168 client experience jobs at 66 companies in Palm Bay, FL
1mo
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Wealth Management Client Associate
Rockledge, Florida, United States
OnsiteFull Time
1+ YOEProvide client service and operational support to Financial Advisors; client-centric, detail-oriented, able to learn technology platforms; high school diploma/GED; 1 year experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Client Service Associate
Melbourne, Florida, United States
$50k-$65k/yr OnsiteFull Time
Client service experience in financial services, strong communication, critical thinking, attention to detail, confidentiality, ability to coordinate meetings, prepare account paperwork, research and resolve account issues; bachelor’s degree and 2 years relevant experience preferred.
1mo
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Client Service Coordinator
West Melbourne, Florida, United States
$15-$19/hr OnsiteFull Time
1+ YOECustomer-facing role coordinating client and pet flow, scheduling, documentation, cash handling; 1 year related experience required, high school preferred, strong communication and computer skills, able to lift up to 50 lbs.
Workday, Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
1mo
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Wealth Management Client Associate
Rockledge, Florida, United States
OnsiteFull Time
Provide client service support to Financial Advisors, ensure timely and accurate client materials, follow policies, and deepen client relationships; strong client focus and adaptability to technology required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
2d
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Client Relationship Specialist - Lake Nona, FL
Winter Park or Lake Nona
$24-$35/hr OnsiteFull Time
1+ YOERequires at least one year of client-facing or customer service experience, attention to detail, active listening, collaboration, adaptability, coachability, and willingness to learn.
Client Relationship Specialist University (CRSU)
3w
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Select Business Unit Client Advisor
Clearwater or Vero Beach
HybridFull Time
2+ YOEFlorida 2-20 license, 2+ years commercial insurance experience, proficiency with Microsoft Outlook/Excel/Word, familiarity with Sagitta and ImageRight, strong communication and analytical skills.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Sagitta, ImageRight
2mo
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Client Support & Benefits Representative
Palm Bay, Florida, United States
RemoteFull Time, Part Time
Licensed (or willing to obtain) life and health insurance agent; strong communication, interpersonal and time-management skills; self-motivated; basic computer/CRM skills.
1mo
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Registered Client Service Associate (Melbourne, FL)
Melbourne, Florida, United States
OnsiteFull Time
1+ YOEHigh school diploma required; 1+ year securities industry or related experience preferred. Requires SIE and Series 7; Series 63/65/66 as state-required. Proficiency with CRM, Microsoft Excel, goal planning and managed account platforms; strong communication and multitasking skills.
Client Relationship Management (CRM), Microsoft Excel, Goal planning software, Managed account platforms
2w
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J.P. Morgan Wealth Management - Private Client Advisor - Stuart and Vero Beach, FL
Stuart or Vero Beach
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; Series 7 and Series 66 (or 63/65) active; life, health & long-term care insurance license; goals-based planning and client acquisition skills; CFP preferred; bachelor\u0002s preferred.
3w
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Client Services Representative - Biligual Spanish Speaking preferred - Work From Home (FL, Melbourne)
Melbourne, Florida, United States
RemoteFull Time
Prism Medical Products: Distributes home medical supplies for wound and ostomy care.
Perform client and physician communications, accurate patient data entry, verify insurance eligibility and obtain prior authorizations, maintain compliance with federal/state regulations and Medicare/Medicaid, strong communication skills.
2mo
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Client Service Lead (FDOT) - Orlando, Florida, United States
Jacksonville or Gainesville or Lake City or Deland or Melbourne or Merritt Island or Ocoee or Fort Myers or Sarasota or Naples or Lakeland or Tampa or Fort Lauderdale
$159k-$251k/yr HybridFull Time
12+ YOEBachelor’s in Civil Engineering; post-graduate transportation experience; FDOT experience; lead multidisciplinary teams; knowledge of FDOT processes.
2mo
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Branch Banking Client Consultant I - Port St. Lucie FL
Port St. Lucie, Florida, United States
$17-$23/hr OnsiteFull Time
0+ YOEHigh school diploma or equivalent; 0-3 years customer service/sales; experience in financial services preferred.
1w
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Personal Lines Account Manager - Private Client
Winter Park or Tampa or Gainesville or Tallahassee or Melbourne or Fort Myers or Jacksonville or Miami or Davie
HybridFull Time
5+ YOERequires 5–7 years of relevant experience, high school education, strong English communication and problem-solving skills, Microsoft Office proficiency, and an applicable Florida property and casualty license.
Microsoft Office, EPIC
2mo
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Hiring Caregiver (CNA/HHA) for a Male Client
Titusville, Florida, United States
OnsiteFull Time
Active CNA certification preferred; experience with personal care, mobility assistance, and catheter care; compassionate, patient, reliable; strong communication and ability to follow a care plan.
2w
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Block Advisors CSP
Melbourne, Florida, United States
OnsiteFull Time
Customer-service experience in a fast-paced environment, multitasking, strong organization, Microsoft Office proficiency; high school diploma preferred.
Microsoft Office
2w
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Block Advisors CSP
Melbourne, Florida, United States
OnsiteFull Time, Seasonal
High school diploma or equivalent; customer-service or sales experience; ability to work flexible schedule and/or multiple locations; computer proficiency with Microsoft Office; strong multitasking and organizational skills.
Microsoft Office
1w
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Cleaner
Palm Bay, Florida, United States
OnsiteFull Time
Perform cleaning, sanitizing, waste removal, dusting, vacuuming and general maintenance of client facilities following company and client standards.
2mo
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Relationship Banker Business Specialist
West Melbourne, Florida, United States
OnsiteFull Time
0+ YOEDrive consumer and business banking sales (<$2M), generate leads and referrals, manage client relationships, collaborate with ecosystem partners, and deliver a differentiated client experience; bachelor\u0002s degree typically required.
2mo
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Universal Banker - 20hr - Viera
Melbourne, Florida, United States
OnsitePart Time
2+ YOEHigh school diploma or equivalent; 2 years teller/cash-handling or client service experience; 6 months client relationship or sales experience; PC and Microsoft Office proficiency; ability to work weekends, extended hours, and travel for temporary assignments.
Microsoft Office
3w
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Tax Strategy Advisor
Rockford or Chicago or Lincolnshire or Middleton or Satellite Beach or Westwood
$100k-$135k/yr HybridFull Time
6+ YOEProvide advanced tax planning and advisory services for high-net-worth clients; prepare complex returns; research tax issues; client-facing experience and strong communication required.
BNA, Planner CS, Holistiplan, Thomson Reuters UltraTax, GoFileRoom, Practice CS, Microsoft Word, Microsoft Excel, Microsoft Outlook
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