1w
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HECM Client Services Associate
Temple Terrace, Florida, United States
OnsiteFull Time
Customer-service experience and administrative skills, high school diploma/GED, strong verbal/written communication, proficiency with Microsoft Office and email, familiarity with property/HOA management preferred.
Microsoft Office, email, CINC
1w
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Work From Home - Client Services Associate
Orlando, Florida, United States
RemoteFull Time
Remote client-facing role requiring strong communication, interpersonal skills, integrity, ability to work independently or on a team, and a desire to help families.
Zoom
1w
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Client Services Supervisor
Tampa, Florida, United States
OnsiteFull Time
1+ YOEManage and coach client services team; 1+ year customer care experience with P&C insurer; associate's degree or equivalent; active 2-20 or 20-44 license (or obtain within 6 months); strong leadership and communication skills.
1w
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Client Services Supervisor
Tampa, Florida, United States
OnsiteFull Time
1+ YOESupervise client services team; 1+ years customer care experience with P&C insurer; associate degree or equivalent; active 2-20 or 20-44 license within 6 months; AINS/API preferred; strong leadership and communication.
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
2mo
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Associate Client Service Manager
Tampa, Florida, United States
OnsiteFull Time
1+ YOEBachelor's degree with 1+ year client service/claims management OR HS+3+ years; Property & Casualty license; MS Office; strong relationship building; adaptable; collaborative.
Microsoft Office
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
2w
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Wealth Management Client Associate
Tampa, Florida, United States
OnsiteFull Time
Provide client service support to Financial Advisors, manage client materials, follow policies, promote banking solutions; high school diploma/GED required; pursuing FINRA credentials preferred.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
2w
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Client Service Coordinator
Tampa, Florida, United States
$15-$19/hr OnsitePart Time
Coordinating client and pet flow, maximizing veterinary team productivity, and ensuring clear communication with clients and associates.
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
3mo
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Client Service Coordinator Full time
Wesley Chapel, Florida, United States
$15-$19/hr OnsiteFull Time
1+ YOEAssociate degree preferred; high school diploma required; at least 1 year customer service/call center; excellent communication; multi-tasking; able to lift up to 50 lbs.
Phone, Email, Chat, Workday, CRM
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
2w
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Senior Audit Associate (Client Service)
Tampa, Florida, United States
OnsiteFull Time
2+ YOEBachelor's in accounting, 2+ years public accounting audit experience, financial-institution audit preferred, proficiency with Microsoft Office and audit engagement software, CPA preferred or CPA-eligible.
Microsoft Office, Engagement, Knowledge Coach
1mo
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Client Service Coordinator (Fri.-Sun. E/O Thurs. 6P-6A)
Polk City, Florida, United States
OnsiteFull Time
0.5+ YOEHigh school diploma/GED required, 6+ months customer service experience, Associates preferred. Comfortable with WMS/warehouse systems, strong communication and presentation skills, proficiency with Microsoft Outlook/Word/Excel/PowerPoint.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, WMS, CRM
1mo
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Client Service Coordinator (Fri.-Sun. E/O Thurs. 6P-6A)
Polk City, Florida, United States
OnsiteFull Time
0.5+ YOEHS diploma/GED required, 6+ months customer service experience, Associates preferred, WMS experience preferred, proficiency with Microsoft Outlook/Word/Excel, strong communication and problem-solving skills, comfortable in office and warehouse environments.
Microsoft Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Warehouse Management Systems (WMS), CRM
1mo
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Associate
Tampa, Florida, United States
OnsiteFull Time
Bachelor's degree required, strong analytical and communication skills, proficiency in Microsoft Word and Excel; 1-2 years client service experience preferred; firm will sponsor SIE, Series 7, and Series 63 exams.
Microsoft Word, Microsoft Excel
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
2w
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Part Time Associate Banker Orlando South – Lakeland (30 hours)
Lakeland, Florida, United States
OnsitePart Time
Provide attentive client service, manage lobby traffic, assist with transactions, open accounts, educate clients on digital banking, and follow bank policies.
Chase Mobile App, Chase.com, ATM
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