41 client services administrator jobs at 23 companies in Bradenton, FL
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Client Services Coordinator
Sarasota, Florida, United States
OnsiteFull Time
Williams Parker: Full-service law firm providing legal counsel to Florida clients.
3+ years client-facing service experience preferred; strong communication, organization, Microsoft Office and Adobe Acrobat proficiency; bachelor's degree preferred; CLA or FRP certification beneficial.
2+ YOETwo years of banking or financial services experience, knowledge of loan documentation and financial statements, proficiency in banking systems and Microsoft Office Suite, and strong organizational, problem-solving, and client service skills.
Operation PAR: Provides substance abuse and mental health treatment services.
1+ YOEHigh school diploma or GED; 1-3 years in a medical office or similar; strong billing, regulatory, and software skills; must pass background check and drug screen; valid driver’s license.
New York or Chicago or Beaverton or Seattle or Kansas City or Tampa or Atlanta or Washington or Phoenix
$130k-$145k/yrRemoteFull Time
Epiq: Provides technology-enabled legal services and eDiscovery solutions.
5+ YOE5+ years eDiscovery/litigation support experience, proven team leadership, project management, client relationship skills, BA required; Relativity Certified Administrator and PM/eDiscovery certifications preferred.
Folio Association Management: Professional management services for residential community and homeowners associations
Customer-service experience and administrative skills, high school diploma/GED, strong verbal/written communication, proficiency with Microsoft Office and email, familiarity with property/HOA management preferred.
Canandaigua National CorporationOTCPK: CNND: Provides community banking, wealth management, and insurance services.
5+ YOEBachelor's degree or equivalent experience and at least five years in related roles; wealth management, trust, banking, or financial planning experience preferred. Strong administrative, client service, governance, and technology skills required.
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
1+ YOEHigh school diploma required; 1–3 years of operations, administrative, client service, financial services, or related experience; Microsoft Office proficiency and strong analytical, organizational, and communication skills.
Microsoft Office Suite, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Teams
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Provide exceptional client service in a veterinary hospital, manage client/pet flow, perform administrative and financial tasks, educate clients about wellness plans, and maintain accurate records.
Osaic: Wealth management platform for independent financial professionals
High school diploma or GED required; prior client service, administrative, or office support experience; strong communication, organization, multitasking, Microsoft Office, and confidentiality skills.
Osaic: Provides wealth management services to independent financial advisors.
High school diploma or GED required; undergraduate degree preferred. Requires client service or administrative experience, strong communication, organization, multitasking, confidentiality, and Microsoft Office proficiency.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
2+ YOEProvide client service and administrative support to financial advisors, execute money movement transactions, onboard and maintain client accounts, and educate clients on digital tools.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
Banfield Pet Hospital: Providing comprehensive preventive veterinary care and pet health services.
Fluent English communication, multitasking, organization, problem-solving, client service, mathematical ability, and proficiency with administrative tasks in a veterinary hospital.
Sparks or Carrollton or Horsham Township or Columbus or Clearwater
$18-$21/hrOnsiteFull Time
TridentCare: Provides mobile bedside diagnostic and laboratory services to patients.
1+ YOE1–3 years experience; advanced Microsoft Office, customer service, time management; some knowledge of medical terminology; strong communication and organizational skills.
Entry-level role supporting client service and account administration for commercial P&C clients; strong data/administrative skills, attention to detail, communication, and eagerness to learn; obtain P&C agent license within 3 months.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client service and administrative support to Financial Advisors/Private Wealth Advisors; Series 7 and securities licenses preferred; advanced Microsoft Office skills; strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom