Hybrid Service Advisor - Client Operations & Support
Fwainvest
Fwainvest is looking for a Service Advisor to provide exceptional support to investment advisors. In this role, you'll navigate client inquiries, manage detailed requests, and ensure satisfaction through effective communication. The ideal candidate possesses excellent customer service skills, proficiency in Microsoft Excel, and a bachelor’s degree in Accounting, Business Administration, or Finance. A hybrid work style is available, emphasizing both independent and collaborative contributions. #J-18808-Ljbffr Fwainvest
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Hybrid Service Advisor - Client Operations & Support in Florida, NY vacancy
- ...for the full-time position of Client Services Associate, reporting to the... ...will be responsible for supporting the firm’s Portfolio Managers... ...providing administrative and operational support for Ultra High Net Worth... ...We are currently offering a hybrid work environment, with an...OperationsFull timeWork at officeWork from home1 day per week
CV Advisors LLC
Florida, NY1 day ago - Client Services Associate, Debt Capital Markets Location: Jacksonville, Florida Work Type: Hybrid Working Position Summary GLAS is an international... ...Manage and process all operational aspects of Debt Capital Markets... ...and reputational risk. Support audit confirmations and...OperationsFlexible hours
- ...a Treasury Management Associate to provide operational support and customer service. Ideal candidates will have 5+ years of financial... ...a dynamic work environment with flexible hybrid arrangements. Responsibilities include client management, reporting, and compliance tasks....OperationsFlexible hours
- ...advisory firm is seeking a Client Services Associate in Florida. The role involves supporting Portfolio Managers and... ...offers a competitive salary, bonus potential, and a hybrid work environment, allowing for one work-from-home day per week. #J-18808-Ljbffr CV AdvisorsSuggestedWork from home1 day per week
- ...Support bankers and investors in performing various aspects of the relationship management initiative with their respective client base. Research follow-up and resolve client inquiries and problems... ..., product specialist and operations areas in a timely and professional...Operations
Itau US
Florida, NY1 day ago - ...Petersburg, FL to manage the external transfer of client assets with a focus on efficiency and accuracy. The... ...inquiries, reviewing documentation, and providing support to financial advisors. This position follows a hybrid schedule with in-office days required. Ideal...Work at office
- ...We are seeking Client Services Representative II to support brokerage and custody client service teams in a high-volume, fast-paced financial services... ...a large-scale onboarding initiative tied to revamped operations, with a structured ramp-up plan. This role is ideal for...Operations
Dexian
Florida, NY3 days ago - Popular is looking for a Private Banking Service Officer to support Private Bankers in the Wealth... ...division. This role involves managing client transactions and providing high-quality... ...proficiency are essential. The position offers a hybrid work model. #J-18808-Ljbffr PopularWork at office
- ...IS CURRENTLY HIRING A FULL TIME CLIENT ADVISOR FOR OUR BLOOMINGDALE'S AVENTURA... ...providing excellent customer service and adhering to visual merchandising and operational standards. ESSENTIAL DUTIES AND... ...backgrounds and experiences, and support policies and practices that...OperationsFull timeTemporary workCurrently hiringFlexible hours
James Perse
Florida, NY5 days ago $10k - $30k
...Client Service Representative Located in sunny Hollywood, Florida, Emerald Hills Animal Hospital... ...front‑office area. Guide, mentor, and support fellow team members. Continuously... ...proficiency required: email usage, Word/Excel, operation of office equipment such as fax machine...OperationsTemporary workWork at officeFlexible hoursUnited Veterinary Care
Florida, NY1 day ago- ...Introduction At Gallagher, we help clients face risk with confidence... ...an impact The Branch Client Service Associate I is accountable... ...and providing routine client support. This role reports directly into... ...and prospects, achieving operating/margin targets and fostering...OperationsFull timeLive outWork at officeLocal areaFlexible hours
Arthur J. Gallagher & Co.
Florida, NY1 day ago - ...seeking best-in-class Senior Client Advisors to help bring our Palm Beach... ..., deliver exceptional service, and become a trusted style... ...standards and foundational retail operations (POS, inventory, cash handling... ...and selling feedback to support merchandising and buying decisions...OperationsHourly payWork at officeWeekend workAfternoon shift
Retail For The People
Florida, NY2 days ago - 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....Operations
- ...a diversified financial services leader with more than $1.... ...business and institutional clients. We are a longstanding... ...you will provide dedicated support to a high producing advisors by preparing portfolio materials... ...Group Business Support & Operations Line of Business AAG...OperationsFull timePart timeHome office
Threadneedle group
Florida, NY3 days ago - BNY is seeking a Specialist in Client Processing based in Lake Mary, Florida. This position involves providing exceptional client service and support, performing complex operational tasks, and maintaining compliance with regulations. The ideal candidate will have a high...Operations
- 6AM City, LLC is seeking a Client Operations Specialist to coordinate client requests in... ...with clients and provide operational support to Financial Advisors, maintaining strong client... ...position is in-person, emphasizing client service excellence. #J-18808-Ljbffr 6AM City...Operations
$158.5k - $250.5k
...mission‑critical outcomes, operational advancement,... ...dynamic and experienced Client Service Lead to drive strategic... ...submarket. As a trusted advisor and connector, you’ll... ...empower employees with our hybrid working policy,... ...If you require further support or reasonable adjustments...OperationsFull timeRemote workJacobs
Florida, NY3 days ago$60k - $70k
Better Talent is seeking a Client Service Associate to support our financial advisors and clients in Florida. Your role will involve managing retirement planning... ..., account management, and ensuring seamless operations. Ideal candidates have strong organizational skills...Operations- ...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... ...documents depicting the mission, operations, and purposes of various...OperationsFull timeWork experience placementSeasonal workWork at office
THE AGRICULTURAL AND LABOR PROGRAM, INC
Florida, NY3 days ago - ...Veterinary Receptionist / Client Service Representative (CSR) Location: Davie, Florida | Full... ...Integrates both Western and Eastern medicine to support each patient’s needs Prioritizes... ...opportunities within hospital operations Schedule Options: Full‑time, Part‑time....OperationsFull timePart timeWork at officeWeekend work
barkera
Florida, NY5 days ago - Summary Part‑time Client Advisor for the men's shop at Bloomingdale's Aventura... ...exceptional client service. The role focuses on building... ...maintaining visual merchandising and operational standards. This position requires flexibility to support store needs and special...OperationsPart time
- As a Client Experience Specialist, you'll become an expert in our... ...people succeed. What You'll Do Support clients with product... ...Resolve claims, concerns, and service challenges with urgency and accountability... ...Collaborate with Revenue, Operations, Product, Supply Chain, and...OperationsFull timeFor contractors
- ...and affordable way. The company operates online and in stores, with... ...the highest degree of customer service to effectively communicate and... ...sales goals and KPIs. Collect client data and effectively build client relationships to support new client acquisition, and retention...OperationsFlexible hoursWeekend workAfternoon shift
$16 - $17 per hour
...an outgoing Veterinary Receptionist / Client Service Representative to serve as the welcoming... ...interactions, process transactions, and support clients with essential information... ...Disabilities Act. Please contact People Operations, if you need assistance completing the...OperationsHourly payFull timePart timeLocal areaMonday to FridayFlexible hoursShift workWeekend workWestern Veterinary Partners
Florida, NY2 days ago$60k - $70k
...Financial Group empowers clients through education-driven financial... ..., clarity, and the support of a trusted advisor. Our firm fosters a collaborative... ..., and exceptional service. If you’re passionate about... ...account management, and daily operations. You'll work closely with...OperationsWork at office- ...customized strategies to help meet clients’ investment management needs. Clients are serviced by a team of experienced advisors offering a range of... .... Job Title: Client Operations Specialist. Primary Responsibilities... ...duties that support Financial Advisors in daily...OperationsWork at officeLocal area
- Client Services Associate (Bilingual - Spanish Required) Location: Lake Mary, FL We are seeking... ...at the center of client interaction, operations, and service excellence—delivering timely... ...Spanish is essential to effectively support our clients. What You'll Be Doing Serve...OperationsWork at office
- ..., Florida Mar 02, 2026 Client Experience Specialist - Ent... ..., and professional IT services, we design, build, and support the IT solutions that thousands... ...000 IT solutions partner operating in 174 countries around... .../EOL to Sales Operations Advisor or IAM. Provides timely...OperationsWork at officeRemote workWork visa
- Client Processing - S6 Lead the day-to-day operations of a small- to medium-sized client processing support team, providing work direction and technical assistance on complex matters.... ...Experience in the securities or financial services industry a plus. Applicable local/...OperationsLocal area
- Job Title Fleet Client Services Specialist II (Fleet Services Coordinator II) Job Overview Responsibilities... ...maintenance, coordinating with field operations, encouraging repairs, and improving... ...consistent pipeline of work for each supported technician. Continuously develop and...OperationsFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Hybrid Service Advisor - Client Operations & Support. Be the first to apply!
Related searches
- office service associate Florida, NY
- transaction services specialist Florida, NY
- guest services associate Florida, NY
- service advisors Florida, NY
- food service officer Florida, NY
- service advisor automotive Florida, NY
- salesforce service cloud consultant Florida, NY
- auto service advisor Florida, NY
- facility service associate Florida, NY
- environmental services attendant Florida, NY