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8 client services associate jobs at 4 companies in Tallahassee, FL

1mo
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Registered Client Service Associate
Tallahassee, Florida, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Series 7 and Series 66 (or Series 63 and 65), high school diploma (college preferred), strong client service, Microsoft Office proficiency, and industry/product knowledge; 2+ years industry experience preferred.
Microsoft Office
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1w
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Registered Wealth Management Client Associate
Tallahassee, Florida, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Holds SIE, Series 7 and Series 66 (63/65 accepted), advanced industry knowledge of investment products, strong client service, proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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1w
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Registered Wealth Management Client Associate
Tallahassee, Florida, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOERequires FINRA SIE, Series 7 and Series 66 (63 or 65 accepted), advanced industry knowledge, client-service experience, strong communication, and 1 year of relevant experience.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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3d
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Tax Associate
Thomasville, Georgia, 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 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.
Microsoft Copilot, ChatGPT
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3d
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Tax Associate
Tallahassee, Florida, United States
OnsiteFull Time, Seasonal
H&R Block
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
High school diploma or equivalent, customer or client service experience, 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
Beverly Hills or Tallahassee
OnsiteFull Time, Seasonal
H&R Block
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
High school diploma/GED, completed H&R Block Income Tax Course, client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
Copilot, ChatGPT
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3d
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Tax Associate
Cairo, Georgia, United States
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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2w
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Associate Veterinarian
Thomasville, Georgia, United States
OnsiteFull Time
American Veterinary Group
American Veterinary Group: Operates a network of general and urgent care veterinary hospitals.
DVM/VMD (or ECFVG/PAVE) and active state veterinary license or ability to obtain; surgical and medical case management, client communication, and teamwork; mentorship available.
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