176 client associate jobs at 69 companies in Palm Springs, FL
1mo
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Client Associate
Boca Raton, Florida, United States
OnsitePart Time
2+ YOE2-5 years client service experience in finance preferred, bachelor's degree preferred, proficient in Microsoft Office Suite, strong communication and attention to detail.
Microsoft Office Suite
2w
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Private Wealth Client Associate
West Palm Beach, Florida, United States
OnsiteFull Time
Provide client service support to financial advisors, strong client focus, attention to detail, ability to learn new platforms; high school diploma required; SIE/Series credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Client Service Associate
Palm Beach Gardens, Florida, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors, execute money movement transactions, manage client inquiries, and assist with digital tool enrollment. Series licenses may be required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
2mo
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Associate Client Advisor
West Palm Beach, Florida, United States
OnsiteFull Time
1+ YOE1+ years in client facing sales or business development; insurance industry preferred; Property & Casualty license preferred or obtainable.
CRM, AI tools, Analytics platforms
3mo
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Client Service Associate
Plantation, Florida, United States
$16-$20/hr OnsitePart Time
Part-time, in-office client service role; HS diploma required; one year administrative/receptionist/customer service preferred.
Microsoft Office, CRM
1w
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Client Relations Associate
Boca Raton, Florida, United States
OnsiteFull Time
0+ YOE0–2 years of financial services experience and a relevant university degree. Requires client service, communication, problem-solving, and proactive collaboration skills.
2w
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Associate, Client Service
Boca Raton, Florida, United States
$70k-$80k/yr OnsiteFull Time
Bachelor's preferred, relevant financial services experience preferred, strong Microsoft Office and CRM skills, excellent organization and communication, client service orientation, willingness to learn.
Microsoft Office, CRM
2mo
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Client Service Associate
Palm Beach Gardens, Florida, United States
OnsiteFull Time
High school diploma; college degree preferred; willingness to obtain Series 7/66/63/65 licenses; strong MS Office and client service skills.
Microsoft Office
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Client Service Associate
Hallandale Beach, Florida, United States
OnsiteFull Time
1+ YOEProvide high-touch administrative support to financial advisors, service client inquiries, process transactions, open accounts, use CRM and Excel; high attention to detail and communication skills.
Client Relationship Management (CRM), Microsoft Excel
2w
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Registered Wealth Management Client Associate
Jupiter, Florida, United States
OnsiteFull Time
1+ YOEFINRA SIE and Series 7 required, Series 66 preferred (63/65 accepted), high school diploma/GED required, 1+ years experience, client service and investment product knowledge.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Client Relationship Associate
Philadelphia or Boca Raton
$60k-$75k/yr HybridFull Time
2+ YOEBachelor's degree in finance/accounting/business required, 2+ years family office/trust/wealth/banking experience, account administration and payment processing experience, AgilLink experience preferred, strong attention to detail.
AgilLink
1mo
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Client Experience Associate
North Miami Beach, Florida, United States
OnsiteFull Time
Provide excellent customer service and lobby engagement, identify sales opportunities, process customer interactions, apply product knowledge; bilingual Spanish preferred; typically <1 year related experience; no degree required.
2w
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Registered Client Service Associate
Fort Lauderdale, Florida, United States
HybridFull Time
3+ YOEBachelor's degree or equivalent, 3+ years relevant experience, Series 7 and state securities/IAR registrations (or ability to obtain), life/health & variable contracts (or ability to obtain), strong analytical and computer skills, valid US work authorization.
2mo
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Registered Client Service Associate
Boca Raton, Florida, United States
OnsiteFull Time
2+ YOE2+ years investment industry experience, high school diploma, Series 7 and Series 63 or 66 required, strong administrative, customer service, and communication skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
3mo
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Client Service Coordinator
Port St. Lucie, Florida, United States
$15-$20/hr OnsiteFull Time
Coordinating client and pet flow through the hospital, ensuring communication with associates and clients, and supporting clinic productivity and client retention.
1mo
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Registered Client Service Associate (Fort Lauderdale, FL)
Fort Lauderdale, Florida, United States
OnsiteFull Time
FINRA Series 7 and 66 required; bilingual English/Spanish; client service, administrative support, report production, and knowledge of account procedures and regulations.
2mo
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J.P. Morgan Advisors - Client Associate Palm Beach Gardens, FL
Palm Beach Gardens, Florida, United States
OnsiteFull Time
Bachelor's degree or equivalent; Series 7 and 66 on hire or within 180 days; proven self-starter; capable of end-to-end task ownership and independent work in a fast-paced environment; strong client service and communication skills.
3mo
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Client Service Coordinator
Port Saint Lucie, Florida, United States
$15-$20/hr OnsiteFull Time
Coordinates client and pet flow through a veterinary hospital, supports team productivity, communicates with clients and associates, and promotes a welcoming care experience.
2mo
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Registered Client Service Associate
Boca Raton, Florida, United States
OnsiteFull Time
2+ YOEHigh school diploma, 2 years investment industry experience, Series 7 and 63 or 66 required, proficiency with Microsoft Office and administrative/clerical skills, strong communication and customer service.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, iCIMS
3w
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Client Service Supervisor
Fort Lauderdale, Florida, United States
$22-$31/hr OnsiteFull Time
Supervisory experience in client service, ability to train and coach associates, strong communication and conflict-resolution skills.