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77 client services associate jobs at 39 companies in Jupiter, FL

2mo
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Client Services Coordinator
Boynton Beach, Florida, United States
$20-$23/hr OnsiteFull Time
Feeding South Florida
Feeding South Florida: Combats hunger through food distribution and community support.
2+ YOETwo years of client services or casework; bilingual English/Spanish; associate degree; able to work Tue-Fri 11:00–8:00 and Sat 8:00–5:00; reliable transportation.
Microsoft Office
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1d
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Client Associate/Registered Client Associate
Palm Beach Gardens, Florida, United States
OnsiteFull Time
Royal Bank of Canada
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
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
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1mo
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Rep., Client Services (CPD)
Boca Raton or San Francisco
$15-$26/hr OnsiteFull Time
The ODP Corporation
The ODP Corporation: Provider of office supplies, furniture, and business services.
1+ YOEAssociate's degree or equivalent experience, 1–2 years of experience, strong customer service, communication, organization, multitasking, analytical, and judgment skills.
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1w
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Specialist, CPD Client Services
Boca Raton, Florida, United States
$17-$28/hr HybridFull Time
The ODP Corporation
The ODP CorporationNASDAQ: ODP: Provider of office products and business services to organizations.
3+ YOE2–3+ years customer service or sales experience, associate degree or equivalent, proficiency with MS Office, web browsers and Store Portal, strong communication and data entry skills.
MS Office, Microsoft Suite, Microsoft Excel, Microsoft Word, Email, IM, Store Portal, industry standard web browsers
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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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Client Service Associate
Palm Beach Gardens, Florida, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
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
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1w
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Associate, Client Service
Boca Raton, Florida, United States
$70k-$80k/yr OnsiteFull Time
Wealthspire
Wealthspire: Provides integrated wealth management and financial advisory services.
Bachelor's preferred, relevant financial services experience preferred, strong Microsoft Office and CRM skills, excellent organization and communication, client service orientation, willingness to learn.
Microsoft Office, CRM
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Private Wealth Client Associate
West Palm Beach, Florida, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to financial advisors, strong client focus, attention to detail, ability to learn new platforms; high school diploma required; SIE/Series credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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2w
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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
Berkowitz Pollack Brant
Berkowitz Pollack Brant: Provides professional accounting, tax, and business advisory services.
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
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2mo
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Client Service Associate
Palm Beach Gardens, Florida, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma; college degree preferred; willingness to obtain Series 7/66/63/65 licenses; strong MS Office and client service skills.
Microsoft Office
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2d
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Client Relations Associate
Boca Raton, Florida, United States
OnsiteFull Time
iSAM
iSAM: Provider of systematic investment and algorithmic trading solutions.
0+ YOE0–2 years of financial services experience and a relevant university degree. Requires client service, communication, problem-solving, and proactive collaboration skills.
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1w
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Registered Wealth Management Client Associate
Jupiter, Florida, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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
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3mo
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Associate Client Service Manager
Boca Raton, Florida, United States
OnsiteFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEBachelor's with 1+ years client service/claims OR HS/GED with 3+ years; Property & Casualty license; Proficiency in Microsoft Office; strong relationship building; adaptable; collaborative.
Microsoft Office
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Client Service Associate
Palm Beach Gardens or Fort Lauderdale
HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
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
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3w
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Registered Client Service Associate
Palm Beach Gardens, Florida, United States
HybridFull Time
Ameriprise Financial
Ameriprise FinancialNYSE: AMP: Offering wealth management, financial planning, and insurance services.
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.
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3w
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Client Experience Associate
Deerfield Beach, Florida, United States
OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
Provide customer-facing banking service, engage lobby customers, identify product opportunities, follow procedures, and manage transactions; bilingual Spanish or Portuguese preferred.
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3w
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Part Time Client Associate - Boca Raton FL
Boca Raton, Florida, United States
OnsitePart Time
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOE1+ year client services experience, retail sales and customer service focus, proficiency with Microsoft Applications and POS systems, strong communication, ability to work weekends/evenings/holidays.
Microsoft Applications, point-of-sale (POS) systems
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1mo
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Registered Client Service Associate
Boca Raton, Florida, United States
OnsiteFull Time
Stifel
StifelNYSE: SF: Provides wealth management and investment banking services to clients.
2+ YOE2+ years investment industry experience, high school diploma, Series 7 and Series 63 or 66 required, strong administrative, customer service, and communication skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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1mo
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Registered Client Service Associate
Boca Raton, Florida, United States
OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
2+ YOEHigh school diploma, 2 years investment industry experience, Series 7 and 63 or 66 required, proficiency with Microsoft Office and administrative/clerical skills, strong communication and customer service.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, iCIMS
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1mo
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Associate, Client Relationship Manager
Boca Raton, Florida, United States
$65k-$75k/yr HybridFull Time
Lido Advisors
Lido Advisors: Provides wealth management and financial planning for high-net-worth individuals.
1+ YOEBachelor's degree, 1+ year client support experience (RIA/financial services preferred), Series 65 or 66 required or to be attained, strong attention to detail and client service, Excel and Salesforce proficiency.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Salesforce, Microsoft PowerPoint
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