46 client services administrator jobs at 20 companies in Westchase, FL
3w
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Client Services Coordinator
Sarasota, Florida, United States
OnsiteFull Time
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.
Microsoft Office Suite, Adobe Acrobat, Qualia
1w
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Senior Commercial Client Administrator
Clearwater or St. Petersburg
OnsiteFull Time
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.
nCino, Salesforce, Microsoft Office Suite
5d
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Client Services Assistant
Tampa, Florida, United States
$18/hr OnsiteFull Time
2+ YOEHigh school diploma or equivalent and two years of office or administrative support experience. Preferred experience includes clinical or call center work and EMR, Microsoft Outlook, Word, Excel, and Teams proficiency.
Electronic Medical Records (EMR), Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams
1mo
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eDiscovery Client Services Manager
New York or Chicago or Beaverton or Seattle or Kansas City or Tampa or Atlanta or Washington or Phoenix
$130k-$145k/yr RemoteFull Time
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.
Relativity
1mo
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HECM Client Services Associate
Temple Terrace, Florida, United States
OnsiteFull Time
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.
Microsoft Office, email, CINC
1w
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Manager of Client Experience & Business Services
Sarasota, Florida, United States
$25-$30/hr OnsiteFull Time
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.
CRM
1w
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Branch Office Administrator
Tampa, Florida, United States
$23-$24/hr OnsiteFull Time
Provides client service, account administration, scheduling, documentation, marketing support, and operational assistance while learning financial services processes and firm technology.
MoneyGuide, Salesforce, Microsoft Office
3mo
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Client Service Coordinator - 005168
Largo, Florida, United States
$15-$19/hr OnsitePart Time
Provide front-desk client service, manage client/pet flow, and handle basic administrative tasks.
3mo
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Client Service Coordinator - 001085
Largo, Florida, United States
$15-$19/hr OnsitePart Time
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.
1w
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Client Service Specialist
Sun City Center, Florida, United States
$48k/yr OnsiteFull Time
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
1w
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Client Service Specialist
Sun City Center, Florida, United States
OnsiteFull Time
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
1w
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Client Service Coordinator - 001085
Largo, Florida, United States
$15-$19/hr OnsitePart Time
Requires fluent English, strong communication, organization, multitasking, problem-solving, client service, mathematical, and administrative skills.
Optimum Wellness Plans, Microsoft Workday
2w
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Registered Client Service Associate
Sarasota, Florida, United States
OnsiteFull Time
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
1mo
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RCM Client Coordinator
Sparks or Carrollton or Horsham Township or Columbus or Clearwater
$18-$21/hr OnsiteFull Time
1+ YOE1–3 years experience; advanced Microsoft Office, customer service, time management; some knowledge of medical terminology; strong communication and organizational skills.
Microsoft Office
1w
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Branch Office Administrator - Tampa, FL
Tampa, Florida, United States
OnsiteFull Time
Strong client service, communication, analytical thinking, attention to detail, computer literacy, teamwork, adaptability, and ability to learn financial services operations and firm software.
MoneyGuide, Salesforce, Microsoft Office
2w
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Registered Client Service Associate
Sarasota, Florida, United States
OnsiteFull Time
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
2w
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Client Experience Operations Manager
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
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
1w
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Non-Reg On-Caller - Clearwater, FL
Clearwater, Florida, United States
OnsitePart Time
Provides client service, account administration, scheduling, documentation, marketing support, and branch operations while learning financial services and firm technology.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Legal Administrative Assistant - Tax | Private Client Services
Clearwater, Florida, United States
OnsiteFull Time
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
2mo
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Veterinary Receptionist
Clearwater, Florida, United States
$17-$26/hr OnsiteFull Time
Front-desk and client service role in veterinary setting; strong communication and compassion required.
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