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59 client operations specialist jobs at 29 companies in Florida

3mo
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Senior Specialist, Client Operations
Lake Mary, Florida, United States
$58k/yr OnsiteFull Time
BNY
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
5+ YOEBachelor’s degree or equivalent; 5-7 years in operations or client services; strong problem-solving and client-facing skills.
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2mo
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Client Operations Specialist
Tampa, Florida, United States
HybridFull Time
Corestream
Corestream: Software platform for managing employee voluntary benefits via payroll.
3+ YOE3+ years triaging help desk tickets, 2+ years with file transfer protocols, 3+ years MS Office experience, experience with B2B file exchange/integration support, analytical and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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4w
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Client Arrangements Specialist
Chicago or Austin or Atlanta or Wilmington or San Francisco or Dallas or Houston or Silicon Valley or New York City or Los Angeles or Boston or Washington or Miami
$59k-$90k/yr OnsiteFull Time
McDermott Will & Schulte
McDermott Will & Schulte: Global law firm providing legal and transactional advisory services.
Bachelor's degree required. Proficiency with Microsoft Office, experience with electronic billing systems preferred. Strong communication, analytical, client service, organizational skills and attention to detail.
Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Aderant Expert, Rate Hierarchy
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2d
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Treasury Management Operations Specialist (Client Support)
Naples, Florida, United States
OnsiteFull Time
Sunflower Bank
Sunflower BankNASDAQ: FSUN: Provides full-service commercial, retail, and wealth management banking services.
3+ YOE5+ MgmtRequires 3 years of Treasury Management Client Support experience, client support or operations expertise, strong problem-solving and organizational skills, Microsoft Office proficiency, and team leadership ability. Spanish preferred.
Microsoft Office, Microsoft Excel, Microsoft Word, ACH, Remote Deposit Capture, Online Wire Transfers, Positive Pay, Commercial Online Banking, Bill Pay, Sweep Accounts, Lockbox, web conferencing software
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1mo
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Client Services Specialist
Boca Raton, Florida, United States
OnsiteFull Time
Total Warranty Services
Total Warranty Services: Provides automotive vehicle service contracts and protection plans.
2+ YOEHigh school diploma/GED and 2+ years professional experience required; Bachelor's in Business preferred. Requires database experience, Microsoft Office with advanced Excel (VLOOKUP/XLOOKUP/pivots), VBA a plus, Adobe PDF, auditing and accounting knowledge, strong English communication, ability to work overtime.
Microsoft Office, Microsoft Excel, VBA, Adobe PDF
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1mo
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Operations Specialist
Fort Lauderdale, Florida, United States
OnsiteFull Time
REVA
REVA: Provides global fixed-wing air ambulance and medical transport services.
Coordinate end-to-end medical transport missions, engage clients, schedule and confirm missions, maintain documentation, and meet performance targets in a 24/7 operations environment.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams
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3w
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Operations Specialist
Boca Raton, Florida, United States
OnsiteFull Time
Crisis24
Crisis24: Integrated risk management and global crisis response solutions.
Experience in operations or executive protection preferred, bachelor\u0002s degree or equivalent military experience preferred, competent with Microsoft Suite/Teams/SharePoint, strong communication, confidentiality, adaptability, and client management skills.
Microsoft Suite, Microsoft Teams, Microsoft SharePoint
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6d
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TM Client Support Specialist
Port Saint Lucie or McKinney or Charlotte
RemoteFull Time
SouthState Bank
SouthState BankNASDAQ: SSB: Regional bank providing commercial and personal financial services.
2+ YOEHigh school diploma or equivalent and 2 years of related experience in treasury management, commercial call center, client service, or operations. Requires MS Office expertise, English proficiency, communication, and problem-solving skills.
Microsoft Office
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1mo
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Operations Specialist
Fort Lauderdale, Florida, United States
OnsiteFull Time
REVA
REVA: Provides global air ambulance and critical care medical transport.
Coordinate end-to-end medical transport missions, respond to clients, schedule and confirm missions, prepare documentation, meet performance and regulatory standards.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams
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2mo
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Client Support Specialist, Data Services
Jacksonville, Florida, United States
OnsiteFull Time
Intercontinental Exchange
Intercontinental ExchangeNYSE: ICE: Operates global financial exchanges, clearing houses, and mortgage platforms.
2+ YOE2+ years client support or data operations experience preferred; strong technical aptitude, Excel and CRM experience (Salesforce/ServiceNow), analytical skills, excellent English communication, and familiarity with financial market data.
Salesforce, ServiceNow, Microsoft Office Suite, Microsoft Excel
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1mo
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Client Support Specialist, Data Services
Jacksonville, Florida, United States
OnsiteFull Time
Intercontinental Exchange
Intercontinental ExchangeNYSE: ICE: Operates global financial exchanges, clearing houses, and mortgage technology.
2+ YOEBachelor's degree preferred; 2+ years client support or data operations preferred; CRM/ticketing experience (Salesforce/ServiceNow); advanced Microsoft Excel; strong communication, analytical, and problem-solving skills; AI tools proficiency.
Salesforce, ServiceNow, Microsoft Excel, Microsoft Office, CRM, AI tools
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1mo
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Client Support Specialist – Standard Commercial Lines
Akron or Ohio or Kentucky or Florida
HybridFull Time
SeibertKeck Insurance Partners
SeibertKeck Insurance Partners: Independent insurance agency providing brokerage and risk management services.
2+ YOE2+ years Commercial Lines P&C experience, active Ohio P&C license, high school diploma/GED, proficiency with AMS360, ImageRight, carrier portals, Microsoft Excel/Word, strong attention to detail and communication.
Microsoft Excel, Microsoft Word, AMS360, ImageRight
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2w
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Senior PCB Client Support Specialist - RJ Bank
Saint Petersburg, Florida, United States
HybridFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
1+ YOEProvide operational client support, review and approve financial transactions, use CRM and office software, communicate with clients, and follow policies and risk procedures. Requires NMLS registration and bachelor\u0002s degree.
CRM
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1mo
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Retirement Plan Operations Onboarding Specialist
Arizona or California or Colorado or Florida or Georgia or Iowa or Maryland or Michigan or Minnesota or North Carolina or New York or New Jersey or Ohio or Pennsylvania or South Carolina or Texas or Utah or Louisiana
RemoteFull Time
Benetrends Financial
Benetrends Financial: Provides funding and retirement solutions for entrepreneurs and franchises.
Organized, detail-oriented specialist to coordinate ROBS onboarding: client communication, documentation review, stock issuance support, SBA lender packages; Microsoft Office and CRM proficiency; financial services/onboarding experience preferred.
Microsoft Office, CRM
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3mo
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Operations Processing Specialist
Scottsdale or Atlanta or La Vista or Oakdale or St. Petersburg
$43k-$48k/yr OnsiteFull Time
Osaic
Osaic: Provides wealth management services to independent financial advisors.
1+ YOEProcess brokerage documents with accuracy, review for completeness, ensure regulatory compliance, and support client account transfers. Strong attention to detail and communication required.
Excel, Word, Outlook, Internet, Envestnet Wealth Management Platform
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2mo
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Client Services Specialist - Float- South
Daytona Beach, Florida, United States
FieldFull Time
SMA Healthcare
SMA Healthcare: A behavioral health provider offering mental health and substance abuse services and patient support.
2+ YOEHigh school diploma/GED and 2 years clerical/customer service experience (preferably clinic/medical). Ability to handle crisis and substance-abuse calls, operate multi-line phone, update EMR, prepare Excel spreadsheets, maintain confidentiality, and complete Florida background screening.
Electronic Medical Records (EMR), Microsoft Excel
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2w
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Cybersecurity Client Relationship & Sales Support Specialist
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States
$54k-$155k/yr HybridFull Time
Accenture
AccentureNYSE: ACN: Global professional services firm providing consulting and technology solutions.
3+ YOERequires 3+ years each in sales, cybersecurity, and project management, strong communication and executive presence, and a bachelor's degree or equivalent work experience.
Customer Relationship Management (CRM), Quarterly Business Review (QBR)
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2d
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Senior Branch Operations Specialist (Ft.Lauderdale, FL)
Fort Lauderdale, Florida, United States
OnsiteFull Time
Oppenheimer & Co.
Oppenheimer & Co.NYSE: OPY: Provides investment banking, wealth management, and securities brokerage services.
2+ YOERequires 2+ years of brokerage or financial services experience, management experience, SIE and Series 99 registrations, Microsoft Office proficiency, strong communication, organization, judgment, and client service skills.
Microsoft Office
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2d
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Implementation Specialist
Miami or United States
$90k-$110k/yr RemoteFull Time
FirmPilot
FirmPilot: AI-driven platform automating digital marketing for law firms.
4+ YOERequires 4+ years in implementation, client onboarding, or technical account management; strong organization, cross-functional collaboration, client support, and experience with web, CRM, analytics, or martech platforms.
HTML, Google Analytics, WordPress, Elementor, CallRail
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3w
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Retirement Plan Operations Specialist
Arizona or Florida or Georgia or Idaho or Kansas or Louisiana or Michigan or Minnesota or North Carolina or Nebraska or Texas or Utah or Virginia or Missouri or Oklahoma or Salt Lake City or American Fork or Ogden or Provo
$24/hr RemoteFull Time
Guidant Financial
Guidant Financial: Provides small business funding and retirement plan administration services.
Ability to administer and report on 401(k) plans, review client documents, reconcile plan information, prepare Form 5500 filings, strong communication, Excel and Microsoft Office proficiency, pass background check.
Microsoft Excel, Microsoft Word, Microsoft Outlook
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