Private Client Services jobs in Florida
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TAX MANAGING DIRECTOR, PRIVATE CLIENT SERVICES
Leads tax and consulting engagements and teaches their team the skills needed to identify and address client needs, tax planning, and consulting opportunities. Provides Executive presence and acts as the primary client contact for...
| Company | Bdo Consulting |
|---|---|
| Address | Lorida, FL |
| Category | Information Technology |
| Job type | Permanent |
| Date Posted | 6 days ago See detail |
Tax Managing Director, Private Client Services
Bdo Consulting
Lorida, FL
Leads tax and consulting engagements and teaches their team the skills needed to identify and address client needs, tax planning, and consulting opportunities. Provides Executive presence and acts as the primary client contact for...
6 days ago seen See more...
- View all - jobs in Lorida, FL
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...
2 months ago seen See more...
- View all Eisneramper Llp jobs - jobs in West Palm Beach, FL
Client Services Specialist - Crisis Center
Sma Healthcare
Daytona Beach, FL
$30K - $34K a year
Career growth and advancement potential Great benefits such as: Health, Dental, Vision, Life, & Disability Insurance Tuition Reimbursement Paid Personal Leave (up to 25 days after 3 years of service) 403b Retirement Plan (matches...
2 days ago seen See more...
- View all - jobs in Daytona Beach, FL
Client Service Manager - Aviation
Gallagher
Ormond Beach, FL
$62.8K - $79.5K a year
The Branch Client Service Manager II directly contributes to key business outcomes such as client retention, client satisfaction, enhancing AJG's value to our clients and prospects, achieving operating/margin targets and encouragi...
2 days ago seen See more...
- View all - jobs in Ormond Beach, FL
Client Services Representative
Pet Street Veterinary Care Center
Ormond Beach, FL
$30K - $35.2K a year
Greet clients, answer phone calls and respond to email inquiries. Schedule appointments and setup new clients and patients; monitor daily schedule and flow. Properly admit patients and determine whether immunizations/tests are cur...
2 days ago seen See more...
- View all - jobs in Ormond Beach, FL
Client Service Representative- Noah's Place Animal Medical Center
Vca Animal Hospitals
Lorida, FL
Greet clients and patients with a friendly and professional demeanor. Answer phone calls, schedule appointments, and manage client communications via phone, email, and in-person. Check-in clients and patients for appointments, ens...
4 days ago seen See more...
- View all - jobs in Lorida, FL
Client Service Rep - Entry Level CSR
Ji Business Concepts
Brandon, FL
Up to $29 an hour
Post about our products/services online (e.g. social media and forums). Create, share and respond to online reviews. Participate in trade shows as a spokesperson for our company. Network and build trusting relationships with poten...
4 days ago seen See more...
- View all - jobs in Brandon, FL
Client Services Representative
Columbia Acquisitions
Riverview, FL
$45,000 - $52,000 a year
Work directly with other Client Services Representatives and Management staff to provide accurate information and superior customer service contributes. Deliver extraordinary client care by responding to concerns knowledgeably and...
4 days ago seen See more...
- View all - jobs in Riverview, FL
Client Services Associate
Restoration Hardware
Tampa, FL
$18 - $28 an hour
Live Our Vision, Values and Beliefs every day Greet and welcome RH Clients and assist with any questions or concerns Assist in connecting clients with the right Associates based on their purchase needs Assist and communicate with...
4 days ago seen See more...
- View all - jobs in Tampa, FL
Client Services Representative II - 2nd Shift - Bilingual Spanish
Bank Of America
Lorida, FL
Identifies client needs and recommends solutions when fraud has been identified. Records data captured during client interactions accurately. Identifies and escalates through appropriate channels for items requiring risk review, e...
5 days ago seen See more...
- View all - jobs in Lorida, FL
Client Services Representative II - 1st Shift
Bank Of America
Tampa, FL
$39.5K - $50K a year
Identifies client needs and recommends solutions when fraud has been identified Records data captured during client interactions accurately Identifies and escalates through appropriate channels for items requiring risk review, exc...
5 days ago seen See more...
- View all - jobs in Tampa, 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 - jobs in Lorida, FL
Advisor Services - Client Support Associate
Charles Schwab
Orlando, FL
At least 1 year of customer service experience is required. College Internships and collegiate activities will be considered in lieu of experience.. Excellent operational and organizational skills with the ability to manage transa...
2 weeks ago seen See more...
- View all - jobs in Orlando, FL
Client Service Administrator - Financial Firm - Sarasota, FL
Advisor Employee Services
Sarasota, FL
Strong organizational skills. Excellent communication; written and verbal. Attention to detail and accuracy. Proactive management style and consistent follow-through. Associates Degree preferred. Financial Industry experience requ...
3 weeks ago seen See more...
Associate - Private Client
An International Law Firm
Miami, FL
A Firm where everyone belongs: Our award-winning culture prioritizes warmth and authenticity we encourage you to be yourself! Enthusiasm for diverse perspectives: We're smarter and stronger when everyone has a voice and a seat a...
3 weeks ago seen See more...
- View all An International Law Firm jobs - jobs in Miami, FL
Alternative Investments - Senior Vice President, Middle Office Client Service Director
Bny Mellon
Lake Mary, FL
Leads team members in providing support to major clients in addressing and resolving complex operational and technical issues and ensuring requests are executed. Uses developed communication skills to deliver high quality service...
4 weeks ago seen See more...
- View all Bny Mellon jobs - jobs in Lake Mary, FL
Client Services Site Leader – Small Business Servicing - Tampa, FL
Bank Of America
Lorida, FL
Manage Small Business Servicing contact center operations with agents working within the site and/or virtually. Directly manage team managers and team of 150+ CSRs, maintaining a diverse and inclusive environment. Understand, insp...
4 weeks ago seen See more...
- View all Bank Of America jobs - jobs in Lorida, FL
Client Services Representative II - 2nd Shift
Bank Of America
Lorida, FL
Identifies client needs and recommends solutions when fraud has been identified. Records data captured during client interactions accurately. Identifies and escalates through appropriate channels for items requiring risk review, e...
4 weeks ago seen See more...
- View all Bank Of America jobs - jobs in Lorida, FL
Staffing Coordinator/Client Service Advocate - RUSSIAN SPEAKING
Jewish Family Home Care Inc
Fort Lauderdale, FL
Assists the Case Managers from (JFS) in the promotion, delivery, and coordination of home health services by conferring with the members of the home health care team, as assigned, receiving patient referrals, and assisting the RN...
4 weeks ago seen See more...
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...
a month ago seen See more...
- 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...
a month ago seen See more...
- 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...
a month 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...
a month 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...
a month ago seen See more...
- 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...
a month ago seen See more...
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...
a month ago seen See more...
- 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 months 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)....
2 months 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...
2 months 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...
2 months ago seen See more...
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