547 client experience jobs at 221 companies in Venice, FL
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Client Manager
Atlanta or Boston or St. Petersburg or St. Louis or Morristown
$95k-$121k/yrHybridFull Time
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
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.
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.
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.
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.
Saint Petersburg or United States or Canada or Philippines
RemoteFull Time
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.
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.
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.
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.
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
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
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
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
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.
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.