UNKNOWN

ADAPTED_NOW

YEAR

This position offers the opportunity to work on a broad range of sophisticated real estate transactions, representing developers, investors, lenders, builders, business owners, condominium and homeowners' associations, and individual purchasers and sellers. The ideal candidate will have experience handling complex commercial real estate transactions while also maintaining the ability to advise clients on residential real estate matters throughout all phases of a transaction.

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Jobot

Real Estate Associate

FEED

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).

Morgan Stanley

Registered Client Service Associate

FULL_TIME

Specifically, with regard to employees of franchisees, such franchisees, and not Jackson Hewitt, will have exclusive control over all employment-related decisions, including decisions concerning hiring, firing, wages, conditions of employment, discipline, staffing, or any other day-to-day employment issue. In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times.

Jackson Hewitt - 3514

Client Service Associate

Participation in Client Service chats · Take the lead on owning follow-up verbal calls initiated through the CS chat groups · As needed, manage process of reviewing Investment Onboarding Forms (IOFs) and other documentation related to onboarding new investments · Assist Client Services Specialists with processing of overflow transactions as needed including distributions, non-cash asset ins and outs, additional investments/capital calls, and in-kinds · Follow processes and procedures to ensure communication with clients and third parties is efficient and current · Special projects assigned as needed · Assist in the clean-up of data on various reports including aging, accounts set to be closed, cases, tasks, follow-ups needed to clients and sponsors · Use the CRM system to manage tasks, document transactions, record notes from telephone conversations, and be proactive on follow up and client needs · Perform other duties as assigned . JOB OVERVIEW The Client Services Associate assists existing clients and investment sponsors through processes related to self-directed investments, including but not limited to private equity, hedge funds, and real estate syndications.

Equity Trust Company

Client Services Associate

JOB OVERVIEW The Client Services Associate assists existing clients and investment sponsors through processes related to self-directed investments, including but not limited to private equity, hedge funds, and real estate syndications. RESPONSIBILITIES & DUTIES · Manage the team e-mail inbox by resolving questions and tasks received and/or delegating to the correct individuals on the team · Participation in the client service queues including verbal verification, online access, Team and general dial 0 queues.

Midland Ira

ea_via_bold

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).

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.

EisnerAmper

Tax Senior Associate - Private Client Services

As an independent wealth management firm, we believe that great outcomes are achieved through teamwork, trust, and a deeply personalized approach to serving our clients. 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.

Raymond James Financial Inc

Registered Client Associate

Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

The PNC Financial Services Group Inc

Client Experience Associate

Thank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times.

Jackson Hewitt - GJN

Rehire Client Support Associate

If you’re a supportive, social, multitasker who thrives in a fast- paced environment and has a keen eye for detail, join us and help keep our team organized and connected. Teamwork: Value every team member's contribution, recognizing their importance and working to resolve conflicts constructively.

Valmark Financial Group

Client Services Coordinator

Crelate

Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.

VCA Inc

Client Service Representative

client service representative

The NCE team utilizes Gartner assets, coupled with our gartner.com platform, to provide a valuable client experience that starts with a prospect demonstration by an NCE Insights Platform Walkthrough specialist, moves to an extensive client onboarding experience by an NCE Client Onboarding Specialist and transitions seamlessly to a service delivery associate for ongoing support. Research prospective and existing companies, C-Level executives, business trends, and competitive intelligence to prepare relevant and tailored Gartner resources to drive impact.

Gartner

Client Success Associate, Onboarding - (French Canadian/English)

Client Success Associate (Bilingual Spanish / English Speaking)

Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development).

Client Service Representative - Coral Animal Hospital

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.

TravisMathew

Part Time Client Associate - UTC Sarasota, FL

Deliver value to decision makers and drive Gartner growth by working as part of a service team where responsibilities can include: Introducing Gartner services and capabilities to prospective & new clients, account management or connecting clients with the Gartner expert community. We've been recognized by Fortune as one of the World's Most Admired Companies, named a Best Place to Work for LGBTQ Equality by the Human Rights Campaign Corporate Equality Index and a Best Place to Work for Disability Inclusion by the Disability Equality Index.

Client Success Associate (2026 & 2027 Graduates)

Deliver value to decision makers and drive Gartner growth by working as part of a service team where responsibilities can include: Introducing Gartner services and capabilities to prospective & new clients, account management or connecting clients with the Gartner expert community. Identify client priorities and understand how to align Gartner's resources to provide best in class service that enables clients to achieve their priorities and maximize the return of investment on their Gartner membership.

Client Service Associate Jobs in Port Charlotte, FL

Real Estate Associate Jobot

Registered Client Service Associate Morgan Stanley

Client Service Associate Jackson Hewitt - 3514

Client Services Associate Equity Trust Company

Client Services Associate Midland Ira

Client Service Associate Morgan Stanley

Tax Senior Associate - Private Client Services EisnerAmper

Registered Client Associate Raymond James Financial Inc

Client Experience Associate The PNC Financial Services Group Inc

Rehire Client Support Associate Jackson Hewitt - GJN

Client Services Coordinator Valmark Financial Group

Client Service Representative VCA Inc

client service representative VCA Inc

Client Success Associate, Onboarding - (French Canadian/English) Gartner

Client Success Associate (Bilingual Spanish / English Speaking) Gartner

Client Service Representative - Coral Animal Hospital VCA Inc

Part Time Client Associate - UTC Sarasota, FL TravisMathew

Rehire Client Support Associate GJN

Client Success Associate (2026 & 2027 Graduates) Gartner

Client Success Associate Gartner

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