262 client associate jobs at 103 companies in Aventura, FL
1mo
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Client Associate
Boca Raton, Florida, United States
OnsitePart Time
2+ YOE2-5 years client service experience in finance preferred, bachelor's degree preferred, proficient in Microsoft Office Suite, strong communication and attention to detail.
Microsoft Office Suite
1w
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Registered Client Associate
Miami, Florida, United States
OnsiteFull Time
Requires client focus, communication, teamwork, planning, organizing, risk awareness, professional behavior, and problem analysis skills.
Artificial Intelligence (AI)
3mo
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Client Service Associate
Plantation, Florida, United States
$16-$20/hr OnsitePart Time
Part-time, in-office client service role; HS diploma required; one year administrative/receptionist/customer service preferred.
Microsoft Office, CRM
2mo
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Client Service Associate
Palm Beach Gardens, Florida, United States
OnsiteFull Time
1+ YOEHigh school diploma or GED; 1 year relevant experience; luxury jewelry/client service experience preferred; gemology education preferred.
1w
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Client Relations Associate
Boca Raton, Florida, United States
OnsiteFull Time
0+ YOE0–2 years of financial services experience and a relevant university degree. Requires client service, communication, problem-solving, and proactive collaboration skills.
2w
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Associate, Client Service
Boca Raton, Florida, United States
$70k-$80k/yr OnsiteFull Time
Bachelor's preferred, relevant financial services experience preferred, strong Microsoft Office and CRM skills, excellent organization and communication, client service orientation, willingness to learn.
Microsoft Office, CRM
1w
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Wealth Management Client Associate
Boca Raton, Florida, United States
OnsiteFull Time
Client-service focused associate supporting financial advisors, proficient with Microsoft Office and Salesforce; SIE/Series qualifications preferred; high school diploma required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Client Service Associate
Hallandale Beach, Florida, United States
OnsiteFull Time
1+ YOEProvide high-touch administrative support to financial advisors, service client inquiries, process transactions, open accounts, use CRM and Excel; high attention to detail and communication skills.
Client Relationship Management (CRM), Microsoft Excel
3w
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Registered Client Associate
Coral Gables, Florida, United States
OnsiteFull Time
3+ YOESeries 7 and 66 required, 3+ years client service experience in finance, bachelor\u0002s degree, fluent Spanish and English, strong communication, detail oriented, proficient in Microsoft Office.
Microsoft Office
1mo
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Client Service Associate
Miami Beach, Florida, United States
OnsiteFull Time
2+ YOEHigh school diploma, 2 years investment industry experience, clerical/account opening skills, customer service, ability to enter trades and maintain client records; FINRA Series 7 and 66 or 63/65 preferred.
4w
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Registered Client Associate, (Client Experience & Marketing)
Atlanta or Miami or Philadelphia
OnsiteFull Time
2+ YOESeries 7 and Series 66 required; ~2+ years client service/operations in wealth management preferred; strong communication, attention to detail, Microsoft Office and CRM proficiency; bachelor’s degree.
Microsoft Office, CRM
3w
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PBM Client Success Associate
Miami or New York City or Denver or Dallas
$55k-$75k/yr RemoteFull Time
2+ YOEPrefer bachelor's degree and ~2 years client success or healthcare/PBM experience; strong written/verbal communication, Excel and Office/Google Workspace familiarity, organizational and analytical skills.
Microsoft Excel, Microsoft Office, Google Workspace
1mo
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Registered Client Service Associate
Fort Lauderdale, Florida, United States
OnsiteFull Time
Bilingual English/Spanish; active Series 7 and Series 66 (or Series 63 and 65); high school diploma required, college preferred; 2+ years industry experience preferred; strong MS Office and client service skills.
Morgan Stanley Online, Morgan Stanley Mobile, Microsoft Office
1w
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Wealth Management Client Associate
Boca Raton, Florida, United States
OnsiteFull Time
1+ YOEProviding client service support for financial advisors, operating enterprise platforms, promoting banking solutions, and delivering accurate client materials; 1+ year experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Associate Client Advocate
Chicago or Los Angeles or Phoenix or Houston or Denver or Overland Park or Detroit or Milwaukee or Pittsburgh or Philadelphia or New York or Short Hills or Boston or Arlington or Atlanta or Nashville or Tampa or Miami or Mobile
$90k-$120k/yr HybridFull Time
5+ YOE5+ years commercial P&C insurance client-facing experience, knowledge of coverage forms and renewals, negotiation and relationship management, project management, excellent communication, and ability to obtain a P&C broker license.
Microsoft Office
4w
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Client Relationship Associate
Philadelphia or Boca Raton
$60k-$75k/yr HybridFull Time
2+ YOEBachelor's degree in finance/accounting/business required, 2+ years family office/trust/wealth/banking experience, account administration and payment processing experience, AgilLink experience preferred, strong attention to detail.
AgilLink
4w
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Associate Client Advisor
Miami, Florida, United States
HybridFull Time
Bachelor's degree required; strong communication, analytical and organizational skills; 1+ year related business experience preferred; proficiency with Microsoft Office; knowledge of trust administration and fiduciary practices preferred.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office, Workflow, Atlas
2w
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Client Service Associate
Palm Beach Gardens or Fort Lauderdale
HybridFull Time
2+ YOEFlorida 2-20 license or willingness to obtain; college degree desirable; 2+ years commercial insurance experience preferred; intermediate-advanced Microsoft Word and Excel; knowledge of Sagitta and ImageRight (or willingness to learn).
Microsoft Word, Microsoft Excel, Sagitta, ImageRight
2w
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Client Experience Associate
Miami, Florida, United States
OnsiteFull Time
Delivers customer service in a retail bank branch, processes transactions, identifies sales opportunities, and applies product and procedural knowledge; typically <1 year related experience; no college degree required.
1mo
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Client Service Associate
Miami Beach, Florida, United States
OnsiteFull Time
2+ YOE2 years investment industry experience, high school diploma, administrative and clerical knowledge, customer service and communication skills; FINRA Series 7/66 or 63/65 preferred.