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267 client service specialist jobs at 151 companies in Florida

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Client Service Specialist
Greater Northdale, Florida, United States
$26-$30/hr OnsiteFull Time
Jambalaya Group
Jambalaya Group: Consulting and recruiting firm helping financial-advisory practices improve operations, develop people, and hire talent.
3+ YOERequires 3+ years in financial services, banking, insurance, real estate, client service, or related work; strong organization, communication, customer service, attention to detail, and Microsoft Office and CRM proficiency.
Microsoft Office, CRM, Salesforce, MoneyGuide
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Client Service Specialist
Sun City Center, Florida, United States
$48k/yr OnsiteFull Time
Osaic
Osaic: Private U.S. wealth-management firm supporting financial professionals and institutions with brokerage, advisory, technology, and back-office services.
High school diploma or GED required; prior client service, administrative, or office support experience; strong communication, organization, multitasking, Microsoft Office, and confidentiality skills.
Microsoft Office
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2w
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Client Service Specialist
Sun City Center, Florida, United States
OnsiteFull Time
Osaic
Osaic: Private U.S. wealth-management firm supporting financial professionals and institutions with brokerage, advisory, technology, and back-office services.
High school diploma or GED required; undergraduate degree preferred. Requires client service or administrative experience, strong communication, organization, multitasking, confidentiality, and Microsoft Office proficiency.
Microsoft Office, CRM
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Client Service Specialist
Rochester or Ohio or Connecticut or Nevada or Iowa or Texas or Tennessee or Maine or Wisconsin or Illinois or Minnesota or New York or New Hampshire or South Carolina or Missouri or Virginia or North Carolina or Florida or Pennsylvania or Maryland or Alabama or Wyoming or Massachusetts or Arizona or Indiana or Michigan
$21-$29/hr HybridFull Time
EPIC Retirement Plan Services
EPIC Retirement Plan Services: A financial institution providing retirement plan services and banking benefits.
2+ YOEAssociate's degree and two years of customer service experience, or equivalent; Microsoft Office knowledge required; QKA preferred; strong communication, math, problem-solving, and document interpretation skills.
Microsoft Office
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Client Service Specialist
Fort Lauderdale or Chicago or St. Petersburg
OnsiteFull Time
Valley National Bank
Valley National BankNASDAQ: VLY: Regional bank providing commercial, retail, and wealth financial services.
3+ YOEHigh school diploma or GED and 3+ years of banking experience in customer service or treasury management. Requires bank product knowledge, analytical ability, communication, organization, and Microsoft Office proficiency.
Microsoft Office, Salesforce
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Client Service Specialist
Fort Lauderdale or Clearwater
HybridFull Time
Marsh McLennan Agency
Marsh McLennan Agency: Wholly owned insurance brokerage serving middle-market businesses and individuals.
High school diploma or equivalent, computer application proficiency, strong organizational, project, communication, and interpersonal skills. Property and casualty license and five years of industry experience are preferred.
Microsoft Office Suite
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3w
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Client Service Specialist
Sunrise, Florida, United States
OnsiteFull Time
Mittera
Mittera: Privately held U.S. provider of print, mail, creative, marketing, data, and technology services for organizations nationwide.
1+ YOEHigh school diploma or equivalent and 1–3+ years of relevant experience required. Requires organization, communication, computer, problem-solving, prioritization, basic math, and deadline-management skills.
Microsoft products
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Client Service Specialist
Fort Lauderdale, Florida, United States
$48k-$53k/yr HybridFull Time
Marshall+Sterling
Marshall+Sterling: Employee-owned insurance brokerage serving businesses, individuals, and families with commercial, personal, benefits, equine, and wealth-planning services.
5+ YOE5+ years personal lines experience, Florida P&C broker license required, strong organizational and communication skills, underwriting and rating experience, AMS360 and ImageRight experience.
AMS360, ImageRight
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Client Service Specialist II
Palm Beach or Philadelphia
HybridFull Time
Corient
Corient: Private fee-only wealth management firm serving ultra-high- and high-net-worth individuals, families, and businesses.
5+ YOEBachelor's degree preferred; 5–7 years of experience, preferably in wealth management. Requires strong attention to detail, responsiveness, timeliness, and unrestricted U.S. work authorization.
Black Diamond, CRM, Microsoft Excel, Salesforce, Wealthscape
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Client Services Specialist
Miami, Florida, United States
OnsiteFull Time
City National Bank of Florida
City National Bank of Florida: Florida community bank serving individuals and businesses with commercial, personal, private, and wealth-management services.
2+ YOERequires 2+ years of client service experience, banking product expertise, financial systems proficiency, Microsoft Office expertise, strong communication, organization, and client support skills.
loan/depository systems, banking software, Microsoft Word, Microsoft Excel, Microsoft Outlook
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Client Service Specialist/Manager
Jacksonville, Florida, United States
HybridFull Time
Franchisee Advisors
Franchisee Advisors: Independent financial-advisory practices employ staff and serve clients under the Ameriprise brand.
2+ YOECollege degree, 2+ years similar experience, ability to obtain Series 7 and Series 66 and state life/accident/health licenses, strong communication, compliance awareness, and practice support skills.
MOD, Go Social, Advisor website
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Client Services Specialist
Miami, Florida, United States
HybridFull Time
City National Bank of Florida
City National Bank of Florida: Florida community bank serving individuals and businesses with commercial, personal, private, and wealth-management services.
2+ YOERequires 2+ years of client service experience, preferably in financial services, strong banking product knowledge, loan servicing expertise, communication skills, and proficiency with banking systems and Microsoft Office.
Microsoft Word, Microsoft Excel, Microsoft Outlook, DocuSign, EIM, Bizchex-Chexsystem, Aithent, OFAC, Google
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Client Services Specialist
Miami, Florida, United States
OnsiteFull Time
Bci Miami
Bci Miami: A bank providing financial services and personalized client experiences across international markets.
3+ YOEBachelor’s degree in business, finance, or accounting, or equivalent experience; 3+ years in financial services; English and Spanish fluency; quantitative skills and client servicing experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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Client Services Specialist
West Palm Beach, Florida, United States
OnsiteFull Time
VCA Animal Hospitals
VCA Animal Hospitals: Network of veterinary hospitals providing medical care for pets.
Customer-service experience; answering phones, greeting clients, scheduling, processing payments, managing medical records, and performing light hospital maintenance; strong communication skills.
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Client Services Specialist
West Palm Beach, Florida, United States
OnsiteFull Time
VCA Animal Hospitals
VCA Animal Hospitals: Network of veterinary hospitals providing medical care for pets.
Provide compassionate front-desk client service: greeting visitors, answering phones, scheduling, processing payments, managing records, and maintaining facility; must work afternoons, nights, and weekends.
Workday, Vimeo, Headspace
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4d
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Client Experience Specialist
Clearwater, Florida, United States
OnsiteFull Time
FlyUSA
FlyUSA: Private aviation providing charter flights, jet cards, aircraft ownership, acquisitions, and management for leisure and business travelers.
2+ YOERequires 2+ years in luxury customer service or client-facing work, strong communication, problem-solving and attention to detail, CRM proficiency, and flexible evening, weekend, and holiday availability.
CRM
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Client Services Specialist-Remote
Pikesville or Arizona or Florida or Georgia or Indiana or Iowa or Kentucky or Louisiana or Maryland or Michigan or Minnesota or Missouri or Montana or Nebraska or Nevada or New Mexico or North Carolina or North Dakota or Ohio or Pennsylvania or South Carolina or South Dakota or Tennessee or Texas or Utah
$45k-$50k/yr RemoteFull Time
Lumelight
Lumelight: Private U.S. benefits administration, compliance, claims, and analytics provider serving employers, brokers, TPAs, and health plans.
2+ YOECollege degree or 2–4 years client-facing experience, with at least 2 years overall experience. Requires Microsoft Office and Excel proficiency, communication, organization, problem-solving, and client service skills.
Microsoft Office, Microsoft Excel, Microsoft Windows, CRM, HRIS, ERP
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Client Services Specialist
San Antonio or New York City or Hauppauge or Boston or Pompano Beach or Texas or Florida or Massachusetts or New York or Colorado or Connecticut or Iowa or Illinois or Maine or Maryland or Minnesota or North Carolina or New Jersey or Oregon or Pennsylvania or Rhode Island or South Carolina or Virginia or Wisconsin
HybridFull Time
Stirista
Stirista: Identity-data marketing helping brands and agencies acquire and retain customers through email, digital, and CTV.
3+ YOE3+ years experience in sales/marketing or related fields; bachelor’s degree preferred; proficiency with Microsoft Office Suite and Google Suite; strong communication, organization, and client-facing skills.
Microsoft Office Suite, Google Suite, OMNA Identity Graph
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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 & Emery
McDermott Will & Emery: Global law firm advising businesses, institutions and individuals on complex commercial, tax, healthcare and private-capital matters.
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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2mo
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Client Solutions Specialist
Jacksonville, Florida, United States
OnsiteFull Time
CareVet
CareVet: Network of veterinary hospitals providing comprehensive animal care.
Provide empathetic client support, manage wellness plan accounts and payments, run reports, schedule appointments, follow collections protocols, and learn veterinary terms and procedures.
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