1w
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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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Work From Home - Client Services Associate
Orlando, Florida, United States
RemoteFull Time
Remote client-facing role requiring strong communication, interpersonal skills, integrity, ability to work independently or on a team, and a desire to help families.
Zoom
3w
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Client Associate
Ocala, Florida, United States
OnsiteFull Time
1+ YOEHigh school diploma + 1 year experience, proficiency in Microsoft Office, strong written/verbal communication, organizational skills, ability to manage multiple tasks and follow processes; associate degree or professional certification preferred.
Microsoft Office
2mo
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Client Associate
Orlando or Winter Park
OnsiteFull Time
Client service experience in finance or related industry, strong attention to detail, discretion, teamwork, proficient in Microsoft Office, preferably FINRA-registered (SIE, Series 7, Series 66) or willing to obtain within 6 months; bachelor\u0002s degree preferred.
Microsoft Office Suite, BrassRing, HackerRank, Beamery, Textkernel, Modern Hire, Infinite Computer Solutions, Aon PLC, KornFerry
1w
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Client Service Associate
Lake Mary, Florida, United States
OnsiteFull Time
1+ YOEHigh school diploma or equivalent; 1+ year customer service or office support experience preferred; ability to lift 40–60 lbs; strong communication, multitasking, and inventory/mailroom skills.
1mo
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Client Service Associate - Lakeland,FL
Lakeland, Florida, United States
$25-$42/hr OnsiteFull Time
2+ YOE2+ years financial industry and client service experience; 2+ years using Microsoft Office and CRM; strong attention to detail and customer service; complete LPL Office Essentials within 90 days.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM, eSignature, Account View, iKnow, Resource Center, LPLU
1mo
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Registered Wealth Management Client Associate
Winter Park, Florida, United States
OnsiteFull Time
Holds FINRA SIE, Series 7 and Series 66 (63/65 accepted); advanced industry knowledge; strong client service, communication, and technology skills; ability to learn new platforms.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Associate Client Service Manager - Employee Benefits
Indianapolis or Jacksonville or Orlando
HybridFull Time
2+ YOEBachelor's in business/insurance/risk management preferred, 2+ years insurance client service experience, active or obtainable Life & Health license within 90 days, intermediate Microsoft Office skills, strong communication and attention to detail.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
3w
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Brokerage Registered Client Service Associate
Orlando, Florida, United States
OnsiteFull Time
Bachelor's degree or equivalent, experience in securities or sales assistant role, FINRA SIE and Series 7/66 licenses (or ability to obtain), strong telephone, time-management and communication skills, Microsoft Office and SalesForce proficiency.
Microsoft Office, SalesForce
3w
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Client Success Specialist II
Maitland, Florida, United States
OnsiteFull Time
2+ YOEAssociate degree (or equivalent),2+ years customer service and administrative experience, proficiency with Microsoft Office, HIPAA certification required, strong communication and organizational skills.
Microsoft Word, Microsoft Excel, PowerPoint, Databases
3mo
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Client Service Coordinator Full time
Wesley Chapel, Florida, United States
$15-$19/hr OnsiteFull Time
1+ YOEAssociate degree preferred; high school diploma required; at least 1 year customer service/call center; excellent communication; multi-tasking; able to lift up to 50 lbs.
Phone, Email, Chat, Workday, CRM
3mo
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Client Service Coordinator Full time
Wesley Chapel, Florida, United States
$15-$19/hr OnsiteFull Time
1+ YOEHigh school diploma/GED required (Associate degree preferred). Minimum 1 year customer service/call center experience. Strong communication, multi-tasking, computer proficiency, ability to lift up to 50 lbs.
2w
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Manager, Event Services
Orlando, Florida, United States
OnsiteFull Time
3+ YOE3+ years event management experience, associate's or bachelor's preferred, CMP preferred, proficiency with Microsoft Office and event software, strong client relations and communication skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Momentus Elite, Tripleseat, Social Tables
1mo
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Client Service Coordinator (Fri.-Sun. E/O Thurs. 6P-6A)
Polk City, Florida, United States
OnsiteFull Time
0.5+ YOEHigh school diploma/GED required, 6+ months customer service experience, Associates preferred. Comfortable with WMS/warehouse systems, strong communication and presentation skills, proficiency with Microsoft Outlook/Word/Excel/PowerPoint.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, WMS, CRM
1mo
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Client Service Coordinator (Fri.-Sun. E/O Thurs. 6P-6A)
Polk City, Florida, United States
OnsiteFull Time
0.5+ YOEHS diploma/GED required, 6+ months customer service experience, Associates preferred, WMS experience preferred, proficiency with Microsoft Outlook/Word/Excel, strong communication and problem-solving skills, comfortable in office and warehouse environments.
Microsoft Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Warehouse Management Systems (WMS), CRM
1mo
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Sales Associate
Winter Park, Florida, United States
OnsitePart Time
Prior retail or client service experience preferred; ability to stand and lift up to 20 lbs; multitasking, communication skills; familiarity with XStore and Tulip a plus.
XStore, Tulip
3w
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Part Time (20 Hours) Associate Banker, Okahumpka Branch, Leesburg, FL
Leesburg, Florida, United States
OnsitePart Time
Provide attentive client service, assist with account servicing and openings, use digital banking tools, handle cash devices, high school diploma/GED and client service experience required.
Chase Mobile App, Chase.com, ATM, tablet
1w
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Tax Senior Associate
Orlando, Florida, United States
OnsiteFull Time
2+ YOE2+ years tax experience in public accounting or industry, CPA preferred, strong client service and communication, team orientation, and commitment to continuous learning.
1mo
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Associate, Investment Operations
San Francisco or New York City or Boulder or Alexandria or Winter Park or Atlanta or Austin or Scottsdale
$70k-$85k/yr HybridFull Time
1+ YOEBachelor's degree and 1-3 years financial services experience; strong client service orientation, attention to detail, knowledge of investment operations, AML/KYC, fund and custodian processes, effective communication and problem solving.
2mo
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Sales Associate, Orlando Vineland (Orlando, US)
Orlando, Florida, United States
OnsiteAll Commitments Available
Assist store goals, provide excellent customer service, grow brand awareness, and support a team-focused, client-centric sales environment.
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