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17 client services associate jobs at 8 companies in Palm Bay, FL

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Wealth Management Client Associate
Rockledge, Florida, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEProvide client service and operational support to Financial Advisors; client-centric, detail-oriented, able to learn technology platforms; high school diploma/GED; 1 year experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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Client Service Associate
Melbourne, Florida, United States
$50k-$65k/yr OnsiteFull Time
Edelman Financial Engines
Edelman Financial Engines: Provides personalized financial planning and investment advisory services.
Client service experience in financial services, strong communication, critical thinking, attention to detail, confidentiality, ability to coordinate meetings, prepare account paperwork, research and resolve account issues; bachelor’s degree and 2 years relevant experience preferred.
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Wealth Management Client Associate
Rockledge, 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, ensure timely and accurate client materials, follow policies, and deepen client relationships; strong client focus and adaptability to technology required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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Registered Client Service Associate (Melbourne, FL)
Melbourne, Florida, United States
OnsiteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
1+ YOEHigh school diploma required; 1+ year securities industry or related experience preferred. Requires SIE and Series 7; Series 63/65/66 as state-required. Proficiency with CRM, Microsoft Excel, goal planning and managed account platforms; strong communication and multitasking skills.
Client Relationship Management (CRM), Microsoft Excel, Goal planning software, Managed account platforms
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3w
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Senior Registered Client Service Associate- Vero Beach, FL
Vero Beach, Florida, United States
OnsiteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
5+ YOEFive years financial services experience, high school diploma, FINRA registrations (SIE, Series 7, Series 63/65/66) required; strong communication, CRM and Excel skills.
Client Relationship Management (CRM), Microsoft Excel
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3d
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Tax Associate
Edgewater or Palm Bay
OnsiteSeasonal, Full Time
H&R Block
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
No prior tax experience required; complete the H&R Block Income Tax Course, communicate clearly, solve problems, use digital tools, and have customer or client service experience.
Copilot, ChatGPT
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Tax Associate
Vero Beach or Port Saint Lucie
OnsiteFull Time, Seasonal
H&R Block
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
No prior tax experience required; complete the H&R Block Income Tax Course, hold a high school diploma or equivalent, and demonstrate client service, communication, problem-solving, and digital tool skills.
Copilot, ChatGPT
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Tax Associate
Daytona Beach or Palm Bay
OnsiteSeasonal, Full Time
H&R Block
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
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Tax Associate
Melbourne, Florida, United States
OnsiteFull Time, Seasonal
H&R Block
H&R Block: A tax preparation and financial services helping clients and communities build confidence.
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
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3d
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Tax Associate
Fort Pierce, Florida, United States
OnsiteFull Time, Seasonal
H&R Block
H&R Block: A tax preparation and financial services helping clients manage tax and financial needs.
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Microsoft Copilot, ChatGPT
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3d
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Tax Associate
Edgewater or Durham or Palm Bay
OnsiteSeasonal, Full Time
H&R Block
H&R Block: A tax preparation and financial services helping clients manage their taxes and finances.
Requires high school diploma/GED, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
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3d
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Tax Associate
Palm Bay, Florida, United States
OnsiteSeasonal, Full Time
H&R Block
H&R Block: A tax preparation and financial services helping clients and communities build confidence.
High school diploma or equivalent, H&R Block Income Tax Course completion, customer or client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
Copilot, ChatGPT
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Tax Senior Associate
Vero Beach, Florida, United States
OnsiteFull Time
Rehmann
Rehmann: A professional advisory firm providing accounting, consulting, and wealth management services.
2+ YOE2-6 years tax experience in public accounting or industry (minimum 2 years). CPA preferred. Prepare individual, S corp, partnership and other entity tax returns, perform financial statement reviews, conduct tax research, strong client service and communication skills, and mentoring ability.
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Hiring Event - Part Time Associate Banker Orlando East (30 Hours)
Orlando or Winter Park or Orlando
OnsitePart Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
High school diploma/GED, client service experience, strong communication and relationship-building skills, ability to learn products and use digital banking tools, cash handling experience preferred.
Chase Mobile App, Chase.com, ATM, tablet, cash vault
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Associate Veterinarian
Titusville, Florida, United States
OnsiteFull Time
Thrive Pet Healthcare
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.
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3mo
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Private Swim Instructor - Viera ProHealth
Viera, Florida, United States
OnsitePart Time
Health First
Health First: A regional healthcare and fitness organization providing high-quality swim instruction and fitness services.
High school diploma or equivalent, American Heart Association BLS, nationally recognized swim instructor certification (WSI/SwimAmerica/ASCA), ability to assist clients in water and teach all ages, maintain certifications and follow EAP.
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Private Swim Instructor - Viera ProHealth
Viera or Brevard County
OnsitePer Diem
Health First
Health First: A healthcare system affiliate providing private swim instruction and fitness services with emphasis on safety and customer experience.
High school diploma, American Heart Association BLS, nationally recognized swim instructor credential (WSI/SwimAmerica/ASCA or approved), ability to assist clients in water, teach all ages, and perform water-safety emergency skills.
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