1mo
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Client Advisor
Clearwater or Sarasota
HybridFull Time
Manage complex business insurance accounts, renewals, client service, and mentoring; requires current 2-20 license and deep knowledge of commercial insurance and marketplace conditions.
Sagitta Agency Management System
2w
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Registered Client Associate
Sarasota, Florida, United States
OnsiteFull Time
3+ YOESeries 7 and 66 licenses preferred, 3+ years client service experience in finance preferred, bachelor\u0002s degree preferred, strong communication, detail orientation, and Microsoft Office proficiency.
Microsoft Office Suite
3d
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Client Success Partner
Irving or Fort Myers
$62k-$87k/yr HybridFull Time
2+ YOE2+ years relevant experience, strong communication, client relationship management, onboarding and program recommendation skills; bachelor’s degree preferred.
4w
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Client Service Manager
Cape Coral, Florida, United States
HybridFull Time
3+ YOE3+ years commercial client service management experience, property and casualty insurance license, proficiency with Microsoft Office, strong communication, adaptability, and collaborative mindset.
Microsoft Office
1w
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Client Onboarding Specialist
Fort Myers, Florida, United States
HybridFull Time
2+ YOEBachelor's or 2+ years relevant experience, 2 years in financial sector preferred, strong communication, Microsoft Office and Salesforce proficiency, ability to manage client correspondence and onboarding.
Microsoft Office Suite, Salesforce
1d
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Registered Client Service Associate
Sarasota, Florida, United States
OnsiteFull Time
Supports client relationships, processes requests and transactions, onboards and maintains accounts, prepares client materials; requires industry product knowledge, strong communication, organizational and computer skills.
Microsoft Office
3w
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Client Service Representative
North Port, Florida, United States
OnsiteFull Time
2+ YOE2 years customer service experience required; 1 year veterinary or medical practice experience preferred; strong communication, time management, basic math for transactions, and client empathy.
Headspace, DailyPay
3w
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Client Service Representative
North Port, Florida, United States
OnsiteFull Time
2+ YOE2 years customer service experience required; 1 year veterinary (or human medical) experience preferred. Strong communication, basic math, appointment scheduling, data entry, and client interaction skills.
3w
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Client Service Representative
Bradenton, Florida, United States
$17-$19/hr OnsiteFull Time
Provide front-desk customer service for veterinary clinics: greet clients, schedule appointments, update records, process payments, use practice management systems and Microsoft Office, multitask, and communicate effectively.
practice management systems, Microsoft Office
1w
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Client Support Specialist
Sarasota, Florida, United States
OnsiteFull Time
High school diploma or GED required; office experience preferred. Must be proficient with Microsoft Office and CRM, have strong communication and organizational skills, and handle client account processing and administrative tasks.
Microsoft Word, Microsoft Excel, CRM
2d
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Client Consultant
North Port, Florida, United States
$76k-$88k/yr FieldFull Time
Valid driver’s license and clean background check; active Health & Life license or willingness to obtain; bachelor’s degree or equivalent; strong interpersonal and time-management skills.
CRM
2mo
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Client Relationship Leader
Naples or Fort Lauderdale or Miami or Fort Myers
HybridFull Time
10+ YOE10+ years experience including public accounting (Big Four Audit Manager preferred), bachelor’s in accounting/finance/business required, CPA preferred, client relationship and business development experience, strong interpersonal and project management skills.
CRM
2w
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Client Service Associate (Sarasota, FL)
Sarasota, Florida, United States
OnsiteFull Time
0+ YOEProvide high-touch administrative support to Financial Advisors; process client transactions, open accounts, use CRM and Excel, communicate with clients across channels, and manage competing priorities.
Client Relationship Management (CRM) software, Microsoft Excel
1mo
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Private Client Manager II
Sarasota, Florida, United States
OnsiteFull Time
7+ YOESeries 7/63/65 (or 7/66) required or obtainable, SAFE Act registration for mortgage origination, 7+ years managing high-net-worth client relationships, strong banking/credit knowledge, teamwork and interpersonal skills.
2mo
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Part Time Seasonal Client Associate - UTC Sarasota
Sarasota, Florida, United States
OnsitePart Time, Seasonal
1+ YOEMinimum 1 year client services experience; able to work non-traditional hours; proficient with POS and Microsoft apps.
Microsoft Applications, POS systems
1mo
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Client Support & Benefits Representative
Sarasota, Florida, United States
RemoteFull Time, Part Time
Requires (or willingness to obtain) an insurance license, strong communication and interpersonal skills, self-motivation, basic computer skills for CRM and client management, and ability to work independently.
CRM
3w
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Client Service Associate (Wealth Management)
Fort Myers, Florida, United States
OnsiteFull Time
0+ YOEClient service experience in wealth management or financial services (0+ years). Strong verbal/written communication, organization, discretion, and proficiency with Microsoft Office; ability to learn platforms quickly.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, BNY Pershing, Charles Schwab Advisor Services
1mo
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Client Development Director - Florida Division
Jacksonville or Winter Park or Tallahassee or Tampa or Sarasota or Fort Myers or Panama City or Pensacola or West Palm Beach or Fort Lauderdale or Port Saint Lucie or Miami Lakes or Merritt Island
HybridFull Time
15+ YOEBachelor's degree required; 15+ years in business/client development or related roles; proven leadership developing teams; proficiency with CRM systems and reporting tools; ability to influence stakeholders; willing to travel 25-35% within Florida.
CRM systems, business development reporting tools
1d
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Registered Client Service Associate
Sarasota, Florida, United States
OnsiteFull Time
2+ YOEActive Series 7 and Series 66 or Series 63+65 preferred, 2+ years industry experience preferred, high school diploma required, college preferred, strong client service, writing and MS Office skills.
Microsoft Office
7h
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Client Advisor - Avon Park
Avon Park, Florida, United States
OnsiteFull Time
High school diploma or equivalent; 6+ months cash handling; college or 1+ year retail sales/financial services; strong communication; PC and Microsoft Office Suite proficiency; flexible schedule including weekends.
Microsoft Office Suite