2mo
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Client Service Associate
Ponte Vedra Beach, Florida, United States
OnsiteFull Time
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
1w
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Client Service Associate
Jacksonville, Florida, United States
OnsiteFull Time
1+ YOEMinimum 1 year client-servicing or banking operations experience, proficient in Microsoft Word and Excel, high school diploma/GED required, strong communication and organizational skills.
Microsoft Word, Microsoft Excel
1mo
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Client Operations Associate
Jacksonville, Florida, United States
OnsiteFull Time
0+ YOEBachelor's degree required; entry-level role for recent graduates. Strong written/verbal communication, organizational skills, CRM (Salesforce) and Microsoft Excel proficiency. Training provided; interest in mortgage technology and client-facing operations.
Salesforce, CRM, Microsoft Office, Microsoft Excel, Power BI, Tableau, SQL, MSP, Encompass, AI tools, APIs, webhooks
1mo
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Client Operations Associate
Jacksonville, Florida, United States
OnsiteFull Time
Bachelor's degree required; entry-level role for recent graduates. Strong written/verbal communication, organizational skills, Excel proficiency, CRM experience (Salesforce) and willingness to learn mortgage platforms and integrations.
Salesforce, Microsoft Office Suite, Microsoft Excel, Power BI, Tableau, SQL, MSP, Encompass, APIs, webhooks, AI tools
3w
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Client Coordinator
Jacksonville, Florida, United States
OnsitePart Time
2+ YOEHigh school diploma required (associate preferred); 2+ years customer service experience; proficient with MS Office, HubSpot; strong communication, multitasking, and client-service skills; experience with Zenoti preferred.
Microsoft Office, HubSpot, Zenoti
2mo
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Associate, Prime Services Margin
Jacksonville, Florida, United States
OnsiteFull Time
3+ YOEBachelor's degree in Finance/Accounting/Economics; 3+ years in Prime Brokerage, Margin, or Operations; strong analytical, communication, and client-service skills; knowledge of Regulation T and FINRA rules; familiarity with equities and fixed income.
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
1w
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Client Experience Coordinator - Jacksonville, FL
Jacksonville, Florida, United States
$50k-$55k/yr OnsiteFull Time
1+ YOE1+ year client service or administrative experience; strong communication, organization, CRM and Microsoft/Google proficiency; high school diploma required; associate/bachelor preferred.
Microsoft Office Suite, Google Workspace, Customer Relationship Management (CRM) systems
3d
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Client Solutions Tech Coordinator - MCL
Rochester or Scottsdale or Jacksonville
$25-$36/hr RemoteFull Time
4+ YOEBachelor's or associate+4yrs or high school+6yrs in customer service/healthcare/helpdesk; strong customer service, medical terminology, Microsoft Word/Excel, analytical and organizational skills.
Microsoft Word, Microsoft Excel
1mo
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Associate Manager
New York City or Union or Windsor or Braintree or Jacksonville
$70k-$140k/yr HybridFull Time
6+ YOE2+ MgmtBachelor's in finance/business, 6+ years investor services experience with ≥2 years leadership, strong client relationship, project management, fund structure and regulatory (AML/KYC, FATCA, CRS) knowledge, excellent communication.
Microsoft Office Suite, Microsoft Excel, investor relations software
1w
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Wealth Service Associate
San Antonio or Jacksonville
$49k-$68k/yr HybridFull Time
2+ YOE2-4 years client service/sales experience in financial services preferred; familiarity with KYC/AML; strong communication, accuracy, and client-focus; ability to use Microsoft Office and Salesforce.
Salesforce, Microsoft Excel, Microsoft Outlook, Microsoft Word
1w
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Member Sales Associate
Ponte Vedra Beach, Florida, United States
OnsiteFull Time
2+ YOE2+ years customer-facing experience in hospitality/retail/concierge or premium service; track record hitting goals; strong active listening, objection handling, and client documentation skills.
3w
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Managed Services - BI Engineer - Senior Associate
Phoenix or Indianapolis or Grand Rapids or Raleigh or Charlotte or Jacksonville or Cincinnati or Cleveland or Columbia or Kansas City or Columbus or Dallas or Las Vegas or Little Rock or Baltimore or Richmond or Louisville or Sacramento or Birmingham or St. Louis or Salt Lake City or San Antonio or Albany or Tampa or Toledo or Atlanta or Tulsa or Austin or Miami or Milwaukee or Minneapolis or Denver or Des Moines or Nashville or Detroit or New Orleans or Buffalo or Oklahoma City or Fort Worth or Greensboro or Pittsburgh or Houston
$77k-$202k/yr OnsiteFull Time
2+ YOEBachelor's degree, minimum 2 years experience; experience with BI tools, data pipelines, Python/Java and analytics; strong critical thinking and client communication.
Oracle Business Intelligence, QlikView, Spotfire, BIRT, Python, Java
3d
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Part Time (30 Hours) Associate Banker, Highland Square Dunn Ave Branch, Jacksonville, FL
Jacksonville, Florida, United States
OnsitePart Time
High school diploma/GED, client service experience, strong communication, ability to learn products and procedures, cash handling preferred.
tablet, Chase Mobile App, Chase.com, ATM
1mo
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Commercial Lending Associate
Jacksonville, Florida, United States
OnsiteFull Time
2+ YOEMinimum 2 years in loan operations or as a loan assistant, high school diploma or equivalent, familiarity with commercial loan documentation and processes, strong organization and client service skills, BSA/AML familiarity, ability to pull credit/OFAC reports and use LaserPro and FIS.
LaserPro, FIS
1mo
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Associate Manager Full-time - St Johns Town Center
Jacksonville, Florida, United States
OnsiteFull Time
Retail management with strong luxury sales and client service skills; ability to meet sales KPIs, lift 30 lbs, flexible availability for nights/weekends/holidays, leadership and time-management skills.
1mo
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Operations Associate (Part-Time) - St. John's Town Center
Jacksonville, Florida, United States
OnsitePart Time
1+ YOE1+ year client‑centric retail or operations experience; ability to lift up to 50 lbs and stand/move for entire shifts; strong customer service, self‑motivation, and basic merchandising/inventory skills.
1mo
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Litigation Associate Attorney
Jacksonville, Florida, United States
HybridFull Time
2+ YOELicensed Florida attorney with 2+ years civil litigation experience, strong legal research/writing, oral advocacy, client service orientation, and proficiency with Microsoft Office and legal drafting.
Microsoft Word, Microsoft Office, Microsoft PowerPoint, Microsoft Excel
1mo
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Associate, Wealth Strategi
Jacksonville or Atlanta
OnsiteFull Time
1+ YOE1-3 years client servicing experience; knowledge of personal financial planning products; proficiency with E-Mail, trust system, and Focus; strong organizational, communication, and computer skills.
E-Mail, trust system, Focus
1mo
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Associate AI Financial Planning Analyst
New York City or Jacksonville or Greenville or Charlotte or Cottonwood Heights or San Francisco
$70k-$132k/yr OnsiteFull Time
3+ YOE3+ years client-facing financial services experience, familiarity with federal financial regulations, Series 65 (or ability to obtain within 90 days); strong analytical and communication skills; comfort with LLMs and chatbots is a plus.
AI Coach, LLMs, JIRA
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