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Client Services Coordinator - Wealth Advisory - Shared Services Center
Minneapolis or Spokane or Orlando or Milwaukee or St Louis or King of Prussia
$25-$32/hr OnsiteFull Time
2+ YOE2 years experience (financial industry preferred); high school diploma or equivalent; strong computer skills with Tamarac CRM, Laserfiche, Microsoft Office, Adobe, DocuSign, MoneyLink, Schwab; ability to process client paperwork and handle client service tasks.
Tamarac CRM, Laserfiche, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Adobe, DocuSign, MoneyLink, Schwab
1mo
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Senior Client Services Coordinator, Retail Services
Orlando, Florida, United States
OnsiteFull Time
1+ YOE1-3 years relevant experience, bachelor’s degree preferred (Real Estate/Business/Marketing), intermediate-advanced Adobe InDesign, retail leasing preferred, strong communication, ability to manage multiple projects and meet deadlines.
Adobe InDesign
1w
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Client Tax Coordinator
Las Vegas or Cheyenne or Draper or Las Vegas or Orlando or Dallas or Utah or Washington
$40k-$60k/yr HybridFull Time
2+ YOEBachelor's in accounting/finance, 2+ years customer service experience, strong accuracy and multitasking, G Suite/Word/Excel familiarity, ability to coordinate across departments and build client rapport.
G Suite, Microsoft Word, Microsoft Excel, Salesforce CRM
1mo
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Client Service Coordinator
West Melbourne, Florida, United States
$15-$19/hr OnsiteFull Time
1+ YOEManage client and pet flow, provide exceptional client service, educate clients on wellness plans, perform administrative and financial tasks, multi-task, and use clinic computer systems; one year related experience required.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
2mo
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Client Service Coordinator
Lady Lake, Florida, United States
$15-$19/hr OnsitePart Time
1+ YOEPart-time client service role requiring strong customer service, communication, and multi-tasking in a veterinary hospital.
Microsoft Word, Microsoft Excel, Outlook
3w
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Client Service Coordinator
Maitland, Florida, United States
$20/hr OnsiteFull Time
1+ YOE1+ year high‑paced guest service experience, POS or business software experience, professional communication, organizational and time management skills, ability to work under pressure and maintain a professional image.
3w
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Client Services Coordinator | D shift Friday to Sunday, e/o Thursday 6pm to 6am
Winter Haven, Florida, United States
OnsiteFull Time
0.5+ YOEHigh school diploma/GED, 6+ months customer service experience, comfortable with office and warehouse systems, proficiency with Microsoft Office; Associates degree and WMS experience preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, WMS, CRM
3w
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Client Services Coordinator | D shift Friday to Sunday, e/o Thursday 6pm to 6am
Winter Haven, Florida, United States
OnsiteFull Time
0.5+ YOEHigh school diploma/GED required, Associates preferred, 6+ months customer service experience, WMS/CRM experience preferred, proficiency with Microsoft Outlook/Word/Excel/PowerPoint, strong communication and problem-solving skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, PowerPoint, WMS, CRM
1mo
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Client Experience Coordinator
Melbourne, Florida, United States
$17/hr OnsiteFull Time
1+ YOEPreferred 1+ year in receptionist/customer service/admin roles; excellent verbal and written communication, strong organization and multitasking, comfortable with office software; background check required.
1w
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Home Care Scheduling Client Care Coordinator
Orlando, Florida, United States
$17-$24/hr OnsiteFull Time
2+ YOEHigh school diploma, 2 years business experience, experience in home care or medical office preferred, strong communication/organization skills, ability to pass background screening, available for on-call duty; Spanish speaking preferred.
2mo
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Client Service Executive
Orlando, Florida, United States
HybridFull Time
5+ YOEBachelor’s Degree and 5+ years of client coordination and/or claims management experience; licensed; ability to travel ~50%; MS Office proficiency; leadership experience; strong communication.
Microsoft Office, Windows
2w
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Client Services - Case Manager
Miami or Ormond Beach or Orlando
HybridFull Time
3+ YOE3+ years related experience; proficiency in Microsoft Office and Vision/myVeritext; ability to manage dispute resolution matters, coordinate scheduling/logistics, maintain records, and deliver high-quality client service.
Microsoft Office, Vision, myVeritext, reporter portal, Front
3w
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Client Service Associate
Melbourne, Florida, United States
$50k-$65k/yr OnsiteFull Time
Client service experience in financial services, strong communication, critical thinking, attention to detail, confidentiality, ability to coordinate meetings, prepare account paperwork, research and resolve account issues; bachelor’s degree and 2 years relevant experience preferred.
1mo
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Account Coordinator
Auburndale, Florida, United States
HybridFull Time
Supports account team with client support, implementation, issue escalation, report requests, and use of MS Office and proprietary systems. Bachelor's in related field desired; client services/account experience preferred.
Microsoft Office
6d
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Client Service Specialist II (Bilingual Preferred) Case Management Required (Florida , Deland , Volusia County Office (ATEC))
DeLand or Volusia County or Polk County
OnsiteFull Time
Providing case management, determining client eligibility, maintaining community service networks, completing applications, entering client data, preparing requisitions, and coordinating community referrals.
1mo
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Care Coordinator (Bilingual Preferred)
Eustis, Florida, United States
$21/hr HybridFull Time
0+ YOECoordinating client intakes, insurance verification, documentation, case starts and transitions, caregiver support and training; strong communication, organization, and problem-solving; bilingual (English/Spanish) preferred.
3mo
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Service Coordinator
Sanford, Florida, United States
OnsiteFull Time
3+ YOEHigh school diploma required; 3+ years related administrative experience; strong customer service, communication, organization, problem-solving, and Microsoft Word/Excel proficiency; ability to manage client/provider databases.
Microsoft Word, Microsoft Excel
1mo
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Collections Coordinator
Raleigh or Lexington or Greensburg or Indianapolis or Atlanta or Richmond or Tysons Corner or Fort Lauderdale or Aiken or Elgin or Denver or Orlando or Charlotte or Greenville or Coral Gables or Jeffersonville or Alpharetta or Tampa or Nashville or Cincinnati or Louisville or Augusta or Chicago
$18-$28/hr HybridFull Time
1+ YOEHigh school diploma, 1+ year collections/accounts receivable experience in professional services, ability to manage AR portfolio, document client interactions, send statements, research payments, and escalate issues.
8h
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Referral and Intake Coordinator
Rockledge, Florida, United States
$25-$27/hr OnsiteFull Time
Manage referrals and conduct client intake assessments, coordinate onboarding with care teams, maintain client records, strong communication and organizational skills; HS diploma required; prior home care or intake experience preferred; familiarity with care management software/CRM preferred.
care management software, CRM
1mo
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Senior Vice President, Client Enablement
Lake Mary, Florida, United States
$104k-$190k/yr OnsiteFull Time
8+ YOEBachelor’s degree; 8-10 years experience; Series 99 or ability to obtain within 6 months; travel ~10%; experience in financial services and complex transitions; strong communication and cross-functional coordination.
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