52 client services specialist jobs at 41 companies in Palmetto, FL

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Senior Client Services Specialist
Tampa, Florida, United States
OnsiteFull Time
American Integrity Insurance Group
American Integrity Insurance GroupNYSE: AII: Provider of homeowners and residential property insurance solutions.
2+ YOEAssociates preferred; 2+ years personal lines experience; active Florida insurance sales/service license (20-44 or 2-20) required; CPCU/AINS/API preferred; strong customer service, communication, and computer skills.
1w
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Client Service Specialist
Greater Northdale, Florida, United States
$26-$30/hr OnsiteFull Time
Highview Advisor Group
Highview Advisor Group: Provides personalized financial planning and wealth management services.
3+ YOERequires 3+ years in financial services, banking, insurance, real estate, client service, or related work; strong organization, communication, customer service, attention to detail, and Microsoft Office and CRM proficiency.
Microsoft Office, CRM, Salesforce, MoneyGuide
2mo
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Client Service Specialist
St. Louis or Atlanta or St. Petersburg
HybridFull Time
Zelis
Zelis: Providing healthcare payment and claims cost management solutions.
2+ YOE2–3 years in client service and business analysis (healthcare/financial services preferred); experience with requirements gathering, root cause analysis, and software configuration testing; Jira or Salesforce preferred; bachelor's degree preferred.
Jira, Salesforce
1w
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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
1w
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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
1mo
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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
1d
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Client Service Specialist
Fort Lauderdale or Chicago or St. Petersburg
OnsiteFull Time
Valley National Bank
Valley National BankNASDAQ: VLY: Provides commercial and retail banking services to customers.
3+ YOEHigh school diploma or GED and 3+ years of banking experience in customer service or treasury management. Requires bank product knowledge, analytical ability, communication, organization, and Microsoft Office proficiency.
Microsoft Office, Salesforce
3w
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Bi-lingual Spanish Client Concierge Specialist
Tampa or Arizona or Florida or Georgia or Illinois or Indiana or Kansas or Kentucky or New Jersey or New York or Ohio or Oklahoma or South Carolina or Tennessee or Texas
$23-$26/hr OnsiteFull Time
Leading Edge
Leading Edge: Provides health benefits administration and third-party administrative services.
2+ YOEBilingual English/Spanish customer service specialist with 2+ years call center or healthcare escalation experience, CRM and Microsoft Office skills, strong communication and problem-solving.
CRM, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
2d
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Client Support Specialist
Tampa, Florida, United States
HybridFull Time
Fintech
Fintech: Automates B2B invoice processing and payments for hospitality businesses.
3+ YOEThree years of customer service experience, Spanish fluency, strong communication and problem-solving skills, Windows proficiency, basic database knowledge, and proficiency with office software applications.
Windows, database, Word, Microsoft Excel, PowerPoint, Outlook, ACH, helpdesk, ticketing system
1mo
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Client Retention Specialist
Tampa, Florida, United States
OnsiteFull Time
Slide Insurance
Slide InsuranceNASDAQ: SLDE: Provides data-driven homeowners insurance and property underwriting services.
3+ YOEHigh school diploma, 3+ years customer service/retention experience and 3+ years P&C homeowners insurance experience; active 20-44 or 2-20 insurance license; strong communication and organization.
3w
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Client Support Specialist
Ramsey or St Petersburg
$42k-$50k/yr OnsiteFull Time
AppWork
AppWork: Cloud-based maintenance management software for multifamily property operations.
2+ YOE2+ years supporting SaaS customers, experience with property management/PMS platforms preferred, strong technical troubleshooting, ticketing, reporting, and communication skills.
HubSpot, ClickUp, Yardi, RealPage, AppFolio, Rent Manager, Entrata
2mo
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Client Operations Specialist
Tampa, Florida, United States
HybridFull Time
Corestream
Corestream: Software platform for managing employee voluntary benefits via payroll.
3+ YOE3+ years triaging help desk tickets, 2+ years with file transfer protocols, 3+ years MS Office experience, experience with B2B file exchange/integration support, analytical and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
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Client Development Specialist
Tampa, Florida, United States
HybridFull Time
Akerman
Akerman: Provides legal representation and advisory services to business clients.
4+ YOEBachelor's degree, 4+ years business development/marketing experience (AmLaw100 or professional services preferred); strong written/verbal communication, attention to detail, deadline management, and proficiency in Microsoft Excel, Word, PowerPoint, and Adobe.
Microsoft Excel, Microsoft Word, PowerPoint, Adobe
2mo
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Client Experience Specialist (Bilingual English/Spanish)
Clearwater, Florida, United States
OnsiteFull Time
FASTer Way to Fat Loss
FASTer Way to Fat Loss: Provides online intermittent fasting, nutrition, and fitness programs.
2+ YOEBilingual English/Spanish, 2+ years client experience, strong communication and retention skills, proficiency with CRM platforms (HubSpot, Salesforce, Zendesk, etc.), Google Workspace and Slack, bachelor’s degree preferred.
HubSpot, Salesforce, Salesmsg, Zendesk, Ticketing Systems, AirCall, Post Affiliate Pro, SamCart, Google Workspace, Slack
3mo
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GCS Client Experience Specialist
Oldsmar, Florida, United States
$52k-$86k/yr OnsiteFull Time
Konica Minolta
Konica MinoltaTokyo Stock Exchange: 4902: Provides digital workplace solutions, imaging technology, and IT services.
Excellent verbal and written communication; strong customer service; problem solving; basic networking; proficient in Microsoft Office; capable of handling multiple tasks in a fast-paced environment.
Microsoft Office, Word, Excel, PowerPoint
3mo
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Client & Customer Support Specialist
Tampa, Florida, United States
HybridFull Time
Integro
Integro: Provides specialized services and warranty administration for automotive dealerships.
1+ YOE1-3 years customer-facing experience, high school diploma/GED, strong written/verbal communication, active listening, empathy, detail-oriented, able to pivot, spreadsheet and CRM proficiency.
Jira, Monday.com, Trello, Salesforce, HubSpot, Zoom, Google Meet, VLOOKUP, Pivot Tables
2w
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PCB Client Support Specialist II - RJ Bank
Saint Petersburg, Florida, United States
HybridFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
1+ YOE7–12 months general experience; strong customer service, transaction review, judgment, and communication skills; familiarity with policies and procedures; ability to use CRM and office systems.
CRM
4w
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Client Support Specialist - Greater Tampa, FL Area (REMOTE)
Tampa or Sarasota or Clearwater
RemoteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
2+ YOERequires Series 7, 2–3 years of financial services experience, financial planning knowledge, customer service and problem-resolution skills, and technological adaptability. Series 63 is preferred.
FINRA
1mo
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Payroll & Client Service Specialist (UKG Ready required)
Longwood or Lakewood Ranch or Florida
$24-$34/hr RemoteFull Time
Insurance Office of America
Insurance Office of America: Provider of insurance brokerage and risk management services.
Experience with UKG Ready, payroll processing, payroll tax and garnishments, client training/support, strong Excel and communication skills; FPC or CPP preferred.
UKG Ready, TLM Pay Calc 2.0, Microsoft Excel, Microsoft Office
2mo
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Service Specialist - Implementation Client Consultant
West Henrietta or St Petersburg or Allentown or Phoenix or Cincinnati
$22-$30/hr OnsiteFull Time
Paychex
PaychexNASDAQ: PAYX: Provider of integrated payroll, HR, and benefits outsourcing solutions.
Provide customer service for Paychex products via phone/email/chat, maintain product knowledge, meet SLAs, document interactions, perform data entry, identify process improvements; payroll experience, bachelor's degree, HRIS/Salesforce familiarity preferred.
HRIS, Salesforce, Flex, Core Advanced, ORS, iCIMS