130 client associate jobs at 61 companies in Zephyrhills, FL
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Client Services Associate
St. Petersburg or Vermont
$65k-$75k/yrOnsiteFull Time
One Day In July: Fiduciary investment firm providing low-fee, transparent portfolio management.
Requires superior client service, written and verbal communication, financial and investment management knowledge, organization, Microsoft Excel skills, proactive problem-solving, risk assessment, confidentiality, and ethical standards.
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.
Arlington or Atlanta or Miami or Mobile or Tampa or New York or Boston or Chicago or Houston or Philadelphia or Phoenix or Denver or Short Hills or Los Angeles or Detroit or Pittsburgh or Nashville or Overland Park or Milwaukee
$90k-$120k/yrHybridFull Time
WTWNASDAQ: WTW: Global advisory, broking, and solutions.
5+ YOERequires 5+ years of client-facing commercial property and casualty insurance experience, P&C broker license, Microsoft Office proficiency, negotiation, relationship, presentation, project management, and analytical skills.
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/yrHybridFull Time
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.
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
Provide high-touch administrative support to Financial Advisors, service client inquiries, process transactions, open accounts, and maintain CRM; HS diploma required; securities experience preferred.
Client Relationship Management (CRM) software, Microsoft Excel
Acrisure: Provides AI-powered insurance, financial, and business risk solutions.
Drive new business, develop qualified sales pipelines, meet quotas, execute growth plans, use analytics and AI tools, and deliver tailored client proposals in collaboration with service and marketing teams.
Houston or Philadelphia or Milwaukee or Dallas or Tampa or New York City or Seattle or Irvine or Chicago
$84k-$127k/yrHybridFull Time
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.
Folio Association Management: Professional management services for residential community and homeowners associations
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.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOEMinimum 3 years relevant experience; knowledge of Treasury Services products; strong oral/written communication, time management, judgment, and client partnership skills; flexible hours and familiarity with virtual connectivity tools.
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States or Remote
$139k-$370k/yrRemoteFull Time
AccentureNYSE: ACN: Global professional services firm providing consulting and technology solutions.
10+ YOERequires 10+ years marketing experience, 3+ years account-based or client relationship marketing, strong communication, project management, strategic advising, commercial acumen, and CRM/Gen AI proficiency.
Banfield Pet Hospital: Providing comprehensive preventive veterinary care and pet health services.
Coordinates client and pet flow through the veterinary hospital, supports medical team productivity, communicates with clients and associates, and delivers welcoming, efficient service.
Client Portfolio Associate – International Equities
St. Petersburg or Boston or Stamford
$130k-$150k/yrHybridFull Time
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
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.
Morristown or Boston or St. Petersburg or St. Louis or Atlanta
$95k-$121k/yrRemoteFull Time
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.
Personal Lines Senior Associate Client Representative
Tampa, Florida, United States
HybridFull Time
World Insurance Associates: Provides insurance brokerage, risk management, and financial consulting services.
2+ YOEHigh school diploma or equivalent, state Property and Casualty insurance license, and preferably 2+ years of personal property and casualty experience. Requires Microsoft Office, agency system, insurance coverage, and communication skills.
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
2+ YOEAssociate degree or equivalent; 2 years Windows and PC repair/diagnostic experience; experience with software distribution preferred; strong troubleshooting, documentation, and communication skills.
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
1+ YOEAssociate degree preferred; high school diploma required; at least 1 year customer service/call center; excellent communication; multi-tasking; able to lift up to 50 lbs.