Top 2081 Customer support & client services Jobs in Boynton Beach, Fl

Senior Transition Concierge
Concorde Investment Services —Boca Raton, FL
- $60,000 - $70,000 a year
- Full-time
- Office
- Microsoft Office
- 3 years
- Health savings account
- Health insurance
Quick Apply
Field Service Technician
Scientific Instruments —West Palm Beach, FL
- $23 - $25 an hour
- Weekends as needed
- Computer literacy
- Pass drug screening
- Mid-level
- Paid training
- Health insurance
Quick Apply
Major Account Advocate
BCN Telecom, Inc —Boca Raton, FL
- $40,000 - $50,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
Desktop Support Specialist
Mphasis —Boca Raton, FL
- $22 - $24 an hour
- Contract
- Computer science
- Computer Science
- 5 years
Quick Apply
Energy as a Service Project Manager
Meta Power Solutions —Palm Beach Gardens, FL
- $120,000 - $140,000 a year
- Full-time
- Spanish
- 5 years
- Engineering
- Health insurance
- Dental insurance
Quick Apply
Client Coordinator
Maxim Healthcare Services Direct —Boynton Beach, FL
- $19 - $20 an hour
- Full-time
- Background check
- Customer service
- Office
- Profit sharing
- Commuter assistance
Quick Apply
7d
Client Services Associate
Care Options for Kids —Delray Beach, FL
- $18 - $21 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Sales
- Health insurance
- Dental insurance
Quick Apply
Front Desk Receptionist
Dog Unleashed —Boynton Beach, FL
- $15 - $16 an hour
- Part-time
- Bilingual
- Microsoft Outlook
- Inventory management
- Dental insurance
- Flexible schedule
Quick Apply
4d
Sale Support Specialist I
Shoes For Crews North America, LLC —Boca Raton, FL
- $24 an hour
- Full-time
- Remote
- Entry level
Quick Apply
20h
Order Intake I/Customer Service Contact Center Rep (M-F 11a-8p)
Warrior Service Company LLC —West Palm Beach, FL
- $20 - $22 an hour
- Weekends as needed
- Background check
- Mid-level
- In-person
- Paid training
- Health insurance
Quick Apply
Customer Service Representative for health insurance plans in Call Center
Acme Health And Life Agency —Delray Beach, FL
- $20 - $25 an hour
- Full-time
- In person
- Spanish
- English
- Microsoft Office
- Dental insurance
- Vision insurance
Quick Apply
3d
Sales Representative/Business Development (Both remote and/or inside)
Service First Processing —Boynton Beach, FL
- $45,000 - $85,000 a year
- 8 hour shift
- Hybrid work
- Background check
- Microsoft Excel
- Microsoft Outlook
- Profit sharing
- Health insurance
Quick Apply
CASH ADVANCE SALES
Virtue Capital —Boca Raton, FL
- $48,686.89 - $350,000.00 a year
- Full-time
- Math
- In-person
- Associate's degree
Quick Apply
Admissions Supervisor
Epiphany Wellness LLC —Delray Beach, FL
- $100,000 - $120,000 a year
- Full-time
- HIPAA
- Mid-level
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
6d
Office Administrator
Specialty Engineering Consultants —Boynton Beach, FL
- $40,000 - $60,000 a year
- Full-time
- Microsoft Access
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
10d
Account Resolution Specialist
National Oak Distrib, Inc. —West Palm Beach, FL
- $24 an hour
- Mid-level
- Communication skills
- Time management
- Paid holidays
- Health insurance
Quick Apply
19h
Debt Specialist
Eastern Financial Partners —Boca Raton, FL
- $65,000 - $120,000 a year
- Full-time
- Fair chance
- Computer skills
- In-person
- Paid training
- Health insurance
Quick Apply
Travel Agent - Boynton Beach, FL
ACS Auto Club Services, Inc. —Boynton Beach, FL
- $31,200 a year
- Full-time
- Pass drug screening
- Mid-level
- Office
- Paid jury duty
- Health savings account
Order Entry Specialist
TRC Electronics —Boca Raton, FL
- $17 - $23 an hour
- Overtime
- Office
- US work authorization
- Data entry
- Health insurance
- Dental insurance
Quick Apply
Banking Customer Service Representative - Onsite
Teleperformance USA —North Lauderdale, FL
- 18 years or older
- Computer literacy
- Office
- Health insurance
- Dental insurance

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Senior Transition Concierge

Concorde Investment Services -
Boca Raton, FL

Quick Apply

Job Details

Full-time
$60,000 - $70,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Customer communication
Teamwork
Collaboration
Employee relationship building
Microsoft Office
Bachelor's degree
Organizational skills

Full Job Description

Position Summary

The Senior Transition Concierge serves as the face of Concorde during one of the most important moments in an advisor's relationship with the firm: their transition to a new business home. This role creates each advisor's first impression of Concorde and is responsible for delivering an exceptional, concierge-level onboarding experience that inspires confidence, builds trust, and establishes long-term relationships from day one.

This is one of the firm's most visible and strategically important positions. Every advisor transition directly influences advisor productivity, long-term satisfaction, and Concorde's reputation in the marketplace. Advisors who experience an exceptional onboarding process become productive more quickly, build confidence in the organization, and are significantly more likely to refer other advisors to the firm.

The ideal candidate is a positive, energetic, emotionally intelligent professional who thrives on building relationships, solving complex problems, leading through influence, and continuously improving the advisor experience.

Why Join Concorde?

Play a pivotal role in shaping every advisor's first impression of the firm.
Join a collaborative culture where ideas are encouraged and continuous improvement is expected.
Partner directly with executive leadership and every major business unit.
Help build a best-in-class advisor onboarding experience that differentiates Concorde in the marketplace.
Have the opportunity to influence processes that directly impact advisor satisfaction, recruiting success, and firm growth.

Key Responsibilities

Serve as the trusted advisor, primary relationship manager, and single point of contact throughout each advisor transition.
Represent Concorde with professionalism, executive presence, exceptional communication skills, and the ability to quickly build trust and confidence with advisors and internal business partners.
Develop and manage customized transition project plans, timelines, milestones, and onboarding checklists.
Serve as the central point of coordination between advisors and Compliance, Operations, Technology, Licensing, Finance, Recruiting, Marketing, and Executive Leadership.
Provide day-to-day leadership and coordination for the Transition team by fostering accountability, collaboration, consistency, and service excellence.
Anticipate challenges, remove obstacles, and creatively solve issues before they impact the onboarding experience.
Demonstrate the ability to calmly resolve conflict, de-escalate difficult situations, navigate competing priorities, and build consensus among advisors, internal departments, and external business partners.
Continuously evaluate onboarding processes and recommend and implement improvements that increase efficiency, reduce risk, and elevate the advisor experience.
Quickly learn new technologies and business applications while leveraging technology to improve communication, organization, workflow efficiency, and advisor satisfaction.
Coordinate technology onboarding, licensing, registrations, account transfers, system access, vendor engagement, and onboarding milestones.
Provide proactive communication, establish clear expectations, and ensure advisors always understand status, timelines, and next steps.
Track key performance metrics and use data to improve transition quality and consistency.
Develop lasting advisor relationships that extend beyond onboarding through exceptional follow-up and concierge-level service.

Preferred Qualifications

Bachelor's degree preferred.
3+ years of experience in financial services, advisor onboarding, client experience, operations, project coordination, or wealth management.
Experience within a FINRA registered broker-dealer, RIA, or wealth management firm strongly preferred.
Working knowledge of licensing, registration, and onboarding processes (including Forms U4/U5) preferred.
Experience coordinating complex projects across multiple departments.

Skills & Competencies

Exceptional organization, prioritization, and project management skills.
Outstanding written, verbal, and interpersonal communication.
Executive presence, emotional intelligence, and relationship-building ability.
Highly positive, optimistic, adaptable, and solutions-oriented mindset.
Creative problem solver with exceptional follow-through.
Ability to lead through influence while motivating teammates toward shared goals.
Strong conflict resolution and customer service skills.
Advanced Microsoft 365 proficiency and aptitude for learning new technologies quickly.
Commitment to continuous improvement and delivering a world-class advisor experience.

What Success Looks Like

Advisors consistently describe their onboarding as seamless, organized, and exceptional.
Transitions are completed accurately, on schedule, and with minimal disruption.
Internal departments operate with accountability, collaboration, and transparency.
Advisor confidence results in stronger retention, faster productivity, and increased referral opportunities.
The onboarding program continually evolves through innovation and measurable process improvements.

What You'll Love About Concorde

At Concorde, you'll have the opportunity to make a meaningful impact every day. You'll work with talented professionals who genuinely care about advisors, value new ideas, and encourage innovation. If you're energized by building relationships, improving processes, solving meaningful business challenges, and creating exceptional customer experiences, you'll find a career—not just a job—at Concorde.

Work Location & Travel

This position is based in Boca Raton, Florida and is expected to work from Concorde's corporate headquarters. Occasional travel may be required to support advisor transitions, office openings, onboarding events, and other business initiatives.

Pay: $60,000.00 - $70,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

customer support & client services jobs in boynton beach, fl

Senior Transition Concierge

Field Service Technician

Major Account Advocate

Desktop Support Specialist

Energy as a Service Project Manager

Client Coordinator

Client Services Associate

Front Desk Receptionist

Sale Support Specialist I

Order Intake I/Customer Service Contact Center Rep (M-F 11a-8p)

Customer Service Representative for health insurance plans in Call Center

Sales Representative/Business Development (Both remote and/or inside)

CASH ADVANCE SALES

Admissions Supervisor

Office Administrator

Account Resolution Specialist

Debt Specialist

Travel Agent - Boynton Beach, FL

Order Entry Specialist

Banking Customer Service Representative - Onsite

I want to receive the latest job alert for customer support & client services in boynton beach, fl

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