281 client services jobs at 116 companies in North Port, FL

2w
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Client Services Coordinator
Sarasota, Florida, United States
OnsiteFull Time
Williams Parker
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.
Microsoft Office Suite, Adobe Acrobat, Qualia
1mo
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Client Services Representative
Fort Lauderdale or Fort Myers or Miami or Ocala or Panama City or Sarasota or Tampa
HybridFull Time
Exzeo
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.
5d
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Client Services Support
Sarasota or Bradenton
$45k-$50k/yr OnsiteFull Time
Senior Helpers
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
2mo
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Client Services Representative
Largo, Florida, United States
$19-$20/hr OnsiteFull Time
Operation PAR
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.
1mo
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Financial Center Client Services Supervisor
Bradenton, Florida, United States
OnsiteFull Time
Liberty Savings Bank
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.
3d
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Manager of Client Experience & Business Services
Sarasota, Florida, United States
$25-$30/hr OnsiteFull Time
Canandaigua National Corporation
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.
CRM
1mo
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Client Advisor
Clearwater or Sarasota
HybridFull Time
Marsh McLennan
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.
Sagitta Agency Management System
3d
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Client Service Specialist
Sun City Center, Florida, United States
$48k/yr OnsiteFull Time
Osaic
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.
Microsoft Office
3d
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Client Service Specialist
Sun City Center, Florida, United States
OnsiteFull Time
Osaic
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.
Microsoft Office, CRM
3w
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Client Service Specialist
Sarasota, Florida, United States
HybridFull Time
Heritage Financial Consultants
Heritage Financial Consultants: Provides independent wealth management and comprehensive financial planning services.
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
1mo
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Client Service Representative
North Port, Florida, United States
OnsiteFull Time
United Veterinary Care
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.
1mo
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Client Service Representative
North Port, Florida, United States
OnsiteFull Time
United Veterinary Care
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.
Headspace, DailyPay
1w
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Registered Client Service Associate
Sarasota, Florida, United States
OnsiteFull Time
Morgan Stanley
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
3mo
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Client Success Partner
Irving or Fort Myers
$62k-$87k/yr HybridFull Time
Gartner
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.
Artificial intelligence (AI)
1mo
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Registered Client Associate
Sarasota, Florida, United States
OnsiteFull Time
UBS
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.
Microsoft Office Suite
1mo
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Client Service Associate (Wealth Management)
Fort Myers, Florida, United States
OnsiteFull Time
Sanctuary Wealth
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
2w
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Client Success Associate
Irving or Fort Myers
$53k-$77k/yr HybridFull Time
Gartner
GartnerNYSE: IT: Provides research and advisory services for business leaders.
0.5+ YOEBachelor's preferred, 6+ months relevant experience, strong communication, collaboration, prioritization, critical thinking, and client engagement skills.
1w
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Client Service Representative Supervisor
Cape Coral, Florida, United States
OnsiteFull Time
Mars Veterinary Health
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
2+ MgmtRequires 2 years of supervisory experience, strong client service, communication, organization, computer, interpersonal, and leadership skills; veterinary experience preferred and ability to lift 40 pounds.
Workday
1mo
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Client Onboarding Specialist
Fort Myers, Florida, United States
HybridFull Time
Equity Trust Company
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.
Microsoft Office Suite, Salesforce
2w
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Registered Client Service Associate
Sarasota, Florida, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Supports client relationships, processes requests and transactions, onboards and maintains accounts, prepares client materials; requires industry product knowledge, strong communication, organizational and computer skills.
Microsoft Office