1mo
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Client Operations Associate
Jacksonville, Florida, United States
OnsiteFull Time
0+ YOEBachelor's degree required; entry-level role for recent graduates. Strong written/verbal communication, organizational skills, CRM (Salesforce) and Microsoft Excel proficiency. Training provided; interest in mortgage technology and client-facing operations.
Salesforce, CRM, Microsoft Office, Microsoft Excel, Power BI, Tableau, SQL, MSP, Encompass, AI tools, APIs, webhooks
4w
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Rehire Client Support Associate
Callahan, Florida, United States
OnsiteMultiple Commitments Available
0+ YOECustomer-facing role requiring strong interpersonal and communication skills, basic computer proficiency, and willingness to learn; prior customer service or retail experience preferred but not required; PTIN certification indicated.
4d
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Member Sales Associate
Ponte Vedra Beach, Florida, United States
OnsiteFull Time
2+ YOE2+ years customer-facing experience in hospitality/retail/concierge or premium service; track record hitting goals; strong active listening, objection handling, and client documentation skills.
1mo
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Senior Associate, Alternative Investment Specialist
Jacksonville or Dallas
HybridFull Time
2+ YOEBachelor's in Finance, 2+ years in financial services or alternative investment operations, fund accounting knowledge, strong Excel (Pivot Tables, SUMIF, VLOOKUP) skills, and client-facing communication.
Microsoft Excel, Black Diamond, Salesforce, SS&C Accord
1mo
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Associate AI Financial Planning Analyst
New York City or Jacksonville or Greenville or Charlotte or Cottonwood Heights or San Francisco
$70k-$132k/yr OnsiteFull Time
3+ YOE3+ years client-facing financial services experience, familiarity with federal financial regulations, Series 65 (or ability to obtain within 90 days); strong analytical and communication skills; comfort with LLMs and chatbots is a plus.
AI Coach, LLMs, JIRA
1mo
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Shift Lead
Jacksonville, Florida, United States
$18-$22/hr OnsiteFull Time
2+ YOE2 years of relevant experience required; perform CSC/veterinary assistant duties, lead paraprofessional staff, support Practice Manager, lift up to 50 lbs, ambulatory and client-facing skills; associate's degree or vet tech certification preferred.