Neptune Beach • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Neptune Beach • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Neptune Beach • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Neptune Beach • 50 milesRemote · Hybrid · Onsite · Field · All Environments
56 client services associate jobs at 24 companies in Neptune Beach, FL
2d
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Client Services Representative 1
Jacksonville, Florida, United States
$23-$30/hr HybridFull Time
1+ YOERequires 1–2 years of customer service experience, strong communication and organizational skills, Microsoft Office and Excel proficiency, and comfort in a fast-paced environment. Associate or bachelor's degree preferred.
Oracle, ACE, Microsoft Excel, Microsoft Office
2d
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Client Services Representative 1
Jacksonville, Florida, United States
$23-$30/hr HybridFull Time
1+ YOERequires 1–2 years of customer service experience, strong communication and organizational skills, Excel and Microsoft Office proficiency, and comfort in a fast-paced environment. Associate's or bachelor's degree preferred.
Oracle, ACE, Microsoft Excel, Microsoft Office
2w
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Wealth Management Client Associate
Jacksonville or Ponte Vedra Beach
OnsiteFull Time
Provides client service support to Financial Advisors, ensuring timely, accurate client materials; client-focused, detail oriented, ability to learn new platforms; high school diploma required; FINRA credentials desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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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
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
1d
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Client Service Associate
Jacksonville, Florida, United States
OnsiteFull Time
High school diploma or equivalent required; college degree preferred. Requires advanced Microsoft Office skills, strong organization, writing, interpersonal, client service, time management, and multitasking abilities.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
1w
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Registered Client Service Associate
Ponte Vedra Beach, Florida, United States
HybridFull Time
1+ YOEProvide high-touch client service and operational support to financial advisors; CRM and Excel proficiency; securities licensing (SIE, Series 7) required; 1+ year securities or related experience preferred.
Client Relationship Management (CRM), Microsoft Excel
1mo
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Rehire Client Support Associate
Callahan, Florida, United States
OnsiteMultiple Commitments Available
0+ YOECustomer-facing role requiring strong interpersonal and communication skills, basic computer proficiency, and willingness to learn; prior customer service or retail experience preferred but not required; PTIN certification indicated.
1mo
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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 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
3w
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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
3w
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Brokerage Registered Client Service Associate - Ponte Vedra, FL
Ponte Vedra Beach, Florida, United States
OnsiteFull Time
Bachelor's degree or equivalent; securities or sales assistant experience; FINRA SIE, Series 7 and Series 66 licenses (or ability to obtain); strong telephone, communication, time-management, and Microsoft Office skills.
SalesForce, Microsoft Office
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
3d
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Tax Associate
Fernandina Beach, Florida, United States
OnsiteSeasonal, Full Time
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, comfort with digital tools including Copilot and ChatGPT, and completion of required tax training.
Copilot, ChatGPT
3d
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Tax Associate
Jacksonville, Florida, United States
OnsiteSeasonal, Full Time
No prior tax experience required; complete the H&R Block Income Tax Course, have client-service experience, strong communication and problem-solving skills, digital-tool proficiency, and a high school diploma or GED.
Copilot, ChatGPT
1w
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Part Time (30 Hours) Associate Banker, St Johns Towncenter, Jacksonville, FL
Jacksonville, Florida, United States
OnsitePart Time
Provide attentive client service, open and service accounts, use digital banking tools, handle cash devices, and meet regulatory requirements. High school diploma or GED and client service experience required.
Chase Mobile App, Chase.com, ATM
3w
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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.
1mo
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Incident Management Associate
Jacksonville, Florida, United States
OnsiteFull Time
2+ YOE2+ years technical support or client operations experience; Encompass a plus. Knowledge of SaaS operations, incident response, ticketing, Windows desktop, basic networking, strong troubleshooting and communication skills.
Encompass, Windows, ICE Mortgage Technology
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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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.
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