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104 client associate jobs at 54 companies in Kissimmee, FL

2mo
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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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1mo
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Wealth Management Client Associate
Rockledge, Florida, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEProvide client service and operational support to Financial Advisors; client-centric, detail-oriented, able to learn technology platforms; high school diploma/GED; 1 year experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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1mo
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Wealth Management Client Associate
Rockledge, Florida, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, ensure timely and accurate client materials, follow policies, and deepen client relationships; strong client focus and adaptability to technology required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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4d
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Senior Associate, Client Operations
Lake Mary or Westborough
$59k-$100k/yr HybridFull Time
BNY
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
4+ YOEBachelor's degree in business, finance, or related field; typically 4–7 years of experience, preferably in operations or client services; strong analytical, problem-solving, communication, and collaboration skills.
AI
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3w
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Client Service Associate
Lake Mary, Florida, United States
OnsiteFull Time
SPS
SPS: Global provider of document management and business process outsourcing.
1+ YOEHigh school diploma or equivalent; 1+ year customer service or office support experience preferred; ability to lift 40–60 lbs; strong communication, multitasking, and inventory/mailroom skills.
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1w
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Client Service Associate
Winter Park, Florida, United States
HybridFull Time
GW&K Investment Management
GW&K Investment Management: Provides active equity and fixed-income investment management services.
2+ YOEBachelor's degree preferred in business, finance, or economics; 2 years of industry experience; strong organization, communication, prioritization, and interpersonal skills; proficiency in Microsoft Word and Excel.
Microsoft Word, Microsoft Excel
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2mo
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Associate Director, Client Advisory
Winter Park, Florida, United States
OnsiteFull Time
Pathstone
Pathstone: Provides wealth management and advisory services for affluent families.
5+ YOEBachelor's degree required; advanced degree or professional certification required. 5+ years wealth management experience; Series 65 required (or within 90 days). Strong Excel and Microsoft Office skills; Salesforce preferred.
Microsoft Excel, Microsoft Office, Salesforce
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1mo
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Brokerage Registered Client Service Associate
Orlando, Florida, United States
OnsiteFull Time
Truist
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
Bachelor's degree or equivalent, experience in securities or sales assistant role, FINRA SIE and Series 7/66 licenses (or ability to obtain), strong telephone, time-management and communication skills, Microsoft Office and SalesForce proficiency.
Microsoft Office, SalesForce
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2mo
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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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1w
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Client Implementation Specialist
Orlando, Florida, United States
$45k/yr OnsiteFull Time
Currency Exchange International
Currency Exchange InternationalToronto Stock Exchange: CXI: Provide foreign currency exchange and international payment services.
Associate's or bachelor's degree in business, communications, or related field, or equivalent experience; strong project management, problem-solving, communication, and Microsoft Office skills.
Microsoft Office, CRM
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1w
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Personal Lines Senior Associate Client Representative
Lakeland, Florida, United States
OnsiteFull Time
World Insurance Associates
World Insurance Associates: Provides insurance brokerage, risk management, and financial consulting services.
2+ YOEHigh school diploma required. Requires state property and casualty insurance license, 2+ years of personal property and casualty experience preferred, MS Office knowledge, agency system familiarity, and strong communication skills.
EPIC, Microsoft Excel, Microsoft Word, Microsoft Office
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2w
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Associate Director - Client Growth Partner (IT Consulting / Energy & Utilities)
Orlando, Florida, United States
RemoteFull Time
Nagarro
NagarroFrankfurt Stock Exchange: NA9: Global provider of digital engineering and IT consulting services
5+ YOE5+ years account leadership with large accounts, ability to engage C-levels, AI fluency in an industry context, deal shaping and commercial acumen, collaborative operator.
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2d
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PT Sales Associate
Orlando, Florida, United States
OnsitePart Time
Lilly Pulitzer
Lilly PulitzerNYSE: OXM: Sells colorful resort-inspired apparel and accessories for women.
Prior retail or fashion client service experience preferred; requires client communication, multitasking in a fast-paced store, standing, maneuvering, and lifting up to 20 pounds.
XStore, Tulip
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3mo
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Associate Attorney
Altamonte Springs, Florida, United States
$80k-$120k/yr OnsiteFull Time
TK Law
TK Law: Comprehensive legal representation for family, business, and injury law.
Detail-oriented, organized attorney with strong communication and client skills; family law experience and familiarity with Clio preferred; business professional dress required.
Microsoft Excel, Microsoft Outlook, Google Sheets, Google Calendar, Clio
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1mo
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Sales Associate
Orlando or Tampa
HybridFull Time
Access Destination Services
Access Destination Services: Provides corporate event production and destination management services.
1+ YOEEntry-level sales support role; local to Orlando or Tampa; comfortable traveling to venues; Salesforce experience preferred; strong organization, customer focus, and flexibility; 1+ year supporting clients/programs preferred.
Salesforce CRM
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4d
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Tax Associate
Merritt Island or Durham or Palm Bay
OnsiteFull Time, Seasonal
H&R Block
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
No prior tax experience required; complete the H&R Block Income Tax Course, interact with clients, communicate clearly, solve problems, use digital tools, and hold a high school diploma or equivalent.
Copilot, ChatGPT
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4d
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Tax Associate
Orlando, Florida, United States
OnsiteSeasonal, Full Time
H&R Block
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
High school diploma or equivalent, completion of the H&R Block Income Tax Course or Tax Knowledge Assessment, client service experience, strong communication and problem-solving skills, and comfort using digital tools.
Copilot, ChatGPT
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3w
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Tax Senior Associate
Orlando, Florida, United States
OnsiteFull Time
Rehmann
Rehmann: A professional advisory firm providing accounting, consulting, and wealth management services to help clients plan for the future.
2+ YOE2+ years tax experience in public accounting or industry, CPA preferred, strong client service and communication, team orientation, and commitment to continuous learning.
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1mo
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Senior Associate, Tax
Orlando, Florida, United States
OnsiteFull Time
Forvis Mazars
Forvis Mazars: Provides audit, tax, and consulting services to global businesses.
2+ YOEBachelor's in accounting/tax or related,2+ years tax experience,eligible to sit for CPA exam,Microsoft Office proficiency,ability to travel for client engagements; master's and active CPA preferred.
Microsoft Office Suite
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2w
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Fortress FastLane Associate
Orlando, Florida, United States
$70k-$75k/yr RemoteFull Time
Fortress Information Security
Fortress Information Security: AI-powered platform for supply chain cybersecurity and risk management.
Early-career rotational role requiring bachelor's or equivalent, aptitude for risk management and client-facing work, strong communication, ability to learn tools quickly, and proficiency with MS Office/Gmail.
Microsoft Word, Microsoft Excel, Gmail
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