Top 3467 Set up associate Jobs in Florida

Client Services Associate
Dexian —Jacksonville, FL
- $40 - $43 an hour
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Bachelor's degree
Quick Apply
Clinical Research Associate (CRA) - Cardiovascular (Remote)
Merck —Miami, FL
- $96,200 - $151,400 a year
- Full-time
- Remote
- Spanish
- English
- Mid-level
- Paid holidays
- Health insurance
Client Experience Associate
AnywhereWorks —Florida
- From $16 an hour
- Full-time
- Remote
- Background check
- Spanish
- Computer literacy
Quick Apply
Art Associate - Japanese Speakers ONLY
Crew Life at Sea —Miami, FL
- Full-time
- Management
- Customer service
- Public speaking
Quick Apply
Senior Associate, Capital Markets - FL
Phoenix Energy One, LLC —Fort Lauderdale, FL
- $90,000 - $1,000,000 a year
- Full-time
- Mid-level
- Office
- Accounting
- Profit sharing
- Health savings account
Quick Apply
Financial Planning Associate (CFP Required)
Menke Financial —Saint Petersburg, FL
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Health insurance
Quick Apply
2d
Sales Associate - Wellington Showroom
El Dorado Furniture —Wellington, FL
- $60,000 a year
- High school diploma or GED
- Entry level
Quick Apply
AutoNation Toyota of Pinellas Park Hiring Event for Sales Associates 8/17
AutoNation —Pinellas Park, FL
- Full-time
- Clean driving record
- Dealership
- High school diploma or GED
- Paid training
- Dental insurance
9d
Sales Associate - Altamonte Springs
El Dorado Furniture —Altamonte Springs, FL
- $60,000 a year
- High school diploma or GED
- Entry level
Quick Apply
Associate Veterinarian
Petco —Port Saint Lucie, FL
- Full-time
- Computer skills
- In-person
- Communication skills
- Health insurance
- 401(k)
Hospital Medical Leader or Associate Veterinarian
Petco —Brooksville, FL
- Full-time
- Mid-level
- Computer skills
- In-person
- Health insurance
- 401(k)
Associate Veterinarian
Petco —Wellington, FL
- Full-time
- Computer skills
- Communication skills
- Entry level
- Health insurance
- 401(k)
Associate Veterinarian - Part-time
Petco —Sarasota, FL
- Part-time
- Computer skills
- In-person
- Communication skills
- Health insurance
- 401(k)
Hospital Medical Leader or Associate Veterinarian
Petco —Orlando, FL
- Full-time
- Mid-level
- Computer skills
- In-person
- Health insurance
- 401(k)
Associate Veterinarian
Petco —Sarasota, FL
- Full-time
- Computer skills
- In-person
- Communication skills
- Health insurance
- 401(k)
Hospital Medical Leader or Associate Veterinarian
Petco —Sarasota, FL
- Full-time
- Mid-level
- Computer skills
- Communication skills
- Health insurance
- 401(k)
Sales Associate - Palmetto Showroom
El Dorado Furniture —Miami Gardens, FL
- $60,000 a year
- High school diploma or GED
- Entry level
Quick Apply
Sales and Rental Associate
Equity LifeStyle Properties —North Fort Myers, FL
- Full-time
- Microsoft Excel
- Customer service
- 5 years
- Paid holidays
- Health insurance
Quick Apply
Client Services Associate
Rose International —Jacksonville, FL
- $40 - $45 an hour
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
Associate Veterinarian
Petco —Kissimmee, FL
- Full-time
- Computer skills
- In-person
- Communication skills
- Health insurance
- 401(k)

I want to receive the latest job alert for set up associate in florida

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

set up associate jobs near florida

Client Services Associate

Dexian -
Jacksonville, FL

Quick Apply

Job Details

Full-time | Contract
$40 - $43 an hour

Qualifications

Series 66
Series 7
Securities Industry Essentials
FINRA License
Experience practicing in the securities industry
Series 63

Full Job Description

Overview:

Job Title: Client Services Associate

Location: Jacksonville, FL 32258 (Hybrid)

Duration: 6-month contract (possible extension)

Pay Range- $40-$43/hr. on W2

Role Description:

The Client Services Associate is a developing professional role, fully responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for our investment and/or Banking clients. The ideal candidate possesses knowledge of the financial industry, with the ability to identify channel and account solutions that best meet the needs of the client, which may include digital platforms, centralized team-based advice, or in-market, dedicated advice.

Responsibilities:

Fully accountable for servicing and supporting our investment and/or Banking clients.
Able to clearly articulate business value proposition, matching clients with the correct set of products and services.
Responsibly and professionally engage with clients to facilitate the transition of individuals whose needs are better aligned with digital solutions.
Confidently articulate the value proposition for our Private Client and digital programs available.
Directly responsible for providing timely responses to client service requests, received via telephone or email.
Provides exceptional support and issue resolution- all client issues will be owned end to end by the associate and will be treated with a closed loop process.
Ensures customer claims and complaints are handled in accordance with FINRA and firm policy.
Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.)
Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
Ensure that KYC/AML and other compliance norms are strictly adhered to
Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding our firm, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

0-2 years relevant experience in Customer Service with emphasis in investments or investment-related products preferred.
Prior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area.
Basic understanding of investment and financial planning strategies preferred.
Understanding of multiple products across business lines combined with exceptional networking and relationship building skills.
Excellent verbal and written communication skills. Ability to communicate at a professional level.
Capable of working independently within established procedures and make decisions without manager approval.
Able to perform multiple functions with a high degree of accuracy.
Ability to support a diverse array of products and services.
Knowledge of MS Office (Excel, Outlook, and Word) preferred.
Securities Industry Essentials - SIE - Active Series 7 & Series 66 (combo of 63 and65) licenses (required)

Education:Bachelors/University degree

Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.

Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

Best,

#BP

Pay: $40.00 - $43.00 per hour

Application Question(s):

Which FINRA series do you hold? Like Series-7, Series-66 or Series-63 & 65

Work Location: Hybrid remote in Jacksonville, FL 32258

Quick Apply

Refine Your Search

set up associate jobs in florida

Client Services Associate

Clinical Research Associate (CRA) - Cardiovascular (Remote)

Client Experience Associate

Art Associate - Japanese Speakers ONLY

Senior Associate, Capital Markets - FL

Financial Planning Associate (CFP Required)

Sales Associate - Wellington Showroom

AutoNation Toyota of Pinellas Park Hiring Event for Sales Associates 8/17

Sales Associate - Altamonte Springs

Associate Veterinarian

Hospital Medical Leader or Associate Veterinarian

Associate Veterinarian

Associate Veterinarian - Part-time

Hospital Medical Leader or Associate Veterinarian

Associate Veterinarian

Hospital Medical Leader or Associate Veterinarian

Sales Associate - Palmetto Showroom

Sales and Rental Associate

Client Services Associate

Associate Veterinarian

I want to receive the latest job alert for set up associate in florida

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected