3d
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Client Service Associate
Jacksonville, Florida, United States
OnsiteFull Time
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
2mo
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Client Service Associate
Ponte Vedra Beach, Florida, United States
OnsiteFull Time
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
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
5d
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Registered Client Associate
Ponte Vedra Beach, Florida, United States
OnsiteFull Time
1+ YOE1+ year brokerage/client service support or equivalent; Series 7 and 63 (FINRA) completed or ability to obtain/maintain FINRA registration; background check and financial fitness screening; intermediate Microsoft Office skills and strong customer service.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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
2mo
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Registered Client Service Associate
Ponte Vedra Beach, Florida, United States
OnsiteFull Time
2+ YOEActive Series 7 and Series 66 (or Series 63 and 65), high school diploma, 2+ years industry experience preferred, strong client service, Microsoft Office skills, and knowledge of financial products.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
4w
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Rehire Client Support Associate
Callahan, Florida, United States
OnsiteMultiple Commitments Available
0+ YOECustomer-facing role requiring strong interpersonal and communication skills, basic computer proficiency, and willingness to learn; prior customer service or retail experience preferred but not required; PTIN certification indicated.
2w
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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
2mo
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Associate Client Service Manager (Senior Living)
Jacksonville, Florida, United States
$47k-$71k/yr RemoteFull Time
1+ YOEBachelor's degree with 1+ year client service/claims management OR HS/GED with 3+ years; P&C license; proficiency in Microsoft Office; strong relationship-building; adaptable; collaborative.
Microsoft Office, Gallagher systems
1mo
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Senior Registered Client Associate- Jacksonville, FL
Jacksonville, Florida, United States
HybridFull Time
5+ YOEHigh School diploma and ~5 years financial services experience (or equivalent); SIE and Series 7 required; Series 63/65/66 as state-required; CRM and Microsoft Excel proficiency; strong communication and multitasking skills.
Client Relationship Management (CRM) software, Goal planning software, Microsoft Excel
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
4d
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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
2mo
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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
2mo
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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.
2d
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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
4d
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Member Sales Associate
Ponte Vedra Beach, Florida, United States
OnsiteFull Time
2+ YOE2+ years customer-facing experience in hospitality/retail/concierge or premium service; track record hitting goals; strong active listening, objection handling, and client documentation skills.
4d
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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.
2mo
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TBS Associate - Saint Simons Island
Saint Simons Island, Georgia, United States
OnsiteFull Time
Assist in preparing business and personal tax returns, perform light tax research, and support client communication.