331 Results for

Client Associate Jobs in Margate, FL

Jobs

New!

Hialeah, FL5 days ago

$85,000–$120,000 Per Year

2. Minimum of 5 years of experience in a tax role with a focus on preparing 1040 individual returns, 1065 partnership, 1120S Corporate tax returns, non-profit, and estate returns. Preparing and reviewing complex tax returns including 1040 individual returns, 1065 partnership, 1120S Corporate tax returns, non-profit, and estate returns.

New!

Fort Lauderdale, FL5 days ago

$200,000–$300,000 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. The ideal candidate will have a deep understanding of federal and state court systems, a knack for legal writing, and a proven track record in handling substantive motions.

New!

Davie, FL4 days ago

$150,000–$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. You will work closely with experienced attorneys while also taking on meaningful responsibility, including direct interaction with clients and participation in strategy.

New!

Coral Gables, FL5 days ago

$130,000–$150,000 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. The positive results we bring to our clients do not happen behind closed doors—they happen through wholehearted advocacy and insightful guidance to ensure our clients’ best interests and reduce potential risk.

New!

Coral Springs, FL5 days ago

$95,000–$160,000 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. Excellent writing skills (send writing samples to https://jobot.com/apply/associate-attorney-insurance-defense-litigation/1201908651?utm_source=Monster for immediate consideration).

New!

Fort Lauderdale, FL5 days ago

$115,000–$135,000 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. The successful candidate will have the opportunity to handle cases from inception through trial, working closely with senior attorneys and partners to ensure the best possible outcomes for our clients.

New!

Miami Lakes, FLToday

$22–$26 Per Hour

The person who thrives in this role communicates with confidence, follows through consistently, takes ownership of responsibilities, and feels comfortable discussing consultation fees, collecting payments, recommending next steps, and helping people make informed decisions. You are equally comfortable helping a prospective client schedule a consultation, preparing onboarding documents for a new client, maintaining a welcoming office environment, organizing supplies, or taking initiative to solve problems and keep matters moving forward.

New!

Fort Lauderdale, FL1 day ago

The Property Finance Associate supports the financial management of residential real estate portfolios and also provides basic administrative support to the Finance Executive. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title.

Boca Raton, FL13 days ago

$130,000–$170,000 Per Year

We seek individuals who combine professional excellence with empathy and accountability — people who take ownership of their role, follow the processes we've built, welcome feedback, and look for ways to make good systems even better. We specialize in Behavioral Health Law — the Marchman Act and Guardianship — which means we walk alongside families in the hardest moments of their lives, guiding them down proven legal paths to lifesaving treatment for their loved ones.

Doral, Florida20 days ago

Part-time

The Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.

New!

Fort Lauderdale, FL2 days ago

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent as well as state Variable, Life and Health insurance licenses must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire.

Coral Gables, FL23 days ago

Full-time

Duties and responsibilities include:Provides support to WMA (IC or RM) in updating of KYC and Investment Profile as well as renewal of W8s and IDs, including customer calling, form filling support and retrieval from customer location; discusses with customer investment profile for review and update as needed. Minimum Work Experience Requirements:1 year of experience supporting Wealth Management AdvisorsTechnical and/or Other Essential Knowledge:Fully bilingual (English/Spanish) – Fluent, including writingExperienced PC user with strong command of MS Office applications

New!

Boca Raton, FL4 days ago

Remote

A growing wealth management firm is seeking a Client Service Associate to join its operations team in a hybrid role based in Boca Raton, Florida, with 2–3 days per week on-site and remote flexibility the remaining days. This position is ideal for an experienced CSA who enjoys supporting advisors, managing client workflows, and being a reliable point of coordination in a professional, fast-moving environment.

Miramar, FL27 days ago

Demonstrated proficiency in the following competencies, either through a performance review or competency assessment: Focus on results, Resilience, Customer Service, Teamwork, Organizational and Communication Skills, and Collaboration. Process all customer transactions related to deposit accounts, time deposits, loans, debit and credit cards and account maintenance including:Stop payments.

Sunrise, Florida24 days ago

Boynton Beach, Florida30+ days ago

Boca Raton, Florida30+ days ago

Fort Lauderdale, FL30+ days ago

Full-time

Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. 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.

New!

Boca Raton, FLToday

Direct Counsel is seeking a Private Client Trusts & Estates Associate Attorney or Senior Associate Attorney with a minimum of 4 years of experiencein sophisticated trusts and estates matters to join a highly regarded Private Client practice in Florida, with offices in Boca Raton or West Palm Beach. Ideal candidates will have experience advising high-net-worth individuals and families on estate planning and administration, including succession planning, lifetime giving, retirement asset planning, charitable giving, and tax-efficient wealth transfer strategies.

New!

Hialeah, FL3 days ago

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.

Fort Lauderdale, FL10 days ago

$50,600–$70,600 Per Year

Act as liaison for account opening and relationship establishment with Wealth Relationship Manager / Wealth Advisor / Client Specialist (RM) in charge of managing prospect's onboarding process in order to maintain a communication channel and credibility as trusted advisors, delivering high frequency of contact to guarantee close engagement and attention to prospect's needs until the relationships is fully transferred to the new RM. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying ethical judgement regarding personal behavior, conduct and business practices and escalating, managing and reporting control issues with transparency.

boca raton, FL30+ days ago

Our team collaborates closely with our probate and tax litigation teams to assist clients in navigating disputes and controversies involving families and their trusts and estates, our Family Office team to leverage multidisciplinary expertise from our corporate, tax, and transactional practices for every stage of wealth management, as well as many of our other practices to help our clients achieve their individual and business objectives. Since 1902, Day Pitney has been working collaboratively and effectively with clients in a wide range of industries, including Energy and Utilities; Financial Services; Healthcare and Life Sciences; Insurance and Reinsurance; Intellectual Property and Technology; Family Office Practice; Real Estate and Environmental; and Tax Exempt Organizations and Charitable Giving.

New!

Boca Raton, FLToday

The successful candidate will manage investment accounts, interact with clients, and provide administrative support while demonstrating strong communication skills and a problem-solving mindset. The role demands a BA/BS degree in finance or related field and at least one year of relevant experience.

New!

Fort Lauderdale, FL4 days ago

Assists the Commercial Banker in supporting the commercial loan closing process including communicating with Commercial Closing Officer, and coordinating activities of outside service providers including attorneys, accountants, insurance providers and government agencies. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner.

New!

Boca Raton, FL5 days ago

Remote

$94,000–$185,000 Per Year

For You: Grow and recharge with tuition reimbursement, flexible time off for exempt employees or paid time off for nonexempt employees, up to 12 paid holidays per year, commuter benefits, employee discounts, charitable gift matching, and paid volunteer time off, plus corporate volunteer events that make it easy to give back. TransUnion Overview: At TransUnion, we encourage and are committed to creating a real, positive impact and shared sense of purpose within our Workforce for Good, which empowers our people to grow, innovate and contribute to a better future for our communities and customers.

Plantation, FL30+ days ago

Through our comprehensive suite of innovative supplemental benefits, fintech payment platforms, and member engagement solutions, we help health plans deliver high-quality benefits to their members that address the social determinants of health and improve member health outcomes and satisfaction. Our compliance-focused infrastructure, proprietary technology systems, and premier service delivery model allow our health plan partners to deliver high-quality, value-based care to millions of members.

Coral Springs, FL30+ days ago

Navigate Merchant Services systems, including North, South, proprietary, and TSYS platform applications, to research account activity and resolve inquiries. Resolve merchant inquiries regarding billing, reporting, payments, products, and solutions, and train merchants on back-office tools as applicable.

New!

Plantation, FL5 days ago

Activities include but are not limited to: sourcing, initial client qualification, identifying potential end users/decision makers, establishing contact relationships, completing company and department profiles, candidate marketing, identifies cross-selling opportunities, identifies national/third party/vendor on premise opportunities, schedules and conducts new client visits (virtual or by local office). Our flexible and direct hire staffing specialists engage over 23,000 highly skilled Technology and Finance & Accounting professionals annually, connecting them with more than 4,000 customers.

Pompano Beach, FL30+ days ago

This role manages client care from admission through discharge, with a strong focus on aftercare planning, engagement, group facilitation, and collaboration with outreach, clinical, operations, and alumni teams. We are seeking a dedicated and compassionate Client Care Coordinator to support clients through their treatment journey and ensure a successful transition into aftercare services.

Dania Beach, FL13 days ago

$110,000–$130,000 Per Year
Full-time

Accounts PayableProvides enterprise oversight of vendor management, compliance, and data governance, ensuring consistent execution of vendor onboarding, maintenance, compliance monitoring, risk controls, and vendor master data integrity across markets in alignment with established policies and regulatory requirements. Oversees enterprise utility‑payment operations (AvidUtility, Time Sensitive Payments) ensuring accurate account onboarding, automated invoice capture, and timely payment execution; partners with AP, Treasury, GL, and Transitions teams to prevent post‑transition debits.

Sunrise, FL30+ days ago

The appointed candidate will be offered a salary within the range of $17.00 plus the opportunity to participate on a bonus or commission benefit plan depending by brand, with a comprehensive benefits package including: medical, dental, vision, short and long-term disability, various paid time off programs, employee discount/perks and retirement plans with employer contributions. Your ability to combine entrepreneurial spirit, passion for the brand, exemplify the company\u2019s values and knowledge of the luxury/retail business will greatly influence the client experience.

Fort Lauderdale, FL16 days ago

$100,000–$239,200 Per Year

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. 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.

Fort Lauderdale, FL18 days ago

This role leads a team of approximately 15 technical professionals supporting endpoint management, virtual desktop infrastructure, mobility, software deployment, patch management, and end-user experience initiatives in a highly regulated, payment-processing environment. This role also includes responsibility for endpoint and infrastructure support of payment processing environments, including payment terminals and platforms such as CenPOS, as well as supporting specialized industry systems including automotive OEM-integrated applications.

Aventura, FL11 days ago

Part-time

Ensure branch adherence to AML/BSA requirements (Customer Identification Program, Account Opening Customer Due Diligence, ongoing profiling requirements, Enhanced Due Diligence, OFAC, Suspect Activity Form, etc.), operational procedures, audit procedures, risk/control expectations, dual control, security, Business Continuity, and all other regulated banking requirements; communicate any updates to associates. This position is responsible for increasing branch assets, deposits, customer base and revenue by building rapport with new and existing customers to understand their current and future financial needs, and match Seacoast Bank’s products and services to those needs.

boca raton, FL30+ days ago

Remote

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests.

New!

Fort Lauderdale, FL4 days ago

Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Bring in new relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.

Wellington, FL13 days ago

This is a high-impact, client-facing leadership position focused on driving membership growth across massage therapy, stretch therapy, personal training, and group coaching services. Ncognito USA, LLC has been a trusted leader in wellness for over 18 years, empowering clients through massage therapy, assisted stretch, functional training, and holistic health solutions.

Fort Lauderdale, FL10 days ago

$63,540–$79,440 Per Year

Collaborates with sales representative and coordinates and negotiates renewal for assigned cases with sales & underwriting; communicates clients' needs, issues, risks, and opportunities; prepares and presents renewal to client. Demonstrated exceptional customer service acumen, strong consulting/negotiation/leadership skills, deep product/maintenance knowledge (including plan designs, funding, banking, etc.) with a high degree of operational effectiveness.

New!

Fort Lauderdale, FL3 days ago

$115,000–$130,000 Per Year

The ideal candidate combines a consultative mindset with a working knowledge of Sage Intacct (including the Construction module) and third-party add-ons, strong relationship management skills, and a genuine drive to help clients realize the full return on their technology investment. Identify and pursue upsell and cross-sell opportunities, including additional modules, user licenses, integrations, managed services, professional services engagements and upsell/cross sell opportunities across the firm's service offerings.

Margate, FL30+ days ago

$15–$18.69 Per Hour

SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team.

Ft. Lauderdale, FL30+ days ago

Commitment • Takes initiative and anticipates internal or external customer needs by engaging them in the process and following up as needed • Prioritize internal or external customer (i.e. patient, client, staff, vendor) requests to ensure the prompt and effective response is provided. Understand and appropriately act upon assigned role in Emergency Code System Understand and perform assigned role in Agency Continuity of Operations Plan (COOP) Contact Responsibility The responsibility for internal and external contacts is frequent and important.

Fort Lauderdale-Davie, FL30+ days ago

Provides advanced support for the installation, configuration, maintenance of hardware and software for desktops, laptops, wireless and cellular devices, Windows-based servers, peripherals, videoconferencing, LANs, WANs and digital media. High School Diploma and three (3) year of relevant information technology work experience.--OR--Associates degree or 60 credit hours in closely related field and minimum one (1) year of relevant work experience.

Fort Lauderdale, FL21 days ago

Part-time

Ensure branch adherence to AML/BSA requirements (Customer Identification Program, Account Opening Customer Due Diligence, ongoing profiling requirements, Enhanced Due Diligence, OFAC, Suspect Activity Form, etc.), operational procedures, audit procedures, risk/control expectations, dual control, security, Business Continuity, and all other regulated banking requirements; communicate any updates to associates. Open and process accounts, perform account maintenance, process checks, cash and the sale of negotiable instrument transactions adhering to the banks current policies and procedures, protecting the Bank against the risk and exposure of criminal or fraudulent activity.

Aventura, FL10 days ago

Ft. Lauderdale, FL30+ days ago

Part-time

The Client Support Assistant is responsible for providing support including social interaction, emotional support, client orientation, education of health and social service delivery systems, ensuring positive outcomes and stability. • Provides services required by following established protocols and when needed, procure additional help to answer questions to ensure appropriate services are delivered.

New!

Delray Beach, FL4 days ago

$15.39–$19.67 Per Hour

HIRING QUALIFICATIONS / COMPETENCIESLeadership €¢ Customer Focus €¢ Peer Relationships €¢ Integrity & Trust €¢ Action Oriented €¢ Listening Functional €¢ Preventative care and OWPs €¢ Communication Skills €¢ Client Service Skills €¢ Priority Setting €¢ Time Management CAPABILITIES AND EXPERIENCE (CAN DO) Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration. Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families.

New!

Hollywood, FL5 days ago

$15–$18.69 Per Hour

The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration.

boca raton, FL30+ days ago

Develop client relationships and exceed commercial targets through the love of building your own business by developing client relationships and exceeding sales plan Foster a clienteling culture, encourage an entrepreneurial spirit, reinforce client development to grow outreach business. Embrace/Leverage client feedback to elevate every in-store experience to a memorable event Execute best practices by optimizing hospitality and store amenities to create unique experiences and act on NPS performance and client feedback.

Bal Harbour, FL30+ days ago

As a Tiffany Client Advisor you will: Hold the critical position of embodying the Tiffany brand in each client interaction using the Tiffany touch; your own flair for making each clients experience extraordinary. Eligible Tiffany employees are offered comprehensive benefits, including global benefits like adoption and surrogacy assistance, and parental leave, as well as programs that support mental, emotional, physical, and financial well-being.

Coral Springs, Florida20 days ago

$14–$16 Per Hour

Overview: If you’re looking for a retail sales associate / customer service job where you can positively change the lives of clients in a meaningful way, then look no further! The right candidate must like talking, but more important, love listening to all new clients, established clients, and prospective clients.

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Client Associate Jobs in Margate, FL

Senior Tax Associate Jobot

Commercial Litigation Associate Attorney Jobot

Construction Litigation Associate (4-7 Yrs Exp) Jobot

Insurance Defense Associate Jobot

Associate Attorney (Insurance Defense Litigation) Jobot

Associate Attorney Jobot

Bilingual Client Experience & Intake Coordinator Costa & Associates

Property Finance Associate Atrium

Associate Attorney Robinson and Casey, PLLC

Retail Customer Service Associate FedEx

Associate Private Client Financial Advisor Wells Fargo & Co

Client Associate Amerant Bank

Client Service Associate (CSA) to $105K - Hybrid 2-3 Days Remote (RIA) GoldMatch

Client Services Associate III Amerant Bank

Client Service Associate Gallagher

Client Service Associate - Personal Lines Gallagher

Associate Client Service Manager Gallagher

J.P. Morgan Wealth Management - Private Client Investment Associate - Fort Lauderdale, FL JPMorgan Chase Bank, N.A.

Private Client Trusts & Estates Associate Attorney Direct Counsel

Client Experience Associate The PNC Financial Services Group Inc

Client Service Associate Citigroup Inc

Private Client Trusts & Estates Associate/Senior Associate Day Pitney LLP

Wealth Management Associate: Client Accounts & Planning HighTower Advisors

Client SpecialistRelationship Support Manager WesBanco Inc

Senior Client Executive - Strategic Accounts TransUnion

Client Services – Business Product & Project Manager Internship NationsBenefits, LLC

Client Support Specialist Fiserv Inc

Client Specialist Kforce Inc

Client Care Coordinator Boca Recovery Center

Director of Client Accounts Payable FirstService Residential

Client Advisor (Full-time), Armani Outlet Giorgio Armani SpA

Premier Client Regional Sales Manager - PNC Wealth Management The PNC Financial Services Group Inc

Manager of End User Computing (EUC) & Client Architecture AutoNation Inc

Bilingual Client Advisor II - Aventura Seacoast Bank

Client Support Specialist - Greater Miami, FL Area (REMOTE) FMR LLC

Sr. Private Client Relationship Manager First Horizon Corp

Lead Lifestyle Advisor – Sales & Client Experience Ncognito USA, LLC

Middle Market Client Manager Matrix Absence Management, Inc.

Client Success Manager (Sage Intacct) Cherry Bekaert LLP

Client Service Coordinator Banfield Pet Hospital

CLIENT SUPPORT ASSISTANT II Care Resource Community Health Centers, Inc.

IT Client Technology Support Technician II - 999352 Nova Southeastern University

Senior Client Advisor – Bilingual (Pompano Beach, FL) - $1000 Hiring Bonus Seacoast Bank

Client Advisor II - Aventura Seacoast National Bank

CLIENT SUPPORT ASSISTANT II Care Resource Community Health Center

Client Service Coordinator - 005242 Banfield Pet Hospital

Client Service Representative Banfield Pet Hospital

Client Advisor - Boca Raton Tiffany & Co

Client Advisor - Bal Harbour Tiffany & Co

Retail Sales Associate / Customer Service Elements Massage

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