3mo
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Client Services Associate
Fort Myers, Florida, United States
HybridFull Time
1+ YOE1-3 years in a service-oriented role; Degree in Finance preferred; experience in Accounting/Finance/Administration; proficient in Microsoft Office.
Microsoft Office Suite
2w
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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
13h
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Client Success Associate
Irving or Fort Myers
$53k-$77k/yr HybridFull Time
0.5+ YOEBachelor's preferred, 6+ months relevant experience, strong communication, collaboration, prioritization, critical thinking, and client engagement skills.
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.
3w
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Client Service Associate (Wealth Management)
Fort Myers, Florida, United States
OnsiteFull Time
0+ YOEClient service experience in wealth management or financial services (0+ years). Strong verbal/written communication, organization, discretion, and proficiency with Microsoft Office; ability to learn platforms quickly.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, BNY Pershing, Charles Schwab Advisor Services
1d
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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
1d
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Registered Client Service Associate
Sarasota, Florida, United States
OnsiteFull Time
2+ YOEActive Series 7 and Series 66 or Series 63+65 preferred, 2+ years industry experience preferred, high school diploma required, college preferred, strong client service, writing and MS Office skills.
Microsoft Office
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
1w
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Client Service Associate (Lakewood Ranch, FL)
Lakewood Ranch, Florida, United States
OnsiteFull Time
Provide high-touch administrative support to Financial Advisors, service clients across multiple channels, process transactions, open accounts, prepare reports, and use CRM and Excel; HS diploma required; securities experience preferred.
Client Relationship Management (CRM) software, Excel
19h
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Client Support Analyst
Fort Myers, Florida, United States
OnsiteFull Time
3+ YOE3+ years customer service experience; high school diploma (associate preferred); professional phone and email etiquette; strong attention to detail, communication, and problem-solving skills.
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
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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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.
3mo
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Sales Associate
Sarasota, Florida, United States
OnsitePart Time, Seasonal
Part-time seasonal retail sales role; prior retail or client service experience preferred; able to lift up to 20 pounds; multi-task in fast-paced environment; good communication; knowledge of XStore and Tulip a plus.
XStore, Tulip
1w
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Part Time (20 Hours) Associate Banker, Lakewood Ranch and State Route 64 Branch, Bradenton, FL
Bradenton, Florida, United States
OnsitePart Time
Provide attentive client service, open and service deposit accounts, handle basic cash operations, and learn products and procedures; high school diploma/GED and client service experience preferred.
Chase Mobile App, Chase.com, ATM
1w
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Operations Associate - Full Time
Sarasota, Florida, United States
$18-$21/hr OnsiteFull Time
1+ YOE1-2 years retail or client-facing experience; able to lift up to 50 lbs; strong organization, communication, and time-management skills; reliable attendance for scheduled shifts.
2w
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Associate Manager PT under 20 hours
Sarasota, Florida, United States
OnsitePart Time
Retail leadership with sales and KPI achievement, client service in luxury market, flexible availability for nights/weekends/holidays, ability to lift ~30 lbs and use a ladder, strong communication and time-management.
2mo
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Key Account Associate - NGC Coins
Sarasota, Florida, United States
OnsiteFull Time
3+ YOE3+ years in customer service or client relationships; experience handling coins; knowledge of coin collecting and authentication/grading; strong relationship management; high attention to detail; HS diploma.
ERP, ProIV, CRM, Trello
2mo
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Insurance Staff Position - State Farm Agent Team Member
Sun City Center or Florida
$40k-$75k/yr HybridFull Time
Sales or customer service experience preferred; bilingual Spanish; strong communication; client-focused; goal-driven.
2mo
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Associate Veterinarian - Cape Coral, FL
Cape Coral, Florida, United States
OnsiteFull Time
DVM degree and licensure to practice in Florida (or ability to obtain). Provide high standard veterinary medicine, collaborate with team, and support client relationships in a hospital setting.
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