74 client associate jobs at 44 companies in Saint Augustine Beach, FL
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Client Service Associate
Jacksonville, Florida, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOEMinimum 1 year client-servicing or banking operations experience, proficient in Microsoft Word and Excel, high school diploma/GED required, strong communication and organizational skills.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required; college degree preferred; willingness to obtain Series 7/66 or 63/65; strong organizational, MS Office, and client service skills.
Intercontinental ExchangeNYSE: ICE: Operates global financial exchanges, clearing houses, and mortgage technology.
0+ YOEBachelor's degree required; entry-level role for recent graduates. Strong written/verbal communication, organizational skills, CRM (Salesforce) and Microsoft Excel proficiency. Training provided; interest in mortgage technology and client-facing operations.
Salesforce, CRM, Microsoft Office, Microsoft Excel, Power BI, Tableau, SQL, MSP, Encompass, AI tools, APIs, webhooks
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
1+ YOE1+ year brokerage/client service support or equivalent; Series 7 and 63 (FINRA) completed or ability to obtain/maintain FINRA registration; background check and financial fitness screening; intermediate Microsoft Office skills and strong customer service.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOE1+ year client services experience; strong communication, decision-making, and ability to work weekends/evenings/holidays; proficient with Microsoft applications and POS; retail knowledge of apparel.
Microsoft Applications, point-of-sale (POS) systems
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
2+ YOEActive Series 7 and Series 66 (or Series 63 and 65), high school diploma, 2+ years industry experience preferred, strong client service, Microsoft Office skills, and knowledge of financial products.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
Putnam County: Provides essential public services and safety to county residents.
3+ YOEHigh school diploma, valid Florida driver's license, 3+ years front-line in-person customer service, basic math and computer skills, cash handling, and knowledge of office procedures.
Elase: Provides medical aesthetic treatments and personalized wellness services.
2+ YOEHigh school diploma required (associate preferred); 2+ years customer service experience; proficient with MS Office, HubSpot; strong communication, multitasking, and client-service skills; experience with Zenoti preferred.
Senior Client Service Associate (Daytona Beach, FL)
Daytona Beach, Florida, United States
OnsiteFull Time
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
3+ YOEHigh school diploma and 3+ years financial services experience; strong communication, organization, CRM and Microsoft Excel skills; able to manage client interactions and documentation.
Client Relationship Management (CRM), Microsoft Excel
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEBachelor's degree with 1+ year client service/claims management OR HS/GED with 3+ years; P&C license; proficiency in Microsoft Office; strong relationship-building; adaptable; collaborative.
Associate Client Service Manager - Employee Benefits
Indianapolis or Jacksonville or Orlando
HybridFull Time
Hylant: Full-service insurance brokerage and risk management firm.
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
1+ YOE1+ year client service or administrative experience; strong communication, organization, CRM and Microsoft/Google proficiency; high school diploma required; associate/bachelor preferred.
Microsoft Office Suite, Google Workspace, Customer Relationship Management (CRM) systems
Brokerage Registered Client Service Associate - Ponte Vedra, FL
Ponte Vedra Beach, Florida, United States
OnsiteFull Time
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
Bachelor's degree or equivalent; securities or sales assistant experience; FINRA SIE, Series 7 and Series 66 licenses (or ability to obtain); strong telephone, communication, time-management, and Microsoft Office skills.
Brunswick or Kingsland or Savannah or Jacksonville
OnsiteFull Time
Georgia Southwestern State University: Public university offering undergraduate and graduate degree programs.
2+ YOEInstalls and maintains computers, printers, software, AV and video conferencing equipment, VOIP systems; provides technical assistance, password resets, and training. Associates degree in Computer Information Technology required, background check and 1+ years related experience required; CompTIA A+ preferred.
VOIP telephone systems, video conferencing equipment, AV technologies, wireless networks
NewmarkNASDAQ: NMRK: Commercial real estate brokerage and property management services.
Bachelor's degree in Finance, Law, or Compliance; experience in CDD/KYC/AML; QA/QC experience preferred; knowledge of BSA/AML/FATF; strong attention to detail and analytical skills; proficient in Microsoft Office; KYC/CDD systems experience a plus.
Rochester or Phoenix or Scottsdale or Jacksonville
$25-$36/hrOnsiteFull Time
Mayo Clinic: Provides integrated medical care, clinical research, and healthcare education.
0+ YOEBachelor's OR associate+4yrs OR high school+6yrs in customer service/healthcare/helpdesk; strong customer service and technical troubleshooting skills; Microsoft Word/Excel proficiency; medical terminology; cover letter and resume required; not eligible for visa sponsorship.
Jimerson Birr: A Florida-based law firm providing business litigation and transactional services.
0+ YOESummer Associate with strong academic record, interest in business law, litigation, and client service; excellent communication, writing, and analytical skills; ability to thrive in a fast-paced environment.
James Moore & Co.: Provides accounting, tax, auditing, and business advisory services.
Bachelor's degree in accounting or related field, proficiency with Microsoft Outlook/Word/Excel, knowledge of accounting and auditing principles, and ability to prepare workpapers and analyze client data.
Microsoft Outlook, Microsoft Word, Microsoft Excel