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444 client services associate jobs at 175 companies in Florida

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IPB Client Services Associate
Aventura, Florida, United States
OnsiteFull Time
Valley National Bank
Valley National BankNASDAQ: VLY: Provides commercial and retail banking services to customers.
3+ YOE3+ years client services experience in financial services, high school diploma/GED, fluent English and Spanish, strong written/verbal communication, Microsoft Office proficiency, detail-oriented and client-focused.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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2mo
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Client Services Associate
Fort Myers, Florida, United States
HybridFull Time
Equity Trust Company
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.
Microsoft Office Suite
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2w
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Client Services Associate II
Miramar, Florida, United States
OnsiteFull Time
Amerant Bank
Amerant BankNYSE: AMTB: Provides commercial and retail banking and wealth management services.
1+ YOEProvide personalized service to international personal and commercial clients; handle account openings, transactions, AML/BSA monitoring, KYC/KYA documentation, and customer inquiries. Bilingual English-Spanish required.
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1w
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Client Services Associate I
Palatka, Florida, United States
$17/hr OnsiteFull Time
Putnam County
Putnam County: Provides essential public services and safety to county residents.
3+ YOEHigh school diploma, valid Florida driver's license, 3+ years front-line in-person customer service, basic math and computer skills, cash handling, and knowledge of office procedures.
Microsoft Office, Microsoft Excel, Microsoft Word
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2mo
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Client Services-MM - Client Services Associate I
Fort Lauderdale, Florida, United States
$65k-$85k/yr OnsiteFull Time
Interactive Brokers
Interactive BrokersNASDAQ: IBKR: Automated global electronic brokerage and trading services provider.
Bachelor's degree; Portuguese fluency; experience in financial services preferred; strong communication; knowledge of equities, derivatives, FX; understanding of exchanges and margins.
Trading platforms, IBKR Trader Workstation, Web Trader, Mobile Trader, CRM, Customer service tools
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2d
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Client Services Supervisor
Tampa, Florida, United States
OnsiteFull Time
American Integrity Insurance Group
American Integrity Insurance GroupNYSE: AII: Provider of homeowners and residential property insurance solutions.
1+ YOEManage and coach client services team; 1+ year customer care experience with P&C insurer; associate's degree or equivalent; active 2-20 or 20-44 license (or obtain within 6 months); strong leadership and communication skills.
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2d
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Client Services Supervisor
Tampa, Florida, United States
OnsiteFull Time
American Integrity Insurance Group
American Integrity Insurance GroupNYSE: AII: Provider of homeowners, condo, and flood insurance solutions.
1+ YOESupervise client services team; 1+ years customer care experience with P&C insurer; associate degree or equivalent; active 2-20 or 20-44 license within 6 months; AINS/API preferred; strong leadership and communication.
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1mo
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Wealth Management Client Services Associate
Peoria or Arizona or Colorado or Florida or Illinois or Indiana or Kansas or Missouri or New Mexico or Oklahoma or Texas
$21-$25/hr OnsiteFull Time
Busey
BuseyNASDAQ: BUSE: Provides retail banking, commercial lending, and wealth management services.
2+ YOEBachelor's in business or finance required, 2+ years financial services experience preferred, Wealth Management Specialist or Certified Wealth Strategist required within 1 year; strong communication, organizational, compliance knowledge, and proficiency with trust accounting systems and Microsoft Office/Outlook.
Trust Accounting systems, Microsoft Office, Microsoft Outlook
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1mo
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Client Services Specialist-Senior
Fort Lauderdale, Florida, United States
OnsiteFull Time
City National Bank of Florida
City National Bank of Florida: Providing commercial banking and wealth management services in Florida.
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
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2mo
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Work From Home - Client Services Associate
Hialeah, Florida, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote work, growth opportunities, integrity, and helping others; strong communication; independent and team-oriented; ethical conduct.
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3mo
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Client Service Associate
Lake Mary, Florida, United States
OnsiteFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEHigh School diploma plus 1 year direct client service experience; proficiency in Microsoft Office and basic math; preferred associate degree or professional certification; strong client relationship management and communication skills.
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2w
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Client Associate
Boca Raton, Florida, United States
OnsitePart Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
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
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1mo
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Client Associate
Orlando or Winter Park
OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
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
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2mo
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Client Service Associate
Palm Beach Gardens, Florida, United States
OnsiteFull Time
Hamilton Jewelers
Hamilton Jewelers: Family-owned retailer of fine jewelry and luxury timepieces.
1+ YOEHigh school diploma or GED; 1 year relevant experience; luxury jewelry/client service experience preferred; gemology education preferred.
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2mo
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Client Service Associate
Ponte Vedra Beach, Florida, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required; college degree preferred; willingness to obtain Series 7/66 or 63/65; strong organizational, MS Office, and client service skills.
Microsoft Office
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1w
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Registered Client Associate
Sarasota, Florida, United States
OnsiteFull Time
UBS
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.
Microsoft Office Suite
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2mo
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Client Service Associate
Plantation, Florida, United States
$16-$20/hr OnsitePart Time
Modern Wealth Management
Modern Wealth Management: Provides personalized financial planning and investment management services.
Part-time, in-office client service role; HS diploma required; one year administrative/receptionist/customer service preferred.
Microsoft Office, CRM
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3mo
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Client Care Associate
Orlando, Florida, United States
OnsiteFull Time
United Veterinary Care
United Veterinary Care: Operates a national network of emergency and specialty animal hospitals.
1+ YOEMinimum one year veterinary client service experience; strong communication; multi-tasking; teamwork; bilingual English/Spanish preferred.
Phone system, Practice Management System, Email
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2w
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Client Onboarding Associate
New York or St. Petersburg
$70k-$85k/yr HybridFull Time
Franklin Templeton
Franklin TempletonNYSE: BEN: Provides global investment management services to retail and institutional clients.
3+ YOEBachelor's degree or equivalent required; client onboarding or financial services experience preferred; strong client service, communication, analytical skills; knowledge of KYC/AML and onboarding processes; proficiency with Microsoft Office and SharePoint.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint
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3w
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Associate Director, Client Services
St. Petersburg or Dallas or Raleigh or Richmond or Detroit or Indianapolis or Minneapolis or St. Louis or Montpelier or Denver or Annapolis or Atlanta or Baton Rouge or Boston or Chicago
RemoteFull Time
Kobie
Kobie: Designs and manages customer loyalty programs for global brands.
8+ YOE8+ years in client services/account management in financial services; bachelor’s degree in marketing or business; strong analytical, communication, and project management skills; experience with CRM and loyalty platforms; ability to manage client relationships and teams.
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