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
- ...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...SuggestedFull time
- ...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...SuggestedLocal area
- ...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...SuggestedLocal area
$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...SuggestedContract workRemote workFlexible hours- ...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...SuggestedTemporary workWork at officeLocal area
$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...- 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
$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 areaRemote workFlexible hoursNight shiftAfternoon shift- ...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 timeWork experience placementWork at office
$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 payPlacement yearLive outWork at officeRelocation package- ...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 timeWork at officeRelocationFlexible hours
$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 payFull time- ...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
- 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 timeFlexible hoursShift work
$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$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 areaImmediate startWork from homeWorldwideFlexible hours- ...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...
- 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
- ...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
- 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...
- 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...
$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 timeWork at office$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 timeTemporary workWork experience placementWork at officeFlexible hours2 days per week- 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...
- 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...
- 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
- ...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 workWork at officeLocal areaImmediate start
$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 commissionHourly payFlexible hours$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$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
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