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60 client associate jobs at 28 companies in Daytona Beach, FL

2mo
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Client Associate
Orlando or Winter Park
OnsiteFull Time
UBS
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
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3d
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Senior Associate, Client Operations
Lake Mary or Westborough
$59k-$100k/yr HybridFull Time
BNY
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
4+ YOEBachelor's degree in business, finance, or related field; typically 4–7 years of experience, preferably in operations or client services; strong analytical, problem-solving, communication, and collaboration skills.
AI
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2d
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Wealth Management Client Associate
Winter Park, Florida, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEClient service role requiring a high school diploma or equivalent, strong communication, technology adaptability, client focus, and 1 year of experience; financial securities credentials and industry knowledge preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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3w
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Client Service Associate
Lake Mary, Florida, United States
OnsiteFull Time
SPS
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.
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6d
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Client Service Associate
Winter Park, Florida, United States
HybridFull Time
GW&K Investment Management
GW&K Investment Management: Provides active equity and fixed-income investment management services.
2+ YOEBachelor's degree preferred in business, finance, or economics; 2 years of industry experience; strong organization, communication, prioritization, and interpersonal skills; proficiency in Microsoft Word and Excel.
Microsoft Word, Microsoft Excel
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2d
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Wealth Management Client Associate
Winter Park, Florida, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
High school diploma or equivalent; client service orientation, strong work ethic, adaptability, judgment, communication, and computer skills. FINRA credentials and investment product knowledge preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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2mo
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Associate Director, Client Advisory
Winter Park, Florida, United States
OnsiteFull Time
Pathstone
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.
Microsoft Excel, Microsoft Office, Salesforce
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2mo
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Brokerage Registered Client Service Associate - Winter Park, FL
Winter Park, Florida, United States
OnsiteFull Time
Truist
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
Bachelor's degree or equivalent, experience in securities industry or sales assistant role, knowledge of securities markets and annuities, FINRA SIE/Series 7/Series 66 (at least one required or obtainable), strong telephone and computer skills.
SalesForce, Microsoft Office
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6d
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Personal Lines Senior Associate Client Representative
Winter Park, Florida, United States
HybridFull Time
World Insurance Associates
World Insurance Associates: Provides insurance brokerage, risk management, and financial consulting services.
2+ YOE2+ years of personal property and casualty experience preferred; state property and casualty insurance license required; high school diploma or equivalent; knowledge of Microsoft Office and agency management systems.
Microsoft Excel, Microsoft Word, EPIC, MVR, CLUES, Risk Meters, RCE
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3mo
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Associate Attorney
Altamonte Springs, Florida, United States
$80k-$120k/yr OnsiteFull Time
TK Law
TK Law: Comprehensive legal representation for family, business, and injury law.
Detail-oriented, organized attorney with strong communication and client skills; family law experience and familiarity with Clio preferred; business professional dress required.
Microsoft Excel, Microsoft Outlook, Google Sheets, Google Calendar, Clio
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1mo
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Sales Associate
Winter Park, Florida, United States
OnsitePart Time
Lilly Pulitzer
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.
XStore, Tulip
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2w
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Associate Accountant
Daytona Beach, Florida, United States
OnsiteFull Time
James Moore & Co.
James Moore & Co.: Provides accounting, tax, auditing, and business advisory services.
Bachelor's degree in accounting or related field, proficiency with Microsoft Outlook/Word/Excel, knowledge of accounting and auditing principles, and ability to prepare workpapers and analyze client data.
Microsoft Outlook, Microsoft Word, Microsoft Excel
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2w
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Associate Accountant
Daytona Beach, Florida, United States
OnsiteFull Time
James Moore
James Moore: Provides professional accounting, tax, and business consulting services.
Bachelor's in accounting or related field, proficiency with Outlook/Word/Excel, apply accounting and auditing principles, prepare workpapers, gather and analyze client data, ensure regulatory compliance.
Microsoft Outlook, Microsoft Word, Microsoft Excel
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2mo
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Sales Associate
New Smyrna Beach, Florida, United States
OnsiteFull Time
New Smyrna Beach Automotive
New Smyrna Beach Automotive: An automotive dealership group selling vehicles and providing repair services.
Prior client experience; outgoing personality; basic computer skills; excellent communication; ability to close sales; weekend/evening availability; valid US driver's license; bilingual a plus.
Basic computer, Email, Internet
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3d
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Tax Associate
Edgewater or Palm Bay
OnsiteSeasonal, Full Time
H&R Block
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
No prior tax experience required; complete the H&R Block Income Tax Course, communicate clearly, solve problems, use digital tools, and have customer or client service experience.
Copilot, ChatGPT
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3d
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Tax Associate
Palatka, Florida, United States
OnsiteFull Time, Seasonal
H&R Block
H&R Block: A tax preparation and financial services helping clients manage their taxes and finances.
Requires high school diploma/GED, completion of the H&R Block Income Tax Course, client service experience, communication and problem-solving skills, and comfort with digital tools including Copilot and ChatGPT.
Copilot, ChatGPT
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4d
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Sales Associate - Daytona
Daytona Beach, Florida, United States
OnsitePart Time
Capri Holdings
Capri HoldingsNYSE: CPRI: Designs and retails global luxury apparel and accessories.
2+ YOEMinimum two years of retail experience; strong sales, customer service, merchandise knowledge, inventory, point-of-sale, and client relationship skills.
Point-of-Sale
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1mo
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Part Time Associate Banker Orlando Northeast (30 Hours)
Altamonte Springs, Florida, United States
OnsitePart Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
High school diploma/GED, client service experience, ability to handle cash and learn products, strong communication and relationship-building skills, comfortable assisting clients with digital tools.
Chase Mobile App, Chase.com, ATMs, cash vault
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1mo
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Marketing Associate - State Farm Agent Team Member
New Smyrna Beach, Florida, United States
FieldFull Time
Stan Harrison - State Farm Agent
Stan Harrison - State Farm Agent: Independent local insurance agency providing personal insurance coverage
Develop leads, schedule appointments, identify customer needs, and market insurance and financial products; excellent communication, self-motivated, customer-focused, and able to work irregular hours and travel to client homes or businesses.
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1w
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Executive Managed Payroll Associate - Elevate Solutions
Lake Mary, Florida, United States
$25-$35/hr OnsiteFull Time
PaylocityNASDAQ: PCTY: Provides cloud-based software for payroll, HR, and workforce management.
3+ YOEBachelor's degree and 3+ years payroll/service-bureau experience; 2+ years managed services; expert payroll/HCM data skills, client-facing experience, attention to detail, Microsoft Office proficiency.
Microsoft Office
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