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
1d
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Client Success Associate
Irving or Fort Myers
$53k-$77k/yr HybridFull Time
0.5+ YOEBachelor's preferred, 6+ months relevant experience, strong communication, collaboration, prioritization, critical thinking, and client engagement skills.
3w
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Client Service Representative
North Port, Florida, United States
OnsiteFull Time
2+ YOE2 years customer service experience required; 1 year veterinary or medical practice experience preferred; strong communication, time management, basic math for transactions, and client empathy.
Headspace, DailyPay
2w
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Client Onboarding Specialist
Fort Myers, Florida, United States
HybridFull Time
2+ YOEBachelor's or 2+ years relevant experience, 2 years in financial sector preferred, strong communication, Microsoft Office and Salesforce proficiency, ability to manage client correspondence and onboarding.
Microsoft Office Suite, Salesforce
3w
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Client Service Representative
North Port, Florida, United States
OnsiteFull Time
2+ YOE2 years customer service experience required; 1 year veterinary (or human medical) experience preferred. Strong communication, basic math, appointment scheduling, data entry, and client interaction skills.
4w
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Client Service Manager
Cape Coral, Florida, United States
HybridFull Time
3+ YOE3+ years commercial client service management experience, property and casualty insurance license, proficiency with Microsoft Office, strong communication, adaptability, and collaborative mindset.
Microsoft Office
2d
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Registered Client Service Associate
Sarasota, Florida, United States
OnsiteFull Time
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
3w
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Client Service Representative
Bradenton, Florida, United States
$17-$19/hr OnsiteFull Time
Provide front-desk customer service for veterinary clinics: greet clients, schedule appointments, update records, process payments, use practice management systems and Microsoft Office, multitask, and communicate effectively.
practice management systems, Microsoft Office
3d
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Client Consultant
North Port, Florida, United States
$76k-$88k/yr FieldFull Time
Valid driver’s license and clean background check; active Health & Life license or willingness to obtain; bachelor’s degree or equivalent; strong interpersonal and time-management skills.
CRM
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
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
3w
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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
2d
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Registered Client Service Associate
Sarasota, Florida, United States
OnsiteFull Time
2+ YOEActive Series 7 and Series 66 or Series 63+65 preferred, 2+ years industry experience preferred, high school diploma required, college preferred, strong client service, writing and MS Office skills.
Microsoft Office
1mo
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Client Support & Benefits Representative
Sarasota, Florida, United States
RemoteFull Time, Part Time
Requires (or willingness to obtain) an insurance license, strong communication and interpersonal skills, self-motivation, basic computer skills for CRM and client management, and ability to work independently.
CRM
1mo
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Client Service Representative
Fort Myers, Florida, United States
OnsiteFull Time
Experience in animal care preferred; excellent customer service, communication, organizational and problem-solving skills; reliable attendance and ability to work independently and in a team in a fast-paced environment.
1d
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Client Intake Support
Fort Myers, Florida, United States
$38k-$40k/yr OnsiteFull Time
High school diploma or equivalent, strong administrative and customer-service skills, proficiency with Microsoft Word/Excel/Outlook, experience with Salesforce a plus, organized and empathetic; some college coursework preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Salesforce
1d
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Client Support Specialist
Fort Myers, Florida, United States
OnsiteFull Time
1+ YOEHigh school diploma, 1+ years customer support experience, strong communication, Microsoft Office proficiency, valid Florida driver\u0002s license and MVR clean record, ability to work outdoors and perform site visits.
Microsoft Office
1d
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Client Advisor - Avon Park
Avon Park, Florida, United States
OnsiteFull Time
High school diploma or equivalent; 6+ months cash handling; college or 1+ year retail sales/financial services; strong communication; PC and Microsoft Office Suite proficiency; flexible schedule including weekends.
Microsoft Office Suite
2w
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Client Services Representative
Fort Lauderdale or Fort Myers or Miami or Ocala or Panama City or Sarasota or Tampa
HybridFull Time
Provide inbound policy and claims support, process endorsements and payments, maintain accurate records, meet QA and attendance standards, and obtain required insurance license within 90 days.
6d
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Client Account Manager
Fort Myers, Florida, United States
OnsiteFull Time
3+ YOE3+ years account management or customer success experience in IT/MSP, bachelor’s or equivalent, CRM and Microsoft Office proficiency, ConnectWise familiarity preferred, valid driver’s license, must pass level 2 background check and drug screen.
CRM, ConnectWise, Microsoft Outlook, Microsoft Word, Microsoft Excel