102 client services associate jobs at 41 companies in Belle Glade, FL
2mo
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Client Services Coordinator
Boynton Beach, Florida, United States
$20-$23/hr OnsiteFull Time
2+ YOETwo years of client services or casework; bilingual English/Spanish; associate degree; able to work Tue-Fri 11:00–8:00 and Sat 8:00–5:00; reliable transportation.
Microsoft Office
1mo
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Client Services Specialist-Senior
Fort Lauderdale, Florida, United States
OnsiteFull Time
5+ YOE5+ years client service experience (financial services preferred), Associate's degree in Business or equivalent, proficiency with loan/depository systems and Microsoft Word/Excel/Outlook, strong communication and attention to detail.
Microsoft Word, Microsoft Excel, Microsoft Outlook, loan/depository systems, banking software
6d
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Client Associate/Registered Client Associate
Palm Beach Gardens, Florida, United States
OnsiteFull Time
Bachelor’s degree or related experience, strong communication and client service skills, attention to detail, adaptability, and Series 7 and 66 or 63/65 licenses or willingness to obtain them within 12 months.
Microsoft Excel
1mo
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Rep., Client Services (CPD)
Boca Raton or San Francisco
$15-$26/hr OnsiteFull Time
1+ YOEAssociate's degree or equivalent experience, 1–2 years of experience, strong customer service, communication, organization, multitasking, analytical, and judgment skills.
2w
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Specialist, CPD Client Services
Boca Raton, Florida, United States
$17-$28/hr HybridFull Time
3+ YOE2–3+ years customer service or sales experience, associate degree or equivalent, proficiency with MS Office, web browsers and Store Portal, strong communication and data entry skills.
MS Office, Microsoft Suite, Microsoft Excel, Microsoft Word, Email, IM, Store Portal, industry standard web browsers
1mo
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Client Associate
Boca Raton, Florida, United States
OnsitePart Time
2+ YOE2-5 years client service experience in finance preferred, bachelor's degree preferred, proficient in Microsoft Office Suite, strong communication and attention to detail.
Microsoft Office Suite
1w
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Client Service Associate
Palm Beach Gardens, Florida, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors, execute money movement transactions, manage client inquiries, and assist with digital tool enrollment. Series licenses may be required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
2w
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Associate, Client Service
Boca Raton, Florida, United States
$70k-$80k/yr OnsiteFull Time
Bachelor's preferred, relevant financial services experience preferred, strong Microsoft Office and CRM skills, excellent organization and communication, client service orientation, willingness to learn.
Microsoft Office, CRM
3mo
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Client Service Associate
Plantation, Florida, United States
$16-$20/hr OnsitePart Time
Part-time, in-office client service role; HS diploma required; one year administrative/receptionist/customer service preferred.
Microsoft Office, CRM
2w
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Private Wealth Client Associate
West Palm Beach, Florida, United States
OnsiteFull Time
Provide client service support to financial advisors, strong client focus, attention to detail, ability to learn new platforms; high school diploma required; SIE/Series credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Senior Associate Client Accounting & Advisory Services
Miami or West Palm Beach or Boca Raton or Fort Lauderdale or New York City or London or San Francisco or Los Angeles or Chicago or Boston
OnsiteFull Time
2+ YOE2+ years real estate accounting experience, proficiency with Yardi Voyager, strong accounting and analytical skills, bachelor's in accounting/finance preferred, excellent communication and organizational skills.
Yardi Voyager
2mo
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Client Service Associate
Palm Beach Gardens, Florida, United States
OnsiteFull Time
High school diploma; college degree preferred; willingness to obtain Series 7/66/63/65 licenses; strong MS Office and client service skills.
Microsoft Office
1w
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Client Relations Associate
Boca Raton, Florida, United States
OnsiteFull Time
0+ YOE0–2 years of financial services experience and a relevant university degree. Requires client service, communication, problem-solving, and proactive collaboration skills.
1w
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Registered Wealth Management Client Associate
Jupiter, Florida, United States
OnsiteFull Time
1+ YOEFINRA SIE and Series 7 required, Series 66 preferred (63/65 accepted), high school diploma/GED required, 1+ years experience, client service and investment product knowledge.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Client Service Associate
Palm Beach Gardens or Fort Lauderdale
HybridFull Time
2+ YOEFlorida 2-20 license or willingness to obtain; college degree desirable; 2+ years commercial insurance experience preferred; intermediate-advanced Microsoft Word and Excel; knowledge of Sagitta and ImageRight (or willingness to learn).
Microsoft Word, Microsoft Excel, Sagitta, ImageRight
1mo
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Registered Client Service Associate
Palm Beach Gardens, Florida, United States
HybridFull Time
3+ YOEBachelor's degree, 3+ years relevant experience, Series 7 and state securities/IAR registrations or ability to obtain, client service experience, strong analytical and organizational skills.
1mo
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Client Experience Associate
Deerfield Beach, Florida, United States
OnsiteFull Time
Provide customer-facing banking service, engage lobby customers, identify product opportunities, follow procedures, and manage transactions; bilingual Spanish or Portuguese preferred.
4w
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Part Time Client Associate - Boca Raton FL
Boca Raton, Florida, United States
OnsitePart Time
1+ YOE1+ year client services experience, retail sales and customer service focus, proficiency with Microsoft Applications and POS systems, strong communication, ability to work weekends/evenings/holidays.
Microsoft Applications, point-of-sale (POS) systems
2mo
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Registered Client Service Associate
Boca Raton, Florida, United States
OnsiteFull Time
2+ YOE2+ years investment industry experience, high school diploma, Series 7 and Series 63 or 66 required, strong administrative, customer service, and communication skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2mo
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Registered Client Service Associate
Boca Raton, Florida, United States
OnsiteFull Time
2+ YOEHigh school diploma, 2 years investment industry experience, Series 7 and 63 or 66 required, proficiency with Microsoft Office and administrative/clerical skills, strong communication and customer service.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, iCIMS
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