43 client associate jobs at 21 companies in Arcadia, FL
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Registered Client Associate
Sarasota, Florida, United States
OnsiteFull Time
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
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.
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
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
Equity Trust Company: Provider of custodial services for alternative investment portfolios.
1+ YOE1-3 years in a service-oriented role; Degree in Finance preferred; experience in Accounting/Finance/Administration; proficient in Microsoft Office.
Sanctuary Wealth: Provides an integrated platform for independent wealth management advisors.
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
Liberty Savings Bank: A family-owned bank providing personal and business financial services.
1.5+ YOEAssociate's degree or equivalent experience, 18+ months banking/sales experience, skills in new accounts and consumer loans, sales coaching, cash handling, compliance knowledge, strong communication and basic computer skills.
Commerce BankNASDAQ: CBSH: Provides personal and commercial banking and wealth management services.
2+ YOEProvide operational and administrative trust support including account setup, transaction processing, reconciliations, recordkeeping, and client communications; 2+ years transactional banking or trust support experience; Associate's degree or equivalent required; Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft Teams, Microsoft Outlook, Trust Desk, ACM
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
1+ YOE1-2 years retail or client-facing experience; ability to manage inventory, execute visual merchandising, provide excellent client service, lift up to 50 lbs, and be available nights, weekends and holidays.
Lilly PulitzerNYSE: OXM: Sells colorful resort-inspired apparel and accessories for women.
Part-time seasonal retail sales role; prior retail or client service experience preferred; able to lift up to 20 pounds; multi-task in fast-paced environment; good communication; knowledge of XStore and Tulip a plus.
Becker: Multidisciplinary commercial law firm providing legal and lobbying services.
Drafting pleadings and motions, preparing for depositions/hearings/trials, client communications, legal research and document review; prior litigation experience preferred.
Sephora: Global retailer of prestige beauty and personal care products.
1+ YOE1-2 years retail or client-facing experience, strong organization and communication, ability to lift up to 50 pounds, punctuality and reliable attendance.
Viles & Beckman: Personal injury law firm representing accident victims.
2+ YOEActive Florida Bar license; 2+ years experience in PI/civil litigation or insurance defense; strong writing and client-facing skills; Filevine familiarity is a plus.
SamsoniteHong Kong Stock Exchange: 1910: Global manufacturer and retailer of luggage and travel accessories.
Retail leadership with sales and KPI achievement, client service in luxury market, flexible availability for nights/weekends/holidays, ability to lift ~30 lbs and use a ladder, strong communication and time-management.
Certified Collectibles Group: Authenticates and grades collectibles to ensure market trust
3+ YOE3+ years in customer service or client relationships; experience handling coins; knowledge of coin collecting and authentication/grading; strong relationship management; high attention to detail; HS diploma.
Part Time (30 Hours) Associate Banker, Gladiolus and McGregor Branch, Fort Myers, FL
Fort Myers, Florida, United States
OnsitePart Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
High school diploma/GED, client service experience, ability to build relationships, learn products, handle cash and branch operations, and deliver excellent client service.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
2+ YOEBachelor's degree typically required, 2+ years relevant experience, client relationship and credit knowledge, ability to support a book of business and follow risk policies.
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
DVM degree and licensure to practice in Florida (or ability to obtain). Provide high standard veterinary medicine, collaborate with team, and support client relationships in a hospital setting.