133 client associate jobs at 82 companies in Lakeland, FL
2mo
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Client Associate
Orlando or Winter Park
OnsiteFull Time
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
2d
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Client Associate
Orlando, Florida, United States
OnsiteFull Time
1+ YOEHigh school diploma or equivalent plus 1 year relevant experience; proficiency with Microsoft Office, basic math, strong organization and communication skills.
Microsoft Office
1mo
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Part Time Client associate
Tampa, Florida, United States
OnsitePart Time
1+ YOEMinimum 1 year client-facing or retail experience; strong verbal and written communication; ability to work weekends, evenings, and holidays; proficiency with Microsoft Applications and POS systems.
Microsoft Applications, POS systems
1mo
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Client Trainer Associate
Jersey City or Tampa
$60k-$115k/yr HybridFull Time
4+ YOEMinimum 4 years related experience; bachelor's degree preferred. Deep knowledge of trade lifecycle and DTCC products, strong presentation and communication skills, ability to design and deliver client training and analyze KPIs.
Microsoft PowerPoint
1w
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Associate Client Advocate
Chicago or Los Angeles or Phoenix or Houston or Denver or Overland Park or Detroit or Milwaukee or Pittsburgh or Philadelphia or New York or Short Hills or Boston or Arlington or Atlanta or Nashville or Tampa or Miami or Mobile
$90k-$120k/yr HybridFull Time
5+ YOE5+ years commercial P&C insurance client-facing experience, knowledge of coverage forms and renewals, negotiation and relationship management, project management, excellent communication, and ability to obtain a P&C broker license.
Microsoft Office
3w
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Client Service Associate - Lakeland,FL
Lakeland, Florida, United States
$25-$42/hr OnsiteFull Time
2+ YOE2+ years financial industry and client service experience, proficiency with Microsoft Office and CRM, strong communication, analytical and multitasking skills; Series 7/66 preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
1mo
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Client Service Associate - Lakeland,FL
Lakeland, Florida, United States
$25-$42/hr OnsiteFull Time
2+ YOE2+ years financial industry and client service experience; 2+ years using Microsoft Office and CRM; strong attention to detail and customer service; complete LPL Office Essentials within 90 days.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM, eSignature, Account View, iKnow, Resource Center, LPLU
1w
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Senior Associate - Client Success
Houston or Philadelphia or Milwaukee or Dallas or Tampa or New York City or Seattle or Irvine or Chicago
$84k-$127k/yr HybridFull Time
3+ YOEBachelor's degree and 3+ years' related experience; experience in technology or management consulting or customer success; NetSuite and Salesforce experience; strong communication, analytical and stakeholder management skills.
NetSuite, Salesforce, HighSpot, ZoomInfo
2w
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HECM Client Services Associate
Temple Terrace, Florida, United States
OnsiteFull Time
Customer-service experience and administrative skills, high school diploma/GED, strong verbal/written communication, proficiency with Microsoft Office and email, familiarity with property/HOA management preferred.
Microsoft Office, email, CINC
2w
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Client Service Associate (Lakewood Ranch, FL)
Lakewood Ranch, Florida, United States
OnsiteFull Time
Provide high-touch administrative support to Financial Advisors, service clients across multiple channels, process transactions, open accounts, prepare reports, and use CRM and Excel; HS diploma required; securities experience preferred.
Client Relationship Management (CRM) software, Excel
1mo
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Senior Client Service Account Associate
Tampa or Chicago
$71k-$107k/yr OnsiteFull Time
3+ YOEMinimum 3 years relevant experience; knowledge of Treasury Services products; strong oral/written communication, time management, judgment, and client partnership skills; flexible hours and familiarity with virtual connectivity tools.
VDI, BlackBerry/Good mobile suite
3w
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Client Service Coordinator
Tampa, Florida, United States
$15-$19/hr OnsitePart Time
Coordinating client and pet flow, maximizing veterinary team productivity, and ensuring clear communication with clients and associates.
1mo
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Client Portfolio Associate – International Equities
St. Petersburg or Boston or Stamford
$130k-$150k/yr HybridFull Time
5+ YOEBachelor's degree with 5–7 years relevant experience in international equities and retail/institutional sales; Series 7 and 63 preferred or ability to obtain; progress toward CFA a plus; strong Excel and Microsoft Office skills; excellent sales, presentation, and analytical abilities.
Microsoft Office, Microsoft Excel, Microsoft Teams
1mo
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PEO Client Advocate
St Petersburg or West Henrietta
$24-$38/hr HybridFull Time
3+ YOEAssociate's degree required (Bachelor's preferred), 3+ years relationship management or customer service experience, strong communication, advocacy, confidentiality, client education, and process improvement skills.
1w
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Associate Strategic Client Executive - TPA
Morristown or Boston or St. Petersburg or St. Louis or Atlanta
$95k-$121k/yr RemoteFull Time
5+ YOEBachelor's preferred; 5+ years client management in payer space; proven revenue management, renewals, and account growth; strong communication, presentation, and data/reporting skills; ability to travel ~30-40%; must not require visa sponsorship.
4w
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Brokerage Registered Client Service Associate
Orlando, Florida, United States
OnsiteFull Time
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
2w
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Client Services Supervisor
Tampa, Florida, United States
OnsiteFull Time
1+ YOEManage and coach client services team; 1+ year customer care experience with P&C insurer; associate's degree or equivalent; active 2-20 or 20-44 license (or obtain within 6 months); strong leadership and communication skills.
2mo
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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
10h
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Personal Lines Senior Associate Client Representative
Tampa, Florida, United States
HybridFull Time
2+ YOEHigh school diploma or equivalent, state Property and Casualty insurance license, and preferably 2+ years of personal property and casualty experience. Requires Microsoft Office, agency system, insurance coverage, and communication skills.
Microsoft Excel, Microsoft Word, EPIC
14h
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Client Implementation Specialist
Orlando, Florida, United States
$45k/yr OnsiteFull Time
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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