3mo
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Client Services Associate
Fort Myers, Florida, United States
HybridFull Time
1+ YOE1-3 years in a service-oriented role; Degree in Finance preferred; experience in Accounting/Finance/Administration; proficient in Microsoft Office.
Microsoft Office Suite
6d
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Private Client Services Manager
Boca Grande, Florida, United States
OnsiteFull Time
5+ YOE1+ MgmtBachelor's +5 years client service/claims experience (or HS/GED +10 years), 1+ year supervisory experience, appropriate licensing, strong financial and analytical skills, client relationship management.
2w
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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
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.
2mo
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Client Services Representative
Largo, Florida, United States
$19-$20/hr OnsiteFull Time
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
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.
3mo
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Emergency Management/Emergency Response-Client Services Representative
Sarasota, Florida, United States
$55k-$70k/yr RemoteFull Time
Bachelor's degree in emergency management or related field, strong analytical and project management skills, Microsoft Office proficiency, contract administration knowledge, strong written/verbal communication, willingness to travel and deploy on short notice.
Microsoft Office Suite, CRM
2w
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Front Desk Client Service Coordinator
St. Petersburg, Florida, United States
$15/hr OnsitePart Time
Customer-service experience preferred; must handle phone reservations, POS transactions, scheduling software, multitask, work evenings/weekends, and pass a background check.
scheduling software, POS systems
1mo
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Client Advisor
Clearwater or Sarasota
HybridFull Time
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
2mo
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Client Service Specialist
St. Louis or Atlanta or St. Petersburg
HybridFull Time
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
3w
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Client Service Representative
North Port, Florida, United States
OnsiteFull Time
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.
3w
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Client Service Representative
North Port, Florida, United States
OnsiteFull Time
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
3w
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Client Service Representative
Bradenton, Florida, United States
$17-$19/hr OnsiteFull Time
Provide front-desk customer service for veterinary clinics: greet clients, schedule appointments, update records, process payments, use practice management systems and Microsoft Office, multitask, and communicate effectively.
practice management systems, Microsoft Office
2w
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Registered Client Associate
Sarasota, Florida, United States
OnsiteFull Time
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
2mo
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GIS National LLC - Client Advocate
St. Petersburg, Florida, United States
OnsiteFull Time
Provide prompt, high-quality service to broker partners, clients, and carrier resources; manage enrollments and inquiries; handle tickets and communications.
Microsoft Excel, Microsoft Office, Benefit Administration systems
3w
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SmartCare Client Engagement Partner
Saint Petersburg or United States or Canada or Philippines
RemoteFull Time
2+ YOE2+ years in customer success/client services or similar; experience with HCM/HRIS/Payroll or SaaS environments; strong communication, organization, and client relationship skills; ability to coordinate cross-functional teams remotely.
SmartCare, UKG, Dayforce, Workday, ADP, UKG Ready, UKG Pro, Oracle HCM, SAP SuccessFactors, CRM
1mo
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Client Success Manager
St. Petersburg or Denver or Salt Lake City or Ramsey
$60k/yr RemoteFull Time
Requires on-site multifamily/property management experience, knowledge of maintenance operations, client-facing relationship skills, onboarding/training experience, strong communication, and ability to manage multiple clients (background check required).
AppWork, SaaS tools, CRM, ticketing systems
3w
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Client Service Associate (Wealth Management)
Fort Myers, Florida, United States
OnsiteFull Time
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
1d
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Client Success Associate
Irving or Fort Myers
$53k-$77k/yr HybridFull Time
0.5+ YOEBachelor's preferred, 6+ months relevant experience, strong communication, collaboration, prioritization, critical thinking, and client engagement skills.
2d
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Registered Client Service Associate
Sarasota, Florida, United States
OnsiteFull Time
2+ YOEActive Series 7 and Series 66 or Series 63+65 preferred, 2+ years industry experience preferred, high school diploma required, college preferred, strong client service, writing and MS Office skills.
Microsoft Office
2d
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Registered Client Service Associate
Sarasota, Florida, United States
OnsiteFull Time
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