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86 client associate jobs at 51 companies in Sarasota, FL

3w
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Registered Client Associate
Sarasota, Florida, United States
OnsiteFull Time
UBS
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.
Microsoft Office Suite
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3w
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Part Time Client associate
Tampa, Florida, United States
OnsitePart Time
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
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
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1mo
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Client Trainer Associate
Jersey City or Tampa
$60k-$115k/yr HybridFull Time
DTCC
DTCC: Provides post-trade infrastructure for the global financial services industry
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
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5d
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Registered Client Service Associate
Sarasota, Florida, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
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
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3w
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Client Service Associate (Sarasota, FL)
Sarasota, Florida, United States
OnsiteFull Time
Raymond James
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
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2w
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Wealth Management Client Associate
Tampa, 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, manage client materials, follow policies, promote banking solutions; high school diploma/GED required; pursuing FINRA credentials preferred.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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2d
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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
WTW
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
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
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2mo
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Associate Client Service Manager
Tampa, Florida, United States
OnsiteFull Time
Arthur J. Gallagher & Co.
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+3+ years; Property & Casualty license; MS Office; strong relationship building; adaptable; collaborative.
Microsoft Office
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2d
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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
Baker Tilly
Baker Tilly: Provides audit, tax, and consulting services to business clients.
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
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3d
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Client Onboarding Implementation Senior Associate
Plano or Chicago or Irvine or Tampa
$75k-$107k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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.
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2w
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Client Service Coordinator
Tampa, Florida, United States
$15-$19/hr OnsitePart Time
Banfield Pet Hospital
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Coordinating client and pet flow, maximizing veterinary team productivity, and ensuring clear communication with clients and associates.
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1mo
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Client Portfolio Associate – International Equities
St. Petersburg or Boston or Stamford
$130k-$150k/yr HybridFull Time
Franklin Templeton
Franklin TempletonNYSE: BEN: Global investment firm providing asset and wealth management services.
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
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1mo
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PEO Client Advocate
St Petersburg or West Henrietta
$24-$38/hr HybridFull Time
Paychex
PaychexNASDAQ: PAYX: Provider of integrated payroll, HR, and benefits outsourcing solutions.
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.
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3d
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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
Zelis
Zelis: Providing healthcare payment and claims cost management solutions.
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.
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1w
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Client Services Supervisor
Tampa, Florida, United States
OnsiteFull Time
American Integrity Insurance Group
American Integrity Insurance GroupNYSE: AII: Provider of homeowners and residential property insurance solutions.
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.
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1mo
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Associate Strategic Client Executive, Rx Solutions
Tampa, Florida, United States
HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
10+ YOE10+ years PBM/pharmacy or related account management experience with PBM contract expertise; Bachelor's degree or equivalent; Life & Health licensure (or ability to obtain within 90 days); strong MS Office skills; own transportation; travel ~25-30%.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
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1d
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Sr Client Server Specialist - Florida
Tampa or Florida
HybridFull Time
DFCU Financial
DFCU Financial: DFCU Financial offers banking, lending, and investment management services.
2+ YOEAssociate degree or equivalent; 2 years Windows and PC repair/diagnostic experience; experience with software distribution preferred; strong troubleshooting, documentation, and communication skills.
Windows, Active Directory, Microsoft 365
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1mo
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Financial Center Client Services Supervisor
Bradenton, Florida, United States
OnsiteFull Time
Liberty Savings Bank
Liberty Savings Bank: A family-owned bank providing personal and business financial services.
1.5+ YOEAssociate's degree or equivalent experience, 18+ months banking/sales experience, skills in new accounts and consumer loans, sales coaching, cash handling, compliance knowledge, strong communication and basic computer skills.
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2w
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Senior Audit Associate (Client Service)
Tampa, Florida, United States
OnsiteFull Time
Doeren Mayhew
Doeren Mayhew: Provides accounting, tax and strategic business advisory services.
2+ YOEBachelor's in accounting, 2+ years public accounting audit experience, financial-institution audit preferred, proficiency with Microsoft Office and audit engagement software, CPA preferred or CPA-eligible.
Microsoft Office, Engagement, Knowledge Coach
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2mo
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Brokerage Registered Client Service Associate - location options - Tampa or St. Petersburg, FL
Tampa or St. Petersburg
OnsiteFull Time
Truist
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
Bachelor's degree or equivalent experience; securities industry knowledge; FINRA SIE, Series 7 and Series 66 licenses; strong communication and computer skills.
Microsoft Office, Salesforce
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