1mo
Save
Mark Applied
Hide
Client Associate
Orlando or Winter Park
OnsiteFull Time
Client service experience in finance or related industry, strong attention to detail, discretion, teamwork, proficient in Microsoft Office, preferably FINRA-registered (SIE, Series 7, Series 66) or willing to obtain within 6 months; bachelor\u0002s degree preferred.
Microsoft Office Suite, BrassRing, HackerRank, Beamery, Textkernel, Modern Hire, Infinite Computer Solutions, Aon PLC, KornFerry
4w
Save
Mark Applied
Hide
Client Service Associate - Lakeland,FL
Lakeland, Florida, United States
$25-$42/hr OnsiteFull Time
2+ YOE2+ years financial industry and client service experience; 2+ years using Microsoft Office and CRM; strong attention to detail and customer service; complete LPL Office Essentials within 90 days.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM, eSignature, Account View, iKnow, Resource Center, LPLU
1mo
Save
Mark Applied
Hide
Registered Wealth Management Client Associate
Winter Park, Florida, United States
OnsiteFull Time
Holds FINRA SIE, Series 7 and Series 66 (63/65 accepted); advanced industry knowledge; strong client service, communication, and technology skills; ability to learn new platforms.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
4w
Save
Mark Applied
Hide
Registered Wealth Management Client Associate
Winter Park, Florida, United States
OnsiteFull Time
Requires FINRA SIE, Series 7 and Series 66 (63/65 accepted), advanced investment product knowledge, strong client service skills, proficiency with Microsoft Office and Salesforce, and high school diploma/GED.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
Save
Mark Applied
Hide
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
3mo
Save
Mark Applied
Hide
Senior Associate, Client Processing - Trade Servicing
Lake Mary, Florida, United States
HybridFull Time
5+ YOEBachelor's degree or equivalent; 5-7 years total experience; trade certifications preferred (CDCS, CSDG, CITF); strong communication with stakeholders.
1mo
Save
Mark Applied
Hide
Brokerage Registered Client Service Associate - Winter Park, FL
Winter Park, Florida, United States
OnsiteFull Time
Bachelor's degree or equivalent, experience in securities industry or sales assistant role, knowledge of securities markets and annuities, FINRA SIE/Series 7/Series 66 (at least one required or obtainable), strong telephone and computer skills.
SalesForce, Microsoft Office
2d
Save
Mark Applied
Hide
Tax Senior Associate
Orlando, Florida, United States
OnsiteFull Time
2+ YOE2+ years tax experience in public accounting or industry, CPA preferred, strong client service and communication, team orientation, and commitment to continuous learning.
1mo
Save
Mark Applied
Hide
Associate, Investment Operations
San Francisco or New York City or Boulder or Alexandria or Winter Park or Atlanta or Austin or Scottsdale
$70k-$85k/yr HybridFull Time
1+ YOEBachelor's degree and 1-3 years financial services experience; strong client service orientation, attention to detail, knowledge of investment operations, AML/KYC, fund and custodian processes, effective communication and problem solving.
1w
Save
Mark Applied
Hide
Part Time Associate Banker Orlando South – Lakeland (30 hours)
Lakeland, Florida, United States
OnsitePart Time
Provide attentive client service, manage lobby traffic, assist with transactions, open accounts, educate clients on digital banking, and follow bank policies.
Chase Mobile App, Chase.com, ATM
2w
Save
Mark Applied
Hide
Part Time (20 Hours) Associate Banker, Okahumpka Branch, Leesburg, FL
Leesburg, Florida, United States
OnsitePart Time
Provide attentive client service, assist with account servicing and openings, use digital banking tools, handle cash devices, high school diploma/GED and client service experience required.
Chase Mobile App, Chase.com, ATM, tablet
1mo
Save
Mark Applied
Hide
Part Time (20 Hours) Associate Banker Middleton (New Build), Leesburg, FL
Middleton or Leesburg
OnsitePart Time
High school diploma or GED; client service experience; ability to deliver attentive, friendly service, open and service accounts, use tablet and digital banking tools, handle cash devices, and learn products and procedures quickly.
Chase Mobile App, Chase.com, ATM, tablet
1mo
Save
Mark Applied
Hide
Senior Fund Accountant (Fund Administration)
Minneapolis or Orlando or Salt Lake City or Milwaukee or Sacramento or Atlanta or Dallas or King of Prussia
$65k-$113k/yr OnsiteFull Time
2+ YOEMinimum 2 years relevant accounting/financial experience, Bachelor's degree required (or equivalent experience). Experience with month-end close, account reconciliations, financial statements, AP/AR, client service, and supervising associates.
3mo
Save
Mark Applied
Hide
Account Manager - Hotel Valet & Parking Services
Orlando, Florida, United States
$60k-$70k/yr OnsiteFull Time
2+ YOETwo+ years account management or related experience; associate degree preferred; valid driver's license; able to drive manual transmission; background check/drug screen; strong client relations and operations skills.
5d
Save
Mark Applied
Hide
Commercial Lines Select Business Account Manager (FL - Remote)
Florida or Palm Beach Gardens or Maitland or Miramar or Miami
$47k-$75k/yr RemoteFull Time
3+ YOEAssociates degree preferred, P&C insurance license required, 3+ years client service or industry experience, strong MS Office skills, excellent communication and organizational abilities.
Microsoft Word, Microsoft Excel, Microsoft Outlook
Explore Jobs