158 client services associate jobs at 60 companies in Homestead, FL
6d
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Client Services Associate I (Bilingual Portuguese Fluent)
Fort Lauderdale or Greenwich
HybridFull Time
Bachelor's or advanced degree, fluent Portuguese, strong communication, analytical and problem-solving skills, and knowledge of financial instruments, exchange operations, platforms, regulations, and margin methodologies.
IBKR Trader Workstation, Web Trader, Mobile Trader
2mo
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Client Service Associate
Palm Beach Gardens, Florida, United States
OnsiteFull Time
1+ YOEHigh school diploma or GED; 1 year relevant experience; luxury jewelry/client service experience preferred; gemology education preferred.
3mo
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Client Service Associate
Plantation, Florida, United States
$16-$20/hr OnsitePart Time
Part-time, in-office client service role; HS diploma required; one year administrative/receptionist/customer service preferred.
Microsoft Office, CRM
3w
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Senior Associate Client Accounting & Advisory Services
Miami or West Palm Beach or Boca Raton or Fort Lauderdale or New York City or London or San Francisco or Los Angeles or Chicago or Boston
OnsiteFull Time
2+ YOE2+ years real estate accounting experience, proficiency with Yardi Voyager, strong accounting and analytical skills, bachelor's in accounting/finance preferred, excellent communication and organizational skills.
Yardi Voyager
1mo
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Client Service Associate
Hallandale Beach, Florida, United States
OnsiteFull Time
1+ YOEProvide high-touch administrative support to financial advisors, service client inquiries, process transactions, open accounts, use CRM and Excel; high attention to detail and communication skills.
Client Relationship Management (CRM), Microsoft Excel
1mo
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Client Service Associate
Miami Beach, Florida, United States
OnsiteFull Time
2+ YOEHigh school diploma, 2 years investment industry experience, clerical/account opening skills, customer service, ability to enter trades and maintain client records; FINRA Series 7 and 66 or 63/65 preferred.
1mo
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Registered Client Service Associate
Fort Lauderdale, Florida, United States
OnsiteFull Time
Bilingual English/Spanish; active Series 7 and Series 66 (or Series 63 and 65); high school diploma required, college preferred; 2+ years industry experience preferred; strong MS Office and client service skills.
Morgan Stanley Online, Morgan Stanley Mobile, Microsoft Office
3w
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Registered Client Associate
Coral Gables, Florida, United States
OnsiteFull Time
3+ YOESeries 7 and 66 required, 3+ years client service experience in finance, bachelor\u0002s degree, fluent Spanish and English, strong communication, detail oriented, proficient in Microsoft Office.
Microsoft Office
3w
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Registered Client Associate, (Client Experience & Marketing)
Atlanta or Miami or Philadelphia
OnsiteFull Time
2+ YOESeries 7 and Series 66 required; ~2+ years client service/operations in wealth management preferred; strong communication, attention to detail, Microsoft Office and CRM proficiency; bachelor’s degree.
Microsoft Office, CRM
2w
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Client Experience Associate
Aventura, Florida, United States
OnsiteFull Time
Provide excellent customer service in a retail branch, process customer interactions, identify referrals and sales opportunities, and adhere to policies and procedures.
1w
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Registered Client Service Associate
Fort Lauderdale, Florida, United States
OnsiteFull Time
5+ YOEHigh school diploma or equivalent, active Series 7 and applicable Series 63, 65, or 66 licenses, at least 5 years of industry experience, advanced Microsoft Office skills, and strong client service abilities.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
3w
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PBM Client Success Associate
Miami or New York City or Denver or Dallas
$55k-$75k/yr RemoteFull Time
2+ YOEPrefer bachelor's degree and ~2 years client success or healthcare/PBM experience; strong written/verbal communication, Excel and Office/Google Workspace familiarity, organizational and analytical skills.
Microsoft Excel, Microsoft Office, Google Workspace
1mo
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Client Service Associate
Miami Beach, Florida, United States
OnsiteFull Time
2+ YOE2 years investment industry experience, high school diploma, administrative and clerical knowledge, customer service and communication skills; FINRA Series 7/66 or 63/65 preferred.
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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Associate, Client Service (FL, Miami)
Miami, Florida, United States
OnsiteFull Time
2+ YOE2+ years client service experience in wealth management or financial services; Series 7 and/or 65 or willingness to obtain; advanced Microsoft Office (Excel, PowerPoint, Word); strong communication, organization, and attention to detail.
Microsoft Office Suite, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, CRM
1mo
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Rehire Client Support Associate
Doral, Florida, United States
OnsiteFull Time, Part Time
Strong interpersonal and communication skills, basic computer proficiency, retail or customer-service experience preferred; PTIN certification available/required for tax preparer roles.
3w
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Client Service Supervisor
Fort Lauderdale, Florida, United States
$22-$31/hr OnsiteFull Time
Supervisory experience in client service, ability to train and coach associates, strong communication and conflict-resolution skills.
4w
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Registered Client Service Associate (Fort Lauderdale, FL)
Fort Lauderdale, Florida, United States
OnsiteFull Time
FINRA Series 7 and 66 required; bilingual English/Spanish; client service, administrative support, report production, and knowledge of account procedures and regulations.
2mo
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Registered Wealth Management Client Associate
Fort Lauderdale, Florida, United States
OnsiteFull Time
Must hold FINRA SIE and Series registrations (Series 7 and Series 66 or 63+65), possess advanced investment product knowledge, strong client service skills, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Registered Wealth Management Client Associate
Fort Lauderdale, Florida, United States
OnsiteFull Time
1+ YOECurrently holds SIE and Series 7 and Series 66 (63/65 accepted), high school diploma/GED, 1+ years experience, strong client service, industry knowledge, and proficiency with office applications.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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