61 client associate jobs at 20 companies in North Port, FL
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Registered Client Associate
Sarasota, Florida, United States
OnsiteFull Time
3+ YOESeries 7 and 66 licenses preferred, 3+ years client service experience in finance preferred, bachelor\u0002s degree preferred, strong communication, detail orientation, and Microsoft Office proficiency.
Microsoft Office Suite
2w
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Client Success Associate
Irving or Fort Myers
$53k-$77k/yr HybridFull Time
0.5+ YOEBachelor's preferred, 6+ months relevant experience, strong communication, collaboration, prioritization, critical thinking, and client engagement skills.
2w
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Client Success Associate
Irving or Fort Myers
$53k-$77k/yr HybridFull Time
0.5+ YOEPreferred bachelor's degree and 6+ months of relevant professional or internship experience; requires client focus, communication, collaboration, prioritization, critical thinking, and influencing skills.
artificial intelligence, AI
2w
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Registered Client Service Associate
Sarasota, Florida, United States
OnsiteFull Time
Supports client relationships, processes requests and transactions, onboards and maintains accounts, prepares client materials; requires industry product knowledge, strong communication, organizational and computer skills.
Microsoft Office
1w
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Registered Client Service Associate
Sarasota, Florida, United States
OnsiteFull Time
2+ YOEProvide client service and administrative support to financial advisors, execute money movement transactions, onboard and maintain client accounts, and educate clients on digital tools.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
1w
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Part Time Client Associate - Mimomar FL
Estero, Florida, United States
$15-$17/hr OnsitePart Time
1+ YOEMinimum 1 year client-services experience; proficiency with Microsoft applications and POS; strong written and verbal communication; ability to work weekends, evenings, and holidays.
Microsoft Applications, point-of-sale (POS) systems
1mo
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Client Service Associate (Wealth Management)
Fort Myers, Florida, United States
OnsiteFull Time
0+ YOEClient service experience in wealth management or financial services (0+ years). Strong verbal/written communication, organization, discretion, and proficiency with Microsoft Office; ability to learn platforms quickly.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, BNY Pershing, Charles Schwab Advisor Services
3w
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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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Financial Center Client Services Supervisor
Bradenton, Florida, United States
OnsiteFull Time
1.5+ YOEAssociate's degree or equivalent experience, 18+ months banking/sales experience, skills in new accounts and consumer loans, sales coaching, cash handling, compliance knowledge, strong communication and basic computer skills.
2d
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Operations Associate - Flex
Fort Myers, Florida, United States
$18-$21/hr OnsitePart Time
1+ YOERequires 1–2 years in a similar, retail, hospitality, or client-focused role; organization, communication, teamwork, product learning, client service, and ability to lift up to 50 pounds.
1mo
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Operations Associate - Flex
Sarasota, Florida, United States
$18-$21/hr OnsiteFull Time, Part Time
1+ YOE1-2 years retail or client-facing experience; ability to manage inventory, execute visual merchandising, provide excellent client service, lift up to 50 lbs, and be available nights, weekends and holidays.
2d
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Tax Associate
Sarasota, Florida, United States
OnsiteFull Time, Seasonal
High school diploma/GED, completion of the H&R Block Income Tax Course or Tax Knowledge Assessment, client service experience, communication and problem-solving skills, and comfort with digital tools.
Copilot, ChatGPT
2d
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Tax Associate
Cape Coral or Fort Myers
OnsiteFull Time, Seasonal
No prior tax experience required; must complete the H&R Block Income Tax Course, have client service experience, strong communication and problem-solving skills, digital tool proficiency, and a high school diploma or GED.
Copilot, ChatGPT
4w
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PT Sales Associate
Sarasota, Florida, United States
OnsitePart Time
Prior retail or client service experience preferred; ability to stand, lift up to 20 pounds, multitask, communicate effectively; familiarity with XStore and Tulip a plus.
XStore, Tulip
1mo
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Litigation Associate Attorney (Construction)
Fort Myers, Florida, United States
OnsiteFull Time
Drafting pleadings and motions, preparing for depositions/hearings/trials, client communications, legal research and document review; prior litigation experience preferred.
3mo
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Associate Attorney (Plaintiff Personal Injury)
Fort Myers, Florida, United States
HybridFull Time
2+ YOEActive Florida Bar license; 2+ years experience in PI/civil litigation or insurance defense; strong writing and client-facing skills; Filevine familiarity is a plus.
Filevine
5d
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Financial Advisor Associate - Sarasota
Sarasota, Florida, United States
OnsiteFull Time
10+ YOEHigh school diploma or equivalent and 10 years of financial services experience required. Requires Microsoft Office proficiency, banking products and regulations knowledge, communication, analytical skills, and client service expertise.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, PFP, insite, Salesforce
1mo
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Part Time Associate Banker Fort Myers (30 hours)
Estero or Naples or Fort Myers
OnsitePart Time
High school diploma or GED; client service experience; strong communication, relationship-building, and problem-solving skills; ability to learn products/procedures quickly; cash handling experience preferred; comfortable educating clients on digital banking tools.
Chase Mobile App, Chase.com, ATM
1mo
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Associate Manager PT under 20 hours
Sarasota, Florida, United States
OnsitePart Time
Retail leadership with sales and KPI achievement, client service in luxury market, flexible availability for nights/weekends/holidays, ability to lift ~30 lbs and use a ladder, strong communication and time-management.
2mo
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Key Account Associate - NGC Coins
Sarasota, Florida, United States
OnsiteFull Time
3+ YOE3+ years in customer service or client relationships; experience handling coins; knowledge of coin collecting and authentication/grading; strong relationship management; high attention to detail; HS diploma.
ERP, ProIV, CRM, Trello
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