Client Associate jobs in Florida

Client Service Associate
  • Citi
  • North Miami Beach, FL
  • The Client Service Associate (CSA) supports the Financial Executives managing clients in, Citi Private Client or Citigold International. The CSA will assist in administrative and operational support ...
  • yesterday

Registered Client Service Associate - B11
  • Citi
  • Homestead, FL
  • The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good ...
  • yesterday

Client Relations Specialist
  • Bluebird Valuation
  • Fort Lauderdale, FL
  • Replying to customer email, maintaining calendars, schedule client appointments, willingness to ... High School Diploma, preferred Associates Degree * Experience with customer relations and possess ...
  • 2 days ago

Financial Client Service Associate
  • Fisher Investments
  • Largo, FL
  • Overview: If you have a startup mentality and would enjoy improving the retirement options of small businesses nationwide, this opportunity at Fisher Investments could be the role for you! You don't ...
  • 3 days ago

Registered Client Service Associate
  • Berkowitz Pollack Brant Advisors + CPAs
  • West Palm Beach, FL
  • As a Client Service Associate of Provenance Wealth Advisors, you will use advanced skills gained through training and experience to provide pro-active support to a Portfolio Manager/Financial Advisor ...
  • 4 days ago

Client Services Coordinator (REMOTE)
  • Career Group Companies
  • Miami, FL
  • Client Services Coordinator(REMOTE - Must Live In Miami) Main Tasks: * Support producer teams ... Associate's degree (A.A.) or equivalent from 2-year college required. * 3 years experience ...
  • 4 days ago

At Your Service Center Associate, Florida Mall - Variable Hours
  • Macy's
  • Orlando, FL
  • The At Your Service Center Associate is responsible for providing a great customer experience ... Customer Returns, Non-Congruent Chits, Search and Send, My Client and More@ Macy's tablet app
  • 5 days ago

Client Service Associate I
  • Gallagher
  • Jacksonville, FL
  • The Branch Client Service Associate is accountable for delivering high quality and efficient service to both internal and external clients by assisting with the Branch's overall workflow processes ...
  • 6 days ago

Florida (/ˈflɒrɪdə/ (listen); Spanish for "land of flowers") is the southernmost contiguous state in the United States. The state is bordered to the west by the Gulf of Mexico, to the northwest by Alabama, to the north by Georgia, to the east by the Atlantic Ocean, and to the south by the Straits of Florida. Florida is the 22nd-most extensive (65,755 sq mi or 170,300 km2), the 3rd-most populous (21,312,211 inhabitants), and the 8th-most densely populated (384.3/sq mi or 148.4/km2) of the U.S. states. Jacksonville is the most populous municipality in the state and the largest city by area in th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Associate jobs
$41,661 to $53,145

Client Associate
Monitors and proactively communicates on-going issues that impact customer satisfaction and helps ensure timely resolution.
March 10, 2021
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
February 21, 2021
Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions.
February 03, 2021
Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, and client-specific requests at various custodians (.
January 19, 2021
Works within matrix cross-functional teams to sustain and improve internal processes and procedures.
January 16, 2021
Build solid working relationships with team members, acting as a resource for others whenever possible.
December 27, 2020
Manages a large amount of inbound calls or chats in a timely manner related to at least five major areas of the eMoney platform.
December 07, 2020
Demonstrate service delivery excellence by fielding client calls, supporting product transactions, answering questions and finding resolutions to service related issues.
November 30, 2020
Understand client issues, be responsible for providing timely follow-up to clients and be accountable for client satisfaction through the ownership of the problem.
October 24, 2020
Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
October 10, 2020