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119 client associate jobs at 64 companies in Clearwater, FL

2w
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Registered Client Associate
Sarasota, Florida, United States
OnsiteFull Time
UBS
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.
Microsoft Office Suite
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3w
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Client Onboarding Associate
New York or St. Petersburg
$70k-$85k/yr HybridFull Time
Franklin Templeton
Franklin TempletonNYSE: BEN: Provides global investment management services to retail and institutional clients.
3+ YOEBachelor's degree or equivalent required; client onboarding or financial services experience preferred; strong client service, communication, analytical skills; knowledge of KYC/AML and onboarding processes; proficiency with Microsoft Office and SharePoint.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint
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2w
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Part Time Client associate
Tampa, Florida, United States
OnsitePart Time
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOEMinimum 1 year client-facing or retail experience; strong verbal and written communication; ability to work weekends, evenings, and holidays; proficiency with Microsoft Applications and POS systems.
Microsoft Applications, POS systems
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1mo
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Client Trainer Associate
Jersey City or Tampa
$60k-$115k/yr HybridFull Time
DTCC
DTCC: Provides post-trade infrastructure for the global financial services industry
4+ YOEMinimum 4 years related experience; bachelor's degree preferred. Deep knowledge of trade lifecycle and DTCC products, strong presentation and communication skills, ability to design and deliver client training and analyze KPIs.
Microsoft PowerPoint
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2w
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Client Service Associate (Sarasota, FL)
Sarasota, Florida, United States
OnsiteFull Time
Raymond James
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
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1w
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Wealth Management Client Associate
Tampa, Florida, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, manage client materials, follow policies, promote banking solutions; high school diploma/GED required; pursuing FINRA credentials preferred.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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2mo
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Associate Client Service Manager
Tampa, Florida, United States
OnsiteFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEBachelor's degree with 1+ year client service/claims management OR HS+3+ years; Property & Casualty license; MS Office; strong relationship building; adaptable; collaborative.
Microsoft Office
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2d
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HECM Client Services Associate
Temple Terrace, Florida, United States
OnsiteFull Time
Folio Association Management
Folio Association Management: Professional management services for residential community and homeowners associations
Customer-service experience and administrative skills, high school diploma/GED, strong verbal/written communication, proficiency with Microsoft Office and email, familiarity with property/HOA management preferred.
Microsoft Office, email, CINC
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1w
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Client Service Coordinator
Tampa, Florida, United States
$15-$19/hr OnsitePart Time
Banfield Pet Hospital
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Coordinating client and pet flow, maximizing veterinary team productivity, and ensuring clear communication with clients and associates.
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1mo
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Client Portfolio Associate – International Equities
St. Petersburg or Boston or Stamford
$130k-$150k/yr HybridFull Time
Franklin Templeton
Franklin TempletonNYSE: BEN: Global investment firm providing asset and wealth management services.
5+ YOEBachelor's degree with 5–7 years relevant experience in international equities and retail/institutional sales; Series 7 and 63 preferred or ability to obtain; progress toward CFA a plus; strong Excel and Microsoft Office skills; excellent sales, presentation, and analytical abilities.
Microsoft Office, Microsoft Excel, Microsoft Teams
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4w
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PEO Client Advocate
St Petersburg or West Henrietta
$24-$38/hr HybridFull Time
Paychex
PaychexNASDAQ: PAYX: Provider of integrated payroll, HR, and benefits outsourcing solutions.
3+ YOEAssociate's degree required (Bachelor's preferred), 3+ years relationship management or customer service experience, strong communication, advocacy, confidentiality, client education, and process improvement skills.
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3mo
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Client Coordinator
Tampa, Florida, United States
OnsiteFull Time
Elase
Elase: Provides medical aesthetic treatments and personalized wellness services.
2+ YOEHigh school diploma required; associate degree or above preferred. 2+ years of customer service experience required. Experience in aesthetics/beauty preferred.
MS Office, HubSpot, Zenoti
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4d
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Client Services Supervisor
Tampa, Florida, United States
OnsiteFull Time
American Integrity Insurance Group
American Integrity Insurance GroupNYSE: AII: Provider of homeowners and residential property insurance solutions.
1+ YOEManage and coach client services team; 1+ year customer care experience with P&C insurer; associate's degree or equivalent; active 2-20 or 20-44 license (or obtain within 6 months); strong leadership and communication skills.
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5d
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Client Services Supervisor
Tampa, Florida, United States
OnsiteFull Time
American Integrity Insurance Group
American Integrity Insurance GroupNYSE: AII: Provider of homeowners, condo, and flood insurance solutions.
1+ YOESupervise client services team; 1+ years customer care experience with P&C insurer; associate degree or equivalent; active 2-20 or 20-44 license within 6 months; AINS/API preferred; strong leadership and communication.
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1mo
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Client Support Specialist
Boston or Plano or St. Petersburg or St. Louis or Atlanta or Morristown or Hyderabad
$19-$24/hr HybridFull Time
Zelis
Zelis: Providing healthcare payment and claims cost management solutions.
1+ YOEAssociate degree +1 year customer support (or HS/GED +3 years). Experience with chat/email support, CRM/ticketing tools, strong written communication, problem-solving, and proficiency with AI tools.
CRM systems, ticketing platforms, customer support tools, AI tools
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1mo
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Associate Strategic Client Executive, Rx Solutions
Tampa, Florida, United States
HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
10+ YOE10+ years PBM/pharmacy or related account management experience with PBM contract expertise; Bachelor's degree or equivalent; Life & Health licensure (or ability to obtain within 90 days); strong MS Office skills; own transportation; travel ~25-30%.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
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2mo
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Client Service Coordinator Full time
Wesley Chapel, Florida, United States
$15-$19/hr OnsiteFull Time
Banfield Pet Hospital
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
1+ YOEAssociate degree preferred; high school diploma required; at least 1 year customer service/call center; excellent communication; multi-tasking; able to lift up to 50 lbs.
Phone, Email, Chat, Workday, CRM
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2w
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Sr Client Server Specialist - Florida
Florida or Tampa
FieldFull Time
DFCU Financial
DFCU Financial: DFCU Financial offers banking, lending, and investment management services.
2+ YOE2+ years PC/Windows experience, associate degree or equivalent, ability to travel across Florida branches, proficiency with Microsoft 365 and Active Directory, strong troubleshooting and documentation skills, on-call availability.
Active Directory, Microsoft 365, Windows
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4w
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Financial Center Client Services Supervisor
Bradenton, Florida, United States
OnsiteFull Time
Liberty Savings Bank
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.
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1w
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Senior Audit Associate (Client Service)
Tampa, Florida, United States
OnsiteFull Time
Doeren Mayhew
Doeren Mayhew: Provides accounting, tax and strategic business advisory services.
2+ YOEBachelor's in accounting, 2+ years public accounting audit experience, financial-institution audit preferred, proficiency with Microsoft Office and audit engagement software, CPA preferred or CPA-eligible.
Microsoft Office, Engagement, Knowledge Coach
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