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$50k - $65k
...together to make a new world happen. Our important work benefits our clients and partners as much as it does our people and communities... ...? World Wide Technology is seeking an Associate Customer Onboarding Manager to facilitate onboarding and software lifecycle activities...SuggestedFull timeContract workRemote workShift workWorld Wide Technology
Boca Raton, FL5 days ago$70k - $75k
...Job Description Job Description The Client Concierge at Robinson & Casey, PLLC, serves as the central point of connection for families... .... This role ensures a seamless client experience from onboarding through case progression by coordinating communication between...SuggestedWork experience placementWork at officeRobinson and Casey, PLLC
Boca Raton, FLa month ago- ...Registered Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management... ...limited to: Work with highly affluent clients Lead end-to-end onboarding and maintenance activities for new and existing clients....SuggestedInternshipWork at officeFlexible hoursShift workDay shift
- ...About the Job Job Title: Wellness Client Coordinator (Full-Time) Location: 9874 Yamato Road, Suite 122, Boca Raton, FL 33433 Company: Vytara Wellness Compensation: Competitive hourly pay, commensurate with experience Schedule: Full-...SuggestedHourly payFull timeFlexible hoursAfternoon shift
Vytara Wellness
Boca Raton, FL7 days ago - ...rewards ahead, we are a passionate team that will continue working on the exponential growth of our business. We are currently hiring a Client Engagement Coordinator to join our team, reporting directly to our Market President. The Client Engagement Coordinator will be...SuggestedCurrently hiring
- &##128313;Provide life 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...SuggestedFull time
Globe Life: Moore Organizations
Boca Raton, FL2 days ago $115k - $142k
...Job Description Job Description Title: Tax Supervisor, Private Client Group Department: Tax, Private Client Group Supervises: Seniors Role Type: Full-time Location: Palm Beach Gardens, FL, or Boca Raton, FL (Hybrid) ABOUT THE COMPANY: Anchin...SuggestedFull timePrivate practiceWork at officeLocal areaAnchin
Boca Raton, FL7 days ago- ...POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience... ...and authenticate client when processing requests Onboard and maintain client accounts, including collecting client information...SuggestedFull timeWork at officeLocal area
- ◾Educate union and credit union members on the value of life insurance and basic financial literacy ◾Conduct virtual client meetings using warm, pre-qualified leads (no cold calling) ◾Provide tailored coverage recommendations that meet each family's needs ◾Build and...SuggestedFull time
Globe Life: Moore Organizations
Boca Raton, FL3 days ago - ...Client Consultation & Enrollment Meet with clients virtually via Zoom Review their current situation and identify needs Present customized life and health benefit options Walk clients through applications and enrollment Serve as the client’s direct representative...SuggestedFull time
Zuzick Organization of Globe Life
Boca Raton, FL4 days ago - ...Description Customer Success is crucial for building strong customer relationships. We're looking for someone tech-savvy to ensure our clients have a great experience. Responsibilities and Duties Develop and nurture relationships with selected accounts for successful...SuggestedRemote job
- ...Sr. Private Client Relationship Manager Location: On site in Boca Raton, FL, Palm Beach, FL, and Fort Lauderdale, FL Summary: The Private Client Relationship Manager will provide business depository, treasury management, and business lending solutions to those organizations...SuggestedTemporary workWork experience placementLocal area
$41.6k
...Client Home Specialist The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted commercial insurance and risk management, private insurance and risk management, employee benefits and benefit administration...SuggestedBase plus commissionCasual workRelocation package- ...vehicle title and registration processing. We are not the DMV — we work directly with the DMV and Tax Collector on behalf of our clients to complete transactions accurately and efficiently. We are seeking a professional, energetic, detail-oriented, and client-...SuggestedMonday to Friday
Grace Capital Asset Management Inc. DBA Sipowski Insurance a...
Boca Raton, FL3 days ago - ...position requires proactive communication, problem-solving skills, business development, and support in organizing events for agency clients. Additionally, you will be responsible for identifying new opportunities with agencies, fostering lasting partnerships, and...SuggestedRemote job
- ...education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their...Seasonal workWork at officeWork from homeShift workDay shift
- ...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted... ...you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement...Full timeFlexible hours
$70k
...Description Job Description Project Manager – Implementations & Onboarding (Bilingual – English/Spanish Required) Location: Boca Raton,... ...of complex, multi-location deployments across enterprise clients, including national franchise systems, large venues, and...Full timeWork at officeMonday to Friday- Job Description Job Description Location: Boca Raton, FL ESSENTIAL DUTIES AND RESPONSIBILITIES: Relationship Building ~ Exhibit consistent relationship building including, but not limited to: Prepare for various customer interactions Build rapport ...Bank staffWork at officeFlexible hours
- ...years Previous experience: Director of Player Development at Hard Rock Hotel and Casino, managing relationships with high-value clients and leading the Asian Marketing team to enhance client experience and market growth; ventures in real estate fix-and-flips and the...Work at officeFlexible hours
- ...naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients. # Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This...Local areaWork from homeFlexible hours
- ...Description Job Description Why We Stand Out Seeking a career-defining opportunity where your leadership, strategic vision, and client expertise are recognized and rewarded? Kaufman Rossin might be just the place for you. As one of the top accounting firms in the...Work at officeLocal areaRemote work
- ...Job Description Job Description Private Client Trusts & Estates Associate Attorney / Senior Associate Attorney – Boca Raton or West Palm Beach, FL Direct Counsel is seeking a Private Client Trusts & Estates Associate Attorney or Senior Associate Attorney with a...Private practiceWork at officeRemote work2 days per week
Direct Counsel
Boca Raton, FL26 days ago - ...Services. Think you have what it takes? How You’ll Contribute: Kaufman Rossin is seeking a Manager to join our dynamic Client Accounting Services team. Our group is a leader in technology-driven accounting systems and our team members are comfortable using...Full timeWork at officeLocal areaRemote work
$200k - $245k
...Job Description Job Description Private Client International Trusts & Estates Planning Associate / Attorney Locations Boca Raton; Boston; Greenwich; Hartford; Miami; New Haven; New Jersey; New York; Providence; Stamford; Washington, DC; West Hartford; West Palm...Part timePrivate practiceWork at officeFlexible hoursDirect Counsel
Boca Raton, FL27 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 workWork at officeLocal area
- ...book of business, lead a team, and scale your income based on performance. No cold calls. No chasing. You’ll work warm, qualified clients who’ve already requested help. What you’ll do Master our systems and product suite to deliver first-class client experiences....Remote jobFull timeFlexible hoursWeekend workAfternoon shift
$60k
...Job Description Job Description Client Success Manager (Bilingual – English/Spanish Required) Location: Boca Raton, FL Work Schedule: Full-Time, In-Office Reports To: Senior Client Success Leader Compensation : $60,000+ annual base + Benefits & Discretionary...Full timeWork at office$105k
...Job Description Job Description Client Service Associate (CSA) to $105K - Hybrid 2-3 Days Remote A growing wealth management... ...collaboration in Boca Raton • Earnings potential up to $105K • Client onboarding, custodial paperwork, scheduling, and CRM support • Close...Remote jobWork at office2 days per week3 days per week- ...Our client, a nationally ranked, Top 20 CPA firm, are seeking a Senior Manager to join their International Tax team. This firm offer outstanding work- life balance, and excellent opportunities for career progression. The firm have plans for further expansion in 2026 and...
