112 client associate jobs at 63 companies in Belle Glade, 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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Private Wealth Client Associate
West Palm Beach, Florida, United States
OnsiteFull Time
Provide client service support to financial advisors, strong client focus, attention to detail, ability to learn new platforms; high school diploma required; SIE/Series credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Client Service Associate
Palm Beach Gardens, Florida, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors, execute money movement transactions, manage client inquiries, and assist with digital tool enrollment. Series licenses may be required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
2mo
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Associate Client Advisor
West Palm Beach, Florida, United States
OnsiteFull Time
1+ YOE1+ years in client facing sales or business development; insurance industry preferred; Property & Casualty license preferred or obtainable.
CRM, AI tools, Analytics platforms
2mo
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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
1d
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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.
2mo
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Client Service Associate
Palm Beach Gardens, Florida, United States
OnsiteFull Time
High school diploma; college degree preferred; willingness to obtain Series 7/66/63/65 licenses; strong MS Office and client service skills.
Microsoft Office
1w
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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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Registered Wealth Management Client Associate
Jupiter, Florida, United States
OnsiteFull Time
1+ YOEFINRA SIE and Series 7 required, Series 66 preferred (63/65 accepted), high school diploma/GED required, 1+ years experience, client service and investment product knowledge.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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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
3w
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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
3w
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Client Experience Associate
Deerfield Beach, Florida, United States
OnsiteFull Time
Provide customer-facing banking service, engage lobby customers, identify product opportunities, follow procedures, and manage transactions; bilingual Spanish or Portuguese preferred.
3w
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Registered Client Service Associate
Palm Beach Gardens, Florida, United States
HybridFull Time
3+ YOEBachelor's degree, 3+ years relevant experience, Series 7 and state securities/IAR registrations or ability to obtain, client service experience, strong analytical and organizational skills.
3mo
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Associate Client Service Manager
Boca Raton, Florida, United States
OnsiteFull Time
1+ YOEBachelor's with 1+ years client service/claims OR HS/GED with 3+ years; Property & Casualty license; Proficiency in Microsoft Office; strong relationship building; adaptable; collaborative.
Microsoft Office
3w
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Part Time Client Associate - Boca Raton FL
Boca Raton, Florida, United States
OnsitePart Time
1+ YOE1+ year client services experience, retail sales and customer service focus, proficiency with Microsoft Applications and POS systems, strong communication, ability to work weekends/evenings/holidays.
Microsoft Applications, point-of-sale (POS) systems
1mo
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Registered Client Service Associate
Boca Raton, Florida, United States
OnsiteFull Time
2+ YOE2+ years investment industry experience, high school diploma, Series 7 and Series 63 or 66 required, strong administrative, customer service, and communication skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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Associate, Client Relationship Manager
Boca Raton, Florida, United States
$65k-$75k/yr HybridFull Time
1+ YOEBachelor's degree, 1+ year client support experience (RIA/financial services preferred), Series 65 or 66 required or to be attained, strong attention to detail and client service, Excel and Salesforce proficiency.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Salesforce, Microsoft PowerPoint
3mo
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Client Service Coordinator
Port St. Lucie, Florida, United States
$15-$20/hr OnsiteFull Time
Coordinating client and pet flow through the hospital, ensuring communication with associates and clients, and supporting clinic productivity and client retention.
1mo
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Associate Client Advisor
Naples or New York City or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
HybridFull Time
Bachelor's degree required; 1+ year of related business experience preferred; working knowledge of trust administration and fiduciary laws; proficiency with Microsoft Office and strong communication, analytical, and organizational skills.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office, Workflow, Atlas
1mo
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Registered Client Service Associate
Boca Raton, Florida, United States
OnsiteFull Time
2+ YOEHigh school diploma, 2 years investment industry experience, Series 7 and 63 or 66 required, proficiency with Microsoft Office and administrative/clerical skills, strong communication and customer service.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, iCIMS