111 client associate jobs at 56 companies in DeLand, FL
2mo
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Client Associate
Orlando or Winter Park
OnsiteFull Time
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
2d
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Senior Associate, Client Operations
Lake Mary or Westborough
$59k-$100k/yr HybridFull Time
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
1d
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Wealth Management Client Associate
Winter Park, Florida, United States
OnsiteFull Time
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
3w
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Client Service Associate
Lake Mary, Florida, United States
OnsiteFull Time
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.
5d
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Client Service Associate
Winter Park, Florida, United States
HybridFull Time
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
1d
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Wealth Management Client Associate
Winter Park, Florida, United States
OnsiteFull Time
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
2mo
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Associate Director, Client Advisory
Winter Park, Florida, United States
OnsiteFull Time
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
1mo
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Brokerage Registered Client Service Associate
Orlando, Florida, United States
OnsiteFull Time
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.
Microsoft Office, SalesForce
2mo
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Associate Client Service Manager - Employee Benefits
Indianapolis or Jacksonville or Orlando
HybridFull Time
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
6d
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Client Implementation Specialist
Orlando, Florida, United States
$45k/yr OnsiteFull Time
Associate's or bachelor's degree in business, communications, or related field, or equivalent experience; strong project management, problem-solving, communication, and Microsoft Office skills.
Microsoft Office, CRM
1w
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Client Account Manager
New York City or Orlando or Miami or West Harrison or San Francisco or Dallas or Houston or Chicago
$104k-$133k/yr OnsiteFull Time
4+ YOEAssociate's/Bachelor's or equivalent experience, minimum 4 years law firm billing/finance experience, strong analytical and communication skills, proficiency with Microsoft Office and legal billing systems.
Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Aderant, Elite 3E, eBillingHub, CounselLink, Tymetrix
5d
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J.P. Morgan Wealth Management - Private Client Investment Associate - Orlando, FL
Orlando, Florida, United States
OnsiteFull Time
Active Series 7 required or obtainable within 60 days; Series 66 or Series 63/65 and Life and Health Insurance license obtainable within 60 days. SIE required for certain registrations.
6d
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Personal Lines Senior Associate Client Representative
Winter Park, Florida, United States
HybridFull Time
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
2w
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Associate Director - Client Growth Partner (IT Consulting / Energy & Utilities)
Orlando, Florida, United States
RemoteFull Time
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.
19h
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PT Sales Associate
Orlando, Florida, United States
OnsitePart Time
Prior retail or fashion client service experience preferred; requires client communication, multitasking in a fast-paced store, standing, maneuvering, and lifting up to 20 pounds.
XStore, Tulip
3mo
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Associate Attorney
Altamonte Springs, Florida, United States
$80k-$120k/yr OnsiteFull Time
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
2w
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Associate Accountant
Daytona Beach, Florida, United States
OnsiteFull Time
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
2w
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Associate Accountant
Daytona Beach, Florida, United States
OnsiteFull Time
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
2mo
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Sales Associate
New Smyrna Beach, Florida, United States
OnsiteFull Time
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
2d
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Tax Associate
Edgewater or Palm Bay
OnsiteSeasonal, Full Time
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