407 Client Advisory Analyst jobs in Miami,FL

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Bilingual Assistant Client Care Coordinator

Interim HealthCare - Miami, FL

Miami, FL 33186

OnsiteBilingual PreferredHealth InsurancePaid Time Off

Associates Degree or better
Some office experience required
Bilingual in English and Spanish
Ability to come to the office every day. This is not a remote job.

SmartExplore AI is experimental.

New, Posted 1 day ago

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Sales Representative - Alarm Systems

Securitas Technology

Fort Lauderdale, FL 33336

Requires TravelEducation AssistanceHealth InsurancePaid Time OffRetirement Benefit

High School diploma or GED required
At least 2 years of experience in B2B sales with a consultative approach.
Minimum 2 years of experience attaining or exceeding high sales quotas in comparable accounts and/or markets
Proficient in leveraging Office Suite and CRM platforms to streamline workflows, increase productivity, and enhance client interactions.
Travel is required across assigned geographic areas
Highly organized, detail-oriented, and an effective communicator
A valid driver's license is required

SmartExplore AI is experimental.

New, Posted 22 hours ago

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Customer Service Representative - Onsite

Teleperformance

Fort Lauderdale, FL 33328

~ 36 min OnsiteUrgently HiringHealth InsurancePaid Time OffRetirement Benefit

High School Diploma or equivalent
18 years of age or older
Proven call center experience
Typing 30 WPM
Proficient in PC operation and navigation
Entry-level network troubleshooting
Ability to set up home Wi-Fi network
Ability to set up and configure a router or switch
Core proficiency with a laptop or desktop computer
Able to work independently
Have excellent communications skills, both oral and written
Ability to work in a constantly changing and fast paced environment
Ability to stay composed and objective
Strong listening skills

SmartExplore AI is experimental.

New, Posted 5 hours ago

Sr Oncology CTMS Analyst (Full Time, Days)

Nicklaus Children's Hospital Careers

Miami, FL 33186

New, Posted 22 hours ago

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Customer Service Representative - Onsite

Teleperformance

Hollywood, FL 33026

~ 29 min OnsiteHealth InsurancePaid Time OffRetirement Benefit

High School Diploma or equivalent
18 years of age or older
Proven call center experience
Typing 30 WPM
Proficient in PC operation and navigation
Entry-level network troubleshooting
Ability to set up home Wi-Fi network
Ability to set up and configure a router or switch
Core proficiency with a laptop or desktop computer
Able to work independently
Have excellent communications skills, both oral and written
Ability to work in a constantly changing and fast paced environment
Ability to stay composed and objective
Strong listening skills

SmartExplore AI is experimental.

Easy Apply

Senior Estate Planning Attorney

Grimaldi Law Firm

Hollywood, FL 33019

$140,000-$160,000/yr

~ 29 min Onsite

Experienced (5+ years)
Estate planning attorney
Minimum of 5 years of experience in the field
Estate planner with a minimum of 5 years of experience
Planning for a taxable estate
GRAT s, ILIT s, and SLAT s
Wealthcounsel Estate planning documents
Eldercounsel Estate planning documents
Licensed to practice law in Florida
Graduate of an accredited law school
5+ years of estate planning experience required
You must be good with basic technology. Experience with Windows 10 or 11 and Microsoft Office (Word, Excel) is required
Experience with Clio and Google Workspace is preferred but not required
Excellent references are required
Excellent communication skills, especially in highly stressful and emotional situations
Up-beat, self-starter, who has meticulous attention to detail, common sense, great interpersonal skills, and is a good writer
Supervise the estate administration paralegal in preparing probate and estate administration petitions and related filings
Assist Fiduciaries with marshaling assets, determining immediate cash needs, determining estate debts and liabilities, and preparing an initial plan of distribution
Guiding and advising fiduciary through ongoing administration of the estate and/or trust
Assist clients effectively by understanding their needs, analyzing the situation, and then strategizing and deciding on a proper course of action
Delegate to and review the work of paralegals and legal assistants
Discuss estate planning with clients to understand their needs, fears, and desires
Advise clients regarding retirement plans, charitable giving, and insurance
Help solve legal problems for clients through analyzing the situation, understanding their needs, and creating a strategic plan of action
Design estate plans that will work for clients within the client's chosen price point
Draft wills, trusts, and powers of attorney
Collaborate with other attorneys and paralegals to effectively move files through the estate administration process
You should delegate to Paralegals and legal staff to accomplish tasks where appropriate, but you remain responsible for ensuring the timely and professional completion of the work assigned
Represent clients in court regarding estate matters
Legal research and drafting discovery, motions, pleadings, orders, judgments, and status updates
Overseeing and analyzing discovery
Monitor your caseload and move cases progressively forward and through the pipeline in accordance with defined milestones
Make recommendations on the design, deployment, and execution of policies, procedures, processes, checklists, templates, forms, etc., to create systems that run the business efficiently and profitably
Networking
Giving in-person and webcast presentations to groups of clients, attorneys, financial professionals, or potential clients
Keep your CLEs and law license up-to-date
Develop relationships with the community served and the leaders of that community

SmartExplore AI is experimental.

New, Posted 1 day ago

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In Home Caregiver

Home Instead

Fort Lauderdale, FL 33312

$15/hr

Requires TravelBilingual PreferredEducation AssistanceHealth InsurancePaid Time OffRetirement Benefit

Must have a valid Certified Nursing Assistant Certification, Home Health Aide Certification, OR Certificate of Completion of a 40-hour state approved Home Care Course
Driving to client's homes across Broward County
A valid driver's license
A dependable vehicle are required
Willing and able to work at least two weekly shifts with the same client(s) to provide consistent care and build strong relationships
Have basic English speaking, reading, and writing abilities (Bilingual or multilingual individuals are encouraged to apply)
Complete any necessary compliance, license, or registration requirements, including CPR certification

SmartExplore AI is experimental.

New, Posted 4 hours ago

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Produce Lead / Lider de Produce

Food Provisions LLC

Key Biscayne, FL 33149

New, Posted just now

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Catering Manager, Nu Stadium

Delaware North

Miami, FL 33186

$55,300-$74,600/yr

OnsiteFlexible ScheduleEducation AssistanceHealth InsurancePaid Time OffRetirement Benefit

Proven experience in catering, banquets, or food and beverage operations within a high-volume, fast-paced environment (sports, entertainment, hospitality, or events preferred)
Strong leadership skills with experience managing and developing hourly and salaried teams
Demonstrated ability to build and maintain strong client relationships while delivering customized, service-driven solutions
Excellent organizational, communication, and multitasking skills with a hands-on management approach
Ability to work a flexible schedule, including nights, weekends, and holidays, based on event needs
Lead, train, and manage a team of approximately 20 direct reports

SmartExplore AI is experimental.

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