42 client services associate jobs at 28 companies in Ocoee, FL
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Work From Home - Client Services Associate
Orlando, Florida, United States
RemoteFull Time
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote client-facing role requiring strong communication, interpersonal skills, integrity, ability to work independently or on a team, and a desire to help families.
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
Client service experience in finance or related industry, strong attention to detail, discretion, teamwork, proficient in Microsoft Office, preferably FINRA-registered (SIE, Series 7, Series 66) or willing to obtain within 6 months; bachelor\u0002s degree preferred.
Microsoft Office Suite, BrassRing, HackerRank, Beamery, Textkernel, Modern Hire, Infinite Computer Solutions, Aon PLC, KornFerry
SPS: Global provider of document management and business process outsourcing.
1+ YOEHigh school diploma or equivalent; 1+ year customer service or office support experience preferred; ability to lift 40–60 lbs; strong communication, multitasking, and inventory/mailroom skills.
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
2+ YOE2+ years financial industry and client service experience; 2+ years using Microsoft Office and CRM; strong attention to detail and customer service; complete LPL Office Essentials within 90 days.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM, eSignature, Account View, iKnow, Resource Center, LPLU
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Holds FINRA SIE, Series 7 and Series 66 (63/65 accepted); advanced industry knowledge; strong client service, communication, and technology skills; ability to learn new platforms.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Associate Client Service Manager - Employee Benefits
Indianapolis or Jacksonville or Orlando
HybridFull Time
Hylant: Full-service insurance brokerage and risk management firm.
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
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
Bachelor's degree or equivalent, experience in securities or sales assistant role, FINRA SIE and Series 7/66 licenses (or ability to obtain), strong telephone, time-management and communication skills, Microsoft Office and SalesForce proficiency.
Avant Healthcare Professionals: Staffs U.S. healthcare facilities with internationally-educated medical professionals.
2+ YOEAssociate degree (or equivalent),2+ years customer service and administrative experience, proficiency with Microsoft Office, HIPAA certification required, strong communication and organizational skills.
Microsoft Word, Microsoft Excel, PowerPoint, Databases
Dr. Phillips Center for the Performing Arts: Operates a multidisciplinary performing arts venue in Orlando, Florida.
3+ YOE3+ years event management experience, associate's or bachelor's preferred, CMP preferred, proficiency with Microsoft Office and event software, strong client relations and communication skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Momentus Elite, Tripleseat, Social Tables
Client Service Coordinator (Fri.-Sun. E/O Thurs. 6P-6A)
Polk City, Florida, United States
OnsiteFull Time
Saddle Creek Logistics Services: Provides integrated logistics, warehousing, and omnichannel fulfillment services.
0.5+ YOEHigh school diploma/GED required, 6+ months customer service experience, Associates preferred. Comfortable with WMS/warehouse systems, strong communication and presentation skills, proficiency with Microsoft Outlook/Word/Excel/PowerPoint.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, WMS, CRM
Client Service Coordinator (Fri.-Sun. E/O Thurs. 6P-6A)
Polk City, Florida, United States
OnsiteFull Time
Saddle Creek Logistics Services: Integrated third-party logistics and omnichannel fulfillment services
0.5+ YOEHS diploma/GED required, 6+ months customer service experience, Associates preferred, WMS experience preferred, proficiency with Microsoft Outlook/Word/Excel, strong communication and problem-solving skills, comfortable in office and warehouse environments.
Microsoft Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Warehouse Management Systems (WMS), CRM
Lilly PulitzerNYSE: OXM: Sells colorful resort-inspired apparel and accessories for women.
Prior retail or client service experience preferred; ability to stand and lift up to 20 lbs; multitasking, communication skills; familiarity with XStore and Tulip a plus.
Part Time (20 Hours) Associate Banker, Okahumpka Branch, Leesburg, FL
Leesburg, Florida, United States
OnsitePart Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Provide attentive client service, assist with account servicing and openings, use digital banking tools, handle cash devices, high school diploma/GED and client service experience required.
Rehmann: A professional advisory firm providing accounting, consulting, and wealth management services to help clients plan for the future.
2+ YOE2+ years tax experience in public accounting or industry, CPA preferred, strong client service and communication, team orientation, and commitment to continuous learning.
San Francisco or New York City or Boulder or Alexandria or Winter Park or Atlanta or Austin or Scottsdale
$70k-$85k/yrHybridFull Time
Pathstone: Provides wealth management and advisory services for affluent families.
1+ YOEBachelor's degree and 1-3 years financial services experience; strong client service orientation, attention to detail, knowledge of investment operations, AML/KYC, fund and custodian processes, effective communication and problem solving.
Alo Yoga: Sells yoga apparel and provides wellness and fitness services.
1+ YOE1+ year client-centric sales/operations experience; ability to lift up to 50 lbs, stand and move for entire shift; customer-service orientation and self-motivated; ability to follow visual and inventory standards.
Alliance Animal Health: Owns and operates a national network of veterinary hospitals.
Licensed DVM with strong clinical, surgical and dental skills; DEA preferred; USDA accreditation preferred; commitment to high-quality client-focused veterinary medicine.
Kubicki Draper: Civil law firm providing defense and litigation services.
1+ YOEFlorida Bar membership required, 1+ years litigation experience preferred, strong legal research and writing, persuasive oral advocacy, client service focus, proficient with Microsoft Office suite.
Microsoft Word, Microsoft Office, Microsoft PowerPoint, Microsoft Excel
Thrive Pet Healthcare: Operates a network of veterinary hospitals and pet clinics.
DVM or equivalent, state veterinary license in good standing, DEA license or eligibility, ability to provide medical,surgical,and preventative care to small animals, strong client communication.