59 client services associate jobs at 30 companies in Palatka, FL
4w
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Client Associate
Ocala, Florida, United States
OnsiteFull Time
1+ YOEHigh school diploma + 1 year experience, proficiency in Microsoft Office, strong written/verbal communication, organizational skills, ability to manage multiple tasks and follow processes; associate degree or professional certification preferred.
Microsoft Office
1w
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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
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
2w
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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
1mo
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Client Operations Associate
Jacksonville, Florida, United States
OnsiteFull Time
0+ YOEBachelor's degree required; entry-level role for recent graduates. Strong written/verbal communication, organizational skills, CRM (Salesforce) and Microsoft Excel proficiency. Training provided; interest in mortgage technology and client-facing operations.
Salesforce, CRM, Microsoft Office, Microsoft Excel, Power BI, Tableau, SQL, MSP, Encompass, AI tools, APIs, webhooks
2mo
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Registered Client Service Associate
Ponte Vedra Beach, Florida, United States
OnsiteFull Time
2+ YOEActive Series 7 and Series 66 (or Series 63 and 65), high school diploma, 2+ years industry experience preferred, strong client service, Microsoft Office skills, and knowledge of financial products.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
2w
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Seasonal Client Associate - Daytona Tanger Outlets
Daytona Beach, Florida, United States
OnsitePart Time
1+ YOE1+ year client services experience; strong communication, decision-making, and ability to work weekends/evenings/holidays; proficient with Microsoft applications and POS; retail knowledge of apparel.
Microsoft Applications, point-of-sale (POS) systems
2d
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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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Client Operations Associate
Jacksonville, Florida, United States
OnsiteFull Time
Bachelor's degree required; entry-level role for recent graduates. Strong written/verbal communication, organizational skills, Excel proficiency, CRM experience (Salesforce) and willingness to learn mortgage platforms and integrations.
Salesforce, Microsoft Office Suite, Microsoft Excel, Power BI, Tableau, SQL, MSP, Encompass, APIs, webhooks, AI tools
2mo
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Veterinary Client Services Supervisor - Emergency & Critical Care
Gainesville, Florida, United States
$22-$26/hr OnsiteFull Time
2+ YOEAssociate’s degree and 2+ years relevant experience, or high school diploma and 4 years; budgeting and staff scheduling.
Excel, Budgeting, Office Suite
4w
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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
1mo
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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
2w
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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
2w
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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
1d
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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
2w
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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.
3w
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Managed Services - BI Engineer - Senior Associate
Phoenix or Indianapolis or Grand Rapids or Raleigh or Charlotte or Jacksonville or Cincinnati or Cleveland or Columbia or Kansas City or Columbus or Dallas or Las Vegas or Little Rock or Baltimore or Richmond or Louisville or Sacramento or Birmingham or St. Louis or Salt Lake City or San Antonio or Albany or Tampa or Toledo or Atlanta or Tulsa or Austin or Miami or Milwaukee or Minneapolis or Denver or Des Moines or Nashville or Detroit or New Orleans or Buffalo or Oklahoma City or Fort Worth or Greensboro or Pittsburgh or Houston
$77k-$202k/yr OnsiteFull Time
2+ YOEBachelor's degree, minimum 2 years experience; experience with BI tools, data pipelines, Python/Java and analytics; strong critical thinking and client communication.
Oracle Business Intelligence, QlikView, Spotfire, BIRT, Python, Java
1w
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Fragrance Associate - Part Time
Gainesville, Florida, United States
OnsitePart Time
Drive sales and deliver excellent customer service, build client relationships, perform product demonstrations, comfortable with technology, lift 40 lbs, flexible schedule including nights/weekends/holidays.
Microsoft Windows
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
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