Top 10096 Client services Jobs in Fort Lauderdale Fl

Internal Wholesaler
Counterpoint Funds —Fort Lauderdale, FL
- $60,000 - $120,000 a year
- Full-time
- Mid-level
- Office
- Finance
Quick Apply
Client Services Specialist
Total Warranty Services —Boca Raton, FL
- Full-time
- Microsoft Outlook
- Mid-level
- 3 years
Wealth Management Client Associate
Edwards Asset Management —Fort Lauderdale, FL
- $65,000 - $85,000 a year
- Full-time
- Background check
- Spanish
- Microsoft Excel
- Health savings account
- Health insurance
Quick Apply
Inside Sales Representative
Medical Air Services Association, Inc —Fort Lauderdale, FL
- $60,000 - $80,000 a year
- Monday to Friday
- Entry level
- Under 1 year
- AD&D insurance
- Paid holidays
Quick Apply
4d
Underwriter (Boca Hybrid)
Mphasis Limited —Boca Raton, FL
- Up to $40 an hour
- Full-time
- Hybrid work
- Sales
- Customer service
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Client Success Representative (Remote)
Demand.com —Boca Raton, FL
- Remote
- Mid-level
- Communication skills
- Time management
Quick Apply
Logistics Coordinator
Confidential —Davie, FL
- $45,000 - $75,000 a year
- Full-time
- Spanish
- Customer service
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
Operations Coordinator
EnviroWaste Services Group —Fort Lauderdale, FL
- $23 - $25 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Executive Real Estate Assistant
Kevin R. Kreutzfeld, P.A. —Fort Lauderdale, FL
- From $75,000 a year
- 8 hour shift
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Paid time off
Quick Apply
Banking Customer Service Representative - Onsite
Teleperformance USA —North Lauderdale, FL
- 18 years or older
- Computer literacy
- Office
- Health insurance
- Dental insurance
Banking Customer Service Representative - Onsite
Teleperformance USA —North Lauderdale, FL
- 18 years or older
- Computer literacy
- Office
- Health insurance
- Dental insurance
5d
Customer Service Representative - Onsite
Teleperformance USA —North Lauderdale, FL
- 18 years or older
- Computer literacy
- High school diploma or GED
- Health insurance
- Dental insurance
5d
Remote Contact Center Supervisor
Hotwire Communications, LTD —Fort Lauderdale, FL
- Weekends as needed
- Remote
- Mid-level
- Mentoring
- Leadership
Quick Apply
Client Experience Concierge
Strategic Benefit Advisors —Fort Lauderdale, FL
- $79,000 - $92,000 a year
- Full-time
- Background check
- No experience needed
- Office
- Paid training
- Health insurance
Quick Apply
11d
Client Experience Concierge
Green Team Capital —Fort Lauderdale, FL
- $95,000 - $109,000 a year
- Full-time
- Background check
- No experience needed
- Office
- Paid training
- Health insurance
Quick Apply
10d
Client Service Associate – Immediate Start
Pacific Rise Co —Hollywood, FL
- $19 - $29 an hour
- Urgently hiring
- Computer literacy
- Office
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
14d
Client Services Specialist
Convey Health Solutions —Fort Lauderdale, FL
- Full-time
- Mid-level
- Bachelor's degree
- Organizational skills
Remote Client Agent – Work From Home | Training Provided
The Gainey Agency —Miami, FL
- Remote
- Sales
- Customer service
- Computer literacy
- Opportunities for advancement
- Flexible schedule
Quick Apply
Customer Care Professional-Platinum Dispute Gate
American Express —Sunrise, FL
- $20.00 - $22.25 an hour
- Weekends as needed
- Hybrid work
- Mid-level
- US work authorization
- Fair chance
- Paid parental leave
- Health insurance
Client Advisor
Louis Vuitton —Boca Raton, FL
- $22 - $30 an hour
- Part-time
- Communication skills
- Entry level
- Commercial
- Disability insurance
- Health insurance

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Internal Wholesaler

Counterpoint Funds
Fort Lauderdale, FL

Quick Apply

Job Details

Full-time
$60,000 - $120,000 a year

Qualifications

Investment
Teamwork
Series 7
Business development
Bachelor's degree
Client services
Securities Industry Essentials
Organizational skills
FINRA License
Productivity software
Experience practicing in the securities industry
Sales follow-up

Full Job Description

Please note: Applicants who have not passed the Securities Industry Essentials (SIE) exam need not apply.

Counterpoint Funds is a leading defensive, systematic, and research driven mutual fund and ETF provider specializing in diversifier strategies that are designed to drive portfolio performance over the long run.

As an Internal Wholesaler, you will assist in raising assets within a geographic territory by making proactive phone calls to financial advisers to share sales ideas, provide product information, investment updates and offer sales support. This individual will partner with a Regional Vice President (RVP) to execute business strategies within an assigned territory with a focus on acquiring new business relationships. This position plays a key role by leading business development efforts virtually via phone and online activities.

At its core, the Internal Wholesaler must have an understanding of and passion for investments, the sales process, as well as excellent verbal and written communications skills. He or she must also have excellent organizational and follow up skills, and the ability to handle multiple responsibilities simultaneously. Moreover, the Internal Wholesaler must demonstrate professional presence, poise, strong presentation skills, and a high level of energy and motivation.

Specific Responsibilities Include:

Primarily motivated by sales success and meeting firm sales goals and targets with an emphasis on acquiring new business.
Be responsible for sales completion as determined by sales goals and number of outbound/inbound sales activity.
Maintain a minimum call volume each day and a targeted number of appointments on behalf of the RVP.
Manage and maintain the customer relationship management system (CRM) and help the RVP maintain client profiles and an optimized travel schedule.
Develop extensive working knowledge of Counterpoint Funds’ product offerings.
Attend certain firm events such as conference calls, broker dealer events, due diligence events or other business initiatives sponsored by the firm.

Qualifications:

Desire and ability to work successfully in a growth oriented entrepreneurial environment.
Exceptional communication skills; personable and possesses the ability to communicate with internal and external business partners at all levels.
Strong organizational skills
Initiative-taker that is not afraid to pick up the phone and practice persistence in everything they do to succeed.
Successful track record in developing and managing sales territory.
Ability to work independently while also being a team player.Requirements:
Bachelor’s degree, preferably in business or finance.
Current FINRA Series 7 and 65/66 license or willingness to complete within designated timeframe.
Must have passed the Securities Industry Essentials (SIE) exam, prior to applying.
Preferred 2 years of experience working in a client service environment in the financial services industry.
Proficiency in Microsoft Office.
Excellent organizational and people skills.
Ability to contribute and thrive in a team-oriented culture.

Location:

The position is based out of Counterpoint’s office in Fort Lauderdale, FL; the majority of job responsibilities and duties must be met working in-person from the office.

Compensation:

Compensation is competitive and made up of a base salary, bonus, and commissions plan.
Expected total compensation for this role (at 100% attainment of plan) is $90-$110k.

Pay: $60,000.00 - $120,000.00 per year

Application Question(s):

Have you passed the Securities Industry Essentials (SIE)?

Work Location: In person

Quick Apply

Refine Your Search

client services jobs in fort lauderdale fl

Internal Wholesaler

Client Services Specialist

Wealth Management Client Associate

Inside Sales Representative

Underwriter (Boca Hybrid)

Client Success Representative (Remote)

Logistics Coordinator

Operations Coordinator

Executive Real Estate Assistant

Banking Customer Service Representative - Onsite

Banking Customer Service Representative - Onsite

Customer Service Representative - Onsite

Remote Contact Center Supervisor

Client Experience Concierge

Client Experience Concierge

Client Service Associate – Immediate Start

Client Services Specialist

Remote Client Agent – Work From Home | Training Provided

Customer Care Professional-Platinum Dispute Gate

Client Advisor

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