Top 14 Client services associate Jobs in Lakeland Fl

Client Service Associate - Lakeland,FL
Allen & Company of Florida —Lakeland, FL
- $25.43 - $42.35 an hour
- Full-time
- Microsoft Excel
- Office
- Finance
- Health insurance
- Paid time off
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Client Support Associate
Confidential —Valrico, FL
- $875 - $1,225 a week
- Full-time
- Background check
- In-person
- Entry level
- Health insurance
- Dental insurance
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9d
Verizon Sales & Customer Service Associate
HMG Business Services —Brandon, FL
- $900 - $1,335 a week
- Full-time
- Background check
- Residential
- High school diploma or GED
- Health insurance
- Dental insurance
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2d
International Investment Counselor (US Based) - UK Clients
Fisher Investments —Tampa, FL
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
12d
International Investment Counselor (US Based) - Canadian Clients
Fisher Investments —Tampa, FL
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
12d
OVERNIGHT Client Service Representative
Veterinary Healthcare Associates, Inc —Winter Haven, FL
- $16 - $20 an hour
- Overnight shift
- Bilingual
- Hospitality
- Mid-level
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HECM Client Services Associate
Home Encounter HECM, LLC. —Temple Terrace, FL
- Writing skills
- Office
- Administrative experience
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3h
Inside Sales & Customer Support Coordinator
Danielle Fence & Outdoor Living —Mulberry, FL
- Microsoft Excel
- Microsoft Outlook
- Office
Client Integration Specialist (Pharmacy Benefits)
Ventegra —United States
- $28 - $32 an hour
- Full-time
- Customer service
- Mid-level
- Office
- Health savings account
- Health insurance
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14d
Support Associate, Client Services
Knipper HEALTH —United States
- $20 - $23 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Health insurance

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Client Support Associate
Confidential —Valrico, FL
This commission-based role blends account management with sales strategy, perfect for someone who’s personable and ready to make an impact.
$875 - $1,225 a week
Quick Apply
9d
Administrative Support Associate
Creative Lighting & Power, LLC —Lakeland, FL
Lobby and Phone System Management to create a welcoming office atmosphere, including incoming calls, making coffee and refreshing snacks.
$22 - $25 an hour
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Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
Field incoming calls, emails, faxes, and correspondence. We aim to provide the best client experience possible through setting and then exceeding client…
$60,000 - $70,000 a year
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Client Relationship Representative (Universal Banker)
First Merchants Bank —Columbus, OH
Accurately process everyday monetary transactions, including deposits, withdrawals, loan payments, check cashing, night deposits, cashier’s checks, money orders…
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14d

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client services associate jobs near lakeland fl

Client Service Associate - Lakeland,FL

Allen & Company of Florida -
Lakeland, FL

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Job Details

Full-time
$25.43 - $42.35 an hour

Benefits

Stock options
Health insurance
Paid time off
401(k) matching
Volunteer time off

Qualifications

Customer communication
Microsoft Excel
Employee relationship building
Client database systems
Productivity software
Customer information system software

Full Job Description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The CSA helps the advisor maintain his or her practice and deliver positive results for the advisor’s clients. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment.

This is an on-site employment opportunity in Lakeland, FL that would allow you to support Financial Advisors associated with LPL Financial. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and by helping people and families that look to our Financial Advisors for financial solutions. (Candidate is expected to be in the office 5 days a week - NOT REMOTE)

Responsibilities:

Inbound client calls, schedule appointments, and prepare materials for client meetings
Keep client management systems up to date with client information
Assist with various documentation requirements for new business
Manage account activities that are operational in nature –new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits)
Conduct proactive outreach to clients and advisors on time sensitive activities (e.g., RMDs)
Assume ownership of inquiries and requests; communicate with internal departments to ensure clients’ expectations for timely service delivery are met
Educate clients on account services, capabilities, and new technology – eSignature, paperless statements, Account View (client portal), etc.
Partners with Financial Advisor to strategize on opportunities to meet the needs of clients
May assist in executing trades for clients as needed to support the Financial Advisor

What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

2+ years of financial industry experience, preferably within wealth management
2+ years of client service experience in a professional setting
2+ years of experience using Microsoft Office (Word, Excel, PowerPoint) and CRM systems
Completion of LPL Office Essentials (or equivalent training) within 90 days of hire

Preferences:

Financial service industry experience
Bachelor’s degree; preferably in Business, Accounting or Finance
Experience working with Financial Advisors, Branch and Home Office support teams
2-7 years brokerage/financial services industry knowledge
Series 7 and/or Series 66 license
Strong analytical skills and ability to research information
Demonstrates drive, initiative, and motivation
Ability to utilize internal resources, training & self-service options available such as iKnow, Resource Center, LPLU, etc.
Strong customer focus, excellent verbal and written communication skills; able to explain complex information clearly and simply
Proven ability to independently and efficiently manage multiple projects concurrently in a fast-paced environment
Organized with a strong attention to detail and problem-solving abilities
Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners

#LI-Onsite

Pay Range:

$25.43-$42.35/hour

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

EAC 5.19.26

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Refine Your Search

client services associate jobs in lakeland fl

Client Service Associate - Lakeland,FL

Client Support Associate

Verizon Sales & Customer Service Associate

International Investment Counselor (US Based) - UK Clients

International Investment Counselor (US Based) - Canadian Clients

OVERNIGHT Client Service Representative

HECM Client Services Associate

Inside Sales & Customer Support Coordinator

Client Integration Specialist (Pharmacy Benefits)

Support Associate, Client Services

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