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93 client associate jobs at 58 companies in Deltona, 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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3mo
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Client Service Associate
Lake Mary, Florida, United States
OnsiteFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEHigh School diploma plus 1 year direct client service experience; proficiency in Microsoft Office and basic math; preferred associate degree or professional certification; strong client relationship management and communication skills.
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3mo
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Client Care Associate
Orlando, Florida, United States
OnsiteFull Time
United Veterinary Care
United Veterinary Care: Operates a national network of emergency and specialty animal hospitals.
1+ YOEMinimum one year veterinary client service experience; strong communication; multi-tasking; teamwork; bilingual English/Spanish preferred.
Phone system, Practice Management System, Email
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3mo
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Client Care Associate
Orlando, Florida, United States
OnsiteFull Time
Helping Hands Veterinary Surgery & Dentistry
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.
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3mo
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Associate, Client Operations I
Lake Mary, Florida, United States
$52k-$65k/yr OnsiteFull Time
BNY
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
0+ YOEBachelor’s degree or equivalent; 0-3 years experience; operational or client services experience preferred.
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3mo
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Wealth Management Client Associate
The Villages, 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, ensure accuracy of materials, and maintain client relationships.
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1w
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Seasonal Client Associate - Daytona Tanger Outlets
Daytona Beach, Florida, United States
OnsitePart Time
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOE1+ year client services experience; strong communication, decision-making, and ability to work weekends/evenings/holidays; proficient with Microsoft applications and POS; retail knowledge of apparel.
Microsoft Applications, point-of-sale (POS) systems
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6d
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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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3d
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Work From Home - Client Services Associate
Orlando, Florida, United States
RemoteFull Time
AO Garcia Agency
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.
Zoom
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2mo
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Registered Client Service Associate
Ormond Beach, Florida, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
2+ YOEActive Series 7 and Series 66 (or Series 63 and 65), high school diploma (college preferred), strong Microsoft Office skills, exceptional communication, and 2+ years industry experience preferred.
Morgan Stanley Online, Morgan Stanley Mobile, Microsoft Office
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2mo
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Registered Client Service Associate
Ormond Beach, Florida, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
2+ YOETwo+ years industry experience; high school diploma or equivalent; college degree preferred; active securities licenses required.
Microsoft Office, Financial software, Client management systems
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1w
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Senior Client Service Associate (Daytona Beach, FL)
Daytona Beach, Florida, United States
OnsiteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
3+ YOEHigh school diploma and 3+ years financial services experience; strong communication, organization, CRM and Microsoft Excel skills; able to manage client interactions and documentation.
Client Relationship Management (CRM), Microsoft Excel
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1mo
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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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2w
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Brokerage Registered Client Service Associate
Orlando, 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 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
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1mo
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Associate Client Service Manager - Employee Benefits
Indianapolis or Jacksonville or Orlando
HybridFull Time
Hylant
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
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2w
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Client Success Specialist II
Maitland, Florida, United States
OnsiteFull Time
Avant Healthcare Professionals
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
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3d
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Associate Director - Client Growth Partner (IT Consulting / Energy & Utilities)
Orlando, Florida, United States
RemoteFull Time
Nagarro
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.
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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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4d
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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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4d
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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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