Saint Augustine Beach • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Saint Augustine Beach • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Saint Augustine Beach • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Saint Augustine Beach • 50 milesRemote · Hybrid · Onsite · Field · All Environments
28 client accounting services associate jobs at 13 companies in Saint Augustine Beach, FL
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Client Associate
Ponte Vedra Beach, Florida, United States
OnsitePart Time
1+ YOERequires 1+ year of brokerage and client services support experience or equivalent experience, training, military experience, or education. Desired skills include financial services, administration, marketing, customer service, and Microsoft Office.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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
3w
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Registered Client Service Associate
Ponte Vedra Beach, Florida, United States
HybridFull Time
1+ YOEProvide high-touch client service and operational support to financial advisors; CRM and Excel proficiency; securities licensing (SIE, Series 7) required; 1+ year securities or related experience preferred.
Client Relationship Management (CRM), Microsoft Excel
2mo
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Registered Client Service Associate
Jacksonville, Florida, United States
OnsiteFull Time
Requires Series 7 and Series 66 (or Series 63 + 65), strong knowledge of financial products, Microsoft Office skills, and industry experience (2+ years preferred). High school diploma required; college degree preferred.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
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
2mo
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Associate Manager
New York City or Union or Windsor or Braintree or Jacksonville
$70k-$140k/yr HybridFull Time
6+ YOE2+ MgmtBachelor's in finance/business, 6+ years investor services experience with ≥2 years leadership, strong client relationship, project management, fund structure and regulatory (AML/KYC, FATCA, CRS) knowledge, excellent communication.
Microsoft Office Suite, Microsoft Excel, investor relations software
2w
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Tax Associate
Palatka, Florida, United States
OnsiteFull Time, Seasonal
Requires high school diploma/GED, completion of the H&R Block Income Tax Course, client service experience, communication and problem-solving skills, and comfort with digital tools including Copilot and ChatGPT.
Copilot, ChatGPT
2w
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Tax Associate
Jacksonville, Florida, United States
OnsiteSeasonal, Full Time
No prior tax experience required; complete the H&R Block Income Tax Course, have client-service experience, strong communication and problem-solving skills, digital-tool proficiency, and a high school diploma or GED.
Copilot, ChatGPT
2mo
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Commercial Lending Associate
Jacksonville, Florida, United States
OnsiteFull Time
2+ YOEMinimum 2 years in loan operations or as a loan assistant, high school diploma or equivalent, familiarity with commercial loan documentation and processes, strong organization and client service skills, BSA/AML familiarity, ability to pull credit/OFAC reports and use LaserPro and FIS.
LaserPro, FIS
2mo
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Associate, Wealth Strategi
Jacksonville or Atlanta
OnsiteFull Time
1+ YOE1-3 years client servicing experience; knowledge of personal financial planning products; proficiency with E-Mail, trust system, and Focus; strong organizational, communication, and computer skills.
E-Mail, trust system, Focus
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
3mo
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Account Manager
Jacksonville, Florida, United States
HybridFull Time
3+ YOE3+ Mgmt3+ years in customer service/leadership; associate or bachelor degree; strong communication; ability to manage client relations and sales of ancillary services.
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
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