113 client services manager jobs at 68 companies in Waldo, FL
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Senior Manager, Client Services Operations
Jacksonville, Florida, United States
OnsiteFull Time
Intercontinental ExchangeNYSE: ICE: Operates global financial exchanges, clearing houses, and mortgage platforms.
10+ YOE5+ Mgmt10+ years in technology strategy or client services,5+ years leading strategic programs,experience with data/BI and enterprise client relationships,strong executive communication and consultative skills.
Client Manager, Retirement Plans - The Baldwin Financial Services
Jacksonville or Orlando or Tampa
HybridFull Time
The Baldwin GroupNASDAQ: BWIN: Independent distributor of commercial and personal insurance and risk management.
1+ YOE3 years financial services experience; bachelor’s degree preferred; Series 65 or 66 required; CPFA/AIF/QKA/CFP preferred; strong client service and MS Office skills.
MS Office, CRM, RPAG, Investment analytics software, Redtail, Salesforce
Lyra Technology Group: Operates a global portfolio of managed IT service providers.
5+ YOE5+ years in account management/client success (MSP/IT services preferred), Bachelor's degree, proven track record growing accounts, strategic advisory skills with executives, experience with roadmapping and process development.
Microsoft 365, Azure, ScalePad Lifecycle Insights, MyITProcess, HubSpot, ConnectWise
Jacksonville or Atlanta or New York City or Milwaukee
$56k-$96k/yrOnsiteFull Time
FISNYSE: FIS: Provides technology solutions for merchants, banks, and capital markets
2+ YOE2+ years in client success/account management, bachelor’s degree, fintech product knowledge, strong communication, analytical skills, and experience with Tableau; ability to articulate business value and drive client outcomes.
Indianapolis or Toledo or Fort Wayne or Orlando or Jacksonville or Cincinnati or Detroit or Columbus or Cleveland or Grand Rapids or Ann Arbor
HybridFull Time
Hylant: Full-service insurance brokerage and risk management firm.
3+ YOEBachelor's degree in business, insurance, risk management, or related field; 3+ years insurance client service; active Property & Casualty license; intermediate MS Office; CIC or CRM designation encouraged; strong communication and teamwork.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
5+ YOEBachelor's degree with 5+ years client service/claims management or HS/GED with 10+ years experience; Property & Casualty license; book of business ~$1M+ revenue; collaborative; adaptable.
Winter Park or Tampa or Jacksonville or Tallahassee
HybridFull Time
Hub International: Provides global insurance brokerage and risk management services.
2+ YOE2+ years relevant experience, high school diploma required, Bachelor’s preferred; Florida 2-15 license required or willing to obtain; proficiency in Microsoft Word/Excel/PowerPoint and Brokerage Builder; strong confidentiality, presentation, and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Brokerage Builder
2+ YOECollege degree, 2+ years similar experience, ability to obtain Series 7 and Series 66 and state life/accident/health licenses, strong communication, compliance awareness, and practice support skills.
CJ Haase Veterinary & Immunology Services: Provides comprehensive veterinary medical and immunology services for animals.
Provide empathetic client support, manage wellness plan accounts and payments, run reports, schedule appointments, follow collections protocols, and learn veterinary terms and procedures.
CitiNYSE: C: Global diversified financial services holding.
6+ YOEMinimum 6 years corporate trust or relevant experience; bachelor's degree or equivalent; strong client service, deal implementation, risk & control knowledge, ability to analyze legal documents and manage transactions.
San Francisco or Raleigh or Charlotte or Chicago or Jacksonville or Cincinnati or Columbia or Kansas City or Dallas or Los Angeles or Boston or San Jose or Seattle or Tampa or Atlanta or Austin or Washington or Miami or Denver or Detroit or Nashville or Buffalo or Florham Park or New York or Orlando or Philadelphia or Pittsburgh or Hartford or Portland or Houston
$123k-$424k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
8+ YOEBachelor's degree, at least 8 years in the cyber industry with proven demand generation and sales success, executive relationship-building, strategic go-to-market and sales planning experience.
NewmarkNASDAQ: NMRK: Commercial real estate brokerage and property management services.
Senior leader with extensive experience in client onboarding/lifecycle management in regulated financial services, people management, CDD/KYC knowledge, strong communication, organization, and problem-solving skills.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
High school diploma; strong client service mindset; able to work with Financial Advisors; proficient with MS Office and Salesforce; willingness to pursue FINRA licenses.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Veterinary Client Service Representative - Billing Specialist
Jacksonville, Florida, United States
OnsiteFull Time
Thrive Pet Healthcare: Operates a network of veterinary hospitals and pet clinics.
2+ YOE2–3 years veterinary experience required; experience with customer service, billing, charge auditing, EMR and practice management software; strong attention to detail and communication skills.
Tax Senior Manager, Private Client & Family Office Services
Denver or Anchorage or San Francisco or San Jose or San Diego or Walnut Creek or Seattle or Spokane or Los Angeles or Costa Mesa or Las Vegas or Salt Lake City or Phoenix or Cincinnati or Columbus or Cleveland or Nashville or Akron or Detroit or Grand Rapids or Kalamazoo or Pittsburgh or Austin or Dallas or Houston or Fort Worth or San Antonio or Tulsa or Chicago or Indianapolis or Madison or Milwaukee or Minneapolis or Oak Brook or Potomac or Omaha or Rosemont or Fort Lauderdale or Jacksonville or Miami or Orlando or Tampa or West Palm Beach or Baltimore or Columbia or McLean or Washington or Cherry Hill or Philadelphia or Wilmington or Woodbridge or Boston or Stamford or New York or Atlanta or Charlotte or Greenville or Norfolk or Raleigh or Richmond or Boulder or Troy or Melville
$120k-$225k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
8+ YOE4+ Mgmt8+ years accounting experience with a Bachelor’s (or 10+ years with HS), 4+ years supervisory experience, consultative tax/advisory skills, CPA preferred, Microsoft Office proficiency, experience with accounting platforms and BDODrive, ability to travel ~25%.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, QuickBooks Online (QBO), Microsoft NAV, Bill.com, SEI Archway, Qvinchi, BDODrive, CRM
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
Catering Manager - Dining Services at Jacksonville University
Jacksonville, Florida, United States
OnsiteFull Time
AramarkNYSE: ARMK: Provides food and facility management services to diverse organizations.
2+ YOELead catering and special events, develop client relationships, manage staffing and budgets, ensure food and safety compliance; requires at least 2 years' experience and bachelor’s degree or equivalent.
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
5+ YOEHigh school diploma plus 5 years financial services experience (or equivalent); SIE and Series 7 required, Series 63/65/66 as state required; strong communication, CRM and Excel skills.
Jacksonville or Tampa or Florida or Georgia or Minnesota or United States
OnsiteFull Time
Alliant: Provides professional engineering, planning, and land surveying services.
10+ YOEBachelor's in Civil Engineering, PE license, 10+ years municipal engineering experience, strong project management and budgeting skills, AutoCAD and Microsoft Office proficiency, client development and team leadership experience.