Private Client Services jobs in Florida
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2025 TAX WINTER INTERN - PRIVATE CLIENT SERVICES (SUMMER LEADERSHIP PROGRAM)
Current Junior or Senior (who is applying for a 5-year Master's degree program), or on track to complete 150 credits for CPA-eligibility. Strong academic track record (Minimum GPA: 3.0). Must be legally authorized to work in the U...
| Company | Eisneramper Llp |
|---|---|
| Address | West Palm Beach, FL |
| Category | Sales/marketing |
| Job type | Part-Time |
| Date Posted | 3 weeks ago See detail |
2025 Tax Winter Intern - Private Client Services (Summer Leadership Program)
Eisneramper Llp
West Palm Beach, FL
Current Junior or Senior (who is applying for a 5-year Master's degree program), or on track to complete 150 credits for CPA-eligibility. Strong academic track record (Minimum GPA: 3.0). Must be legally authorized to work in the U...
3 weeks ago seen See more...
- View all Eisneramper Llp jobs - jobs in West Palm Beach, FL
Tax Senior Manager - Private Client Services
Eisneramper Llp
Fort Lauderdale, FL
You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry. You will have the flexibility to manage your days in support of our commitment to work/life balance. You will join a...
a month ago seen See more...
- View all Eisneramper Llp jobs - jobs in Fort Lauderdale, FL
Client Services Associate - Institutional Relationship Specialist
Equity Trust
Fort Myers, FL
Efficiently and proactively manages client and vendor correspondence (incoming calls, emails, chats, and client visits). Answers client and vendor questions regarding financial transactions, including asset purchases, sales, and o...
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- View all Equity Trust jobs - jobs in Fort Myers, FL
Client Service Associate - Registered
Stifel Financial
Gainesville, FL
This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.Communication Skills - The ability to communicate information and ideas in spoken or written form so that ot...
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- View all Stifel Financial jobs - jobs in Gainesville, FL
J.P. Morgan Wealth Management - Private Client Advisor - Orlando, St Cloud, FL
Jpmorgan Chase & Co.
Saint Cloud, FL
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and re...
6 days ago seen See more...
- View all Jpmorgan Chase & Co. jobs - jobs in Saint Cloud, FL
J.P. Morgan Wealth Management - Private Client Advisor - Orlando, St Cloud, FL
Jpmorgan Chase Bank, N.a.
Saint Cloud, FL
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and re...
6 days ago seen See more...
Veterinary Client Service Rep - Noah's Place Animal Medical Center
Vca Animal Hospitals
Lorida, FL
Access to the people and resources of a large veterinary community. Growth & advancement opportunities. Medical, dental & vision insurance. Employer-paid short-term disability insurance, employer paid life insurance. Paid vacation...
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- View all Vca Animal Hospitals jobs - jobs in Lorida, FL
Client Services Support I
Cogent Infotech Corporation
Tampa, FL
Some AV experience would be good. Like supporting Teams rooms. Experience with Service Now ticketing system. Experience with Bomgar is preferred. And most important good communication skills, detail oriented and service mindset. C...
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Client Service Manager
Gallagher
Naples, FL
Take a leadership role in the renewal process to ensure the best possible solutions are delivered to clients in high quality and timely manner. Secure existing business and drive the sale of additional services and lines of covera...
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- View all Gallagher jobs - jobs in Naples, FL
Client Service Representative
Vca Animal Hospitals
Lorida, FL
With every opportunity, we aim to exceed each pet owners expectations.Were looking for a personable yet highly professional service extraordinaire to join us in delivering our mission to our clients and their pets.Why We Need...
2 weeks ago seen See more...
- View all Vca Animal Hospitals jobs - jobs in Lorida, FL
Client Service Associate
Fleishel Financial Associates
Jacksonville, FL
From $55,000 a year
401(k). 401(k) matching. Health insurance. Paid time off. Retirement plan. 3 years. 8 hour shift. In-person. Office. Jacksonville, FL 32223: Relocate before starting work (Required)....
3 weeks ago seen See more...
Client Service Representative
Crossroads Animal Clinic
Fort Walton Beach, FL
$16 - $18 an hour
401(k). 401(k) 2% match. 401(k) matching. Dental insurance. Employee discount. Vision insurance. 10 hour shift. Day shift. Monday to Friday. No nights. No weekends. Fort Walton Beach, FL 32547: Relocate before starting work (Requi...
3 weeks ago seen See more...
Client Services Specialist
Trane Technologies
West Palm Beach, FL
$39,000 - $70,000 a year
Working with Account Managers creating/maintaining Salesforce dashboards. Focusing on larger customer administrative needs, i.e., municipalities, school districts, etc. Responsible for handling all aspects of the Service Agreement...
3 weeks ago seen See more...
Client Service Associate II - Payments - Control Execution
Jpmorgan Chase & Co
Tampa, FL
$88,350 - $128,000 a year
Coordinate with the regional Payments Business Control Managers and lead control-oriented initiatives on behalf of Client Service as well as Build and manage relationships across a broad range of regional Payments business staff...
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- View all Jpmorgan Chase & Co jobs - jobs in Tampa, FL
Client Service Specialist
Animal Care Center
Panama City Beach, FL
$16 - $19 an hour
Responsible for greeting clients, determining the needs of the clients and patients, and completing the check-in and check-out process. Models a professional and courteous manner with staff and clients. Follows established policy...
3 weeks ago seen See more...
Private Client Associate
Crisis24
Boca Raton, FL
$20 - $22 an hour
Maintain and organize patient medical records, ensuring confidentiality and compliance with healthcare regulations. Accurately file and retrieve medical records for healthcare providers as needed. Assist in conducting research act...
3 weeks ago seen See more...
- View all Crisis24 jobs - jobs in Boca Raton, FL
Client Service Representative (Remote)
Radius Global Solutions Llc
Jacksonville, FL
$15 an hour
Provide administrative support to assigned clients and internal account managers. Participate in pre-sales activities including requirements definition, deliverables management and implementation of new business. Manage and coordi...
3 weeks ago seen See more...
Client Service Associate
Northbridge Financial Group
Tampa, FL
$45,000 - $65,000 a year
Desire to be part of a growing team. Self-starter who wants to learn and grow. Strong Computer Skills with proficiency in Microsoft Office Suites (Word, Excel, Outlook, PowerPoint). Experience using Redtail CRM (or other similar C...
3 weeks ago seen See more...
Teller/Key Private Bank Client Relations Associate
Keybank
Naples, FL
Accept and accurately process all financial service transactions. Maintain responsibility for cash drawer and follows proper balancing procedures. Act as a resource to identify and resolve more complex client servicing issues. Lis...
2 weeks ago seen See more...
- View all Keybank jobs - jobs in Naples, FL
Wealth Client Services Assistant
Seacoast Bank
Williston, FL
Assist with CRM (SalesForce) reporting for the Private Advisor. Assist with the preparation of client investment performance reports, presentation materials, and division level reporting and analysis. Responsible for performing ge...
3 weeks ago seen See more...
- View all Seacoast Bank jobs - jobs in Williston, FL
Client Service Specialist (Teller)
Bank Ozk
Bonita Springs, FL
Helpful, friendly, approachable, enthusiastic and professional disposition. Accurate and efficient productivity. Team player approach, capable of thriving in a continually changing environment. Critical thinking skills. Enthusiast...
3 weeks ago seen See more...
- View all Bank Ozk jobs - jobs in Bonita Springs, FL
Private Client Account Executive
Brown & Brown, Inc.
Maitland, FL
Rate and prepare quotations as required. Mail Binders and ID cards to insureds. Mail or fax application to company and suspend for receipt of policy. Handle client telephone and mail requests for information, endorsements, cancell...
4 weeks ago seen See more...
- View all Brown & Brown, Inc. jobs - jobs in Maitland, FL
Associate Client Service Manager
Gallagher
Jacksonville, FL
Take a leadership role in the renewal process to ensure the best possible solutions are delivered to clients in high quality and timely manner. Secure existing business and drive the sale of additional services and lines of covera...
4 weeks ago seen See more...
- View all Gallagher jobs - jobs in Jacksonville, FL
Client Service Associate - Resource Consulting Group
Hightower
Orlando, FL
Establish, service, monitor, and maintain client investment accounts. Meet client's needs and develop trust by providing excellent service. Prepare brokerage account paperwork for opening new accounts, terminated accounts, and acc...
4 weeks ago seen See more...
- View all Hightower jobs - jobs in Orlando, FL
Producer, Client Services
Memoir Agency Llc
Orlando, FL
Bachelors Degree is preferred.-At least 5 years of experience in event production, with a proven track record of successful events.-Strong leadership skills and the ability to manage multiple projects and reports simultaneously.-...
4 weeks ago seen See more...
- View all Memoir Agency Llc jobs - jobs in Orlando, FL
Senior Registered Client Service Associate
Signature Financial Solutions
Tampa, FL
$40,000 - $60,000 a year
Social Media Knowledge. Knowledge of office management systems and procedures. MS Office - Outlook, Word, Excel, Powerpoint. Outstanding organizational and time management skills. Ability to multitask and prioritize daily workload...
4 weeks ago seen See more...
Registered Client Services Associate II
United Community Bank
Orlando, FL
$33,433 - $48,414 a year
College degree preferred or equivalent work experience Series 7 and 63/66 Licensed Detail oriented and ability to manage multiple priorities Self-Motivated and ability to work independently Can analyze and resolve problems indepen...
4 weeks ago seen See more...
- View all United Community Bank jobs - jobs in Orlando, FL
Client Services and Product Support Specialist
Adp
Maitland, FL
Positive Self-Starter.You are a highly motivated and resourceful individual who has a dedication to providing world-class support by exceeding expectations through each interaction with WorkMarket users. Problem Solver.The ideal...
4 weeks ago seen See more...
- View all Adp jobs - jobs in Maitland, FL
Client Services Representative
Operation Par Inc.
Largo, FL
9 paid holidays per year. 3 weeks of PTO per year (on top of holidays). PTO increases to 4 weeks/year after 2 years of employment, and then to 5 weeks/year after 5 years of employment. Medical/Dental/Vision/Life Insurance. 401k m...
4 weeks ago seen See more...
- View all Operation Par Inc. jobs - jobs in Largo, FL
Senior Associate, Client Service
Bny Mellon
Lake Mary, FL
$95.3K - $121K a year
This role is located in Lake Mary - HYBRID.In this role, youll make an impact in the following ways:Supports clients in addressing and resolving complex operational and technical issues and ensuring requests are executed.Resolves...
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