Prepare monthly/quarterly financial packages for clients with related work papers * Assist in ... Private Client Services/Family Office/High Net Worth accounting experience strongly preferred ...
Prepare monthly/quarterly financial packages for clients with related work papers * Assist in ... Private Client Services/Family Office/High Net Worth accounting experience strongly preferred ...
Vice President - Client Services
Fort Lauderdale, FL · On-site
$132K - $169K/yr
Legal to assist with contract maintenance, verbiage, and negotiations * Escalate concerns and/or potential issue that may jeopardize Client satisfaction or may discourage growth with the Client ...
Vice President - Client Services
Fort Lauderdale, FL · On-site
$132K - $169K/yr
Legal to assist with contract maintenance, verbiage, and negotiations * Escalate concerns and/or potential issue that may jeopardize Client satisfaction or may discourage growth with the Client ...
Be Seen First
Client Services Specialist (Real Estate)
Boca Raton, FL · On-site
$55K - $65K/yr
Support day-to-day client service and brokerage support activities * Assist with client communications, meeting preparation, follow-up, and project coordination * Coordinate property information ...
Quick apply
Be Seen First
Client Services Specialist (Real Estate)
Boca Raton, FL · On-site
$55K - $65K/yr
Support day-to-day client service and brokerage support activities * Assist with client communications, meeting preparation, follow-up, and project coordination * Coordinate property information ...
... client service leadership. Don't miss out on this chance to prioritize both your personal and ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
... client service leadership. Don't miss out on this chance to prioritize both your personal and ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
... client service leadership. Don't miss out on this chance to prioritize both your personal and ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
... client service leadership. Don't miss out on this chance to prioritize both your personal and ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Registered Client Service Associates help shape the future of service by modernizing the client ... Identify and assist with Firm services and solutions that support clients' needs including banking ...
New
Registered Client Service Associates help shape the future of service by modernizing the client ... Identify and assist with Firm services and solutions that support clients' needs including banking ...
New
Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) * Assist FAs ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) * Assist FAs ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) * Assist FAs ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) * Assist FAs ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Client Services Representative (Service Center)
Fort Lauderdale, FL · On-site
$41K/yr
Service Center Manager/Assistant Manager Department Name: Service Center Operations FLSA Status ... Client Service Representatives are the first point of contact for residents, ensuring accuracy ...
Quick apply
Client Services Representative (Service Center)
Fort Lauderdale, FL · On-site
$41K/yr
Service Center Manager/Assistant Manager Department Name: Service Center Operations FLSA Status ... Client Service Representatives are the first point of contact for residents, ensuring accuracy ...
Client Service Coordinator
North Miami Beach, FL · On-site
$17.75 - $23/hr
... services * Assist incoming clients by completing the required documentation, entering all pet ... Client Service Skills * Priority Setting * Time Management Capabilities and Experience (can do)
Client Service Coordinator
North Miami Beach, FL · On-site
$17.75 - $23/hr
... services * Assist incoming clients by completing the required documentation, entering all pet ... Client Service Skills * Priority Setting * Time Management Capabilities and Experience (can do)
Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) * Assist FAs ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) * Assist FAs ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Specialist, CPD Client Services
Boca Raton, FL · On-site
$17 - $22.50/hr
The Specialist - CPD Client Services works as a member of a call-center team dedicated to providing ... He/she will also handle or assist with special projects as needed. Primary Responsibilities:
Specialist, CPD Client Services
Boca Raton, FL · On-site
$17 - $22.50/hr
The Specialist - CPD Client Services works as a member of a call-center team dedicated to providing ... He/she will also handle or assist with special projects as needed. Primary Responsibilities:
Specialist, CPD Client Services
Boca Raton, FL · On-site
$16.72 - $28.42/hr
Overview The Specialist - CPD Client Services works as a member of a call-center team dedicated to ... He/she will also handle or assist with special projects as needed. Primary Responsibilities:
Specialist, CPD Client Services
Boca Raton, FL · On-site
$16.72 - $28.42/hr
Overview The Specialist - CPD Client Services works as a member of a call-center team dedicated to ... He/she will also handle or assist with special projects as needed. Primary Responsibilities:
The Funeral Services Assistant duties must be performed consistent with company mission and values ... Greets and receives client families and / or other persons entering the office for information and ...
The Funeral Services Assistant duties must be performed consistent with company mission and values ... Greets and receives client families and / or other persons entering the office for information and ...
Client Service Coordinator
North Miami Beach, FL · On-site
$15 - $18.69/hr
... services * Assist incoming clients by completing the required documentation, entering all pet ... Client Service Skills * Priority Setting * Time Management Capabilities and Experience (can do)
Client Service Coordinator
North Miami Beach, FL · On-site
$15 - $18.69/hr
... services * Assist incoming clients by completing the required documentation, entering all pet ... Client Service Skills * Priority Setting * Time Management Capabilities and Experience (can do)
Client Service Representative
$15 - $18.69/hr
Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC ... services Assist incoming clients by completing the required documentation, entering all pet ...
Client Service Representative
$15 - $18.69/hr
Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC ... services Assist incoming clients by completing the required documentation, entering all pet ...
Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) * Assist FAs ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) * Assist FAs ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Specialist, CPD Client Services
Boca Raton, FL · On-site
$16.72/hr
The Specialist - CPD Client Services works as a member of a call-center team dedicated to providing ... He/she will also handle or assist with special projects as needed. Primary Responsibilities:
Specialist, CPD Client Services
Boca Raton, FL · On-site
$16.72/hr
The Specialist - CPD Client Services works as a member of a call-center team dedicated to providing ... He/she will also handle or assist with special projects as needed. Primary Responsibilities:
Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) * Assist FAs ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) * Assist FAs ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) * Assist FAs ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) * Assist FAs ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Client Services Assistant information
See Boca Raton, FL salary details
$11.18 - $12.59
2% of jobs
$12.59 - $14
6% of jobs
$14 - $15.41
12% of jobs
$15.94 is the 25th percentile. Wages below this are outliers.
$15.41 - $16.82
13% of jobs
$16.82 - $18.23
14% of jobs
The median wage is $18.49 / hr.
$18.23 - $19.64
17% of jobs
$20.99 is the 75th percentile. Wages above this are outliers.
$19.64 - $21.05
12% of jobs
$21.05 - $22.46
9% of jobs
$22.46 - $23.87
9% of jobs
$23.87 - $25.28
4% of jobs
$25.28 - $26.69
3% of jobs
$11
$19
$26
How much do client services assistant jobs pay per hour?
What is a client services assistant?
What are some typical challenges a client services assistant might face and how can they overcome them?
What is the difference between Client Services Assistant vs Customer Service Representative?
| Aspect | Client Services Assistant | Customer Service Representative |
|---|---|---|
| Credentials | High school diploma or equivalent; some roles may prefer associate degree | High school diploma or equivalent; some roles may prefer post-secondary education |
| Work Environment | Office settings, client-facing roles, administrative support | Call centers, retail, office settings, customer support centers |
| Employer & Industry | Financial services, consulting, professional services | Retail, telecommunications, hospitality, various industries |
| Search & Comparison Intent | Understanding support roles assisting clients directly | Handling customer inquiries and resolving issues |
The main difference between a Client Services Assistant and a Customer Service Representative lies in their focus and work environment. Client Services Assistants typically work in professional settings supporting specific clients, often with a focus on account management. Customer Service Representatives usually handle general customer inquiries across various industries, often via phone or online. Both roles require strong communication skills but differ in their scope and industry application.
What are the most commonly searched types of Client Services jobs in Boca Raton, FL?
The most popular types of Client Services jobs in Boca Raton, FL are:
What are popular job titles related to Client Services Assistant jobs in Boca Raton, FL?
For Client Services Assistant jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Client Services Assistant jobs in Boca Raton, FL look for?
The top searched job categories for Client Services Assistant jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Client Services Assistant jobs?
Cities near Boca Raton, FL with the most Client Services Assistant job openings:

Full-time
Medical, Life, Retirement, PTO
Re-posted 9 days ago
Alvarez & Marsal rating
7.2
Based on 7 frontline employees who took The Breakroom Quiz
53rd of 72 rated business consultants
Job description
About Alvarez & Marsal
Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action and results-oriented professionals. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.
The Team
We're currently growing Our Private Client Services (PCS) practice. PCS works with private companies, their owners, and other domestic and international high net worth individuals, serving as their advisor, advocate, teammate and partner. We are dedicated to helping our clients achieve their long-term goals by delivering highly personalized solutions that suit their unique needs. Due to our tremendous growth, we're seeking a Director to join our team.
How you will contribute
As a Director within Private Client Services, you will:
- Provide multiple clients with a variety of accounting and support services including but not limited to the following:
- Responsible for the review and oversight of accounting processes, i.e. timely posting of all financial transactions to G/L, maintain the general ledger, generate & post all journal entries, coordinate monthly close, and prepare financial reports
- Oversee and manage the accounting functions for specific families that includes; accounts payables, ensuring accurate, authorized invoices and payments are processed in a timely manner
- Review and analyze financial information to prepare entries to accounts, such as general ledger accounts and documenting business transactions
- Manage and reconcile bank accounts
- Reconcile various expenses and intercompany accounts
- Prepare monthly/quarterly financial packages for clients with related work papers
- Assist in preparation of annual tax package and supporting documents
- Establish, modify, document, and coordinate implementation of accounting and accounting control procedures
- Develop trusted relationships with and collaborate with clients to compile project information and resolve issues
- Manage risk, resources, staffing and financial performance for multiple engagements at once including billing, collections and project budgets
- Identify key tax issues and accurately quantify the impact to in a clear, concise, and thoughtful analysis
- Build client relationships and demonstrate a working knowledge of client businesses
- Conduct day-to-day management of accounts to ensure delivery of timely and accurate work product
- Supervise, develop, mentor, and motivate our Associates, Senior Associates and Managers by actively participating in their advancement through on-the-job training, providing performance feedback, counseling, and fostering our team-based atmosphere
- Manage workload and deadlines for Associates, Senior Associates, and Managers with a focus on quality, efficiency, and effectiveness of the project teams
- Demonstrate commitment and desired behaviors while working with others that have diverse experiences, skills and perspectives
- Regularly supports business development efforts. Sees opportunities for add on work, thought leadership, new client pitches, and optimizing the compliance process
- Bachelor's degree in Accounting
- 5 + years' of relevant experience ; Private Client Services/Family Office/High Net Worth accounting experience strongly preferred
- CPA
- High level of integrity and respect for the confidential nature of the information our Private Client Services Group is privy to
- Prior proven experience leading others while managing multiple work streams
- Demonstrated success as a trusted tax and business advisor: building relationships, identifying and addressing client needs, and delivering high quality deliverables
- Passion for training and mentoring staff
- Excellent verbal and written communication skills, with the ability to establish credibility and influence clients
- Excellent research, writing, and analytical skills
- Advanced user of all Microsoft Office products (with an emphasis on Excel)
- Strong knowledge and experience in QuickBooks
- Ability to simultaneously work on several projects and effectively manage deadlines
- High motivation to learn and grow and actively identify trends and new ideas for enhancing solutions and approaches
- Detail-oriented and possess strong organizational skills
- Bilingual, a plus
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.
We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs.
The salary range is $130,000 - $175,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
#LI-BK1
About Alvarez & Marsal
Sourced by ZipRecruiter
Industry
Business management consulting
Company size
5,001 - 10,000 Employees
Headquarters location
New York, NY, US
Year founded
1983