100 client associate jobs at 59 companies in Clermont, FL
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Client Associate
Ocala, Florida, United States
OnsiteFull Time
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEHigh school diploma + 1 year experience, proficiency in Microsoft Office, strong written/verbal communication, organizational skills, ability to manage multiple tasks and follow processes; associate degree or professional certification preferred.
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
Client service experience in finance or related industry, strong attention to detail, discretion, teamwork, proficient in Microsoft Office, preferably FINRA-registered (SIE, Series 7, Series 66) or willing to obtain within 6 months; bachelor\u0002s degree preferred.
Microsoft Office Suite, BrassRing, HackerRank, Beamery, Textkernel, Modern Hire, Infinite Computer Solutions, Aon PLC, KornFerry
Helping Hands Veterinary Surgery & Dentistry: Providing affordable pet surgery and dentistry to prevent euthanasia.
1+ YOEMinimum one year of veterinary client service experience; multitask; team player; strong communication; bilingual English/Spanish preferred but not required.
SPS: Global provider of document management and business process outsourcing.
1+ YOEHigh school diploma or equivalent; 1+ year customer service or office support experience preferred; ability to lift 40–60 lbs; strong communication, multitasking, and inventory/mailroom skills.
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
2+ YOE2+ years financial industry and client service experience; 2+ years using Microsoft Office and CRM; strong attention to detail and customer service; complete LPL Office Essentials within 90 days.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM, eSignature, Account View, iKnow, Resource Center, LPLU
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote client-facing role requiring strong communication, interpersonal skills, integrity, ability to work independently or on a team, and a desire to help families.
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.
Pathstone: Provides wealth management and advisory services for affluent families.
5+ YOEBachelor's degree required; advanced degree or professional certification required. 5+ years wealth management experience; Series 65 required (or within 90 days). Strong Excel and Microsoft Office skills; Salesforce preferred.
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
Bachelor's degree or equivalent, experience in securities or sales assistant role, FINRA SIE and Series 7/66 licenses (or ability to obtain), strong telephone, time-management and communication skills, Microsoft Office and SalesForce proficiency.
Associate Client Service Manager - Employee Benefits
Indianapolis or Jacksonville or Orlando
HybridFull Time
Hylant: Full-service insurance brokerage and risk management firm.
2+ YOEBachelor's in business/insurance/risk management preferred, 2+ years insurance client service experience, active or obtainable Life & Health license within 90 days, intermediate Microsoft Office skills, strong communication and attention to detail.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
Avant Healthcare Professionals: Staffs U.S. healthcare facilities with internationally-educated medical professionals.
2+ YOEAssociate degree (or equivalent),2+ years customer service and administrative experience, proficiency with Microsoft Office, HIPAA certification required, strong communication and organizational skills.
Microsoft Word, Microsoft Excel, PowerPoint, Databases
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.
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
1+ YOEHigh school diploma/GED required (Associate degree preferred). Minimum 1 year customer service/call center experience. Strong communication, multi-tasking, computer proficiency, ability to lift up to 50 lbs.
Associate Director - Client Growth Partner (IT Consulting / Energy & Utilities)
Orlando, Florida, United States
RemoteFull Time
NagarroFrankfurt Stock Exchange: NA9: Global provider of digital engineering and IT consulting services
5+ YOE5+ years account leadership with large accounts, ability to engage C-levels, AI fluency in an industry context, deal shaping and commercial acumen, collaborative operator.
Client Service Coordinator (Fri.-Sun. E/O Thurs. 6P-6A)
Polk City, Florida, United States
OnsiteFull Time
Saddle Creek Logistics Services: Provides integrated logistics, warehousing, and omnichannel fulfillment services.
0.5+ YOEHigh school diploma/GED required, 6+ months customer service experience, Associates preferred. Comfortable with WMS/warehouse systems, strong communication and presentation skills, proficiency with Microsoft Outlook/Word/Excel/PowerPoint.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, WMS, CRM
Client Service Coordinator (Fri.-Sun. E/O Thurs. 6P-6A)
Polk City, Florida, United States
OnsiteFull Time
Saddle Creek Logistics Services: Integrated third-party logistics and omnichannel fulfillment services
0.5+ YOEHS diploma/GED required, 6+ months customer service experience, Associates preferred, WMS experience preferred, proficiency with Microsoft Outlook/Word/Excel, strong communication and problem-solving skills, comfortable in office and warehouse environments.
Microsoft Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Warehouse Management Systems (WMS), CRM
Lilly PulitzerNYSE: OXM: Sells colorful resort-inspired apparel and accessories for women.
Prior retail or client service experience preferred; ability to stand and lift up to 20 lbs; multitasking, communication skills; familiarity with XStore and Tulip a plus.