39 client services associate jobs at 15 companies in Fort Pierce, FL
5d
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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
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
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
1mo
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Client Service Associate
Melbourne, Florida, United States
$50k-$65k/yr OnsiteFull Time
Client service experience in financial services, strong communication, critical thinking, attention to detail, confidentiality, ability to coordinate meetings, prepare account paperwork, research and resolve account issues; bachelor’s degree and 2 years relevant experience preferred.
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
1w
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Registered Wealth Management Client Associate
Jupiter, Florida, United States
OnsiteFull Time
Requires FINRA SIE, Series 7 and Series 66 (63/65 accepted), advanced industry knowledge, client service experience, strong communication, and proficiency with Microsoft Word/Excel/PowerPoint and Salesforce.
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.
3mo
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Client Service Coordinator
Port St. Lucie, Florida, United States
$15-$20/hr OnsiteFull Time
Coordinating client and pet flow through the hospital, ensuring communication with associates and clients, and supporting clinic productivity and client retention.
2mo
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J.P. Morgan Advisors - Client Associate Palm Beach Gardens, FL
Palm Beach Gardens, Florida, United States
OnsiteFull Time
Bachelor's degree or equivalent; Series 7 and 66 on hire or within 180 days; proven self-starter; capable of end-to-end task ownership and independent work in a fast-paced environment; strong client service and communication skills.
1mo
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Registered Client Service Associate (Melbourne, FL)
Melbourne, Florida, United States
OnsiteFull Time
1+ YOEHigh school diploma required; 1+ year securities industry or related experience preferred. Requires SIE and Series 7; Series 63/65/66 as state-required. Proficiency with CRM, Microsoft Excel, goal planning and managed account platforms; strong communication and multitasking skills.
Client Relationship Management (CRM), Microsoft Excel, Goal planning software, Managed account platforms
1mo
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Client Service Representative
Riviera Beach, Florida, United States
OnsiteFull Time
2+ YOEAssociate degree (or equivalent experience), 2 years customer service experience, valid local driver\u0002s license, ability to prepare documentation and resolve customer issues.
2d
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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
2d
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Tax Associate
Port Saint Lucie, Florida, United States
OnsiteSeasonal, Full Time
High school diploma or equivalent, customer or client service experience, communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
1w
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Operations Associate - Part Time
Palm Beach Gardens or Palm Beach or Miami
$18-$21/hr OnsitePart Time
1+ YOERequires 1–2 years in a similar, retail, hospitality, or client-focused role; organization, communication, teamwork, product learning, client service, fast-paced adaptability, and ability to lift 50 pounds.
1mo
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Sales Associate - Part Time
Jupiter, Florida, United States
$20-$24/hr OnsitePart Time
Strong communication and people skills; comfortable making outbound calls; organized and reliable; customer service or sales experience a plus; ability to greet clients and manage scheduling.
1w
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Operations Associate - Part Time
Palm Beach Gardens, Florida, United States
$18-$21/hr OnsitePart Time
1+ YOERequires 1–2 years in a similar, retail, hospitality, or client-focused role; organization, communication, teamwork, fast-paced service, and ability to lift up to 50 pounds.
1mo
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Tax Senior Associate
Vero Beach, Florida, United States
OnsiteFull Time
2+ YOE2-6 years tax experience in public accounting or industry (minimum 2 years). CPA preferred. Prepare individual, S corp, partnership and other entity tax returns, perform financial statement reviews, conduct tax research, strong client service and communication skills, and mentoring ability.
1mo
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Key Private Bank Associate Relationship Manager
Palm Beach Gardens, Florida, United States
$80k-$150k/yr HybridFull Time
3+ YOE3+ years financial services experience; strong client relationship and sales skills; knowledge of financial products and regulations; FINRA series licenses preferred; bachelor’s in business preferred or equivalent experience.
CRM
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