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63 client associate jobs at 41 companies in Jacksonville, FL

2mo
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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 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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5d
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Registered Client Associate
Ponte Vedra Beach, Florida, United States
OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
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
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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 platforms.
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
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2mo
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Registered Client Service Associate
Ponte Vedra 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, 2+ years industry experience preferred, strong client service, Microsoft Office skills, and knowledge of financial products.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
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2w
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Client Services Associate I
Palatka, Florida, United States
$17/hr OnsiteFull Time
Putnam County
Putnam County: Provides essential public services and safety to county residents.
3+ YOEHigh school diploma, valid Florida driver's license, 3+ years front-line in-person customer service, basic math and computer skills, cash handling, and knowledge of office procedures.
Microsoft Office, Microsoft Excel, Microsoft Word
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4w
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Rehire Client Support Associate
Callahan, Florida, United States
OnsiteMultiple Commitments Available
Jackson Hewitt
Jackson Hewitt: Provides individual income tax preparation and electronic filing services.
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.
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2w
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Client Coordinator
Jacksonville, Florida, United States
OnsitePart Time
Elase
Elase: Provides medical aesthetic treatments and personalized wellness services.
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
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2mo
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Associate Client Service Manager (Senior Living)
Jacksonville, Florida, United States
$47k-$71k/yr RemoteFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
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
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1mo
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Senior Registered Client Associate- Jacksonville, FL
Jacksonville, Florida, United States
HybridFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
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
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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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4d
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Client Experience Coordinator - Jacksonville, FL
Jacksonville, Florida, United States
$50k-$55k/yr OnsiteFull Time
E.A. Buck Financial Services
E.A. Buck Financial Services: Independent financial firm providing retirement and wealth planning services.
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
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1w
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Brokerage Registered Client Service Associate - Ponte Vedra, FL
Ponte Vedra Beach, Florida, United States
OnsiteFull Time
Truist
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
Bachelor's degree or equivalent; securities or sales assistant experience; FINRA SIE, Series 7 and Series 66 licenses (or ability to obtain); strong telephone, communication, time-management, and Microsoft Office skills.
SalesForce, Microsoft Office
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1mo
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Client Support Specialist
Brunswick or Kingsland or Savannah or Jacksonville
OnsiteFull Time
Georgia Southwestern State University
Georgia Southwestern State University: Public university offering undergraduate and graduate degree programs.
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
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2mo
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Associate, Client Due Diligence Quality Checker
Jacksonville, Florida, United States
OnsiteFull Time
Newmark
NewmarkNASDAQ: NMRK: Commercial real estate brokerage and property management services.
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.
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1mo
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Client Solutions Tech Coordinator - MCL
Rochester or Phoenix or Scottsdale or Jacksonville
$25-$36/hr OnsiteFull Time
Mayo Clinic
Mayo Clinic: Provides integrated medical care, clinical research, and healthcare education.
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
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2mo
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2027 2L Summer Associate
Jacksonville, Florida, United States
OnsiteSeasonal
Jimerson Birr
Jimerson Birr: A Florida-based law firm providing business litigation and transactional services.
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.
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2d
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Wealth Service Associate
San Antonio or Jacksonville
$49k-$68k/yr HybridFull Time
Citi
CitiNYSE: C: Providing global banking, investment, and wealth management services.
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
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4d
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Member Sales Associate
Ponte Vedra Beach, Florida, United States
OnsiteFull Time
Serenity Mental Health Centers
Serenity Mental Health Centers: Providing advanced psychiatric treatments including TMS and ketamine therapy.
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.
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