Top 4178 Client experience Jobs in Jupiter, Fl

Assistant Client Manager
Community Financials, Inc. —Jupiter, FL
- $55,000 - $60,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Director of Strategic Partnerships
Center for Creative Education —West Palm Beach, FL
- $80,000 - $90,000 a year
- Weekends as needed
- Background check
- Research
- Office
- Paid holidays
- Disability insurance
Quick Apply
Home Care Marketing Representative – Florida
Successful Aging Care net of florida —West Palm Beach, FL
- $50,181.08 - $60,433.13 a year
- Part-time
- Microsoft Excel
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
Sr. Universal Banker/Jupiter/Indiantown Branch
BankUnited, N. A. —Jupiter, FL
- Mid-level
- Office
- High school diploma or GED
PROPERTY MANAGER
ADVANTAGE PROPERTY MANAGEMENT —Stuart, FL
- From $25 an hour
- Full-time
- Background check
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
Client Relationship Specialist-Palm Beach Gardens, FL
Charles Schwab —Palm Beach Gardens, FL
- $24.47 - $35.05 an hour
- Office
- 1 year
- Communication skills
- Paid parental leave
- Employee stock purchase plan
5d
Customer Service Professional
Price Termite and Pest Control —Jupiter, FL
- From $20 an hour
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Client Experience Concierge
Godwin Solutions —West Palm Beach, FL
- $89,000 - $102,000 a year
- Full-time
- Background check
- No experience needed
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply
14h
Medical Spa Office Manager
Prime Body Wellness —North Palm Beach, FL
- $30 an hour
- Part-time
- Medical office experience
- Mid-level
- Administrative experience
Quick Apply
Entry Level Medical Sales Specialist
Godwin Solutions —West Palm Beach, FL
- $109,000 - $117,000 a year
- Full-time
- Background check
- No experience needed
- Office
- Health insurance
- Opportunities for advancement
Quick Apply
Inbound Sales Consultant - FL
Viking Cruises US —Florida
- $80,000 - $190,000 a year
- Weekends as needed
- Remote
- Microsoft Outlook
- 5 years
- Senior level
- Paid training
- Employee stock purchase plan
Quick Apply
Business Development Associate
Implementation Engineers —Palm Beach Gardens, FL
- $52,500 - $150,000 a year
- Overtime
- CRM software
- No background check
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Planner (career changers desired)
Sean Mullin - Northwestern Mutual —Palm Beach Gardens, FL
- $81,000 - $206,000 a year
- Choose your own hours
- Background check
- Sales
- No experience needed
- Paid training
- Health insurance
Quick Apply
Admission Specialist - Family First Adolescent Services
Family First Adolescent Services —Palm Beach Gardens, FL
- Full-time
- Residential
- Organizational skills
- Adolescents
- Paid holidays
- Health insurance
Quick Apply
6d
Account Executive - Florida
Alfa AI —Florida
- $100,000 - $120,000 a year
- Full-time
- Remote
- Mid-level
- Construction experience
- Commercial
21h
Branch Office Administrator
Edward Jones —North Palm Beach, FL
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account
Law Clerk
Rathbone Group —Florida
- $18 an hour
- Temporary
- Remote
- Microsoft Word
- Background check
- Microsoft Excel
- Flexible schedule
Quick Apply
Account Manager Client Services - Remote
Optum —Stuart, FL
- $72,800 - $130,000 a year
- Full-time
- Remote
- 5 years
- Pass drug screening
- HIPAA
5d
Patient Scheduling Call Center Agent - PART TIME
HCA Florida JFK Hospital —Atlantis, FL
- Part-time
- Remote
- Entry level
- Employee stock purchase plan
- Disability insurance
Quick Apply
Teller (20 Hours) - Jupiter, FL
TD Bank —Jupiter, FL
- $21.50 - $26.75 an hour
- Part-time
- Basic math
- High school diploma or GED
- Travel
- Health insurance
- Paid time off
14d

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Assistant Client Manager

Community Financials, Inc.
Jupiter, FL

Quick Apply

Job Details

Full-time
$55,000 - $60,000 a year

Benefits

Paid holidays
Health insurance
Dental insurance
Paid time off
Vision insurance
Retirement plan

Qualifications

Bachelor's degree

Full Job Description

About Us:

We are Community Financials, www.communityfinancials.com, a leader in providing innovative remote monthly accounting services to Homeowner Associations (HOAs) and Condo Communities and their managers nationwide. Our mission is to provide stress-free accounting to our clients that is clear, accurate, and communicated on time.

We make accounting easy for the customers we serve while safeguarding their money. We do this by following our values: Deliver a wow service by being responsive and personalizing our communication, we keep our promises, we continually improve ourselves through training and the use of new technology, and we listen, we solve problems and we educate our customers and colleagues. You will be doing purposeful work.

Job Description:

As an Assistant Client Manager for our Jupiter, Florida office team, you will be responsible for maintaining relationships and communicating with a portfolio of customers, which will take up approximately 30% of your time (in person, by video call, phone, and email).

The remaining time will be spent preparing monthly financial reports, completing reconciliations, and supporting accounts receivable activities.

This is an in-office role that requires meeting customers on-site, as well as assisting in overseeing office staff and equipment to ensure smooth day-to-day operations.

The ideal candidate is a positive, proactive individual who enjoys building relationships, educating clients, and helping others through clear communication and problem-solving.

Key Responsibilities:

Assist the Senior Client Manager in managing and nurturing client relationships, addressing client inquiries, and providing timely and accurate information through in-person meetings, video calls, phone, and email.
Maintain regular communication with a portfolio of clients, ensuring a high level of responsiveness and personalized service.
Support the planning, execution, and monitoring of client projects, ensuring they are delivered on time and within scope.
Prepare monthly financial statements, reports, and analyses for clients, ensuring accuracy and compliance with accounting standards.
Complete bank and account reconciliations.
Help maintain accurate and up-to-date client records, including financial data, correspondence, and project documentation.
Ensure compliance with local, state, and federal regulations, and stay updated on changes in accounting standards and practices.
Coordinate and communicate effectively with clients, internal teams, and external stakeholders to ensure smooth service delivery and client satisfaction.
Assist in the onboarding process for new clients, including gathering necessary documentation and setting up client accounts.
Support office operations by helping oversee office staff, equipment, and in-person client interactions.

Skills & Qualifications:

Minimum of 5 years of accounting experience, preferably within the HOA or condominium association industry.
Experience in a client-facing role within a public practice, accounting firm or management company.
Bachelor's degree in accounting or a related field preferred.
Proficiency in accounting software and Microsoft Office Suite (Word, Excel, Outlook).
Strong understanding of accounting principles and practices.
Excellent organizational and time management skills.
Strong analytical and problem-solving abilities.
Excellent verbal and written communication skills.
Ability to manage multiple clients and priorities simultaneously.
High level of integrity and professionalism.
Strong customer service orientation with a passion for educating and supporting clients.
Positive attitude and strong interpersonal skills.

Why Join Us:

Salary: $50,000.00 – $55,000.00 per year plus bonus opportunities
Health insurance (50% employer paid)
Dental & Vision insurance (50% employer paid)
Paid time off, holidays, and vacation
IRA contributions
Opportunity to grow within a dynamic and expanding company & industry

Job Type: Full-time

Pay: $55,000.00 - $60,000.00 per year

Benefits:

Dental insurance
Health insurance
Paid time off
Retirement plan
Vision insurance

Education:

Bachelor's (Required)

Experience:

Monthly financial and bank reconciliations: 5 years (Preferred)
Bookkeeping/Accounting: 5 years (Required)

Location:

Jupiter, FL 33477 (Required)

Work Location: In person

Quick Apply

Refine Your Search

client experience jobs in jupiter, fl

Assistant Client Manager

Director of Strategic Partnerships

Home Care Marketing Representative – Florida

Sr. Universal Banker/Jupiter/Indiantown Branch

PROPERTY MANAGER

Client Relationship Specialist-Palm Beach Gardens, FL

Customer Service Professional

Client Experience Concierge

Medical Spa Office Manager

Entry Level Medical Sales Specialist

Inbound Sales Consultant - FL

Business Development Associate

Financial Planner (career changers desired)

Admission Specialist - Family First Adolescent Services

Account Executive - Florida

Branch Office Administrator

Law Clerk

Account Manager Client Services - Remote

Patient Scheduling Call Center Agent - PART TIME

Teller (20 Hours) - Jupiter, FL

I want to receive the latest job alert for client experience in jupiter, fl

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