48 client services associate jobs at 24 companies in Stuart, FL
2mo
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Client Services Coordinator
Boynton Beach, Florida, United States
$20-$23/hr OnsiteFull Time
2+ YOETwo years of client services or casework; bilingual English/Spanish; associate degree; able to work Tue-Fri 11:00–8:00 and Sat 8:00–5:00; reliable transportation.
Microsoft Office
1d
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Client Associate/Registered Client Associate
Palm Beach Gardens, Florida, United States
OnsiteFull Time
Bachelor’s degree or related experience, strong communication and client service skills, attention to detail, adaptability, and Series 7 and 66 or 63/65 licenses or willingness to obtain them within 12 months.
Microsoft Excel
1w
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Client Service Associate
Palm Beach Gardens, Florida, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors, execute money movement transactions, manage client inquiries, and assist with digital tool enrollment. Series licenses may be required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1w
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Private Wealth Client Associate
West Palm Beach, Florida, United States
OnsiteFull Time
Provide client service support to financial advisors, strong client focus, attention to detail, ability to learn new platforms; high school diploma required; SIE/Series credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Senior Associate Client Accounting & Advisory Services
Miami or West Palm Beach or Boca Raton or Fort Lauderdale or New York City or London or San Francisco or Los Angeles or Chicago or Boston
OnsiteFull Time
2+ YOE2+ years real estate accounting experience, proficiency with Yardi Voyager, strong accounting and analytical skills, bachelor's in accounting/finance preferred, excellent communication and organizational skills.
Yardi Voyager
2mo
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Client Service Associate
Palm Beach Gardens, Florida, United States
OnsiteFull Time
High school diploma; college degree preferred; willingness to obtain Series 7/66/63/65 licenses; strong MS Office and client service skills.
Microsoft Office
1w
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Registered Wealth Management Client Associate
Jupiter, Florida, United States
OnsiteFull Time
1+ YOEFINRA SIE and Series 7 required, Series 66 preferred (63/65 accepted), high school diploma/GED required, 1+ years experience, client service and investment product knowledge.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Client Service Associate
Palm Beach Gardens or Fort Lauderdale
HybridFull Time
2+ YOEFlorida 2-20 license or willingness to obtain; college degree desirable; 2+ years commercial insurance experience preferred; intermediate-advanced Microsoft Word and Excel; knowledge of Sagitta and ImageRight (or willingness to learn).
Microsoft Word, Microsoft Excel, Sagitta, ImageRight
3w
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Registered Client Service Associate
Palm Beach Gardens, Florida, United States
HybridFull Time
3+ YOEBachelor's degree, 3+ years relevant experience, Series 7 and state securities/IAR registrations or ability to obtain, client service experience, strong analytical and organizational skills.
3mo
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Client Service Coordinator
Port St. Lucie, Florida, United States
$15-$20/hr OnsiteFull Time
Coordinating client and pet flow through the hospital, ensuring communication with associates and clients, and supporting clinic productivity and client retention.
2mo
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J.P. Morgan Advisors - Client Associate Palm Beach Gardens, FL
Palm Beach Gardens, Florida, United States
OnsiteFull Time
Bachelor's degree or equivalent; Series 7 and 66 on hire or within 180 days; proven self-starter; capable of end-to-end task ownership and independent work in a fast-paced environment; strong client service and communication skills.
1mo
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Client Service Representative
Riviera Beach, Florida, United States
OnsiteFull Time
2+ YOEAssociate degree (or equivalent experience), 2 years customer service experience, valid local driver\u0002s license, ability to prepare documentation and resolve customer issues.
1mo
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Associate - Private Client Services - West Palm Beach
West Palm Beach, Florida, United States
OnsiteFull Time
2+ YOE2–4 years experience, membership in the Florida Bar required, top academic credentials, experience or interest in estate planning, estate and gift taxation, and estate/trust administration.
4d
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AVP of Client Success
United States or Chicago or Milwaukee or New York City or West Palm Beach
$100k-$130k/yr RemoteFull Time
7+ YOERequires 7–10+ years in client success, relationship management, or similar financial-services leadership; institutional client growth, ETF expertise, communication, project management, and a bachelor's degree in finance, business, or related field.
ETFs, MBA, JD, CFA, CAIA
2w
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Senior Registered Client Service Associate- Vero Beach, FL
Vero Beach, Florida, United States
OnsiteFull Time
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
1mo
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Litigation Client Service Specialist (Legal Administrative Assistant)
West Palm Beach, Florida, United States
OnsiteFull Time
5+ YOE5+ years law firm or legal department experience, Florida state and local e-filing knowledge, Associate's preferred, 60+ WPM keyboarding, intermediate MS Office, strong communication, confidentiality, and deadline management skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2d
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Sales Associate
Miami or Fort Lauderdale or West Palm Beach
OnsitePart Time
2+ YOEMinimum 2 years of retail experience; passion for fashion, sales generation, client relationship development, customer service, merchandise knowledge, and inventory operations.
Point-of-Sale
3d
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Operations Associate - Part Time
Palm Beach Gardens or Palm Beach or Miami
$18-$21/hr OnsitePart Time
1+ YOERequires 1–2 years in a similar, retail, hospitality, or client-focused role; organization, communication, teamwork, product learning, client service, fast-paced adaptability, and ability to lift 50 pounds.
1w
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Full time Sales Associate
Miami or Fort Lauderdale or West Palm Beach
OnsiteFull Time
Provide high-level client service in-store and virtually, cash handling and key-holder duties, maintain product knowledge and visual standards, meet monthly sales targets, manage client book and after-sales service, perform inventory and shipping/receiving tasks, follow company policies and grooming standards.
UltiPro, register system
2d
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Operations Associate - Part Time
Palm Beach Gardens, Florida, United States
$18-$21/hr OnsitePart Time
1+ YOERequires 1–2 years in a similar, retail, hospitality, or client-focused role; organization, communication, teamwork, fast-paced service, and ability to lift up to 50 pounds.
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