609 Results for

Client Associate Jobs in Largo, FL

Jobs

Tampa, FL8 days ago

$120,000–$175,000 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.

Tampa, FL8 days ago

$120,000–$170,000 Per Year

New!

Tampa, FL6 days ago

$120,000–$170,000 Per Year

New!

Bradenton, FL6 days ago

$85,000–$115,000 Per Year

Full-service law firm based in Bradenton, Florida, providing high-quality legal representation across a broad range of practice areas — including community association law, real estate, business, estates, and litigation — while maintaining a commitment to client service and the local community. 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.

Tampa, FL8 days ago

$140,000–$200,000 Per Year

Tampa, FL8 days 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.

Tampa, FL8 days 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.

St. Petersburg, FL8 days ago

$145,000–$165,000 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. Across a wide range of locations and capabilities, the attorneys and advisors at our firm share one common goal: to begin every engagement with a clear eye on the desired result—and the most effective and efficient path to get there.

New!

Tampa, FL6 days ago

$110,000–$125,000

Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

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.

New!

Tampa, FL1 day ago

$130–$148 Per Hour

Certifies indigent natural deaths, including external examinations, review requests for cremation and out of state body shipment. • Maintains eligibility for faculty appointment in the Department of Pathology and Cell Biology at the University of South Florida College of Medicine.

Tampa, FL30+ days ago

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Tampa, FL30+ days ago

Job Responsibilities: • Deliver exceptional client service and support to internal and external stakeholders • Manage and resolve issues related to Global Custody Corporate Actions, including client instructions, completion, and reconciliation • Monitor and respond to client inquiries, resolve non-routine issues, and partner with internal teams to address exceptions promptly • Conduct root cause analysis to increase straight-through processing and build strong stakeholder relationships • Collaborate across global teams and technology partners to identify and implement product and process enhancements • Work closely with Client Service teams to manage client expectations and concerns • Provide operations subject matter expertise and value-added services to clients as needed. Preferred Qualifications, Capabilities, and Skills: Prior experience in Custody, Markets, or Corporate Actions operations Understanding of DTC, Euroclear, Foreign Exchange, reconciliation rules, and global custody Self-starter with the ability to learn quickly; strong leadership skills focused on risk mitigation and a proactive approach to ensure "Best in Class" results.

Tampa, FL30+ days ago

p>Skills You Bring:

High School Diploma/Equivalency Securities Industry Essential (SIE) Obtain Series 7 and 66 or ability to obtain, paid for by Morgan Stanley, within 120 days of hire Exceptional interpersonal and client service skills A passion for understanding participants' financial needs in an objective manner and seamlessly deliver the full value of the firm Ability to handle a high volume of requests in a fast-paced environment.

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.

Tampa, FL30+ 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; • Demonstrating flexibility in prioritizing and completing tasks while exercising professional skepticism.

Bachelors 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;

Ability to interact with various levels of client and firm management through both written and verbal communication.

Tampa, Florida30+ days ago

p style="margin:0in 0in 8pt">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

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, FL30+ days ago

s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).

Tampa, Florida25 days ago

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General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

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Tampa, Florida30+ days ago

Inspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world.

The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.

Tampa, FL30+ days ago

p>General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.

Tampa, FL30+ days ago

Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.

FL30+ days ago

Education High School (HS) (Required) Work Experience General Experience - 7 to 12 months Certifications s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Less than 25% Workstyle Resident The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. We expect our associates at all levels to: Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter * Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.

FL30+ days ago

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. Demonstrates 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.

FL30+ days ago

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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Saint Petersburg, FL30+ days ago

Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serveJob Description:This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).

Tampa, FL30+ days ago

Industry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem.

The Impact you will have in this role:

Asset Servicing Operations (ASO) executes corporate actions and related issuer services, ensuring accurate, timely and compliant processing while supporting modernization and enhanced client service across DTCCs asset servicing platforms.

Tampa, FL30+ 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

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where youll lead the charge in delivering exceptional treasury and banking product implementations.

Tampa, FL30+ days ago

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you''ll lead the charge in delivering exceptional treasury and banking product implementations.

Tampa, FL30+ days ago

As a Client Solutions Architect - Senior Associate in Trade & Working Capital within Product Solutions Delivery (PSD) team, you will contribute significantly to a team that innovates and supports the sales process in architecting comprehensive product solutions for clients with complex challenges. Ensure adherence to all transactional control conditions established to minimize operational risk and to be able to identify areas where such risks may develop where transactional controls may need to be developed or adjusted as business needs require.

Tampa, Florida21 days ago

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To learn more about a career at MMA, check us out our website or flip through recruiting brochure. In Collaboration with its leadership The Associate Strategic Client Executive Rx Solutions will support the sales process and serve as the main point person for the MMA field offices on post-sale implementation and ongoing client support as it relates to pharmacy management.

Tampa, FL16 days ago

Remote

p>In addition to supporting existing clients, the Client Services Associate will play an active role in developing new client relationships and contributing to the continued growth of the business through professional networking, referrals, social media engagement, and exceptional customer service.

Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional service.

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

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

As a Client Service Associate II in our Security 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, FL30+ days ago

p>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, FL14 days ago

Remote

$30,000–$50,000 Per Year

li>Skill Development: Boost your communication, leadership, problem-solving skills, and financial knowledge that extend beyond this role.

Purposeful Growth: Expand your leadership, entrepreneurial mindset, and service-focused roles within a supportive environment.

New!

Tampa, FL1 day ago

Our employee-founded resource groups create communities within Arrive's walls, including Women in Logistics, Emerging Professionals, Prisms, Black Logistics Group, Salute and Unidos.

Deliver effective and timely communication with Carrier reps and customer contacts when rescheduling pickups, deliveries, and while obtaining accurate tracking updates.

Tampa, FL30+ days ago

p>In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

Tampa, Florida30+ days ago

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Build and maintain strong relationships with clients through timely responses and strong customer service .

Bachelor's degree with minimum 1+ years client service and/or claims management experience OR- High School degree/GED with a minimum of 3+ years client service and/or claims management experience .

FL13 days ago

p>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.

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

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, FL15 days ago

p>As a Client Service Account Manager within the Payments team, you will support a portfolio of large corporate and/or financial institution clients by allowing them to effectively utilize Payments Products and Services. 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.

New!

Tampa, Florida4 days ago

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).

riverview, FL30+ days ago

Full-time

b>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.

Saint Petersburg, FL21 days ago

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.

New!

Clearwater, FL3 days ago

This role combines customer service, membership sales, relationship building, and studio operations to create an exceptional experience for every member and guest.

Pure Barre Clearwater is seeking a friendly, customer-focused Barre Tender (Front Desk Sales Associate) to join our boutique fitness studio.

St. Petersburg, FL12 days ago

$130,000–$150,000 Per Year

We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational well-being program.

The Business Development Group (BDG) partners with Franklin Templeton's Global Client Group to promote and position Templeton Global Investments (TGI) capabilities focused on a robust range of global, international, and emerging market equities while also supporting client service needs.

Tampa, FL30+ days ago

Tampa, FL20 days ago

In Collaboration with its leadership The Associate Strategic Client Executive Rx Solutions will support the sales process and serve as the main point person for the MMA field offices on post-sale implementation and ongoing client support as it relates to pharmacy management. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh (NYSE: MRSH).

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