36 client services administrator jobs at 24 companies in Mango, 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.
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.
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
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.
Edward Jones: Offers investment management and financial planning through local branches.
Strong computer literacy, client service, analytical thinking, attention to detail, adaptability, conversational skills, teamwork, and willingness to learn financial services and new technology.
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.
UnitedHealth GroupNYSE: UNH: Provides health insurance and technology-enabled health care services.
2+ YOEHigh school diploma/GED, 2+ years customer service, 2+ years FSA/HSA administration, intermediate Microsoft Outlook & Excel, strong written/verbal communication, adaptability, ability to work various shifts and overtime; telecommute within U.S.
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
United States or Chicago or Austin or Tampa or Philadelphia or Salt Lake City or Providence or Atlanta or Raleigh or Nashville or Columbus or Phoenix
RemoteFull Time
RxVantage: Software platform connecting healthcare providers with life science resources.
Salesforce Service Cloud administration and certification, Zoom Contact Center or similar CCaaS experience, service data model knowledge, AI service applications, integrations, documentation, and cross-functional collaboration skills.
Salesforce Service Cloud, Zoom Contact Center, AI, CRM, CCaaS
Johnson Pope Bokor Ruppel & Burns: Florida law firm providing commercial and individual legal services.
3+ YOEMinimum 3 years law firm or family office experience, high school diploma, strong attention to detail, Microsoft Office proficiency, iManage/Aderant a plus, notary public eligibility, ability to multi-task and work extra hours.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, iManage, Aderant
State of Florida: Providing state government services and administrative public programs.
Customer service skills, computer proficiency, accurate data entry, administrative knowledge, basic medical terminology, clear communication, organization, judgment, and culturally sensitive client support.
HMS, Florida SHOTS, Lobby Management System (LMS), Microsoft Excel