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661 client associate jobs at 261 companies in Florida

2w
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Client Associate
Boca Raton, Florida, United States
OnsitePart Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
2+ YOE2-5 years client service experience in finance preferred, bachelor's degree preferred, proficient in Microsoft Office Suite, strong communication and attention to detail.
Microsoft Office Suite
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2w
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Client Associate
Ocala, 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 + 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.
Microsoft Office
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1mo
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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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2d
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Senior Client Associate
Coral Gables, Florida, United States
OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
2+ YOE2+ years brokerage or client services support experience, FINRA background screening, intermediate Microsoft Office, strong client service, prioritization, and regulatory compliance awareness.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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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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1mo
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Associate Client Advisor
West Palm Beach, Florida, United States
OnsiteFull Time
Acrisure
Acrisure: Provides AI-powered insurance, financial, and business risk solutions.
1+ YOE1+ years in client facing sales or business development; insurance industry preferred; Property & Casualty license preferred or obtainable.
CRM, AI tools, Analytics platforms
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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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Client Service Associate
Plantation, Florida, United States
$16-$20/hr OnsitePart Time
Modern Wealth Management
Modern Wealth Management: Provides personalized financial planning and investment management services.
Part-time, in-office client service role; HS diploma required; one year administrative/receptionist/customer service preferred.
Microsoft Office, CRM
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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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2mo
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Client Service Associate
Palm Beach Gardens, Florida, United States
OnsiteFull Time
Hamilton Jewelers
Hamilton Jewelers: Family-owned retailer of fine jewelry and luxury timepieces.
1+ YOEHigh school diploma or GED; 1 year relevant experience; luxury jewelry/client service experience preferred; gemology education preferred.
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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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Client Service Associate
Ponte Vedra Beach, Florida, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required; college degree preferred; willingness to obtain Series 7/66 or 63/65; strong organizational, MS Office, and client service skills.
Microsoft Office
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3d
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Client Service Associate
Jacksonville, Florida, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOEMinimum 1 year client-servicing or banking operations experience, proficient in Microsoft Word and Excel, high school diploma/GED required, strong communication and organizational skills.
Microsoft Word, Microsoft Excel
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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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1mo
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Client Operations Associate
Jacksonville, Florida, United States
OnsiteFull Time
Intercontinental Exchange
Intercontinental ExchangeNYSE: ICE: Operates global financial exchanges, clearing houses, and mortgage technology.
0+ YOEBachelor's degree required; entry-level role for recent graduates. Strong written/verbal communication, organizational skills, CRM (Salesforce) and Microsoft Excel proficiency. Training provided; interest in mortgage technology and client-facing operations.
Salesforce, CRM, Microsoft Office, Microsoft Excel, Power BI, Tableau, SQL, MSP, Encompass, AI tools, APIs, webhooks
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4w
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Client Service Associate
Melbourne, Florida, United States
$50k-$65k/yr OnsiteFull Time
Edelman Financial Engines
Edelman Financial Engines: Provides personalized financial planning and investment advisory services.
Client service experience in financial services, strong communication, critical thinking, attention to detail, confidentiality, ability to coordinate meetings, prepare account paperwork, research and resolve account issues; bachelor’s degree and 2 years relevant experience preferred.
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4d
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IPB Client Services Associate
Aventura, Florida, United States
OnsiteFull Time
Valley National Bank
Valley National BankNASDAQ: VLY: Provides commercial and retail banking services to customers.
3+ YOE3+ years client services experience in financial services, high school diploma/GED, fluent English and Spanish, strong written/verbal communication, Microsoft Office proficiency, detail-oriented and client-focused.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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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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2mo
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Associate Client Advocate - Construction
Dallas or Atlanta or Birmingham or Miami
$90k-$120k/yr HybridFull Time
WTW
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
4+ YOE4-6 years in commercial Property & Casualty insurance; client-facing experience; ability to analyze coverage forms; strong communication and relationship management; project management skills.
Microsoft Office
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