Keystone Heights • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Keystone Heights • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Keystone Heights • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Keystone Heights • 50 milesRemote · Hybrid · Onsite · Field · All Environments
3w
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Client Associate
Ocala, Florida, United States
OnsiteFull Time
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
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
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
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
1w
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Brokerage Registered Client Service Associate - Ponte Vedra, FL
Ponte Vedra Beach, Florida, United States
OnsiteFull Time
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
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.
5d
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Associate Accountant
Gainesville, Florida, United States
OnsiteFull Time
Bachelor's in accounting or related field; basic proficiency with Outlook, Word, and Excel; apply accounting and auditing principles; prepare workpapers and verify client data.
Outlook, Word, Microsoft Excel
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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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.
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.
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.
5d
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Fragrance Associate - Part Time
Gainesville, Florida, United States
OnsitePart Time
Drive sales and deliver excellent customer service, build client relationships, perform product demonstrations, comfortable with technology, lift 40 lbs, flexible schedule including nights/weekends/holidays.
Microsoft Windows