2w
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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
3w
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Client Onboarding Associate
New York or St. Petersburg
$70k-$85k/yr HybridFull Time
3+ YOEBachelor's degree or equivalent required; client onboarding or financial services experience preferred; strong client service, communication, analytical skills; knowledge of KYC/AML and onboarding processes; proficiency with Microsoft Office and SharePoint.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint
2w
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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
3mo
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Client Services Associate
Fort Myers, Florida, United States
HybridFull Time
1+ YOE1-3 years in a service-oriented role; Degree in Finance preferred; experience in Accounting/Finance/Administration; proficient in Microsoft Office.
Microsoft Office Suite
2w
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Client Success Associate
Irving or Fort Myers
$45k-$60k/yr HybridFull Time
0.5+ YOE6+ months professional or internship experience preferred; strong communication, collaboration, prioritization, critical thinking and influencing skills; bachelor's degree preferred.
2mo
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Part Time Seasonal Client Associate - UTC Sarasota
Sarasota, Florida, United States
OnsitePart Time, Seasonal
1+ YOEMinimum 1 year client services experience; able to work non-traditional hours; proficient with POS and Microsoft apps.
Microsoft Applications, POS systems
2w
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Client Service Associate (Wealth Management)
Fort Myers, Florida, United States
OnsiteFull Time
0+ YOEClient service experience in wealth management or financial services (0+ years). Strong verbal/written communication, organization, discretion, and proficiency with Microsoft Office; ability to learn platforms quickly.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, BNY Pershing, Charles Schwab Advisor Services
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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Client Support Specialist
Boston or Plano or St. Petersburg or St. Louis or Atlanta or Morristown or Hyderabad
$19-$24/hr HybridFull Time
1+ YOEAssociate degree +1 year customer support (or HS/GED +3 years). Experience with chat/email support, CRM/ticketing tools, strong written communication, problem-solving, and proficiency with AI tools.
CRM systems, ticketing platforms, customer support tools, AI tools
1mo
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Financial Center Client Services Supervisor
Bradenton, Florida, United States
OnsiteFull Time
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.
2mo
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Brokerage Registered Client Service Associate - location options - Tampa or St. Petersburg, FL
Tampa or St. Petersburg
OnsiteFull Time
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
1mo
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Trust Associate - FineMark
Fort Myers, Florida, United States
OnsiteFull Time
2+ YOEProvide operational and administrative trust support including account setup, transaction processing, reconciliations, recordkeeping, and client communications; 2+ years transactional banking or trust support experience; Associate's degree or equivalent required; Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft Teams, Microsoft Outlook, Trust Desk, ACM
1mo
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Operations Associate - Flex
Sarasota, Florida, United States
$18-$21/hr OnsiteFull Time, Part Time
1+ YOE1-2 years retail or client-facing experience; ability to manage inventory, execute visual merchandising, provide excellent client service, lift up to 50 lbs, and be available nights, weekends and holidays.
3mo
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Sales Associate
Sarasota, Florida, United States
OnsitePart Time, Seasonal
Part-time seasonal retail sales role; prior retail or client service experience preferred; able to lift up to 20 pounds; multi-task in fast-paced environment; good communication; knowledge of XStore and Tulip a plus.
XStore, Tulip
1w
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Operations Associate - Part Time
Sarasota, Florida, United States
$18-$21/hr OnsitePart Time
1+ YOE1-2 years retail or client-facing experience, strong organization and communication, ability to lift up to 50 pounds, punctuality and reliable attendance.
3mo
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Associate, Clearing Operations
Saint Petersburg, Florida, United States
$75k-$90k/yr OnsiteFull Time
3+ YOEBachelor’s degree in Finance, Economics, Business, or related fields; 3+ years clearing/settlement experience; Series 99 or Series 7 (or ability to obtain in 90 days); DTCC settlement knowledge; experience with institutional client trade flows.
DTCC settlement, CNS, OASYS, CTM, ACAT, DTC, Apex Clearing, Regulatory reporting
2mo
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Associate Attorney (Plaintiff Personal Injury)
Fort Myers, Florida, United States
HybridFull Time
2+ YOEActive Florida Bar license; 2+ years experience in PI/civil litigation or insurance defense; strong writing and client-facing skills; Filevine familiarity is a plus.
Filevine
2w
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Associate Manager PT under 20 hours
Sarasota, Florida, United States
OnsitePart Time
Retail leadership with sales and KPI achievement, client service in luxury market, flexible availability for nights/weekends/holidays, ability to lift ~30 lbs and use a ladder, strong communication and time-management.
2mo
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Key Account Associate - NGC Coins
Sarasota, Florida, United States
OnsiteFull Time
3+ YOE3+ years in customer service or client relationships; experience handling coins; knowledge of coin collecting and authentication/grading; strong relationship management; high attention to detail; HS diploma.
ERP, ProIV, CRM, Trello
1mo
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Adobe Workfront Associate Manager
New York City or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$63k-$219k/yr RemoteFull Time
4+ YOEMinimum 4 years Workfront admin/consultancy experience, 2 years Workfront implementation experience, Bachelor's degree or equivalent, Adobe Experience Cloud certifications desirable, Workfront Fusion experience and client advisory/configuration skills.
Adobe Workfront, Workfront Fusion, Adobe Experience Cloud, Adobe Campaign, Adobe Experience Platform, Adobe Marketo, Adobe Analytics