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Client Services Associate Jobs in Florida

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Private Client Services Associate Attorney Percy Towers

Palm Beach, Florida

Recognized across national legal directories for providing bespoke wealth structuring to ultra-high-net-worth individuals, multigenerational family offices, closely held enterprise owners, and philanthropic institutions, the firm combines sophisticated mega-firm capabilities with a boutique, client-centric culture. Distinguished by an atmosphere that prioritizes professional collegiality, direct client engagement, and tailored mentorship, the firm offers associates an fallout-free platform to manage high-stakes estate planning and estate administration matters.

1 day ago

Work-From-Home Client Services Associate AIL

Tampa, FL

Remote

Candidates selected to move forward should be prepared to: • Be at least 18 years of age and legally eligible to work in the United States• Provide their own computer/laptop, webcam, reliable high-speed internet, and professional remote workspace• Complete required training and participate in virtual meetings• Obtain the appropriate state Life & Health Insurance License before conducting licensed insurance activities• Complete applicable pre-licensing coursework, examinations, and state licensing requirements at the candidate’s expense. AO Globe Life is expanding its remote team in Atlanta and is looking for Benefits Representatives who are ready to help working families better understand and access valuable insurance protection.

3 days ago

Securities Services - Client Service Manager - Associate - Latin America JPMorgan Chase Bank, N.A.

Tampa, FL

Full time

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

14 days ago

Senior Client Services Associate - RJ Bank Raymond James Financial Inc

Saint Petersburg, FL

Under general supervision, use specialized knowledge and skills obtained through experience and/or training to assist with the overall management of an assigned functional area, including collaborating with the management team to identify opportunities for operational efficiency, productivity improvements and assisting with special projects. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

4 days ago

Registered Client Service Associate LPL Financial Holdings Inc

Viera, FL

$25.85–$43.08 / hour

The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

12 days ago

Tax Senior Associate - Private Client Services EisnerAmper

Fort Myers, FL

$75,000–$100,000 / year

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.

30+ days ago

Services Associate, Contracts And Procurement Services (Subcontracts) Deloitte

Tampa, FL

$57,200–$105,300 / year

As a Services Associate, Contracts and Procurement Services, Contracts and Procurement Management on the GPS Contracts team, you will be responsible for: Advising account teams on Federal subcontract administration matters and supporting subcontract strategies that align to engagement and business objectives. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

7 days ago

Securities Services - Client Solutions Manager - Associate JPMorgan Chase Bank, N.A.

Tampa, FL

Full time

Working knowledge of Securities Services products (Custody, Fund Accounting, Fund Admin, Hedge Funds Services, Private Funds Services, Investment Analytics, Compliance, ETFs, IMOS, Trading Services, Prime Custody, Fusion). You'll work with a wide range of clients, including Asset Managers, Hedge Funds, Private Equity Funds, Pension Funds, Government Sponsored Enterprises, Banks, Broker Dealers, and Insurance Companies.

16 days ago

Client Services Associate Foundation Risk Partners Corp

Winter Park, FL

Disclaimer: While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary. This role is responsible for account administration, client service, investment operations support, scheduling, reporting, and maintaining accurate client records.

14 days ago

Wealth Management Client Services Specialist Busey Bank

Fort Myers, Florida

$24–$29 / hour

Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Every day, our associates live Busey’s core values, doing better business, building stronger relationships and creating thriving communities, while delivering meaningful value to shareholders.

9 days ago

Associate Client Manager, Individual Insurance - The Baldwin Group Financial Services Baldwin Group Colleague

Jacksonville, Florida

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business.

16 days ago

Wealth Management Client Services Specialist First Busey Corp

Fort Myers, FL

$24–$29 / hour

Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Every day, our associates live Busey's core values, doing better business, building stronger relationships and creating thriving communities, while delivering meaningful value to shareholders.

14 days ago

Client Tax Service Officer Citigroup Inc

Miami, FL

$64,620–$90,180 / year

The CTS Team will take ownership of updating client tax documentation (W-Series Forms and CRS Forms) and manage day-to-day tax related queries, dealing directly with clients, as well as managing and supporting a number of client tax related projects. This is a client facing role, that involves working directly with Private Banking Teams and clients, along with partner organizations including Front Office (Bankers), Tax Operations, Business Execution, Client Onboarding, Product and Corporate Tax.

4 days ago

Client Service Associate Marsh & McLennan Companies Inc

Clearwater, FL

We are looking for a Business Insurance Client Service Associate provides technical and service support to Client Advisors for new clients, during the renewal process and for daily client service functions. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

6 days ago

Services Associate, Contracts And Procurement Services Deloitte

Tampa, FL

$51,900–$86,400 / year

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

13 days ago

Client Engagement Services (Ces) Specialists Gartner

Fort Myers, FL

Client Engagement Services (CES) Specialists provide world-class service by engaging directly with clients or internal stakeholders across Gartner to coordinate requests with Gartner Business & Technology Insights Analysts. In the role of CES Specialist, you will act as a connector between internal and external Clients and the Gartner Analyst community to problem solve around our clients most pressing technology and business-related questions and problems.

12 days ago

Registered Client Service Associate Morgan Stanley

Sarasota, Florida

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).

9 days ago

Securities Services - Client Service Manager - Associate - Latin America JPMorgan Chase & Co

Tampa, FL

14 days ago

Client Services Specialist VCA Animal Hospitals

West Palm Beach, Florida

VCA Palm Beach Veterinary Specialists has been serving Palm Beach County for over 25 years and is one of the largest, dedicated, technologically advanced specialty referral and emergency/critical care facilities of its type. VCA PBVS is home to the Palm Coast Educational Center , a 125-seat continuing education auditorium used to host lectures, conferences, and hands-on teaching programs.

3 days ago

Client Service Associate (Winter Haven, FL) Raymond James Financial Inc

Winter Haven, FL

The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.

12 days ago

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Client Services Associate Jobs in Florida

Private Client Services Associate Attorney Percy Towers

Work-From-Home Client Services Associate AIL

Securities Services - Client Service Manager - Associate - Latin America JPMorgan Chase Bank, N.A.

Senior Client Services Associate - RJ Bank Raymond James Financial Inc

Registered Client Service Associate LPL Financial Holdings Inc

Tax Senior Associate - Private Client Services EisnerAmper

Services Associate, Contracts And Procurement Services (Subcontracts) Deloitte

Securities Services - Client Solutions Manager - Associate JPMorgan Chase Bank, N.A.

Client Services Associate Foundation Risk Partners Corp

Wealth Management Client Services Specialist Busey Bank

Associate Client Manager, Individual Insurance - The Baldwin Group Financial Services Baldwin Group Colleague

Wealth Management Client Services Specialist First Busey Corp

Client Tax Service Officer Citigroup Inc

Client Service Associate Marsh & McLennan Companies Inc

Services Associate, Contracts And Procurement Services Deloitte

Client Engagement Services (Ces) Specialists Gartner

Registered Client Service Associate Morgan Stanley

Securities Services - Client Service Manager - Associate - Latin America JPMorgan Chase & Co

Client Services Specialist VCA Animal Hospitals

Client Service Associate (Winter Haven, FL) Raymond James Financial Inc

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