Client Service Associate Jobs in Florida

1000+ jobs

A Registered Client Associate services clients and provides operational and administrative support to Financial Advisors, whilst representing UBS Financial Services Inc. and their Financial Advisor's business. Key Responsibilities: * Market products and services to clients and educate them on client services and there capabilities * Input orders and data within appropriate system and planning t...

Supports one or more mid to senior-level managers. Works in a diverse and more complex financial environment; and includes some customer and executive contact. Performs more complex administrative activities including managing projects, composing letters and reports, preparing/editing presentations, and recommending or making purchase decisions. Requires strong written and verbal communication ski...

The associate will provide world-class customer service to our client base. The associate will ensure that all service requests are handled in a timely and accurate manner and if there are any issues they will work to resolve these and escalate on a case-by-case basis. The associate must work to ensure that all call quality standards are met and/or exceeded and will further work to ensure a high q...

RESPONSIBILITIES: Kforce has a client seeking an IT Client Services Administrator, Senior for their Tampa, FL location. The candidate is responsible for desktop/end user support activities. Duties: Respond to requests for technical assistance from employees via e-mail, phone, in-person, or remote support within SLAs established within the IT Services department; participates in after-hours, on-...

Company Confidential
A premier, growing professional employer organization (PEO) looking for a positive attitude, high energy and self motivated Client Service Specialist in the Tampa area. Position Summary Primarily responsible for establishing and maintaining the relationship between their assigned clients and the Company. Build and maintain these relationships through on-going client visits. Manages new client im...

Quality Customer Service professional needed for our growing Jupiter area client. Must have proven track record of providing outbound customer service follow up calls, accurate data entry of high volume, detailed parts and inventory, excellent writing and verbal communication skills and passion for providing higher level customer service. This is not a sales position. Prefer Associates Degree and ...

Job Summary BDO’s Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge and choosing accountability. Our Core Values are the standards by which ...

Position Summary: The Private Risk Services Client Advisor is responsible for developing a network of lead source partners who refer targeted clients to our agency for personal risk management consultation. The Client Advisor will also be responsible for "onboarding" new clients through a highly consultative and professional sales process. This is a 75% "outside" position that requires direct int...

The Client Relationship Associate F&A is responsible for revenue generation through new business development activities including: daily planning, networking, sourcing, cold calling, client visits and related follow-up activities to customers in designated segments or target lists within the Finance & Accounting industry. The Client Relationship Associate F&A regularly calls on prospective and cur...

Company Confidential
Sales Associate / Client Advisor Are you looking to get out of your current job, and begin an exciting new career with excellent earning potential? We are looking for enthusiastic candidates for an excellent opportunity as an Automotive Sales Associate with Miami's premier automotive dealer group. Automotive sales experience is NOT MANDATORY. We are looking for the best candidate for the positi...

PRIMARY PURPOSE OF THE POSITION The Retirement Client Services Associate is responsible for providing world class customer service to participants of small business retirement plans by using the Consultative Client Interaction (CCI) model. Specifically, the types of products they are accountable for servicing are SEP IRAs, SIMPLE IRAs, 403Bs and Century 401(k) plans. Associates must be able to di...

POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. DUTIES and RESPONSIBILITIES: · Provide account information to clients and Financial Advisors. · Learn the business and products in order to assist Financial Advisors. · Clerical duties such as handling telephones, mailing, filing and processing forms. E ducation and/or Experience · High School Diploma...

Essential Duties and Responsibilities: Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Recognize and meet the complex needs of high net worth clientele by assisting with financial planning, estate planning, gifts and estate distribution. 2. May...

33648BR Registered Client Service Associate II BB&T Securities, LLC Ponte Vedra Beach, FL - 814 North A1A Highway English Full time Regular 1st shift 40 Assist Financial Advisors who have achieved Managing Director, Senior Managing Director standing or above in productively assisting clients with investment products, estate planning, estate distribution and similar activities. Responsible...

Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perf...

Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perf...

Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perf...

A Registered Client Associate services clients and provides operational and administrative support to Financial Advisors, whilst representing UBS Financial Services Inc. and their Financial Advisor's business. Key Responsibilities: * Market products and services to clients and educate them on client services and there capabilities * Input orders and data within appropriate system and planning t...