New Port Richey • 50 milesRemote · Hybrid · Onsite · Field · All Environments
New Port Richey • 50 milesRemote · Hybrid · Onsite · Field · All Environments
New Port Richey • 50 milesRemote · Hybrid · Onsite · Field · All Environments
New Port Richey • 50 milesRemote · Hybrid · Onsite · Field · All Environments
65 client services associate jobs at 32 companies in New Port Richey, FL
6d
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Client Services Associate
St. Petersburg or Vermont
$65k-$75k/yr OnsiteFull Time
Requires superior client service, written and verbal communication, financial and investment management knowledge, organization, Microsoft Excel skills, proactive problem-solving, risk assessment, confidentiality, and ethical standards.
Microsoft Excel, Charles Schwab, CRM
3w
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HECM Client Services Associate
Temple Terrace, Florida, United States
OnsiteFull Time
Customer-service experience and administrative skills, high school diploma/GED, strong verbal/written communication, proficiency with Microsoft Office and email, familiarity with property/HOA management preferred.
Microsoft Office, email, CINC
2w
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Senior Client Services Specialist
Tampa, Florida, United States
OnsiteFull Time
2+ YOEAssociates preferred; 2+ years personal lines experience; active Florida insurance sales/service license (20-44 or 2-20) required; CPCU/AINS/API preferred; strong customer service, communication, and computer skills.
1d
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PW Client Associate
Tampa, Florida, United States
OnsiteFull Time
Supports wealth managers, onboards and services clients, manages high-net-worth relationships, communicates investment updates, and requires investment product knowledge and strong communication skills.
1mo
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Client Service Coordinator
Tampa, Florida, United States
$15-$19/hr OnsitePart Time
Coordinates client and pet flow through the veterinary hospital, supports medical team productivity, communicates with clients and associates, and delivers welcoming, efficient service.
1mo
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Client Service Coordinator
Tampa, Florida, United States
$15-$19/hr OnsitePart Time
Coordinating client and pet flow, maximizing veterinary team productivity, and ensuring clear communication with clients and associates.
1mo
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PEO Client Advocate
St Petersburg or West Henrietta
$24-$38/hr HybridFull Time
3+ YOEAssociate's degree required (Bachelor's preferred), 3+ years relationship management or customer service experience, strong communication, advocacy, confidentiality, client education, and process improvement skills.
1d
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Client Service Associate (Saint Petersburg, FL)
Saint Petersburg, Florida, United States
OnsiteFull Time
0+ YOEHigh school diploma required; 1+ year securities or related experience preferred. Requires office software proficiency, customer service, organization, research, and communication skills; SIE, Series 7, and Series 66 preferred.
Client Relationship Management (CRM) software, Microsoft Office
3mo
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Client Service Coordinator Full time
Wesley Chapel, Florida, United States
$15-$19/hr OnsiteFull Time
1+ YOEAssociate degree preferred; high school diploma required; at least 1 year customer service/call center; excellent communication; multi-tasking; able to lift up to 50 lbs.
Phone, Email, Chat, Workday, CRM
2mo
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Client Support Specialist
Boston or Plano or St. Petersburg or St. Louis or Atlanta or Morristown or Hyderabad
$19-$24/hr HybridFull Time
1+ YOEAssociate degree +1 year customer support (or HS/GED +3 years). Experience with chat/email support, CRM/ticketing tools, strong written communication, problem-solving, and proficiency with AI tools.
CRM systems, ticketing platforms, customer support tools, AI tools
2w
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Associate Director - Construction Advisory Services
Chicago or Atlanta or Tampa
$145k-$235k/yr HybridFull Time
6+ YOEBachelor's degree and 6+ years in construction consulting, audit, capital programs, project controls, PMO, or related advisory services; engagement leadership, client management, and construction controls expertise required.
Procore, Primavera P6, Oracle Primavera Unifier, Kahua, e-Builder, SmartPM, Microsoft Power BI, PMIS
1w
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Healthcare Tax Services Senior Associate
Miami or Chicago or Austin or Dallas or New York City or Tampa
$73k-$144k/yr HybridFull Time
3+ YOEBachelor's degree in accounting, CPA or eligibility to sit for CPA, and 3+ years of progressive public or corporate accounting experience. Requires tax return, research, communication, and client relationship skills.
FAS 109, FIN 48
1mo
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Senior Audit Associate (Client Service)
Tampa, Florida, United States
OnsiteFull Time
2+ YOEBachelor's in accounting, 2+ years public accounting audit experience, financial-institution audit preferred, proficiency with Microsoft Office and audit engagement software, CPA preferred or CPA-eligible.
Microsoft Office, Engagement, Knowledge Coach
2w
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Specialized Tax Services - Energy Incentives & Credits Senior Associate
New York or Irvine or Raleigh or Charlotte or Chicago or Dallas or Los Angeles or Boston or San Diego or San Francisco or San Jose or Tampa or Atlanta or Washington or Miami or Milwaukee or Minneapolis or Denver or Nashville or Detroit or New Orleans or Florham Park or Greensboro or Philadelphia or Pittsburgh or Houston
$77k-$214k/yr HybridFull Time
2+ YOEBachelor's degree, minimum 2 years' experience, eligible to sit for CPA exam in state of employment; knowledge of energy tax credits, analytical and client-facing skills, mentoring experience.
3d
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Operations Associate - Flex
Tampa, 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, product learning, client service, and ability to lift up to 50 pounds.
None
1w
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Tax Associate
Tampa, Florida, United States
OnsiteFull Time, Seasonal
High school diploma/GED, completion of the H&R Block Income Tax Course, customer or client service experience, strong communication and problem-solving skills, and comfort using digital tools.
Copilot, ChatGPT
1w
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Tax Associate
Beverly Hills or Tallahassee
OnsiteFull Time, Seasonal
High school diploma/GED, completed H&R Block Income Tax Course, client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
Copilot, ChatGPT
1d
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Operations Associate - Part Time
Tampa, 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, product-learning, client-service, and time-management skills; ability to lift up to 50 pounds.
1mo
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Hiring Event - Part Time Associate Banker Tampa Bay SE Tampa (30 Hours)
Tampa, Florida, United States
OnsitePart Time
Provide attentive client service, open and service accounts, use digital tools, handle cash devices, and learn products; high school diploma/GED and client service experience required.
Chase Mobile App, Chase.com, ATM, tablet
3d
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Associate Financial Advisor
Valrico, Florida, United States
$65k-$70k/yr OnsiteFull Time
Bachelor's degree, equivalent experience, or relevant financial services, sales, or relationship-building background; experience in sales or client relationship management; strong communication; willingness to obtain sponsored licenses.
MoneyGuide, Salesforce
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