3mo
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Client Services Associate
Fort Myers, Florida, United States
HybridFull Time
1+ YOE1-3 years in a service-oriented role; Degree in Finance preferred; experience in Accounting/Finance/Administration; proficient in Microsoft Office.
Microsoft Office Suite
1w
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Private Client Services Manager
Boca Grande, Florida, United States
OnsiteFull Time
5+ YOE1+ MgmtBachelor's +5 years client service/claims experience (or HS/GED +10 years), 1+ year supervisory experience, appropriate licensing, strong financial and analytical skills, client relationship management.
2w
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Client Services Representative
Fort Lauderdale or Fort Myers or Miami or Ocala or Panama City or Sarasota or Tampa
HybridFull Time
Provide inbound policy and claims support, process endorsements and payments, maintain accurate records, meet QA and attendance standards, and obtain required insurance license within 90 days.
1mo
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Financial Center Client Services Supervisor
Bradenton, Florida, United States
OnsiteFull Time
1.5+ YOEAssociate's degree or equivalent experience, 18+ months banking/sales experience, skills in new accounts and consumer loans, sales coaching, cash handling, compliance knowledge, strong communication and basic computer skills.
3mo
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Emergency Management/Emergency Response-Client Services Representative
Sarasota, Florida, United States
$55k-$70k/yr RemoteFull Time
Bachelor's degree in emergency management or related field, strong analytical and project management skills, Microsoft Office proficiency, contract administration knowledge, strong written/verbal communication, willingness to travel and deploy on short notice.
Microsoft Office Suite, CRM
1mo
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Client Advisor
Clearwater or Sarasota
HybridFull Time
Manage complex business insurance accounts, renewals, client service, and mentoring; requires current 2-20 license and deep knowledge of commercial insurance and marketplace conditions.
Sagitta Agency Management System
3w
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Client Service Representative
North Port, Florida, United States
OnsiteFull Time
2+ YOE2 years customer service experience required; 1 year veterinary (or human medical) experience preferred. Strong communication, basic math, appointment scheduling, data entry, and client interaction skills.
3w
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Client Service Representative
North Port, Florida, United States
OnsiteFull Time
2+ YOE2 years customer service experience required; 1 year veterinary or medical practice experience preferred; strong communication, time management, basic math for transactions, and client empathy.
Headspace, DailyPay
4w
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Client Service Representative
Bradenton, Florida, United States
$17-$19/hr OnsiteFull Time
Provide front-desk customer service for veterinary clinics: greet clients, schedule appointments, update records, process payments, use practice management systems and Microsoft Office, multitask, and communicate effectively.
practice management systems, Microsoft Office
2w
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Registered Client Associate
Sarasota, Florida, United States
OnsiteFull Time
3+ YOESeries 7 and 66 licenses preferred, 3+ years client service experience in finance preferred, bachelor\u0002s degree preferred, strong communication, detail orientation, and Microsoft Office proficiency.
Microsoft Office Suite
3w
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Client Service Associate (Wealth Management)
Fort Myers, Florida, United States
OnsiteFull Time
0+ YOEClient service experience in wealth management or financial services (0+ years). Strong verbal/written communication, organization, discretion, and proficiency with Microsoft Office; ability to learn platforms quickly.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, BNY Pershing, Charles Schwab Advisor Services
1d
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Client Success Associate
Irving or Fort Myers
$53k-$77k/yr HybridFull Time
0.5+ YOEBachelor's preferred, 6+ months relevant experience, strong communication, collaboration, prioritization, critical thinking, and client engagement skills.
2d
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Registered Client Service Associate
Sarasota, Florida, United States
OnsiteFull Time
2+ YOEActive Series 7 and Series 66 or Series 63+65 preferred, 2+ years industry experience preferred, high school diploma required, college preferred, strong client service, writing and MS Office skills.
Microsoft Office
2d
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Registered Client Service Associate
Sarasota, Florida, United States
OnsiteFull Time
Supports client relationships, processes requests and transactions, onboards and maintains accounts, prepares client materials; requires industry product knowledge, strong communication, organizational and computer skills.
Microsoft Office
1mo
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Client Service Representative
Fort Myers, Florida, United States
OnsiteFull Time
Experience in animal care preferred; excellent customer service, communication, organizational and problem-solving skills; reliable attendance and ability to work independently and in a team in a fast-paced environment.
1w
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Client Service Associate (Lakewood Ranch, FL)
Lakewood Ranch, Florida, United States
OnsiteFull Time
Provide high-touch administrative support to Financial Advisors, service clients across multiple channels, process transactions, open accounts, prepare reports, and use CRM and Excel; HS diploma required; securities experience preferred.
Client Relationship Management (CRM) software, Excel
2mo
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Part Time Seasonal Client Associate - UTC Sarasota
Sarasota, Florida, United States
OnsitePart Time, Seasonal
1+ YOEMinimum 1 year client services experience; able to work non-traditional hours; proficient with POS and Microsoft apps.
Microsoft Applications, POS systems
1d
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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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Human Services Technician - Detox
Bartow, Florida, United States
OnsiteFull Time
High school diploma/GED and valid Florida driver's license required; complete in-service trainings within 90 days; work under bachelor-level supervision; perform client urinalysis and transport clients per agency driver qualification policy.
1d
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Client Advisor - Avon Park
Avon Park, Florida, United States
OnsiteFull Time
High school diploma or equivalent; 6+ months cash handling; college or 1+ year retail sales/financial services; strong communication; PC and Microsoft Office Suite proficiency; flexible schedule including weekends.
Microsoft Office Suite