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
3mo
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Client Service Associate
Lake Mary, Florida, United States
OnsiteFull Time
1+ YOEHigh School diploma plus 1 year direct client service experience; proficiency in Microsoft Office and basic math; preferred associate degree or professional certification; strong client relationship management and communication skills.
3mo
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Client Care Associate
Orlando, Florida, United States
OnsiteFull Time
1+ YOEMinimum one year veterinary client service experience; strong communication; multi-tasking; teamwork; bilingual English/Spanish preferred.
Phone system, Practice Management System, Email
3mo
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Client Care Associate
Orlando, Florida, United States
OnsiteFull Time
1+ YOEMinimum one year of veterinary client service experience; multitask; team player; strong communication; bilingual English/Spanish preferred but not required.
1mo
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Client Service Associate
Melbourne, Florida, United States
$50k-$65k/yr OnsiteFull Time
Client service experience in financial services, strong communication, critical thinking, attention to detail, confidentiality, ability to coordinate meetings, prepare account paperwork, research and resolve account issues; bachelor’s degree and 2 years relevant experience preferred.
3mo
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Associate, Client Operations I
Lake Mary, Florida, United States
$52k-$65k/yr OnsiteFull Time
0+ YOEBachelor’s degree or equivalent; 0-3 years experience; operational or client services experience preferred.
3w
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Wealth Management Client Associate
Rockledge, Florida, United States
OnsiteFull Time
Provide client service support to Financial Advisors, ensure timely and accurate client materials, follow policies, and deepen client relationships; strong client focus and adaptability to technology required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
6d
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Client Service Associate
Lake Mary, Florida, United States
OnsiteFull Time
1+ YOEHigh school diploma or equivalent; 1+ year customer service or office support experience preferred; ability to lift 40–60 lbs; strong communication, multitasking, and inventory/mailroom skills.
3d
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Work From Home - Client Services Associate
Orlando, Florida, United States
RemoteFull Time
Remote client-facing role requiring strong communication, interpersonal skills, integrity, ability to work independently or on a team, and a desire to help families.
Zoom
1mo
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Associate Director, Client Advisory
Winter Park, Florida, United States
OnsiteFull Time
5+ YOEBachelor's degree required; advanced degree or professional certification required. 5+ years wealth management experience; Series 65 required (or within 90 days). Strong Excel and Microsoft Office skills; Salesforce preferred.
Microsoft Excel, Microsoft Office, Salesforce
1mo
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Registered Client Service Associate (Melbourne, FL)
Melbourne, Florida, United States
OnsiteFull Time
1+ YOEHigh school diploma required; 1+ year securities industry or related experience preferred. Requires SIE and Series 7; Series 63/65/66 as state-required. Proficiency with CRM, Microsoft Excel, goal planning and managed account platforms; strong communication and multitasking skills.
Client Relationship Management (CRM), Microsoft Excel, Goal planning software, Managed account platforms
2w
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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
1mo
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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
2w
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Client Success Specialist II
Maitland, Florida, United States
OnsiteFull Time
2+ YOEAssociate degree (or equivalent),2+ years customer service and administrative experience, proficiency with Microsoft Office, HIPAA certification required, strong communication and organizational skills.
Microsoft Word, Microsoft Excel, PowerPoint, Databases
3d
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Associate Director - Client Growth Partner (IT Consulting / Energy & Utilities)
Orlando, Florida, United States
RemoteFull Time
5+ YOE5+ years account leadership with large accounts, ability to engage C-levels, AI fluency in an industry context, deal shaping and commercial acumen, collaborative operator.
1mo
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Sales Associate
Winter Park, Florida, United States
OnsitePart Time
Prior retail or client service experience preferred; ability to stand and lift up to 20 lbs; multitasking, communication skills; familiarity with XStore and Tulip a plus.
XStore, Tulip
2mo
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Sales Associate
New Smyrna Beach, Florida, United States
OnsiteFull Time
Prior client experience; outgoing personality; basic computer skills; excellent communication; ability to close sales; weekend/evening availability; valid US driver's license; bilingual a plus.
Basic computer, Email, Internet
3mo
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Design Associate
Orlando, Florida, United States
$80-$120/hr FieldPart Time
Consultative sales skills and strong communication, self-motivated, able to meet clients in their homes; must have own phone, computer, printer, and reliable car; no design degree required; full training provided.
2w
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Sales Associate
Orlando or Tampa
HybridFull Time
1+ YOEEntry-level sales support role; local to Orlando or Tampa; comfortable traveling to venues; Salesforce experience preferred; strong organization, customer focus, and flexibility; 1+ year supporting clients/programs preferred.
Salesforce CRM
5d
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Tax Senior Associate
Orlando, Florida, United States
OnsiteFull Time
2+ YOE2+ years tax experience in public accounting or industry, CPA preferred, strong client service and communication, team orientation, and commitment to continuous learning.