Top 39 client services associate Jobs in palm beach gardens fl

Client Advisor - Hobe Sound
Seacoast Bank —Hobe Sound, FL
- Weekends as needed
- Office
- High school diploma or GED
- Experience equivalent to degree accepted
Quick Apply
12d
Client Service Associate - Personal Lines
Gallagher —Boynton Beach, FL
- Full-time
- High school diploma or GED
- 1 year
- Associate's degree
- Paid parental leave
- Health savings account
Client/Server Sr Network Admin
Tropical Shipping —Riviera Beach, FL
- Full-time
- Computer science
- Computer Science
- Research
Tax Senior Associate – Private Client Services (PCS)
EisnerAmper LLP —West Palm Beach, FL
- Full-time
- Hybrid work
- CPA
- Mid-level
- Master's degree
Client Services Coordinator
Feeding South Florida —Boynton Beach, FL
- $20.19 - $22.50 an hour
- Monday to Friday
- Spanish
- Customer service
- English
- Health insurance
- Dental insurance
Quick Apply
Director, Federal Tax (Private Client Services)
Alvarez and Marsal —West Palm Beach, FL
- $130,000 - $175,000 a year
- Full-time
- CPA
- 5 years
- Writing skills
- AD&D insurance
- 401(k)
Tax Manager - Private Client Services (PCS)
EisnerAmper LLP —West Palm Beach, FL
- Full-time
- Hybrid work
- Management
- CPA
- Research
Associate Client Manager
Gallagher —Boynton Beach, FL
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
- Paid parental leave
- Health savings account
Associate Client Advisor
Acrisure South Insurance Services, LLC —West Palm Beach, FL
- Full-time
- Mid-level
- Children
- Commuter assistance
- Paid parental leave
5d
Sr. Private Client Relationship Manager
First Horizon Bank —North Palm Beach, FL
- Office
- Bachelor's degree
- Organizational skills
- Wellness program
- Health savings account
2h
Support Associate, Client Services
Knipper HEALTH —United States
- $20 - $23 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Health insurance

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Client Advisor - Hobe Sound

Seacoast Bank -
Hobe Sound, FL

Quick Apply

Job Details

12 days ago

Qualifications

Customer communication
Cash amount verification
High school diploma or GED
Desktop applications
Productivity software
Mobile devices

Full Job Description

Location: Hobe Sound, FL

ESSENTIAL JOB FUNCTIONS:

Relationship Building

Exhibit consistent relationship building including, but not limited to:

- Prepare for various customer interactions
- Build rapport

Effectively utilize and document open and closed-ended questions to understand current and future financial goals of customers
Match customer needs to Seacoast Bank products and services

- Confidently and proficiently explain Seacoast Bank products and services to customers
- Proven ability to close sales based on customer needs
- Ask for referrals from new and existing customers
- Exhibit good listening skills and speak clearly and persuasively in positive or negative situations.
- Strong understanding of Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes
Respond promptly to customer needs and requests for service.
Quickly seek out appropriate people in more complex financial matters.
Able to balance business needs with customer requests while managing potential risk to bank.
Embrace new technology and remain up to date on industry changes to create an open environment that fosters idea generation and innovation.
Participate in community, charitable or civic events.

Deliver presentations regarding banking products/services through networking events.

Exhibit strong work ethics and teamwork, collaborating with other associates within the branch and across the organization to develop trusting and cooperative working relationships.
Actively pursue NMLS registration status.
Build proficiencies in all consumer deposit and lending products and processes.
Develop on an introductory understanding of small business deposit and lending products and processes.
Demonstrate proficiency in outbound calling process.
Develop skills to identify referral opportunities with internal business partners.
Display proficiency in Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes.

Operations

Open and process accounts, perform account maintenance, process checks, cash and the sale of negotiable instrument transactions adhering to the banks current policies and procedures, to include AML/BSA requirements.
Ensure branch adherence to AML/BSA requirements, audit procedures, dual control, security, Business Continuity, and all other regulated banking requirements.
Responsible for reviewing and adhering to branch operational procedures and controls while communicating updates to associates. Follows up on all audit deficiencies.
Balance cash drawer daily and monitors own work for accuracy.
Follow instructions and responds to management direction to help resolve more difficult customer objections and solves problems in a timely and positive manner to retain the customer relationship.
Adhere to Seacoast Bank’s Code of Conduct.
Follow all safety and security procedures.

Qualifications

High School Diploma or equivalent required.
Minimum of 6 months cash handling experience required.
College degree or 1+ years in retail sales and/or financial services experience required.
Flexible schedule required with ability to work during hours of operations, including weekends and occasional non-bank operational hours.
Demonstrate excellent communication (written and verbal) and interpersonal skills.
Able to work independently and exercise a high degree of initiative.
PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.

The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.

#LI-PF1

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

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Refine Your Search

client services associate jobs in palm beach gardens fl

Client Advisor - Hobe Sound

Client Service Associate - Personal Lines

Client/Server Sr Network Admin

Tax Senior Associate – Private Client Services (PCS)

Client Services Coordinator

Director, Federal Tax (Private Client Services)

Tax Manager - Private Client Services (PCS)

Associate Client Manager

Associate Client Advisor

Sr. Private Client Relationship Manager

Support Associate, Client Services

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