281 client services jobs at 116 companies in North Port, FL
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Client Services Coordinator
Sarasota, Florida, United States
OnsiteFull Time
Williams Parker: Full-service law firm providing legal counsel to Florida clients.
3+ years client-facing service experience preferred; strong communication, organization, Microsoft Office and Adobe Acrobat proficiency; bachelor's degree preferred; CLA or FRP certification beneficial.
Fort Lauderdale or Fort Myers or Miami or Ocala or Panama City or Sarasota or Tampa
HybridFull Time
ExzeoNYSE: XZO: Provides technology platforms and data analytics for insurance carriers.
Provide inbound policy and claims support, process endorsements and payments, maintain accurate records, meet QA and attendance standards, and obtain required insurance license within 90 days.
Senior Helpers: Provides professional in-home senior care and chronic disease support.
Strong organization, documentation, communication, and technology skills; Microsoft 365 proficiency, reliable transportation, discretion with sensitive information, and after-hours on-call availability.
Microsoft 365, Microsoft Outlook, Microsoft Word, Microsoft Excel, WellSky
Operation PAR: Provides substance abuse and mental health treatment services.
1+ YOEHigh school diploma or GED; 1-3 years in a medical office or similar; strong billing, regulatory, and software skills; must pass background check and drug screen; valid driver’s license.
Liberty Savings Bank: A family-owned bank providing personal and business financial services.
1.5+ YOEAssociate's degree or equivalent experience, 18+ months banking/sales experience, skills in new accounts and consumer loans, sales coaching, cash handling, compliance knowledge, strong communication and basic computer skills.
Canandaigua National CorporationOTCPK: CNND: Provides community banking, wealth management, and insurance services.
5+ YOEBachelor's degree or equivalent experience and at least five years in related roles; wealth management, trust, banking, or financial planning experience preferred. Strong administrative, client service, governance, and technology skills required.
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
Manage complex business insurance accounts, renewals, client service, and mentoring; requires current 2-20 license and deep knowledge of commercial insurance and marketplace conditions.
Osaic: Wealth management platform for independent financial professionals
High school diploma or GED required; prior client service, administrative, or office support experience; strong communication, organization, multitasking, Microsoft Office, and confidentiality skills.
Osaic: Provides wealth management services to independent financial advisors.
High school diploma or GED required; undergraduate degree preferred. Requires client service or administrative experience, strong communication, organization, multitasking, confidentiality, and Microsoft Office proficiency.
1+ YOEClient service experience, 1-2 years professional experience preferred, Series 6 or 7 and life insurance licenses preferred, proficiency with Microsoft Word/Excel/PowerPoint, strong communication and organization.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
United Veterinary Care: Operates a national network of emergency and specialty animal hospitals.
2+ YOE2 years customer service experience required; 1 year veterinary (or human medical) experience preferred. Strong communication, basic math, appointment scheduling, data entry, and client interaction skills.
United Veterinary Care: Provides clinical, specialty, and emergency veterinary medical services.
2+ YOE2 years customer service experience required; 1 year veterinary or medical practice experience preferred; strong communication, time management, basic math for transactions, and client empathy.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
2+ YOEProvide client service and administrative support to financial advisors, execute money movement transactions, onboard and maintain client accounts, and educate clients on digital tools.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
GartnerNYSE: IT: Provides business research and advisory services to organizations.
2+ YOERequires 2+ years of relevant professional or internship experience, strong client-service, communication, collaboration, prioritization, critical-thinking, and influencing skills; bachelor's degree preferred.
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
3+ YOESeries 7 and 66 licenses preferred, 3+ years client service experience in finance preferred, bachelor\u0002s degree preferred, strong communication, detail orientation, and Microsoft Office proficiency.
Sanctuary Wealth: Provides an integrated platform for independent wealth management advisors.
0+ YOEClient service experience in wealth management or financial services (0+ years). Strong verbal/written communication, organization, discretion, and proficiency with Microsoft Office; ability to learn platforms quickly.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, BNY Pershing, Charles Schwab Advisor Services
Equity Trust Company: Provider of custodial services for alternative investment portfolios.
2+ YOEBachelor's or 2+ years relevant experience, 2 years in financial sector preferred, strong communication, Microsoft Office and Salesforce proficiency, ability to manage client correspondence and onboarding.