547 client experience jobs at 221 companies in Venice, FL

1d
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Client Manager
Atlanta or Boston or St. Petersburg or St. Louis or Morristown
$95k-$121k/yr HybridFull Time
Zelis
Zelis: Providing healthcare payment and claims cost management solutions.
5+ YOEOwn client relationships and revenue for payer/TPA clients; 5+ years client management in healthcare, bachelor’s in business/healthcare admin, Salesforce/Jira/Confluence and Microsoft Stack experience, travel up to 25%, US work authorization required.
Microsoft Stack of Tools and Technologies, Salesforce, Jira, Confluence
2w
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Registered Client Associate
Sarasota, Florida, United States
OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
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
1mo
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Client Success Manager
St. Petersburg or Denver or Salt Lake City or Ramsey
$60k/yr RemoteFull Time
AppWork
AppWork: Cloud-based maintenance management software for multifamily property operations.
Requires on-site multifamily/property management experience, knowledge of maintenance operations, client-facing relationship skills, onboarding/training experience, strong communication, and ability to manage multiple clients (background check required).
AppWork, SaaS tools, CRM, ticketing systems
1d
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Client Success Associate
Irving or Fort Myers
$53k-$77k/yr HybridFull Time
Gartner
GartnerNYSE: IT: Provides research and advisory services for business leaders.
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
United Veterinary Care
United Veterinary Care: Provides clinical, specialty, and emergency veterinary medical services.
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
Equity Trust Company
Equity Trust Company: Provider of custodial services for alternative investment portfolios.
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
United Veterinary Care
United Veterinary Care: Operates a national network of emergency and specialty animal hospitals.
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.
3w
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SmartCare Client Engagement Partner
Saint Petersburg or United States or Canada or Philippines
RemoteFull Time
Align HCM
Align HCM: Provides implementation and managed support services for HCM software.
2+ YOE2+ years in customer success/client services or similar; experience with HCM/HRIS/Payroll or SaaS environments; strong communication, organization, and client relationship skills; ability to coordinate cross-functional teams remotely.
SmartCare, UKG, Dayforce, Workday, ADP, UKG Ready, UKG Pro, Oracle HCM, SAP SuccessFactors, CRM
4w
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Client Service Manager
Cape Coral, Florida, United States
HybridFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
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
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
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
Veterinary Innovative Partners
Veterinary Innovative Partners: Operates a network of veterinarian-owned animal hospitals and clinics.
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
Alpine Legacy Group
Alpine Legacy Group: Supplemental health insurance and financial protection for families.
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
2mo
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GIS National LLC - Client Advocate
St. Petersburg, Florida, United States
OnsiteFull Time
GIS National
GIS National: Provides employee benefits technology and enrollment solutions to businesses.
Provide prompt, high-quality service to broker partners, clients, and carrier resources; manage enrollments and inquiries; handle tickets and communications.
Microsoft Excel, Microsoft Office, Benefit Administration systems
2w
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Client Service Associate (Sarasota, FL)
Sarasota, Florida, United States
OnsiteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
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
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOEMinimum 1 year client services experience; able to work non-traditional hours; proficient with POS and Microsoft apps.
Microsoft Applications, POS systems
1mo
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Senior Client Manager
St. Petersburg, Florida, United States
OnsiteFull Time
IMA Financial Group
IMA Financial Group: Provides commercial insurance brokerage and wealth management services.
5+ YOEActive life & health license, 5+ years relevant experience, self-funding experience, OE guide applications proficiency, strong communication, analytical and conflict management skills.
OE guide applications
3w
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Client Service Associate (Wealth Management)
Fort Myers, Florida, United States
OnsiteFull Time
Sanctuary Wealth
Sanctuary Wealth: Provides an integrated platform for independent wealth management advisors.
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
1mo
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Client Success Manager - Technology
St Petersburg, Florida, United States
OnsiteFull Time
Dynasty Financial Partners
Dynasty Financial Partners: Provides a technology platform and business services for financial advisors.
5+ YOE5+ years experience in fintech/wealth management, bachelor’s or equivalent, CRM/financial platform administration (Salesforce, Black Diamond, Addepar, eMoney, MoneyGuide), Microsoft 365 skills including Excel, Power Automate, Power Apps, SharePoint, strong communication and client consulting ability.
Salesforce, Black Diamond, Addepar, eMoney, MoneyGuide, Microsoft 365, Microsoft Excel, Microsoft Power Automate, Microsoft Power Apps, Microsoft SharePoint
2d
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Registered Client Service Associate
Sarasota, Florida, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
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
Allen Agency
Allen Agency: Independent agency providing life insurance and mortgage protection products.
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