm, P.A. is searching for a Receptionist / Client Services Coordinator in Boca Raton, Florida. This role serves as the first point of contact, managing client interactions with hospitality and professionalism. The ideal candidate will have a minimum of... 
    Hourly pay

    The Presser Law Firm, P.A.

    Boca Raton, FL
    2 days ago
  •  ...of life insurance and basic financial literacy ◾Conduct virtual client meetings using warm, pre-qualified leads (no cold calling) ◾Provide...  ...recommendations that meet each family's needs ◾Build and manage your own client portfolio with guidance from experienced mentors... 
    Full time

    Globe Life: Moore Organizations

    Boca Raton, FL
    3 days ago
  • Mercer Advisors in Boca Raton, Florida is seeking a Relationship Manager I to enhance service excellence across the Wealth Management team. This client-facing role focuses on ensuring seamless service delivery while collaborating closely with Wealth Advisors. The successful... 

    Mercer Advisors

    Boca Raton, FL
    1 day ago
  • ModMed in Boca Raton, Florida is seeking a Manager, RCM Client Success to oversee a team focused on delivering exceptional client service...  ...healthcare industry. The ideal candidate will manage client relationships, enhance service delivery standards, and collaborate with stakeholders... 

    ModMed

    Boca Raton, FL
    4 days ago
  • $85k - $100k

     ...Benefits: Matching 401(k), Health Insurance Overview The Client Service & Operations Manager is a client-facing, detail-driven, and mission-critical...  ...operation. Key Responsibilities Client Service & Relationship Management Serve as the primary point of contact for clients... 
    Full time
    Work at office

    Firm Foundation Family Wealth

    Boca Raton, FL
    1 day ago
  • $37.4k - $58k

     ...reseller partners across mortgage, tenant, and employment screening segments. This team plays a key role in managing and growing existing customer relationships through consultative account management, upsell, and cross-sell opportunities within the reseller channel. The... 
    Full time
    Temporary work
    Work experience placement
    Work at office
    Flexible hours
    2 days per week

    Transunion

    Boca Raton, FL
    12 hours ago
  • Topgolf is seeking a leader in Pompano Beach, Florida, to guide team members toward performance targets. This role includes monitoring team performance, resolving operational issues, and ensuring compliance with company policies. Applicants should have a high school diploma...

    Topgolf

    Pompano Beach, FL
    18 hours ago
  • Popeyes is looking for a dedicated Service Manager in Deerfield Beach, Florida. This role involves overseeing customer service, training team members, and managing daily operations to ensure a memorable dining experience. The ideal candidate will be responsible for team... 

    Popeyes

    Deerfield Beach, FL
    4 days ago
  • Sonara Inc. is seeking a Project Manager in Boca Raton, Florida, to serve as the main point of contact for clients, managing project administration, document control, and financial oversight across multiple projects. Successful candidates will have at least 5 years of experience... 
    Work at office

    Sonara Inc.

    Boca Raton, FL
    3 days ago
  •  ...Relationship Manager Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding... 
    Temporary work
    Work at office
    Local area
    Immediate start

    Chase

    Boca Raton, FL
    2 days ago
  • $25 - $35 per hour

     ...Opportunities Responsibilities Develop rapport and build relationships with potential customers Travel to designated territory to...  ...customer service skills Strong verbal communication skills A positive attitude and ability to be persistent Elite Leads, Inc.
    Base plus commission
    Hourly pay
    Flexible hours

    Elite Leads, Inc.

    Boca Raton, FL
    3 days ago
  • $45k - $75k

     ...Job Description Personal Lines Account Manager Job Summary Seeking a dedicated and experienced Personal Lines Account Manager...  ...and policy changes. Provide exceptional customer service to clients, ensuring their needs are met promptly and professionally.... 
    Work at office

    The Jonus Group

    Boca Raton, FL
    3 days ago
  • $50k - $60k

     ...Description Job Description: Title: Personal Lines Account Manager Fully remote for Florida based candidates | Experience:...  .../locations    About the Role: Responsible for overseeing client service and communication, ensuring excellence in every... 
    Remote work

    Insurance Office of America

    Boca Raton, FL
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Elite UHNW Client Relationship Manager. Be the first to apply!