Client Service Associate jobs in Florida

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CLIENT SERVICES ASSOCIATE - INSTITUTIONAL RELATIONSHIP SPECIALIST

Efficiently and proactively manages client and vendor correspondence (incoming calls, emails, chats, and client visits). Answers client and vendor questions regarding financial transactions, including asset purchases, sales, and o...

CompanyEquity Trust
AddressFort Myers, FL
CategoryRetail
Job typeFull-Time
Date Posted just now See detail

Client Services Associate - Institutional Relationship Specialist New

Equity Trust

Fort Myers, FL

Efficiently and proactively manages client and vendor correspondence (incoming calls, emails, chats, and client visits). Answers client and vendor questions regarding financial transactions, including asset purchases, sales, and o...

Client Service Associate - Registered New

Stifel Financial

Gainesville, FL

This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.Communication Skills - The ability to communicate information and ideas in spoken or written form so that ot...

Client Service Associate

Fleishel Financial Associates

Jacksonville, FL

From $55,000 a year

401(k). 401(k) matching. Health insurance. Paid time off. Retirement plan. 3 years. 8 hour shift. In-person. Office. Jacksonville, FL 32223: Relocate before starting work (Required)....

Client Service Associate II - Payments - Control Execution

Jpmorgan Chase & Co

Tampa, FL

$88,350 - $128,000 a year

Coordinate with the regional Payments Business Control Managers and lead control-oriented initiatives on behalf of Client Service as well as Build and manage relationships across a broad range of regional Payments business staff...

Client Service Associate

Northbridge Financial Group

Tampa, FL

$45,000 - $65,000 a year

Desire to be part of a growing team. Self-starter who wants to learn and grow. Strong Computer Skills with proficiency in Microsoft Office Suites (Word, Excel, Outlook, PowerPoint). Experience using Redtail CRM (or other similar C...

Client Service Associate - Resource Consulting Group

Hightower

Orlando, FL

Establish, service, monitor, and maintain client investment accounts. Meet client's needs and develop trust by providing excellent service. Prepare brokerage account paperwork for opening new accounts, terminated accounts, and acc...

Senior Registered Client Service Associate

Signature Financial Solutions

Tampa, FL

$40,000 - $60,000 a year

Social Media Knowledge. Knowledge of office management systems and procedures. MS Office - Outlook, Word, Excel, Powerpoint. Outstanding organizational and time management skills. Ability to multitask and prioritize daily workload...

Registered Client Services Associate II

United Community Bank

Orlando, FL

$33,433 - $48,414 a year

College degree preferred or equivalent work experience Series 7 and 63/66 Licensed Detail oriented and ability to manage multiple priorities Self-Motivated and ability to work independently Can analyze and resolve problems indepen...

Client Service Associate

Stifel

Titusville, FL

Support the daily administration of the Financial Advisor's business by opening new client accounts, preparing and processing account specific and investment related documentation, facilitating outgoing disbursements and incoming...

Client Service Associate - Payments Escalation Manager - Bilingual Spanish Required

Jpmorgan Chase & Co

Tampa, FL

Serve as an escalation point of contact with strong product knowledge to the Payments Solution Center, Service, and other internal partners with a focus on JPMorgan Access.. Provide direct support to the JPMorgan Access Support H...

Client Service Associate

Wealth Enhancement Group

Fort Myers, FL

Ensures accurate completion of prospect or new client paperwork and account set up. Follow up on funds transfer from surrendering company. Maintains (CRM) database and client files (Filing, copies, data input). Research and follow...

Client Service Associate

Oxford Financial Group, Ltd.

Palm Beach, FL

$53.6K - $67.9K a year

Assists with the preparation and review of client-focused presentation materials. Troubleshoots client issues and directs effort to conclusion. Coordinates in obtaining all required information needed by support teams to complete...

Client Service Associate

Care Options For Kids

Delray Beach, FL

$18 - $22 an hour

401(k). 401(k) matching. Dental insurance. Health insurance. Paid time off. Vision insurance. Monday to Friday. Home Health: 1 year (Preferred). Customer Service: 1 year (Preferred)....

Customer Service Associate New

Walgreens

West Palm Beach, FL

Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Engages customers and patients by...

Associate Client Service Manager

Gallagher

Jacksonville, FL

Take a leadership role in the renewal process to ensure the best possible solutions are delivered to clients in high quality and timely manner. Secure existing business and drive the sale of additional services and lines of covera...

Senior Associate, Client Service

Bny Mellon

Lake Mary, FL

$95.3K - $121K a year

This role is located in Lake Mary - HYBRID.In this role, youll make an impact in the following ways:Supports clients in addressing and resolving complex operational and technical issues and ensuring requests are executed.Resolves...

Client Services and Premium Services Graduate Associate

Orlando Magic

Orlando, FL

Supports operations of the Client Services and Premium departments, specifically renewal and retention efforts for Orlando Magic Loyal Blue members and Premium Partners. Prepares necessary items for Client Service Specialist's and...

Associate Client Service & Product Support Specialist

Adp

Maitland, FL

Are you readyto join acompany offeringcareer advancementopportunities throughout your career journey? Do you want to join a company withaward-winningtrainingandworld-class service guidelinesto help you achieve success,...

Pharmacy Customer Service Associate

Walgreens

Sarasota, FL

Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. In accordance with state and feder...

Customer Service Associate - Now Hiring

Usaa

Tampa, FL

Facilitate the Property & Casualty (P&C) member experience by answering inbound phone calls, emails, and/or other contacts from members. Apply developing knowledge of personal lines' insurance to assist members with foundational t...

Customer Service Associate

Walgreens

Englewood, FL

Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Engages customers and patients by...

Customer Service Associate

Walgreens

Bradenton, FL

Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Engages customers and patients by...

Pharmacy Customer Service Associate

Walgreens

Deltona, FL

Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. In accordance with state and feder...

Pharmacy Customer Service Associate

Walgreens

Bradenton, FL

Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. In accordance with state and feder...

Food and Nutritional Service Associate

Hca Florida Orange Park Hospital

Orange Park, FL

Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transporta...

Customer Service Associate - Now Hiring

Wawa

Hialeah, FL

$15 - $18.75 per hour

Greet and provide an enjoyable shopping experience for all customers. Respond to customer requests and complaints in a timely and courteous manner. Utilize the GREAT Customer Service and customer recovery model to ensure customer...

Veterinary Client Service Rep - Noah's Place Animal Medical Center

Vca Animal Hospitals

Lorida, FL

Access to the people and resources of a large veterinary community. Growth & advancement opportunities. Medical, dental & vision insurance. Employer-paid short-term disability insurance, employer paid life insurance. Paid vacation...

Customer Service Associate - Now Hiring

Wawa

Miami, FL

$15 - $18.75 per hour

Greet and provide an enjoyable shopping experience for all customers. Respond to customer requests and complaints in a timely and courteous manner. Utilize the GREAT Customer Service and customer recovery model to ensure customer...

Customer Service Associate

Walgreens

Gainesville, FL

Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Engages customers and patients by...

Customer Service Associate

Wawa

Miami, FL

Greet and provide an enjoyable shopping experience for all customers. Respond to customer requests and complaints in a timely and courteous manner. Utilize the GREAT Customer Service and customer recovery model to ensure customer...