1d
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Wealth Management Client Associate
Ponte Vedra Beach or Jacksonville
OnsiteFull Time
Provide client service support to Financial Advisors, ensure timely accurate client materials, learn platform technology, and demonstrate client-centric mindset and strong communication.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Client Operations Associate
Jacksonville, Florida, United States
OnsiteFull Time
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
1mo
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Client Operations Associate
Jacksonville, Florida, United States
OnsiteFull Time
Bachelor's degree required; entry-level role for recent graduates. Strong written/verbal communication, organizational skills, Excel proficiency, CRM experience (Salesforce) and willingness to learn mortgage platforms and integrations.
Salesforce, Microsoft Office Suite, Microsoft Excel, Power BI, Tableau, SQL, MSP, Encompass, APIs, webhooks, AI tools
1mo
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Registered Client Service Associate
Jacksonville, Florida, United States
OnsiteFull Time
Requires active securities registrations (Series 7 and Series 66 or Series 63 and 65), strong product and branch knowledge, Microsoft Office skills, exceptional client service, and attention to detail; 2+ years industry experience preferred.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
3w
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Client Coordinator
Jacksonville, Florida, United States
OnsitePart Time
2+ YOEHigh school diploma required (associate preferred); 2+ years customer service experience; proficient with MS Office, HubSpot; strong communication, multitasking, and client-service skills; experience with Zenoti preferred.
Microsoft Office, HubSpot, Zenoti
1mo
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Registered Client Service Associate
Jacksonville, Florida, United States
OnsiteFull Time
Requires Series 7 and Series 66 (or Series 63 + 65), strong knowledge of financial products, Microsoft Office skills, and industry experience (2+ years preferred). High school diploma required; college degree preferred.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
1mo
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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
1w
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Client Experience Coordinator - Jacksonville, FL
Jacksonville, Florida, United States
$50k-$55k/yr OnsiteFull Time
1+ YOE1+ year client service or administrative experience; strong communication, organization, CRM and Microsoft/Google proficiency; high school diploma required; associate/bachelor preferred.
Microsoft Office Suite, Google Workspace, Customer Relationship Management (CRM) systems
1mo
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Client Support Specialist
Brunswick or Kingsland or Savannah or Jacksonville
OnsiteFull Time
2+ YOEInstalls and maintains computers, printers, software, AV and video conferencing equipment, VOIP systems; provides technical assistance, password resets, and training. Associates degree in Computer Information Technology required, background check and 1+ years related experience required; CompTIA A+ preferred.
VOIP telephone systems, video conferencing equipment, AV technologies, wireless networks
3mo
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Associate, Client Due Diligence Quality Checker
Jacksonville, Florida, United States
OnsiteFull Time
Bachelor's degree in Finance, Law, or Compliance; experience in CDD/KYC/AML; QA/QC experience preferred; knowledge of BSA/AML/FATF; strong attention to detail and analytical skills; proficient in Microsoft Office; KYC/CDD systems experience a plus.
1mo
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Client Solutions Tech Coordinator - MCL
Rochester or Phoenix or Scottsdale or Jacksonville
$25-$36/hr OnsiteFull Time
0+ YOEBachelor's OR associate+4yrs OR high school+6yrs in customer service/healthcare/helpdesk; strong customer service and technical troubleshooting skills; Microsoft Word/Excel proficiency; medical terminology; cover letter and resume required; not eligible for visa sponsorship.
Microsoft Word, Microsoft Excel
3mo
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2027 2L Summer Associate
Jacksonville, Florida, United States
OnsiteSeasonal
0+ YOESummer Associate with strong academic record, interest in business law, litigation, and client service; excellent communication, writing, and analytical skills; ability to thrive in a fast-paced environment.
6d
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Wealth Service Associate
San Antonio or Jacksonville
$49k-$68k/yr HybridFull Time
2+ YOE2-4 years client service/sales experience in financial services preferred; familiarity with KYC/AML; strong communication, accuracy, and client-focus; ability to use Microsoft Office and Salesforce.
Salesforce, Microsoft Excel, Microsoft Outlook, Microsoft Word
1w
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Audit Associate - Fall 2027
St George or Raleigh or Vienna or Edison or Charleston or Jacksonville or Park Ridge or Atlanta or United States
OnsiteFull Time
0+ YOEBachelor's in Accounting, 150 credit hours for CPA eligibility, 0-1 years public accounting experience, leadership and client communication skills.
6d
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Wealth Service Associate
San Antonio or Jacksonville
$49k-$68k/yr HybridFull Time
2+ YOE2+ years client service or sales experience in financial services preferred; knowledge of KYC/AML, strong communication, multitasking, and decision-making; bachelor's degree or equivalent experience preferred.
Salesforce, Microsoft Excel, Microsoft Outlook, Microsoft Word
1mo
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Commercial Lending Associate
Jacksonville, Florida, United States
OnsiteFull Time
2+ YOEMinimum 2 years in loan operations or as a loan assistant, high school diploma or equivalent, familiarity with commercial loan documentation and processes, strong organization and client service skills, BSA/AML familiarity, ability to pull credit/OFAC reports and use LaserPro and FIS.
LaserPro, FIS
2mo
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TBS Senior Associate - Saint Simons Island
Saint Simons Island, Georgia, United States
OnsiteFull Time
Experience preparing complex income tax returns and supervising staff; knowledge of business, estate, and individual taxes; strong client relationship and deadline management.
1mo
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Associate Manager Full-time - St Johns Town Center
Jacksonville, Florida, United States
OnsiteFull Time
Retail management with strong luxury sales and client service skills; ability to meet sales KPIs, lift 30 lbs, flexible availability for nights/weekends/holidays, leadership and time-management skills.
1mo
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Operations Associate (Part-Time) - St. John's Town Center
Jacksonville, Florida, United States
OnsitePart Time
1+ YOE1+ year client‑centric retail or operations experience; ability to lift up to 50 lbs and stand/move for entire shifts; strong customer service, self‑motivation, and basic merchandising/inventory skills.
2w
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Planning and Advice Associate - Jacksonville, FL
Jacksonville, Florida, United States
HybridFull Time
Provide inbound/outbound retirement and investment guidance, build client relationships, complete FINRA SIE/Series 7/66 licensing, and use Salesforce and internal systems.
Salesforce