77 client services associate jobs at 30 companies in DeLand, FL
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
2d
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Wealth Management Client Associate
Winter Park, Florida, United States
OnsiteFull Time
1+ YOEClient service role requiring a high school diploma or equivalent, strong communication, technology adaptability, client focus, and 1 year of experience; financial securities credentials and industry knowledge preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3d
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Senior Associate, Client Operations
Lake Mary or Westborough
$59k-$100k/yr HybridFull Time
4+ YOEBachelor's degree in business, finance, or related field; typically 4–7 years of experience, preferably in operations or client services; strong analytical, problem-solving, communication, and collaboration skills.
AI
1w
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Wealth Management Client Associate
The Villages, Florida, United States
OnsiteFull Time
High school diploma or equivalent; client service, communication, judgment, adaptability, and computer skills required. FINRA credentials, investment knowledge, Salesforce, and Microsoft Office proficiency preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
6d
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Client Service Associate
Winter Park, Florida, United States
HybridFull Time
2+ YOEBachelor's degree preferred in business, finance, or economics; 2 years of industry experience; strong organization, communication, prioritization, and interpersonal skills; proficiency in Microsoft Word and Excel.
Microsoft Word, Microsoft Excel
3w
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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.
2mo
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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
1mo
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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
1mo
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Support Services Coordinator
Fort Lauderdale or Atlanta or Charlotte or Columbus or Newark or Orlando or Phoenix
OnsiteFull Time
2+ YOE2+ years customer service experience, ticket triage/management experience preferred, associate degree in computer-related field preferred, strong communication, typing 50 WPM, and ability to coordinate clients and vendors.
Microsoft Teams
2d
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PT Sales Associate
Orlando, Florida, United States
OnsitePart Time
Prior retail or fashion client service experience preferred; requires client communication, multitasking in a fast-paced store, standing, maneuvering, and lifting up to 20 pounds.
XStore, Tulip
4d
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Tax Associate
Edgewater or Palm Bay
OnsiteSeasonal, Full Time
No prior tax experience required; complete the H&R Block Income Tax Course, communicate clearly, solve problems, use digital tools, and have customer or client service experience.
Copilot, ChatGPT
4d
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Tax Associate
Palatka, Florida, United States
OnsiteFull Time, Seasonal
Requires high school diploma/GED, completion of the H&R Block Income Tax Course, client service experience, communication and problem-solving skills, and comfort with digital tools including Copilot and ChatGPT.
Copilot, ChatGPT
1mo
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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
5d
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Sales Associate - Daytona
Daytona Beach, Florida, United States
OnsitePart Time
2+ YOEMinimum two years of retail experience; strong sales, customer service, merchandise knowledge, inventory, point-of-sale, and client relationship skills.
Point-of-Sale
3w
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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.
1w
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Merchant Services Account Executive - Business Banking
Orlando, Florida, United States
FieldFull Time
Associate degree preferred; less than one year of professional experience and/or formal development program. Sales, prospecting, client relationship, negotiation, and merchant services knowledge preferred.
1mo
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Operations Associate (Part-Time) - Waterside Shops
Orlando or Naples
OnsitePart Time
1+ YOE1+ year client-centric sales/operations experience; ability to lift up to 50 lbs, stand and move for entire shift; customer-service orientation and self-motivated; ability to follow visual and inventory standards.
1w
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Executive Managed Payroll Associate - Elevate Solutions
Lake Mary, Florida, United States
$25-$35/hr OnsiteFull Time
PaylocityNASDAQ: PCTY: Provides cloud-based software for payroll, HR, and workforce management.
3+ YOEBachelor's degree and 3+ years payroll/service-bureau experience; 2+ years managed services; expert payroll/HCM data skills, client-facing experience, attention to detail, Microsoft Office proficiency.
Microsoft Office
2w
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Associate Veterinarian
Kissimmee, Florida, United States
OnsiteFull Time, Part Time
Licensed DVM with strong clinical, surgical and dental skills; DEA preferred; USDA accreditation preferred; commitment to high-quality client-focused veterinary medicine.
2w
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Associate Attorney
Orlando, Florida, United States
HybridFull Time
1+ YOEFlorida Bar membership required, 1+ years litigation experience preferred, strong legal research and writing, persuasive oral advocacy, client service focus, proficient with Microsoft Office suite.
Microsoft Word, Microsoft Office, Microsoft PowerPoint, Microsoft Excel
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