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7 client accounting services associate jobs at 7 companies in Ormond Beach, FL

3d
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Senior Client Service Associate (Daytona Beach, FL)
Daytona Beach, Florida, United States
OnsiteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
3+ YOEHigh school diploma and 3+ years financial services experience; strong communication, organization, CRM and Microsoft Excel skills; able to manage client interactions and documentation.
Client Relationship Management (CRM), Microsoft Excel
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1mo
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Registered Private Wealth Client Associate
Lake Mary, Florida, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
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2mo
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Registered Client Service Associate
Ormond Beach, Florida, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
2+ YOETwo+ years industry experience; high school diploma or equivalent; college degree preferred; active securities licenses required.
Microsoft Office, Financial software, Client management systems
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3mo
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Senior Associate, Client Processing - Trade Servicing
Lake Mary, Florida, United States
HybridFull Time
BNY
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
5+ YOEBachelor's degree or equivalent; 5-7 years total experience; trade certifications preferred (CDCS, CSDG, CITF); strong communication with stakeholders.
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1mo
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Assistant Account Manager
Daytona Beach, Florida, United States
FieldFull Time
Yellowstone Landscape
Yellowstone Landscape: Commercial landscape maintenance and property enhancement services provider.
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.
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2d
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Commercial Lines Select Business Account Manager (FL - Remote)
Florida or Palm Beach Gardens or Maitland or Miramar or Miami
$47k-$75k/yr RemoteFull Time
NFP
NFP: Provider of insurance brokerage, benefits, and wealth management services.
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
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2d
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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
Aon
AonNYSE: AON: Global professional services firm providing risk and people solutions.
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
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