Top 50 Client service specialist Jobs in Jacksonville, Fl

Client Service Specialist/Practice Manager
Ameriprise Financial —Jacksonville, FL
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
Client Service Specialist
COGENT BANK —Jacksonville, FL
- Research
- Mid-level
- Office
Advanced Client Solutions Specialist- Telephone Banker- Jacksonville, FL (1st & 2nd shift)
Bank of America —Jacksonville, FL
- Weekends as needed
- Computer literacy
- Research
- Mid-level
10d
Customer Service Specialist
Topline Insurance —Jacksonville, FL
- Remote
- Mid-level
- 2 years
Quick Apply
Healthcare Customer Service Specialist- (REMOTE)
GetixHealth —Orange Park, FL
- $18 an hour
- Monday to Friday
- Remote
- Spanish
- HIPAA
- High school diploma or GED
- AD&D insurance
- Disability insurance
Quick Apply
Client Engagement Specialist
Convatec —Fleming Island, FL
- Full-time
- Remote
- Spanish
- English
- Mid-level
1d
Client Intake Specialist (Dispatch)
Phoenix Loss Control —Jacksonville, FL
- $1,700 a week
- 8 hour shift
- Computer literacy
- Analysis skills
- Communication skills
Quick Apply
Client Relationship Specialist
Brightway Insurance —Jacksonville, FL
- Full-time
- Mid-level
- 2 years
- Communication skills
- Paid parental leave
- Health savings account
Veterinary Client Service Representative - Billing Specialist
Capital Veterinary Specialists, Jax —Jacksonville, FL
- Weekends as needed
- Mid-level
- Leadership
- 2 years
- Continuing education credits
- Paid parental leave
Quick Apply
Client Solutions Specialist
CareVet —Jacksonville, FL
- On call
- Computer literacy
- Computer skills
- Medical terminology
Quick Apply
Advanced Client Solutions Specialist- Telephone Banker- Bilingual Spanish Required- Jacksonville, FL (1st shift)
Bank of America —Jacksonville, FL
- Weekends as needed
- Spanish
- Computer literacy
- Research
10d
Client Support Specialist, EMN
Intercontinental Exchange Holdings, Inc. —Jacksonville, FL
- Full-time
- Mid-level
- Windows
- Bachelor's degree
Client Support Specialist, Data Services
Intercontinental Exchange Holdings, Inc. —Jacksonville, FL
- Full-time
- English
- Mid-level
- Finance
Client Support Specialist II, Ops Tech
Intercontinental Exchange Holdings, Inc. —Jacksonville, FL
- Full-time
- Mid-level
- Mentoring
Client Support Specialist II
Intercontinental Exchange Holdings, Inc. —Jacksonville, FL
- Full-time
- Mid-level
- Windows
- Computer networking
Specialist Lead, Government Client Contracts Management (Fed Health)
Deloitte —Jacksonville, FL
- $84,300 - $155,400 a year
- Full-time
- Bachelor's degree
- Travel
- US work authorization
Client Support Specialist - Mortgage
Intercontinental Exchange Holdings, Inc. —Jacksonville, FL
- Full-time
- Microsoft Excel
- Mid-level
1d
New Client Specialist
SI HOLDCO —Jacksonville, FL
- Full-time
- Mid-level
- Business development
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Client Support Specialist I, Bankruptcy and Foreclosure
Intercontinental Exchange Holdings, Inc. —Jacksonville, FL
- Full-time
- Mid-level
- Communication skills
Veterinary Client Service Representative
Allied Veterinary Specialists —Jacksonville, FL
- Overnight shift
- Mid-level
- Communication skills
- Health insurance
- Dental insurance
Quick Apply

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Client Service Specialist/Practice Manager

Ameriprise Financial -
Jacksonville, FL

Apply Now

Job Details

Full-time

Qualifications

Series 66
Series 7
Life & Health Insurance License

Full Job Description

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

Job Description

Position Description:
Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.
Assist financial advisor(s) and associate financial advisor(s) in managing and organizing office work flow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client
seminar.

Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor. Position Functions:

50% Business Management

Work with the corporate office to ensure accurate account setup and resolve issues
Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
Maintain files and records in accordance with the records retention policy
Perform other allowable duties as assigned by the financial advisor(s) and associate financial advisor(s)
Provide insight and recommendations to effectively use key tools (MOD, Go Social, Advisor website, etc.) that help lead to results in practice.

50% Client Care

Maintain client management system
Call clients or prospects to set up meetings or appointments
Write notes or letters to clients on personal letterhead of administrative nature only and handle client appreciation
Attend and participate in client meetings if necessary
Conduct transaction requests as directed by financial advisor(s) and associate financial advisor(s)
Coordinate client appreciation events and seminars
Answer unsolicited calls from prospects to schedule appointments or refer to advisor Key Traits of a Successful Client Service Associate/Manager
Direct attention to detail and organization
Effective communication with clients and other advisors/staff
Effective and efficient time management
Polite and clear phone manner
Ability to multi-task
Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
Ability to support and provide guidance for compliance within the advisor’s practice
Positive attitude and sincere willingness to constantly learn and grow

Education and Other Designations:

College degree or higher
2+ years of similar experience
Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses

Full-Time/Part-Time

Full time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Apply Now

Refine Your Search

client service specialist jobs in jacksonville, fl

Client Service Specialist/Practice Manager

Client Service Specialist

Advanced Client Solutions Specialist- Telephone Banker- Jacksonville, FL (1st & 2nd shift)

Customer Service Specialist

Healthcare Customer Service Specialist- (REMOTE)

Client Engagement Specialist

Client Intake Specialist (Dispatch)

Client Relationship Specialist

Veterinary Client Service Representative - Billing Specialist

Client Solutions Specialist

Advanced Client Solutions Specialist- Telephone Banker- Bilingual Spanish Required- Jacksonville, FL (1st shift)

Client Support Specialist, EMN

Client Support Specialist, Data Services

Client Support Specialist II, Ops Tech

Client Support Specialist II

Specialist Lead, Government Client Contracts Management (Fed Health)

Client Support Specialist - Mortgage

New Client Specialist

Client Support Specialist I, Bankruptcy and Foreclosure

Veterinary Client Service Representative

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