Allen Agency: Independent agency providing life insurance and mortgage protection products.
Requires insurance license (or willingness to obtain), strong communication and interpersonal skills, self-motivation, time management, and basic CRM/computer skills.
Integro: Provides specialized services and warranty administration for automotive dealerships.
1+ YOEHigh school diploma/GED,1+ year customer-facing experience (1–3 years preferred),proficiency with Jira/Monday.com/Trello,CRM and virtual meeting tools,intermediate spreadsheet skills,Visa authorization and background/drug clearances required.
University of Central Florida: A public university offering degrees and conducting scientific research.
4+ YOEHigh school diploma plus 4+ years of relevant experience, bachelor's degree plus 0+ years, or equivalent. Requires Tier 1 technical support skills, customer service, troubleshooting, and ticketing system experience.
ServiceNow, Microsoft Office, Microsoft Office, email
Client Support Specialist - Greater Orlando, FL Area (REMOTE)
Orlando or The Villages or Winter Park
RemoteFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
2+ YOESeries 7 required; Series 63 preferred. Requires 2–3 years of financial services experience, customer support and problem resolution skills, financial planning knowledge, and technological adaptability.
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
Several years of client service or analytical experience in financial services preferred; bachelor’s or master’s in finance/economics/business preferred; strong communication, analytical, and organizational skills.
SPS: Global provider of document management and business process outsourcing.
1+ YOEHigh school diploma or equivalent; 1+ year customer service or office support experience preferred; ability to lift 40–60 lbs; strong communication, multitasking, and inventory/mailroom skills.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEProvide client service and operational support to Financial Advisors; client-centric, detail-oriented, able to learn technology platforms; high school diploma/GED; 1 year experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Veritext: Provider of technology-enabled court reporting and litigation support services.
Respond to client requests via phone and email, schedule proceedings in proprietary software, assign resources, confirm next-day assignments, and provide professional client and vendor support with strong written/verbal communication and attention to detail.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, ensure timely and accurate client materials, follow policies, and deepen client relationships; strong client focus and adaptability to technology required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
Imporex Glass Tools: Wholesale supplier of architectural glass and door hardware.
Bilingual English and Spanish communication, B2B client support experience, technical problem-solving, comfort with AI tools and new technology, strong follow-through, and professional communication under pressure.
Seacoast BankNASDAQ: SBCF: Provides retail and commercial banking services in Florida.
5+ YOESupport a Wealth Advisor with account servicing, onboarding, client communication, CRM reporting, and practice management; strong communication and PC/Microsoft Office proficiency.
Hearst: Provides diversified media, information, and business services worldwide.
Process advertising orders, prepare proposals and support materials, coordinate campaign launch, proficient with Excel and advertising systems, strong verbal/written communication and organization.
Service Corporation InternationalNYSE: SCI: Provides funeral, cemetery, and cremation services to families.
1+ YOEHigh school diploma, 1–2 years office clerical or customer service experience, strong communication and organizational skills, MS Office preferred, ability to handle confidential client interactions and basic office equipment.
Payroll & Client Service Specialist (UKG Ready required)
Longwood or Lakewood Ranch or Florida
$24-$34/hrRemoteFull Time
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
Personal Lines Senior Associate Client Representative
Winter Park, Florida, United States
HybridFull Time
World Insurance Associates: Provides insurance brokerage, risk management, and financial consulting services.
2+ YOE2+ years of personal property and casualty experience preferred; state property and casualty insurance license required; high school diploma or equivalent; knowledge of Microsoft Office and agency management systems.
Microsoft Excel, Microsoft Word, EPIC, MVR, CLUES, Risk Meters, RCE
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
4+ YOEUndergraduate degree or 4+ years banking experience; strong organizational and communication skills; proficiency in Microsoft Office; ability to support multiple advisors, triage client requests, and travel occasionally overnight.
Seacoast BankNASDAQ: SBCF: Regional community bank offering commercial and consumer financial services.
5+ YOEHigh school diploma required; 5 years financial services or investment support experience preferred; strong communication, PC proficiency and Microsoft Office skills; ability to manage multiple tasks and maintain confidentiality.