2mo
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Client Associate
Orlando or Winter Park
OnsiteFull Time
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
3w
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Part Time Client associate
Tampa, Florida, United States
OnsitePart Time
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
3mo
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Client Care Associate
Orlando, Florida, United States
OnsiteFull Time
1+ YOEMinimum one year veterinary client service experience; strong communication; multi-tasking; teamwork; bilingual English/Spanish preferred.
Phone system, Practice Management System, Email
3mo
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Client Care Associate
Orlando, Florida, United States
OnsiteFull Time
1+ YOEMinimum one year of veterinary client service experience; multitask; team player; strong communication; bilingual English/Spanish preferred but not required.
1mo
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Client Trainer Associate
Jersey City or Tampa
$60k-$115k/yr HybridFull Time
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
2w
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Wealth Management Client Associate
Tampa, Florida, United States
OnsiteFull Time
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
2mo
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Associate Client Service Manager
Tampa, Florida, United States
OnsiteFull Time
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
1mo
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Client Service Associate - Lakeland,FL
Lakeland, Florida, United States
$25-$42/hr OnsiteFull Time
2+ YOE2+ years financial industry and client service experience; 2+ years using Microsoft Office and CRM; strong attention to detail and customer service; complete LPL Office Essentials within 90 days.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM, eSignature, Account View, iKnow, Resource Center, LPLU
3d
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Work From Home - Client Services Associate
Orlando, Florida, United States
RemoteFull Time
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
4d
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HECM Client Services Associate
Temple Terrace, Florida, United States
OnsiteFull Time
Customer-service experience and administrative skills, high school diploma/GED, strong verbal/written communication, proficiency with Microsoft Office and email, familiarity with property/HOA management preferred.
Microsoft Office, email, CINC
2w
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Client Service Coordinator
Tampa, Florida, United States
$15-$19/hr OnsitePart Time
Coordinating client and pet flow, maximizing veterinary team productivity, and ensuring clear communication with clients and associates.
1mo
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Associate Director, Client Advisory
Winter Park, Florida, United States
OnsiteFull Time
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
1mo
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Client Service Associate (Mail and Office)
Orlando, Florida, United States
OnsiteFull Time
Supports mailroom and office operations including receiving/sorting mail, processing shipments, basic print/copy support, monitoring supplies; high school diploma required; 2+ years preferred; ability to lift packages (20–60 lbs) and perform physical tasks.
Microsoft Office, handheld scanners, pallet jacks, copier equipment, postage and shipping systems, scanning tools, tracking systems
2w
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Brokerage Registered Client Service Associate
Orlando, Florida, United States
OnsiteFull Time
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
3mo
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Client Coordinator
Tampa, Florida, United States
OnsiteFull Time
2+ YOEHigh school diploma required; associate degree or above preferred. 2+ years of customer service experience required. Experience in aesthetics/beauty preferred.
MS Office, HubSpot, Zenoti
1w
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Client Services Supervisor
Tampa, Florida, United States
OnsiteFull Time
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.
1w
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Client Services Supervisor
Tampa, Florida, United States
OnsiteFull Time
1+ YOESupervise client services team; 1+ years customer care experience with P&C insurer; associate degree or equivalent; active 2-20 or 20-44 license within 6 months; AINS/API preferred; strong leadership and communication.
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
1mo
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Associate Strategic Client Executive, Rx Solutions
Tampa, Florida, United States
HybridFull Time
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
2w
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Client Success Specialist II
Maitland, Florida, United States
OnsiteFull Time
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