16 client services administrator jobs at 12 companies in Cape Coral, FL
1d
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Client Advisor
United States or New York or Connecticut or Delaware or Charlotte or Charlottesville or Naples or New York City or Palm Beach
$100k-$130k/yr OnsiteFull Time
5+ YOEBachelor’s degree preferred in finance, economics, or business administration; 5–7 years in wealth management or family office services; strong client service, investment transaction, financial planning, communication, and analytical skills.
3d
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Coordinator Client Relations
Naples, Florida, United States
OnsiteFull Time
2+ YOEHigh school diploma or GED, 2 years of administrative or supervisory customer service experience preferred, valid Florida driver's license, and intermediate Microsoft Office and Windows knowledge.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Windows
3w
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Client Intake Support
Fort Myers, Florida, United States
$38k-$40k/yr OnsiteFull Time
High school diploma or equivalent, strong administrative and customer-service skills, proficiency with Microsoft Word/Excel/Outlook, experience with Salesforce a plus, organized and empathetic; some college coursework preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Salesforce
3w
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Registered Client Service Associate- Naples, FL
Naples, Florida, United States
OnsiteFull Time
0.58+ YOEProvide high-touch administrative support to financial advisors, service clients, onboard accounts, prepare reports, and use CRM and Excel. Requires securities licenses and customer-service experience.
Client Relationship Management (CRM) software, Microsoft Excel
1w
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Non-Reg On-Caller
Punta Gorda, Florida, United States
$20/hr OnsitePart Time
Strong client service, communication, organization, analytical thinking, attention to detail, computer literacy, teamwork, and willingness to learn financial services and firm technology.
MoneyGuide, Salesforce, Microsoft Office
1w
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Non-Reg On-Caller - Punta Gorda, FL
Punta Gorda, Florida, United States
OnsitePart Time
Strong client service, analytical thinking, attention to detail, computer literacy, collaboration, adaptability, and willingness to learn financial services, account management, and firm technology.
MoneyGuide, Salesforce, Microsoft Office
5d
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Program Support Specialist -Outpatient Medical Services
Naples, Florida, United States
$17/hr OnsiteFull Time
1+ YOEHigh school diploma, one year of client-facing customer service experience, strong organizational and communication skills, office software and EHR proficiency, confidentiality, and ability to pass required screenings.
Microsoft Office Suite, Microsoft Teams, Electronic Health Records (EHR), Microsoft Office 365
5d
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Program Support Specialist -Outpatient Medical Services - Front Desk
Naples, Florida, United States
$17/hr OnsiteFull Time
1+ YOEHigh school diploma, one year of client-facing customer service experience, office software and EHR proficiency, strong organization and communication skills, confidentiality, and ability to pass required screenings.
Microsoft Office Suite, Electronic Medical Records, Microsoft Office 365, Microsoft Teams
1d
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Executive Assistant
New York or New Jersey or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or George Town or Greenwich or Houston or Los Angeles or Miami or Naples or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
$85k-$110k/yr HybridFull Time
3+ YOEBachelor’s degree and 3+ years of administrative assistant experience, preferably in banking; requires teamwork and client-service, accounting, communication, and organizational skills.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ATLAS, Workflow
3w
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Practice Coordinator (Full Time)
Naples, Florida, United States
OnsiteFull Time
Provide exceptional client service, manage scheduling and records, verify insurance and co-pays, use EMR/CRM, Microsoft Teams, and perform front-desk administrative tasks. Associate degree preferred.
Apple, Windows, Microsoft Teams, EMR, CRM, Mindbody Online, Prompt
1mo
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Office Coordinator
Naples, Florida, United States
$50k-$60k/yr OnsiteFull Time
2+ years office administration or client service experience preferred; strong communication, organization, professionalism, Microsoft Office and scheduling system familiarity; ability to manage office operations, vendor coordination, and front-desk hospitality.
Microsoft Outlook, Microsoft Teams, Acuity, Freshdesk, RingCentral, Microsoft Excel
2mo
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Customer Service Coordinator
Fort Myers, Florida, United States
$15-$19/hr OnsitePart Time
Provide professional client service, maximize clinic productivity, educate clients on wellness plans and products, perform administrative and financial tasks, and enter pet information accurately.
5d
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Program Support Specialist - Access Center Front Desk
Naples, Florida, United States
$17/hr OnsiteFull Time
1+ YOEHigh school diploma, one year of client-facing customer service experience, strong communication and organization skills, office software and EHR proficiency, confidentiality, and ability to pass required screenings.
Microsoft Office Suite, Microsoft Teams, Electronic Medical Records (EMR)
1mo
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Caregivers CNA/HHA
Marco Island, Florida, United States
FieldContract
HHA or CNA certification and CPR required; experience caring for a client or family member preferred; CEUs in medication administration, HIV/AIDS, and dementia helpful.
2d
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PWM Trust Officer
Brentwood or Naples
$80k-$98k/yr HybridFull Time
5+ YOEBachelor's degree or equivalent experience and 5+ years of trust administration experience. Requires fiduciary, tax, estate, trust accounting, regulatory compliance, problem-solving, and client service expertise.
2w
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Day/Night/HHA/CNA
Fort Myers, Florida, United States
FieldContract
Experience providing personal care or companionship, HHA or CNA certification, CPR, CEU training in medication administration/HIV-AIDS/Alzheimer’s & Dementia, and ability to perform light housekeeping and transport clients.
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