Neptune Beach • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Neptune Beach • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Neptune Beach • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Neptune Beach • 50 milesRemote · Hybrid · Onsite · Field · All Environments
59 client associate jobs at 32 companies in Neptune Beach, FL
1w
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
Wealth Management Client Associate
Jacksonville or Ponte Vedra Beach
OnsiteFull Time
Provides client service support to Financial Advisors, ensuring timely, accurate client materials; client-focused, detail oriented, ability to learn new platforms; high school diploma required; FINRA credentials desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
Save
Mark Applied
Hide
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
5d
Save
Mark Applied
Hide
Registered Client Service Associate
Ponte Vedra Beach, Florida, United States
HybridFull Time
1+ YOEProvide high-touch client service and operational support to financial advisors; CRM and Excel proficiency; securities licensing (SIE, Series 7) required; 1+ year securities or related experience preferred.
Client Relationship Management (CRM), Microsoft Excel
2mo
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
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.
1mo
Save
Mark Applied
Hide
Rehire Client Support Associate
Callahan, Florida, United States
OnsiteMultiple Commitments Available
Excellent communication and interpersonal skills; basic computer proficiency; customer-service or retail experience preferred; willingness to learn; PTIN certification indicated for tax preparer applicants; ability to work flexible schedules.
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
2w
Save
Mark Applied
Hide
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
3w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
2w
Save
Mark Applied
Hide
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.
2w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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.
1mo
Save
Mark Applied
Hide
Incident Management Associate
Jacksonville, Florida, United States
OnsiteFull Time
2+ YOE2+ years technical support or client operations experience; Encompass a plus. Knowledge of SaaS operations, incident response, ticketing, Windows desktop, basic networking, strong troubleshooting and communication skills.
Encompass, Windows, ICE Mortgage Technology
1mo
Save
Mark Applied
Hide
Incident Management Associate
Jacksonville or Omaha
OnsiteFull Time
2+ YOE2+ years technical support or client operations experience; SaaS operations, incident response, ticketing, Windows desktop and basic networking knowledge; strong troubleshooting, communication, and documentation skills; Encompass experience a plus.
Encompass, Microsoft Windows
1mo
Save
Mark Applied
Hide
Commercial Lending Associate
Jacksonville, Florida, United States
OnsiteFull Time
2+ YOEMinimum 2 years in loan operations or as a loan assistant, high school diploma or equivalent, familiarity with commercial loan documentation and processes, strong organization and client service skills, BSA/AML familiarity, ability to pull credit/OFAC reports and use LaserPro and FIS.
LaserPro, FIS
1mo
Save
Mark Applied
Hide
Facilities Assessment Senior Project Associate
Jacksonville, Florida, United States
OnsiteFull Time
8+ YOEBachelor's or Master's in civil/structural/architectural engineering or architecture (NCARB),8+ years' related experience,knowledge of ASTM E2018,facility condition assessments,project management,client-facing and staff supervision experience.
4d
Save
Mark Applied
Hide
Part Time (30 Hours) Associate Banker, St Johns Towncenter, Jacksonville, FL
Jacksonville, Florida, United States
OnsitePart Time
Provide attentive client service, open and service accounts, use digital banking tools, handle cash devices, and meet regulatory requirements. High school diploma or GED and client service experience required.
Chase Mobile App, Chase.com, ATM