37 client services associate jobs at 26 companies in Waldo, FL
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Client Associate
Ocala, Florida, United States
OnsiteFull Time
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEHigh school diploma + 1 year experience, proficiency in Microsoft Office, strong written/verbal communication, organizational skills, ability to manage multiple tasks and follow processes; associate degree or professional certification preferred.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOEMinimum 1 year client-servicing or banking operations experience, proficient in Microsoft Word and Excel, high school diploma/GED required, strong communication and organizational skills.
Elase: Provides medical aesthetic treatments and personalized wellness services.
2+ YOEHigh school diploma required (associate preferred); 2+ years customer service experience; proficient with MS Office, HubSpot; strong communication, multitasking, and client-service skills; experience with Zenoti preferred.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Requires Series 7 and Series 66 (or Series 63 + 65), strong knowledge of financial products, Microsoft Office skills, and industry experience (2+ years preferred). High school diploma required; college degree preferred.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
NewmarkNASDAQ: NMRK: Commercial real estate brokerage and property management services.
3+ YOEBachelor's degree in Finance/Accounting/Economics; 3+ years in Prime Brokerage, Margin, or Operations; strong analytical, communication, and client-service skills; knowledge of Regulation T and FINRA rules; familiarity with equities and fixed income.
Associate Client Service Manager - Employee Benefits
Indianapolis or Jacksonville or Orlando
HybridFull Time
Hylant: Full-service insurance brokerage and risk management firm.
2+ YOEBachelor's in business/insurance/risk management preferred, 2+ years insurance client service experience, active or obtainable Life & Health license within 90 days, intermediate Microsoft Office skills, strong communication and attention to detail.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1+ YOE1+ year client service or administrative experience; strong communication, organization, CRM and Microsoft/Google proficiency; high school diploma required; associate/bachelor preferred.
Microsoft Office Suite, Google Workspace, Customer Relationship Management (CRM) systems
Mayo Clinic: Provides integrated medical care, clinical research, and healthcare education.
4+ YOEBachelor's or associate+4yrs or high school+6yrs in customer service/healthcare/helpdesk; strong customer service, medical terminology, Microsoft Word/Excel, analytical and organizational skills.
New York City or Union or Windsor or Braintree or Jacksonville
$70k-$140k/yrHybridFull Time
SS&C TechnologiesNasdaq: SSNC: Provides software and technology for financial and healthcare sectors.
6+ YOE2+ MgmtBachelor's in finance/business, 6+ years investor services experience with ≥2 years leadership, strong client relationship, project management, fund structure and regulatory (AML/KYC, FATCA, CRS) knowledge, excellent communication.
Microsoft Office Suite, Microsoft Excel, investor relations software
CitiNYSE: C: Providing global banking, investment, and wealth management services.
2+ YOE2-4 years client service/sales experience in financial services preferred; familiarity with KYC/AML; strong communication, accuracy, and client-focus; ability to use Microsoft Office and Salesforce.
Salesforce, Microsoft Excel, Microsoft Outlook, Microsoft Word
Phoenix or Indianapolis or Grand Rapids or Raleigh or Charlotte or Jacksonville or Cincinnati or Cleveland or Columbia or Kansas City or Columbus or Dallas or Las Vegas or Little Rock or Baltimore or Richmond or Louisville or Sacramento or Birmingham or St. Louis or Salt Lake City or San Antonio or Albany or Tampa or Toledo or Atlanta or Tulsa or Austin or Miami or Milwaukee or Minneapolis or Denver or Des Moines or Nashville or Detroit or New Orleans or Buffalo or Oklahoma City or Fort Worth or Greensboro or Pittsburgh or Houston
$77k-$202k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
2+ YOEBachelor's degree, minimum 2 years experience; experience with BI tools, data pipelines, Python/Java and analytics; strong critical thinking and client communication.
Oracle Business Intelligence, QlikView, Spotfire, BIRT, Python, Java
Part Time Associate Banker Coastal North - Gainesville (30 Hours)
Gainesville, Florida, United States
OnsitePart Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
High school diploma or GED, client service experience, ability to learn products and use digital banking tools, strong communication and relationship-building skills; cash handling experience preferred.
Cogent Bank: Provides commercial and personal banking services in Florida.
2+ YOEMinimum 2 years in loan operations or as a loan assistant, high school diploma or equivalent, familiarity with commercial loan documentation and processes, strong organization and client service skills, BSA/AML familiarity, ability to pull credit/OFAC reports and use LaserPro and FIS.
IndeVets: Tech-enabled provider of flexible veterinary staffing and medical services.
1+ YOEDVM/VMD from AVMA-accredited program, active (or ability to obtain) state veterinary license, DEA/controlled substance registration as applicable, 1+ year small-animal clinical experience, ability to practice independently, and strong communication/client skills.
Associate Manager Full-time - St Johns Town Center
Jacksonville, Florida, United States
OnsiteFull Time
SamsoniteHong Kong Stock Exchange: 1910: Global manufacturer and retailer of luggage and travel accessories.
Retail management with strong luxury sales and client service skills; ability to meet sales KPIs, lift 30 lbs, flexible availability for nights/weekends/holidays, leadership and time-management skills.
Operations Associate (Part-Time) - St. John's Town Center
Jacksonville, Florida, United States
OnsitePart Time
Alo Yoga: Sells yoga apparel and provides wellness and fitness services.
1+ YOE1+ year client‑centric retail or operations experience; ability to lift up to 50 lbs and stand/move for entire shifts; strong customer service, self‑motivation, and basic merchandising/inventory skills.
Kubicki Draper: Civil law firm providing defense and litigation services.
2+ YOELicensed Florida attorney with 2+ years civil litigation experience, strong legal research/writing, oral advocacy, client service orientation, and proficiency with Microsoft Office and legal drafting.
Microsoft Word, Microsoft Office, Microsoft PowerPoint, Microsoft Excel