1w
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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 Supervisor
Tampa, Florida, United States
OnsiteFull Time
1+ YOEManage and coach client services team; 1+ year customer care experience with P&C insurer; associate's degree or equivalent; active 2-20 or 20-44 license (or obtain within 6 months); strong leadership and communication skills.
1w
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Client Services Supervisor
Tampa, Florida, United States
OnsiteFull Time
1+ YOESupervise client services team; 1+ years customer care experience with P&C insurer; associate degree or equivalent; active 2-20 or 20-44 license within 6 months; AINS/API preferred; strong leadership and communication.
3w
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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
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.
2mo
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Associate Client Service Manager
Tampa, Florida, United States
OnsiteFull Time
1+ YOEBachelor's degree with 1+ year client service/claims management OR HS+3+ years; Property & Casualty license; MS Office; strong relationship building; adaptable; collaborative.
Microsoft Office
1w
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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
5d
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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
2w
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Wealth Management Client Associate
Tampa, Florida, United States
OnsiteFull Time
Provide client service support to Financial Advisors, manage client materials, follow policies, promote banking solutions; high school diploma/GED required; pursuing FINRA credentials preferred.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
2mo
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Part Time Seasonal Client Associate - UTC Sarasota
Sarasota, Florida, United States
OnsitePart Time, Seasonal
1+ YOEMinimum 1 year client services experience; able to work non-traditional hours; proficient with POS and Microsoft apps.
Microsoft Applications, POS systems
2w
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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.
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
2w
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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
2mo
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Brokerage Registered Client Service Associate - location options - Tampa or St. Petersburg, FL
Tampa or St. Petersburg
OnsiteFull Time
Bachelor's degree or equivalent experience; securities industry knowledge; FINRA SIE, Series 7 and Series 66 licenses; strong communication and computer skills.
Microsoft Office, Salesforce
1mo
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Associate
Tampa, Florida, United States
OnsiteFull Time
Bachelor's degree required, strong analytical and communication skills, proficiency in Microsoft Word and Excel; 1-2 years client service experience preferred; firm will sponsor SIE, Series 7, and Series 63 exams.
Microsoft Word, Microsoft Excel
1mo
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Operations Associate - Flex
Sarasota, Florida, United States
$18-$21/hr OnsiteFull Time, Part Time
1+ YOE1-2 years retail or client-facing experience; ability to manage inventory, execute visual merchandising, provide excellent client service, lift up to 50 lbs, and be available nights, weekends and holidays.
3d
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Relationship Associate - Custody
St. Petersburg, Florida, United States
$60k-$84k/yr HybridFull Time
3+ YOEBachelor's degree, 3+ years financial services experience, client service and relationship management, investment operations/accounting knowledge, retirement/trust accounts familiarity, strong communication and MS Office skills.
Microsoft Office
2w
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PT Sales Associate
Sarasota, Florida, United States
OnsitePart Time
Prior retail or client service experience preferred; ability to stand, lift up to 20 pounds, multitask, communicate effectively; familiarity with XStore and Tulip a plus.
XStore, Tulip
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