10 client support manager jobs at 9 companies in Arcadia, FL
1mo
Save
Mark Applied
Hide
1mo
Client Support & Benefits Representative
Sarasota, Florida, United States
RemoteFull Time, Part Time
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Requires (or willingness to obtain) an insurance license, strong communication and interpersonal skills, self-motivation, basic computer skills for CRM and client management, and ability to work independently.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Licensed or willing to obtain an insurance license; strong communication, self-motivation, time management, and basic CRM/computer skills; ability to work independently in a remote environment.
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
0+ YOEProvide high-touch administrative support to Financial Advisors; process client transactions, open accounts, use CRM and Excel, communicate with clients across channels, and manage competing priorities.
Client Relationship Management (CRM) software, Microsoft Excel
Holland Law Group: Provides legal representation for debt defense and bankruptcy matters.
Experience in legal support preferred; strong organization, communication, and data-entry skills; familiarity with Clio Grow/Manage and Microsoft Office; ability to manage client intake, docketing, e-filing, and file preparation.
Thrive: Provides managed IT, cybersecurity, and cloud services for organizations.
Proven experience leading engineering/technical support teams in managed services, strong operational execution with SLAs/KPIs, IT service management knowledge (incident/change/problem), data-driven decision making, client relationship and cross-functional collaboration.
Diocese of Venice: Oversees Catholic parishes and schools in Southwest Florida.
Bilingual (Spanish/English) required; high school diploma and related experience; proficient with Microsoft Office; strong organization, time management, and communication skills; ability to interact with clients.
A&R Group: Develops and operates a portfolio of Marriott and Hilton hotels.
Provide administrative and sales support, prepare contracts and proposals, manage client databases and files, coordinate site visits, and use Microsoft Office; hospitality experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Delphi, Opera, Salesforce
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service, manage account tasks, perform administrative and operational support, and use firm technology (MoneyGuide, Salesforce, Microsoft Office). Strong attention to detail and teamwork required.
West Palm Beach or Port St. Lucie or Belle Glade or Lakeland or Fort Myers
$39k/yrHybridFull Time
Florida Rural Legal Services: Provides free civil legal aid to low-income Florida residents.
Prepare affidavits and legal correspondence, organize files, file pleadings, meet with clients, and support trial preparation; proficiency with Microsoft Office and case management systems; HS diploma required; paralegal certification preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Case Management System