80 client services associate jobs at 37 companies in Palmetto, FL
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
1w
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Client Services Specialist
Tampa, Florida, United States
OnsiteFull Time
2+ YOEAssociate's degree preferred; 2 years personal-lines or contact-center experience (or equivalent); Florida 20-44/2-20/4-40 licenses preferred; strong customer service, communication, decision-making, and computer skills.
1mo
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Registered Client Associate
Sarasota, Florida, United States
OnsiteFull Time
3+ YOESeries 7 and 66 licenses preferred, 3+ years client service experience in finance preferred, bachelor\u0002s degree preferred, strong communication, detail orientation, and Microsoft Office proficiency.
Microsoft Office Suite
1w
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Registered Client Service Associate
Sarasota, Florida, United States
OnsiteFull Time
2+ YOEProvide client service and administrative support to financial advisors, execute money movement transactions, onboard and maintain client accounts, and educate clients on digital tools.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
1mo
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Financial Center Client Services Supervisor
Bradenton, Florida, United States
OnsiteFull Time
1.5+ YOEAssociate's degree or equivalent experience, 18+ months banking/sales experience, skills in new accounts and consumer loans, sales coaching, cash handling, compliance knowledge, strong communication and basic computer skills.
2w
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Client Service Associate (Largo, FL)
Largo, Florida, United States
OnsiteFull Time
Provide high-touch administrative support to Financial Advisors, service client inquiries, process transactions, open accounts, and maintain CRM; HS diploma required; securities experience preferred.
Client Relationship Management (CRM) software, Microsoft Excel
2w
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Registered Client Service Associate
Sarasota, Florida, United States
OnsiteFull Time
Supports client relationships, processes requests and transactions, onboards and maintains accounts, prepares client materials; requires industry product knowledge, strong communication, organizational and computer skills.
Microsoft Office
2mo
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Senior Client Service Account Associate
Tampa or Chicago
$71k-$107k/yr OnsiteFull Time
3+ YOEMinimum 3 years relevant experience; knowledge of Treasury Services products; strong oral/written communication, time management, judgment, and client partnership skills; flexible hours and familiarity with virtual connectivity tools.
VDI, BlackBerry/Good mobile suite
3d
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Part Time Client Associate - UTC Sarasota, FL
Sarasota, Florida, United States
$15-$17/hr OnsitePart Time
1+ YOEAt least 1 year of client services experience; proficiency in Microsoft applications and POS systems; strong communication skills; availability for evenings, weekends, and holidays.
Microsoft Applications, point-of-sale (POS) systems
2d
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Associate Surety Client Advisor
Saint Petersburg, Florida, United States
OnsiteFull Time
Drive new business, develop qualified sales pipelines, meet quotas, execute growth plans, use analytics and AI tools, and deliver tailored client proposals in collaboration with service and marketing teams.
AI, predictive analytics
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.
20h
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Client Liaison
Bonita Springs or Lee County or Collier County or Sarasota County or Charlotte County
$50k/yr OnsiteFull Time
High school diploma required; related associate or bachelor's degree preferred. Requires communication, organization, Microsoft Office, WellSky, valid driver's license, transportation, CPR, background screening, and local travel.
WellSky, Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel
6d
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Personal Lines Senior Associate Client Representative
Tampa, Florida, United States
HybridFull Time
2+ YOEHigh school diploma or equivalent, state Property and Casualty insurance license, and preferably 2+ years of personal property and casualty experience. Requires Microsoft Office, agency system, insurance coverage, and communication skills.
Microsoft Excel, Microsoft Word, EPIC
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
1mo
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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
1w
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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
3d
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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
1w
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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.
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