40 client services associate jobs at 18 companies in Arcadia, FL
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Client Services Associate
Fort Myers, Florida, United States
HybridFull Time
Equity Trust Company: Provider of custodial services for alternative investment portfolios.
1+ YOE1-3 years in a service-oriented role; Degree in Finance preferred; experience in Accounting/Finance/Administration; proficient in Microsoft Office.
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
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.
Liberty Savings Bank: A family-owned bank providing personal and business financial services.
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.
Sanctuary Wealth: Provides an integrated platform for independent wealth management advisors.
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
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
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.
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
0+ YOEProvide high-touch administrative support to Financial Advisors; process client transactions, open accounts, use CRM and Excel, communicate with clients across channels, and manage competing priorities.
Client Relationship Management (CRM) software, Microsoft Excel
U.S. Legal Support: Provides court reporting, record retrieval, and litigation support services.
3+ YOE3+ years customer service experience; high school diploma (associate preferred); professional phone and email etiquette; strong attention to detail, communication, and problem-solving skills.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
1+ YOE1-2 years retail or client-facing experience; ability to manage inventory, execute visual merchandising, provide excellent client service, lift up to 50 lbs, and be available nights, weekends and holidays.
Lilly PulitzerNYSE: OXM: Sells colorful resort-inspired apparel and accessories for women.
Part-time seasonal retail sales role; prior retail or client service experience preferred; able to lift up to 20 pounds; multi-task in fast-paced environment; good communication; knowledge of XStore and Tulip a plus.
Part Time (30 Hours) Associate Banker, Gladiolus and McGregor Branch, Fort Myers, FL
Fort Myers, Florida, United States
OnsitePart Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
High school diploma/GED, client service experience, ability to build relationships, learn products, handle cash and branch operations, and deliver excellent client service.
Sephora: Global retailer of prestige beauty and personal care products.
1+ YOE1-2 years retail or client-facing experience; able to lift up to 50 lbs; strong organization, communication, and time-management skills; reliable attendance for scheduled shifts.
SamsoniteHong Kong Stock Exchange: 1910: Global manufacturer and retailer of luggage and travel accessories.
Retail leadership with sales and KPI achievement, client service in luxury market, flexible availability for nights/weekends/holidays, ability to lift ~30 lbs and use a ladder, strong communication and time-management.
Certified Collectibles Group: Authenticates and grades collectibles to ensure market trust
3+ YOE3+ years in customer service or client relationships; experience handling coins; knowledge of coin collecting and authentication/grading; strong relationship management; high attention to detail; HS diploma.
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
DVM degree and licensure to practice in Florida (or ability to obtain). Provide high standard veterinary medicine, collaborate with team, and support client relationships in a hospital setting.
PetcoNasdaq: WOOF: Pet specialty retailer of supplies, food, and veterinary services.
Doctor of Veterinary Medicine from AVMA-accredited school; active state veterinary licensure or ability to obtain; DEA and controlled substance credentials; USDA Category I accreditation within two months; competency in anesthesia, routine surgeries, dentistry, documentation, and client communication.
ultrasound, heated hydraulic surgery tables, DDXR, electronic medical record