33 client associate jobs at 18 companies in Punta Gorda, FL
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Registered Client Associate
Sarasota, Florida, United States
OnsiteFull Time
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
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.
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
0+ YOEProvide high-touch administrative support to Financial Advisors; process client transactions, open accounts, use CRM and Excel, communicate with clients across channels, and manage competing priorities.
Client Relationship Management (CRM) software, Microsoft Excel
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOEMinimum 1 year of client services experience; part-time availability including weekends, evenings, and holidays; proficient with POS and Microsoft applications; strong communication and sales skills.
Sanctuary Wealth: Provides an integrated platform for independent wealth management advisors.
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
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
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.
Lilly PulitzerNYSE: OXM: Sells colorful resort-inspired apparel and accessories for women.
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.
Becker: Multidisciplinary commercial law firm providing legal and lobbying services.
Drafting pleadings and motions, preparing for depositions/hearings/trials, client communications, legal research and document review; prior litigation experience preferred.
Sephora: Global retailer of prestige beauty and personal care products.
1+ YOE1-2 years retail or client-facing experience; able to lift up to 50 lbs; strong organization, communication, and time-management skills; reliable attendance for scheduled shifts.
Viles & Beckman: Personal injury law firm representing accident victims.
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.
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
2+ YOEBachelor’s degree preferred; FINRA licenses SIE, Series 7 or 7TO, and Series 63/65 or 66; minimum 2 years client-facing experience in brokerage or financial services; strong knowledge of investment products; excellent communication and organizational skills; proficient in Microsoft Office; familiarity with Wealthscape, Morningstar Analytics, and Th...
Microsoft Office, Wealthscape, Morningstar Analytics, Thomson ONE
SamsoniteHong Kong Stock Exchange: 1910: Global manufacturer and retailer of luggage and travel accessories.
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.
Certified Collectibles Group: Authenticates and grades collectibles to ensure market trust
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.
Part Time Associate Banker Naples Market (30 hours)
Naples, Florida, United States
OnsitePart Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
High school diploma/GED, client service experience, ability to learn products and procedures, strong communication and relationship skills; cash handling preferred.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
2+ YOEBachelor's degree typically required, 2+ years relevant experience, client relationship and credit knowledge, ability to support a book of business and follow risk policies.
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
DVM degree and licensure to practice in Florida (or ability to obtain). Provide high standard veterinary medicine, collaborate with team, and support client relationships in a hospital setting.
PetcoNasdaq: WOOF: Pet specialty retailer of supplies, food, and veterinary services.
Doctor of Veterinary Medicine from AVMA-accredited school; active state veterinary licensure or ability to obtain; DEA and controlled substance credentials; USDA Category I accreditation within two months; competency in anesthesia, routine surgeries, dentistry, documentation, and client communication.
ultrasound, heated hydraulic surgery tables, DDXR, electronic medical record