2w
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Client Associate
Ocala, Florida, United States
OnsiteFull Time
1+ YOEHigh school diploma + 1 year experience, proficiency in Microsoft Office, strong written/verbal communication, organizational skills, ability to manage multiple tasks and follow processes; associate degree or professional certification preferred.
Microsoft Office
3d
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Client Service Associate
Jacksonville, Florida, United States
OnsiteFull Time
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.
Microsoft Word, Microsoft Excel
1mo
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Client Operations Associate
Jacksonville, Florida, United States
OnsiteFull Time
Bachelor's degree required; entry-level role for recent graduates. Strong written/verbal communication, organizational skills, Excel proficiency, CRM experience (Salesforce) and willingness to learn mortgage platforms and integrations.
Salesforce, Microsoft Office Suite, Microsoft Excel, Power BI, Tableau, SQL, MSP, Encompass, APIs, webhooks, AI tools
1mo
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Registered Client Service Associate
Jacksonville, Florida, United States
OnsiteFull Time
Requires active securities registrations (Series 7 and Series 66 or Series 63 and 65), strong product and branch knowledge, Microsoft Office skills, exceptional client service, and attention to detail; 2+ years industry experience preferred.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
2w
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Client Services Associate I
Palatka, Florida, United States
$17/hr OnsiteFull Time
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.
Microsoft Office, Microsoft Excel, Microsoft Word
2w
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Client Coordinator
Jacksonville, Florida, United States
OnsitePart Time
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.
Microsoft Office, HubSpot, Zenoti
1mo
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Registered Client Service Associate
Jacksonville, Florida, United States
OnsiteFull Time
Requires Series 7 and Series 66 (or Series 63 + 65), strong knowledge of financial products, Microsoft Office skills, and industry experience (2+ years preferred). High school diploma required; college degree preferred.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
1mo
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Senior Registered Client Associate- Jacksonville, FL
Jacksonville, Florida, United States
HybridFull Time
5+ YOEHigh School diploma and ~5 years financial services experience (or equivalent); SIE and Series 7 required; Series 63/65/66 as state-required; CRM and Microsoft Excel proficiency; strong communication and multitasking skills.
Client Relationship Management (CRM) software, Goal planning software, Microsoft Excel
1mo
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Associate Client Service Manager - Employee Benefits
Indianapolis or Jacksonville or Orlando
HybridFull Time
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
5d
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Client Experience Coordinator - Jacksonville, FL
Jacksonville, Florida, United States
$50k-$55k/yr OnsiteFull Time
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
1mo
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Client Support Specialist
Brunswick or Kingsland or Savannah or Jacksonville
OnsiteFull Time
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
2mo
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Associate, Client Due Diligence Quality Checker
Jacksonville, Florida, United States
OnsiteFull Time
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.
1mo
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Client Solutions Tech Coordinator - MCL
Rochester or Phoenix or Scottsdale or Jacksonville
$25-$36/hr OnsiteFull Time
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.
Microsoft Word, Microsoft Excel
2mo
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2027 2L Summer Associate
Jacksonville, Florida, United States
OnsiteSeasonal
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.
2d
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Associate Accountant
Gainesville, Florida, United States
OnsiteFull Time
Bachelor's in accounting or related field; basic proficiency with Outlook, Word, and Excel; apply accounting and auditing principles; prepare workpapers and verify client data.
Outlook, Word, Microsoft Excel
2mo
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Operations Associate - Part Time
Gainesville, Florida, United States
$17-$19/hr OnsitePart Time
1+ YOE1-2 years retail or client-facing experience; strong organizational, communication, and time-management skills; ability to lift up to 50 pounds and support inventory, merchandising, and client service.
2d
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Wealth Service Associate
San Antonio or Jacksonville
$49k-$68k/yr HybridFull Time
2+ YOE2-4 years client service/sales experience in financial services preferred; familiarity with KYC/AML; strong communication, accuracy, and client-focus; ability to use Microsoft Office and Salesforce.
Salesforce, Microsoft Excel, Microsoft Outlook, Microsoft Word
4d
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Audit Associate - Fall 2027
St George or Raleigh or Vienna or Edison or Charleston or Jacksonville or Park Ridge or Atlanta or United States
OnsiteFull Time
0+ YOEBachelor's in Accounting, 150 credit hours for CPA eligibility, 0-1 years public accounting experience, leadership and client communication skills.
1d
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Fragrance Associate - Part Time
Gainesville, Florida, United States
OnsitePart Time
Drive sales and deliver excellent customer service, build client relationships, perform product demonstrations, comfortable with technology, lift 40 lbs, flexible schedule including nights/weekends/holidays.
Microsoft Windows
2w
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Operations Associate - Part Time
Gainesville, Florida, United States
$17-$19/hr OnsitePart Time
1+ YOE1+ year retail or client-facing experience, strong organizational and communication skills, ability to lift up to 50 lbs, punctual and available for peak retail hours (nights, weekends, holidays).