Winter Garden • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Winter Garden • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Winter Garden • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Winter Garden • 50 milesRemote · Hybrid · Onsite · Field · All Environments
51 client services associate jobs at 28 companies in Winter Garden, FL
2mo
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Client Associate
Orlando or Winter Park
OnsiteFull Time
Client service experience in finance or related industry, strong attention to detail, discretion, teamwork, proficient in Microsoft Office, preferably FINRA-registered (SIE, Series 7, Series 66) or willing to obtain within 6 months; bachelor\u0002s degree preferred.
Microsoft Office Suite, BrassRing, HackerRank, Beamery, Textkernel, Modern Hire, Infinite Computer Solutions, Aon PLC, KornFerry
14h
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Client Associate
Orlando, Florida, United States
OnsiteFull Time
1+ YOEHigh school diploma or equivalent plus 1 year relevant experience; proficiency with Microsoft Office, basic math, strong organization and communication skills.
Microsoft Office
2mo
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Wealth Management Client Associate
The Villages, Florida, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, deliver timely and accurate client materials, promote banking products, and use Microsoft and Salesforce platforms. High school diploma and ~1 year experience required; securities licenses preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Client Service Associate
Lake Mary, Florida, United States
OnsiteFull Time
1+ YOEHigh school diploma or equivalent; 1+ year customer service or office support experience preferred; ability to lift 40–60 lbs; strong communication, multitasking, and inventory/mailroom skills.
1mo
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Client Service Associate - Lakeland,FL
Lakeland, Florida, United States
$25-$42/hr OnsiteFull Time
2+ YOE2+ years financial industry and client service experience; 2+ years using Microsoft Office and CRM; strong attention to detail and customer service; complete LPL Office Essentials within 90 days.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM, eSignature, Account View, iKnow, Resource Center, LPLU
3w
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Client Service Associate - Lakeland,FL
Lakeland, Florida, United States
$25-$42/hr OnsiteFull Time
2+ YOE2+ years financial industry and client service experience, proficiency with Microsoft Office and CRM, strong communication, analytical and multitasking skills; Series 7/66 preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
1mo
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Registered Wealth Management Client Associate
Winter Park, Florida, United States
OnsiteFull Time
Holds FINRA SIE, Series 7 and Series 66 (63/65 accepted); advanced industry knowledge; strong client service, communication, and technology skills; ability to learn new platforms.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Associate Client Service Manager - Employee Benefits
Indianapolis or Jacksonville or Orlando
HybridFull Time
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
3w
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Brokerage Registered Client Service Associate
Orlando, Florida, United States
OnsiteFull Time
Bachelor's degree or equivalent, experience in securities or sales assistant role, FINRA SIE and Series 7/66 licenses (or ability to obtain), strong telephone, time-management and communication skills, Microsoft Office and SalesForce proficiency.
Microsoft Office, SalesForce
3w
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Client Success Specialist II
Maitland, Florida, United States
OnsiteFull Time
2+ YOEAssociate degree (or equivalent),2+ years customer service and administrative experience, proficiency with Microsoft Office, HIPAA certification required, strong communication and organizational skills.
Microsoft Word, Microsoft Excel, PowerPoint, Databases
3w
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Support Services Coordinator
Fort Lauderdale or Atlanta or Charlotte or Columbus or Newark or Orlando or Phoenix
OnsiteFull Time
2+ YOE2+ years customer service experience, ticket triage/management experience preferred, associate degree in computer-related field preferred, strong communication, typing 50 WPM, and ability to coordinate clients and vendors.
Microsoft Teams
2w
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Manager, Event Services
Orlando, Florida, United States
OnsiteFull Time
3+ YOE3+ years event management experience, associate's or bachelor's preferred, CMP preferred, proficiency with Microsoft Office and event software, strong client relations and communication skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Momentus Elite, Tripleseat, Social Tables
1mo
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Sales Associate
Winter Park, Florida, United States
OnsitePart Time
Prior retail or client service experience preferred; ability to stand and lift up to 20 lbs; multitasking, communication skills; familiarity with XStore and Tulip a plus.
XStore, Tulip
4w
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Part Time (20 Hours) Associate Banker, Okahumpka Branch, Leesburg, FL
Leesburg, Florida, United States
OnsitePart Time
Provide attentive client service, assist with account servicing and openings, use digital banking tools, handle cash devices, high school diploma/GED and client service experience required.
Chase Mobile App, Chase.com, ATM, tablet
1w
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Tax Senior Associate
Orlando, Florida, United States
OnsiteFull Time
2+ YOE2+ years tax experience in public accounting or industry, CPA preferred, strong client service and communication, team orientation, and commitment to continuous learning.
1mo
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Associate, Investment Operations
San Francisco or New York City or Boulder or Alexandria or Winter Park or Atlanta or Austin or Scottsdale
$70k-$85k/yr HybridFull Time
1+ YOEBachelor's degree and 1-3 years financial services experience; strong client service orientation, attention to detail, knowledge of investment operations, AML/KYC, fund and custodian processes, effective communication and problem solving.
1mo
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Operations Associate (Part-Time) - Waterside Shops
Orlando or Naples
OnsitePart Time
1+ YOE1+ year client-centric sales/operations experience; ability to lift up to 50 lbs, stand and move for entire shift; customer-service orientation and self-motivated; ability to follow visual and inventory standards.
10h
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Executive Managed Payroll Associate - Elevate Solutions
Lake Mary, Florida, United States
$25-$35/hr OnsiteFull Time
PaylocityNASDAQ: PCTY: Provides cloud-based software for payroll, HR, and workforce management.
3+ YOEBachelor's degree and 3+ years payroll/service-bureau experience; 2+ years managed services; expert payroll/HCM data skills, client-facing experience, attention to detail, Microsoft Office proficiency.
Microsoft Office
5d
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Associate Veterinarian
Kissimmee, Florida, United States
OnsiteFull Time, Part Time
Licensed DVM with strong clinical, surgical and dental skills; DEA preferred; USDA accreditation preferred; commitment to high-quality client-focused veterinary medicine.
6d
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Associate Attorney
Orlando, Florida, United States
HybridFull Time
1+ YOEFlorida Bar membership required, 1+ years litigation experience preferred, strong legal research and writing, persuasive oral advocacy, client service focus, proficient with Microsoft Office suite.
Microsoft Word, Microsoft Office, Microsoft PowerPoint, Microsoft Excel
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