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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
1mo
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Private Client Manager II
Sarasota, Florida, United States
OnsiteFull Time
7+ YOESeries 7/63/65 (or 7/66) required or obtainable, SAFE Act registration for mortgage origination, 7+ years managing high-net-worth client relationships, strong banking/credit knowledge, teamwork and interpersonal skills.
1w
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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
2w
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Senior Manager Client Operations
Alpharetta or Birmingham or North Fort Myers or Wallingford or Kansas City
HybridFull Time
3+ YOE3–5 years management experience in medical billing or ambulatory surgery settings; strong coaching, forecasting, scheduling, and analytical skills; superior communication and customer-service orientation.
Electronic Health Records (EHRs), Anesthesia Information Management System (AIMS)
1mo
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Client Advisor
Clearwater or Sarasota
HybridFull Time
Manage complex business insurance accounts, renewals, client service, and mentoring; requires current 2-20 license and deep knowledge of commercial insurance and marketplace conditions.
Sagitta Agency Management System
1mo
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Client Success Manager (GBS)
Irving or Fort Myers
$70k-$101k/yr HybridFull Time
3+ YOE3+ years relevant experience, strong communication, collaboration, prioritization, critical thinking and influencing skills; bachelor's degree preferred.
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 medical practice experience preferred; strong communication, time management, basic math for transactions, and client empathy.
Headspace, DailyPay
1w
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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
1mo
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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
3w
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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
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
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
1d
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Client Relations Coordinator - Business Dev
Riverview, Florida, United States
$50k-$55k/yr OnsiteFull Time
3+ YOE3+ years progressive operations or client services experience; HOA/CDD experience preferred; supervisory experience; proficiency with Microsoft Office, SharePoint, OneDrive, Vantaca; strong communication and analytical skills; able to lift 25 lbs.
Microsoft Office Suite, SharePoint, OneDrive, Vantaca, WelcomeLink, Stan AI
1mo
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Client Development Director - Florida Division
Jacksonville or Winter Park or Tallahassee or Tampa or Sarasota or Fort Myers or Panama City or Pensacola or West Palm Beach or Fort Lauderdale or Port Saint Lucie or Miami Lakes or Merritt Island
HybridFull Time
15+ YOEBachelor's degree required; 15+ years in business/client development or related roles; proven leadership developing teams; proficiency with CRM systems and reporting tools; ability to influence stakeholders; willing to travel 25-35% within Florida.
CRM systems, business development reporting tools
1mo
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Vice President, Client Development (Tampa)
Venice, Florida, United States
HybridFull Time
7+ YOESeries 65 or 66 required (or to be obtained within 3 months), 7+ years business development/sales/relationship management in wealth management, bachelor's degree preferred, proven track record closing high-value deals, CRM and pipeline management experience, willingness to travel within territory.
CRM
1mo
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Project Manager
Fort Myers, Florida, United States
OnsiteFull Time
7+ YOE3+ years proven project delivery, client satisfaction, profit target management, safety and quality culture development, and subcontractor management; Bachelor’s in Construction Management or equivalent experience; background check required.
2mo
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J.P. Morgan Wealth Management - Private Client Advisor - Central Sarasota
Sarasota, Florida, United States
OnsiteFull Time
2+ YOEAt least 2 years in a financial advisory role; Series 7 and Series 66; Life/Health/LTC licenses or willingness to obtain within 60 days; strong client relations and planning skills.
1mo
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Project Manager
Fort Myers or New York City or United States or Europe
OnsiteFull Time
3+ YOE3+ years delivering on-time projects, ensuring client satisfaction, meeting profit targets, building safety and quality cultures, and managing subcontractors; Bachelor's in Construction Management or equivalent experience; background check required.
1mo
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Program Manager
Brea or Neenah or Fort Myers or Pasig City or Belize City or Mexico City
OnsiteFull Time
2+ MgmtManages inbound/outbound contact center operations, P&L and budgeting, client relationships, reporting, forecasting, and team leadership; Bachelor's required, 2+ years management experience, Six Sigma Green Belt expected, travel as required.
Windows, PowerPoint, Microsoft Word, Microsoft Excel
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