Safety Harbor • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Safety Harbor • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Safety Harbor • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Safety Harbor • 50 milesRemote · Hybrid · Onsite · Field · All Environments
3w
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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
4w
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Part Time Client associate
Tampa, Florida, United States
OnsitePart Time
1+ YOEMinimum 1 year client-facing or retail experience; strong verbal and written communication; ability to work weekends, evenings, and holidays; proficiency with Microsoft Applications and POS systems.
Microsoft Applications, POS systems
1mo
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Client Trainer Associate
Jersey City or Tampa
$60k-$115k/yr HybridFull Time
4+ YOEMinimum 4 years related experience; bachelor's degree preferred. Deep knowledge of trade lifecycle and DTCC products, strong presentation and communication skills, ability to design and deliver client training and analyze KPIs.
Microsoft PowerPoint
1w
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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
2w
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Wealth Management Client Associate
Tampa, Florida, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, educate clients on banking and investment offerings, ensure accuracy of client materials, and follow policies to manage risk.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
3w
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Client Service Associate (Sarasota, FL)
Sarasota, Florida, United States
OnsiteFull Time
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
3w
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Wealth Management Client Associate
Tampa, Florida, United States
OnsiteFull Time
Provide client service support to Financial Advisors, manage client materials, follow policies, promote banking solutions; high school diploma/GED required; pursuing FINRA credentials preferred.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
4d
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Associate Client Advocate
Chicago or Los Angeles or Phoenix or Houston or Denver or Overland Park or Detroit or Milwaukee or Pittsburgh or Philadelphia or New York or Short Hills or Boston or Arlington or Atlanta or Nashville or Tampa or Miami or Mobile
$90k-$120k/yr HybridFull Time
5+ YOE5+ years commercial P&C insurance client-facing experience, knowledge of coverage forms and renewals, negotiation and relationship management, project management, excellent communication, and ability to obtain a P&C broker license.
Microsoft Office
2w
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Client Service Associate - Lakeland,FL
Lakeland, Florida, United States
$25-$42/hr OnsiteFull Time
2+ YOE2+ years financial industry and client service experience, proficiency with Microsoft Office and CRM, strong communication, analytical and multitasking skills; Series 7/66 preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
2mo
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Associate Client Service Manager
Tampa, Florida, United States
OnsiteFull Time
1+ YOEBachelor's degree with 1+ year client service/claims management OR HS+3+ years; Property & Casualty license; MS Office; strong relationship building; adaptable; collaborative.
Microsoft Office
1mo
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Client Service Associate - Lakeland,FL
Lakeland, Florida, United States
$25-$42/hr OnsiteFull Time
2+ YOE2+ years financial industry and client service experience; 2+ years using Microsoft Office and CRM; strong attention to detail and customer service; complete LPL Office Essentials within 90 days.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM, eSignature, Account View, iKnow, Resource Center, LPLU
5d
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Senior Associate - Client Success
Houston or Philadelphia or Milwaukee or Dallas or Tampa or New York City or Seattle or Irvine or Chicago
$84k-$127k/yr HybridFull Time
3+ YOEBachelor's degree and 3+ years' related experience; experience in technology or management consulting or customer success; NetSuite and Salesforce experience; strong communication, analytical and stakeholder management skills.
NetSuite, Salesforce, HighSpot, ZoomInfo
1w
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HECM Client Services Associate
Temple Terrace, Florida, United States
OnsiteFull Time
Customer-service experience and administrative skills, high school diploma/GED, strong verbal/written communication, proficiency with Microsoft Office and email, familiarity with property/HOA management preferred.
Microsoft Office, email, CINC
6d
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Client Onboarding Implementation Senior Associate
Plano or Chicago or Irvine or Tampa
$75k-$107k/yr OnsiteFull Time
3+ YOE3+ years onboarding or project experience; client onboarding project management, conflict management, data/tech literacy, presentation and continuous improvement skills; knowledge of cybersecurity and anti-fraud awareness preferred.
3w
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Client Service Coordinator
Tampa, Florida, United States
$15-$19/hr OnsitePart Time
Coordinating client and pet flow, maximizing veterinary team productivity, and ensuring clear communication with clients and associates.
1mo
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Client Portfolio Associate – International Equities
St. Petersburg or Boston or Stamford
$130k-$150k/yr HybridFull Time
5+ YOEBachelor's degree with 5–7 years relevant experience in international equities and retail/institutional sales; Series 7 and 63 preferred or ability to obtain; progress toward CFA a plus; strong Excel and Microsoft Office skills; excellent sales, presentation, and analytical abilities.
Microsoft Office, Microsoft Excel, Microsoft Teams
1mo
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PEO Client Advocate
St Petersburg or West Henrietta
$24-$38/hr HybridFull Time
3+ YOEAssociate's degree required (Bachelor's preferred), 3+ years relationship management or customer service experience, strong communication, advocacy, confidentiality, client education, and process improvement skills.
6d
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Associate Strategic Client Executive - TPA
Morristown or Boston or St. Petersburg or St. Louis or Atlanta
$95k-$121k/yr RemoteFull Time
5+ YOEBachelor's preferred; 5+ years client management in payer space; proven revenue management, renewals, and account growth; strong communication, presentation, and data/reporting skills; ability to travel ~30-40%; must not require visa sponsorship.
2w
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Veterinary Client Service Supervisor
Sarasota, Florida, United States
$22-$31/hr OnsiteFull Time
Supervise client services team, provide management coverage, train and coach associates, schedule staff, handle client escalations, and meet clients to resolve concerns.
Workday
2w
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Client Services Supervisor
Tampa, Florida, United States
OnsiteFull Time
1+ YOEManage and coach client services team; 1+ year customer care experience with P&C insurer; associate's degree or equivalent; active 2-20 or 20-44 license (or obtain within 6 months); strong leadership and communication skills.