205 Results for

Client Associate Jobs in Clearwater, FL

Jobs

Largo, FL10 days ago

$54,000–$70,990 Per Year

As a Full-Time Client Support Associate, you will facilitate onboarding, including serviceability verification, account setup, e-consent capture, self-install kit coordination, and activation support. In this Full-Time Client Support Associate role, you will serve as an advisor to customers on our suite of products and services, ensuring long-term customer satisfaction.

New!

St. Petersburg, FL1 day ago

$75,000–$90,000 Per Year

We are in our growth phase centered on a multi-year expansion of our RIA network, headcount, assets, and recent minority capital raises to invest further in technology, talent, and M&A support, and a new, larger national headquarters to accommodate future scaling. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

Tampa, FL1 day ago

$120,000–$170,000 Per Year

Serving a diverse client base throughout the Southeastern United States and internationally, our attorneys provide strategic guidance and representation in complex commercial litigation, construction law, alternative dispute resolution, and other business-focused practice areas. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

Tampa, FL1 day ago

$120,000–$170,000 Per Year

New!

Tampa, FL1 day ago

$140,000–$200,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

New!

Tampa, FL1 day ago

$140,000–$200,000 Per Year

New!

Tampa, FL1 day ago

$120,000–$175,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our Tampa office handles a wide range of civil defense cases including general liability, professional liability, transportation, retail, and other high exposure matters.

New!

Tampa, FL1 day ago

Remote

$150,000–$190,000 Per Year

Please attach 1-2 writing samples from the following list of transactional documents: Board and Shareholder Resolutions for fundraising or remediation efforts; convertible notes; Operating Agreements; amended and restated articles; Employee Incentive or Synthetic Incentive Plans and Grants. The ideal candidate will have experience in corporate transactional work i.e., finance transactions, mergers, corporate governance, etc., and be able to jump in and spot corporate governance issues, draft remediations documents, and counsel clients through growth and fund raising activities with only necessary oversight.

New!

Tampa, FL1 day ago

$130,000–$180,000 Per Year

New!

Tampa, FL4 days ago

$110,000–$125,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

Tampa, FL11 days ago

$55,000–$62,000 Per Year

Collaborate with fellow Telecom Customer Sales Associates and internal teams in order ensure a smooth and positive customer service experience . Use our CRM tools to maintain up to date records of customer interactions, sales and success metrics to share with fellow Telecom Customer Sales Associates .

Tampa, FL11 days ago

$40,000–$50,000 Per Year

This role is designed for ambitious individuals who are people-focused and eager to build a career in client relations and business development. Client Advocacy : Guide clients through service solutions, helping them find affordable and effective options.

Tampa, FL11 days ago

$165,000–$180,000 Per Year

This is an excellent opportunity for a mid-level attorney to take on meaningful responsibility, work with a diverse client base, and gain hands-on experience in high-stakes construction disputes in a collaborative and client-focused environment. Associates in this group gain meaningful responsibility early, working directly with experienced partners and a diverse client base.

St. Petersburg, FL12 days ago

$20–$22 Per Hour

Maintains a thorough and current record of activity in the portfolio management system, including collection efforts, new information, and document receipt. Demonstrating sensitivity to customer needs (both internal and external) and proactively addressing customer needs.

Tampa, FL11 days ago

$160,000–$200,000 Per Year

You’ll have the opportunity to broaden your transactional experience, deepen your real estate expertise, and make a tangible impact on client outcomes in one of the nation’s most dynamic real estate markets. This is an outstanding opportunity for a mid-level attorney to take on meaningful responsibility, work with a diverse client base, and gain hands-on experience in sophisticated real estate transactions.

Tampa, FL30+ days ago

Position Overview: As a Registered Client Service Associate, you will provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in safeguarding client assets, and provide support and guidance to clients on their financial journey. The ideal candidate enjoys connecting with people and providing insights and assistance across the scope of Morgan Stanley’s products and solutions in a professional and efficient manner – all while staying up to date on both company products and services and broader trends in the industry.

Tampa, Florida30+ days ago

Associate responsibilities include: Researching tax laws, rules, and regulations and analyzing their application to specific situations resulting in drafting memorandums to defend decisions and/or outlining solutions to those issues; Participating in select phases of tax compliance engagements; Proactively seeking guidance, clarification, and feedback; Supporting select projects demonstrating creative thinking and individual initiative while working as a team member; and. Bachelor's degree in Accounting, Finance, Economics, or related degree and/or an advanced degree in Accounting, Taxation, JD or LLM; A minimum GPA of 3.0; Strong leadership, multitasking and organizational skills; Self-starter with initiative to seek out opportunities in a fast-paced environment; Strong interpersonal skills; and.

Tampa, FL30+ days ago

Full-time

You will deal with all stages of the lifecycle for each product, from broker matching to management of the client's custodial network, lifecycle events, ensuring timely settlement of trades and cash, management of claims and overdrafts, client/regulatory reporting and input into the production of our Investment Book of Record delivery (IBOR).Ultimately, your key responsibility within the IMOS team will be to provide premier service delivery and ensure the accurate and timely delivery of the investment operations to our end clients. As an Associate II in Investment Middle Office Services - Client Operations, your key responsibility will be to provide premier service delivery and ensure the accurate and timely delivery of the investment operations to our end clients.

Tampa, FL30+ days ago

$65,000–$85,000

We are looking for hard-working candidates with a passion for client service and who truly enjoy helping make a difference in their clients' lives! If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you!

riverview, FL14 days ago

Full-time

Duties & Responsibilities of the Client Services Associate:Serve as a direct liaison between clients and customers by conducting captivating product presentations and demonstrations. Skills & Qualifications of the Client Services Associate:0-3 years of experience in Client Services, Customer Support, Sales, or a related field is highly desirable.

Tampa, FL30+ days ago

Full-time

You will support both new and incremental client events for Securities Services, serving a wide range of clients including Asset Managers, Hedge Funds, Private Equity Funds, Pension Funds, Government Sponsored Enterprises, Banks, Broker Dealers, and Insurance Companies. Working knowledge of multiple Securities Services products such as Custody, Fund Accounting, Fund Admin, Hedge Funds Servicing, Investment Analytics, Compliance, ETFs, IMOS, Private Equity and Real Estate Services, Securities Lending, Trading Services, and Data Analytics.

Tampa, FL30+ days ago

Full-time

As a Client Service AssociateI in our Securities Services Custody Client Facing team, you will provide Institutional investors access to markets globally for settlements, safekeeping and asset servicing of securities, along with ancillary services such as Foreign Exchange collateral, derivatives lifecycle management, bank loans, and Liquidity Solutions. Custody Operations is a cross product team covering trade instruction capture, settlement; fail management, cash instruction capture, projections, overdrafts, asset servicing instruction capture, dividends, foreign exchange, collateral, derivatives lifecycle management and bank loans for large institutional clients.

Tampa, FL13 days ago

With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction.

Tampa, FL30+ days ago

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. 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.

Tampa, FL30+ days ago

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.

Tampa, FL30+ days ago

$71,300–$107,000 Per Year

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. As a Senior Client Service Account Associate in The Trade and Working Capital Client Service Group, you will be responsible for managing and facilitating the unique and complex service needs of Global Trades client base.

New!

Tampa, Florida6 days ago

Tampa, FL30+ days ago

$95,000–$150,000 Per Year

Tampa, FL30+ days ago

Remote

You'll discover how our employees love their jobs, driven by the meaningful connections they make and the positive impact they have on our clients' businesses. At INFUSE, we're seeking a passionate Client Success Specialist to join our team, where your efforts directly contribute to our clients' satisfaction and our company's success.

New!

Tampa, Florida5 days ago

Comprised of more than 300 insurance professionals, most of whom work in our Tampa-area headquarters, and exclusively represented by more than 3,000 independent agents, we offer sound and comprehensive property and dwelling insurance to families throughout Florida, Georgia, and South Carolina. Our organization derives its Strength From IntegrityTM, and we are proud to have been recognized as a Top Place to Work in Tampa by the Tampa Bay Times and a Best Place to Work in Insurance by Business Insurance Magazine for the past twelve years.

Tampa, Florida30+ days ago

You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care.