Client Service Specialist
IDEX Consulting
IDEX Consulting is seeking two Financial Services Administrators to join a successful national IFA practice based in Aberdeen or Inverness. You will provide administrative support to a team of Financial Advisers, ensuring new business and client requests are processed accurately and efficiently. Key responsibilities include processing new business, maintaining client records on Intelligent Office, and assisting advisers with provider platforms, cash management and trades. #J-18808-Ljbffr
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Service Specialist in Florida, NY vacancy
- ...an Administrative Assistant to manage inventory for Commercial clients. You will perform data entry in the AS/400 system, maintain vehicle... .... The role requires strong Excel skills, excellent customer service, and the ability to multitask in a fast-paced environment while...Suggested
- ...Guardant Health, Inc. is seeking a Client Services Key Account Specialist to provide high-touch support for Key Accounts, navigate EMR systems, and ensure accurate clinical documentation. The role emphasizes timely case resolution, proactive communications, and cross-...Suggested
- ## Client Service Specialist IIApplylocations: US-FL-Palm Beach-230 Royal Palm Way-200: US-PA-Philadelphia-1601 Chestnut Street-3400time type: Full timeposted on: Posted Yesterdayjob requisition id: JR6031**Join a team that values your ambition and empowers your growth*...SuggestedPermanent employmentTemporary workWork at officeFlexible hours
- ...BNY in Lake Mary, FL seeks a Specialist, Client Service II to support a diverse client base with routine to moderately complex inquiries. You will resolve issues, guide clients to resources, and contribute to service improvements in a dynamic, global banking environment...Suggested
- ...Regular full-time team member to provide timely and efficient completion of client transactions, maintain accurate records, and handle monies with care. The role emphasizes delivering high-quality service and understanding each client’s financial needs. You will participate...SuggestedFull time
- 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
- 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....
- Accountable for ensuring client retention and satisfaction by efficiently and promptly addressing all service requests and inquiries. Initiates outreach to clients as needed to provide exceptional service, ensuring adherence to company policies and regulatory requirements...Work at office
- ...exceptions and ensuring timely settlements. Troubleshoot collateral optimization tasks based on specific client parameters. Collaborate with technology, client service, risk, and product teams to address operational exceptions. Maintain comprehensive documentation,...Work experience placement
- BNY Mellon in Lake Mary, FL is seeking a Specialist, Client Service II to join our team. You will work with external clients to resolve moderately complex day-to-day issues and direct them to appropriate resources at BNY. You will support clients in addressing operational...
- Adams & Martin Group is seeking a highly organized Client Services Specialist for a temporary-to-permanent position. The role serves as the primary point of contact for clients, delivering accurate information and timely resolutions while upholding professional standards...Permanent employmentFull timeTemporary work
- The Client Success team nurtures our client relationships following the master staffing... ...agreement process by the Sales team. Client Services matches the demand of our clients with... ...documents. The Client Success Specialist II is responsible for overseeing the daily...Full timeWork at officeMonday to Friday
- Imporex Glass Tools Inc is seeking a Client Experience Specialist in the Town of Florida, New York. This role involves supporting clients, troubleshooting... ...internal teams to enhance client experience and resolve service challenges promptly. This full-time, in-person position...Full time
- Bank of America, Merrill Wealth Management, seeks a Client Service Associate to support Financial Advisors by delivering exceptional client service and tailored banking solutions. You will educate clients on offerings, ensure accuracy in materials, and help maintain risk...Work at office
- We are seeking a highly organized, empathetic, and detail-oriented Client Services Specialist to join our team on a temporary-to-permanent basis. This role serves as the primary point of contact for our clients, ensuring they receive exceptional support, accurate information...Permanent employmentFull timeTemporary workLocal area
- ...Cryo & Recovery in New York is looking for passionate consultants to provide exceptional service in wellness and cryotherapy. You will perform a variety of treatments, ensuring client comfort and safety, while driving sales through education. The ideal candidate should...
- Thrive Pet Healthcare’s Veterinary Specialty Hospital of Palm Beach Gardens is seeking a Veterinary Client Service Representative to join our Emergency/Specialty hospital in Palm Beach Gardens, FL. Be the face of our practice, delivering compassionate service to clients...
$52k - $65.2k
BNY is seeking a Specialist in Client Service Management I for Wealth Services Ops to serve as a key contact for clients, resolve issues, and maintain positive client relationships. Ideal candidates should have a Bachelor's degree and 2-3 years of experience in client...- Channel Fusion in New York is seeking a Bilingual Client Program Specialist to service Portuguese and English-speaking dealers. You will review claims and preapprovals, ensure compliance with program guidelines, and maintain SLA-driven processing with precision and care...
- 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...
- Jobtailor in New York, NY seeks an experienced Client Service Specialist to ensure client retention through prompt handling of service requests and inquiries. You will manage loan servicing tasks, onboarding, and cross‑functional data integration to support accurate reporting...
- ...Hillsboro Bank in Plant City, FL is seeking a Banking Support Specialist to deliver exceptional client service and handle a range of servicing transactions in a collaborative office environment. The role requires at least one year in a teller or client-facing banking...Work at office
- ADP is hiring a Client Support Specialist . Job Overview The Client Support Specialist will serve as ADP's front‑line for solving clients' challenges... ...Qualifications • 3-5 years of experience in client service, customer service, or systems integration. • Ability to work...
- The Bank of Tampa is seeking a Banking Support Specialist to deliver exceptional client service across a broad range of banking functions in a branch setting. You will handle routine transactions, assist Banking Representatives, and engage in needs-based conversations...
$16 per hour
A customer service call center is seeking a full-time representative in Town of Florida. The ideal candidate will have 2-3 years of experience... ...communication skills, and the ability to deliver outstanding client service. Responsibilities include responding to inquiries via...Hourly payFull time- Fairygodboss seeks a Client Onboarding Specialist in Town of Florida to enhance the onboarding experience for mid-sized business clients. You will... ...ADP technologies, and collaborate with sales and customer service teams. The ideal candidate has a High School Diploma with...
- ADP is hiring a Client Support Specialist . In this role, you will serve as ADP's front‑line for solving clients' challenges, including issue resolution... ...on ADP technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your hands. The...
- Jobtailor is seeking a client services professional to manage a designated book of business within our healthcare operations team in New York. You will respond to inquiries, serve as the single point of contact for client operational questions, and document cases following...
- 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...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Specialist. Be the first to apply!
Related searches
- inbound call center customer service representative Florida, NY
- work from home customer service advisor Florida, NY
- card services representative Florida, NY
- customer relations specialist Florida, NY
- customer service associate Florida, NY
- e-commerce customer service representative Florida, NY
- customer service representative remote Florida, NY
- client service representative Florida, NY
- full time customer service associate Florida, NY
- customer service expert Florida, NY

