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87 client associate jobs at 55 companies in Sanford, FL

2mo
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Client Associate
Orlando or Winter Park
OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
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
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3w
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Wealth Management Client Associate
Rockledge, Florida, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
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1w
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Seasonal Client Associate - Daytona Tanger Outlets
Daytona Beach, Florida, United States
OnsitePart Time
TravisMathew
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
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1w
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Client Service Associate
Lake Mary, Florida, United States
OnsiteFull Time
SPS
SPS: Global provider of document management and business process outsourcing.
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.
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1w
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Work From Home - Client Services Associate
Orlando, Florida, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
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
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1w
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Senior Client Service Associate (Daytona Beach, FL)
Daytona Beach, Florida, United States
OnsiteFull Time
Raymond James
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
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2mo
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Associate Director, Client Advisory
Winter Park, Florida, United States
OnsiteFull Time
Pathstone
Pathstone: Provides wealth management and advisory services for affluent families.
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
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3w
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Brokerage Registered Client Service Associate
Orlando, Florida, United States
OnsiteFull Time
Truist
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
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
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1w
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Associate, Client Processing I
Lake Mary, Florida, United States
$52k-$65k/yr OnsiteFull Time
BNY
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
0+ YOEBachelor's degree or equivalent required; 0-3 years experience preferred; brokerage/transaction processing experience preferred.
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1mo
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Associate Client Service Manager - Employee Benefits
Indianapolis or Jacksonville or Orlando
HybridFull Time
Hylant
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
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2d
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Client Account Manager
New York City or Orlando or Miami or West Harrison or San Francisco or Dallas or Houston or Chicago
$104k-$133k/yr OnsiteFull Time
Jackson Lewis
Jackson Lewis: Represents management in labor and employment legal matters.
4+ YOEAssociate's/Bachelor's or equivalent experience, minimum 4 years law firm billing/finance experience, strong analytical and communication skills, proficiency with Microsoft Office and legal billing systems.
Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Aderant, Elite 3E, eBillingHub, CounselLink, Tymetrix
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3w
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Client Success Specialist II
Maitland, Florida, United States
OnsiteFull Time
Avant Healthcare Professionals
Avant Healthcare Professionals: Staffs U.S. healthcare facilities with internationally-educated medical professionals.
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
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1w
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Associate Director - Client Growth Partner (IT Consulting / Energy & Utilities)
Orlando, Florida, United States
RemoteFull Time
Nagarro
NagarroFrankfurt Stock Exchange: NA9: Global provider of digital engineering and IT consulting services
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.
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4d
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Temporary Associate
Orlando, Florida, United States
$20-$21/hr OnsiteFull Time, Part Time
Ferragamo
FerragamoBorsa Italiana: SFER: Designs and manufactures luxury Italian footwear, apparel, and accessories.
Customer-focused sales associate with retail experience preferred, English proficiency, ability to stand for long periods and lift ~20 lbs, computer/CRM skills, strong communication and interpersonal skills.
CRM
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1mo
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Sales Associate
Winter Park, Florida, United States
OnsitePart Time
Lilly Pulitzer
Lilly PulitzerNYSE: OXM: Sells colorful resort-inspired apparel and accessories for women.
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
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1w
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Associate Accountant
Daytona Beach, Florida, United States
OnsiteFull Time
James Moore & Co.
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
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1w
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Associate Accountant
Daytona Beach, Florida, United States
OnsiteFull Time
James Moore
James Moore: Provides professional accounting, tax, and business consulting services.
Bachelor's in accounting or related field, proficiency with Outlook/Word/Excel, apply accounting and auditing principles, prepare workpapers, gather and analyze client data, ensure regulatory compliance.
Microsoft Outlook, Microsoft Word, Microsoft Excel
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2mo
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Sales Associate
New Smyrna Beach, Florida, United States
OnsiteFull Time
New Smyrna Beach Automotive
New Smyrna Beach Automotive: An automotive dealership group selling vehicles and providing repair services.
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
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3w
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Sales Associate
Orlando or Tampa
HybridFull Time
Access Destination Services
Access Destination Services: Provides corporate event production and destination management services.
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
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1w
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Associate Banker-ME Floating (40 Hours), CF Space Coast
New Smyrna Beach or Daytona Beach
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
0.5+ YOE6 months associate banker experience required; high school diploma/GED; client service, cash handling, product knowledge, ability to learn procedures, and local travel to cover multiple branches.
Chase Mobile App, Chase.com, ATM
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