7 client accounting services associate jobs at 6 companies in Bunnell, FL
1mo
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Wealth Management Client Associate
Ponte Vedra Beach or Jacksonville
OnsiteFull Time
Provide client service support to Financial Advisors, ensure timely accurate client materials, learn platform technology, and demonstrate client-centric mindset and strong communication.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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Registered Private Wealth Client Associate
Lake Mary, Florida, United States
OnsiteFull Time
Holds FINRA SIE, Series 7 and Series 66 (or 63+65); advanced investment product knowledge; client service focus; strong computer skills and ability to learn new platforms; minimum education HS/GED.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Brokerage Registered Client Service Associate - Ponte Vedra, FL
Ponte Vedra Beach, Florida, United States
OnsiteFull Time
Bachelor's degree or equivalent; securities or sales assistant experience; FINRA SIE, Series 7 and Series 66 licenses (or ability to obtain); strong telephone, communication, time-management, and Microsoft Office skills.
SalesForce, Microsoft Office
2w
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Tax Associate
Edgewater or Palm Bay
OnsiteSeasonal, Full Time
No prior tax experience required; complete the H&R Block Income Tax Course, communicate clearly, solve problems, use digital tools, and have customer or client service experience.
Copilot, ChatGPT
3w
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Associate Financial Advisor
St. Augustine, Florida, United States
$65k-$70k/yr OnsiteFull Time
3+ YOEBachelor's degree, equivalent experience, or relevant financial services, sales, or relationship-building background; sales or client relationship experience; obtain Series 7, Series 66, and state insurance licenses within three months.
MoneyGuide, Salesforce
2mo
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Assistant Account Manager
Daytona Beach, Florida, United States
FieldFull Time
1+ YOE1+ years landscape management experience preferred (1-3 yrs), Associate's in Horticulture/Turfgrass preferred, strong client service and communication skills, knowledge of southern climate horticulture a plus, Spanish a plus.
1mo
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Commercial Lines Select Business Account Manager (FL - Remote)
St. Augustine or Miramar or Palm Beach or United States
$47k-$75k/yr HybridFull Time
3+ YOEP&C insurance license required, Associates (preferred) or BA/BS, 3+ years client service or industry experience, proficiency with Microsoft Word/Excel/Outlook, strong communication and analytical skills, private home workspace for remote work.
Microsoft Word, Microsoft Excel, Microsoft Outlook