Top 261 Licensing associate Jobs in Orlando, Fl

Client Service Associate
Rea Financial —Orlando, FL
- $60,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- 401(k)
- Paid time off
Quick Apply
1d
VIP Associate
Hard Rock Digital —Orlando, FL
- Weekends as needed
- Hybrid work
- Oracle
- Mid-level
- Driver's License
Quick Apply
3d
Clinical Territory Associate
Intuitive Surgical —Orlando, FL
- Weekends as needed
- Remote
- Surgery
- Hospital
- Military
Fast-Track to Management (Bilingual Vietnamese) or (Bilingual Russian)
New York Life —Maitland, FL
- $100,000 - $120,000 a year
- Full-time
- Hybrid work
- English
- Business development
- Doctor of Philosophy
- AD&D insurance
- Disability insurance
Quick Apply
Assistant Childcare Director (Early Childhood Education)
My First Academy —Saint Cloud, FL
- $18.50 - $21.00 an hour
- Full-time
- Classroom
- Spanish
- CPR Certification
- Health insurance
- Dental insurance
Quick Apply
11d
Mortgage Loan Originator
Mainstreet Community Bank of Florida —Oviedo, FL
- Full-time
- Background check
- Public speaking
- Mid-level
- Wellness program
- Health savings account
Quick Apply
3d
Associate Veterinarian in Orlando, FL | Supportive Team Environment
Global Veterinary Careers —Orlando, FL
- $120,000 - $200,000 a year
- Full-time
- Clinic experience
- Mid-level
- Surgery
- Continuing education credits
- Health insurance
Quick Apply
Medical Director, Veterinarian- Pine Castle Animal Care Center
Pine Castle Animal Care Center —Orlando, FL
- Senior level
- Continuing education credits
- Paid parental leave
Quick Apply
Financial Advisor
Edward Jones —Mount Dora, FL
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Before and After School Counselor at Innovation Elementary
KinderCare Education —Orlando, FL
- Classroom
- CPR Certification
- Customer service
- Health insurance
- Dental insurance
Account Manager- Commercial Insurance
Insurance Office of America, Inc. —Longwood, FL
- $45,000 - $75,000 a year
- Full-time
- Mid-level
- Leadership
- 2 years
- Paid holidays
- Health insurance
Quick Apply
CDA-Qualified Teacher
Jaylen's Christian Academy, Mighty Minds Christian Academy —Orlando, FL
- $16.50 - $20.00 an hour
- Part-time
- Background check
- Classroom
- English
- Employee discount
- Professional development assistance
Quick Apply
Employee Relationship Manager - Financial Wellness Solutions
PNC Financial Services Group —Orlando, FL
- Full-time
- Mid-level
- Office
- Business development
- Wellness program
- Health savings account
HR Coordinator
Lifeskills Orlando —Orlando, FL
- Full-time
- Clean driving record
- Mid-level
- Office
- Health savings account
- AD&D insurance
Quick Apply
3d
Account Associate - State Farm Agent Team Member
David Moskowitz - State Farm Agent —Casselberry, FL
- $50,000 - $75,000 a year
- Full-time
- Office
- Communication skills
- Marketing
- Health insurance
- Dental insurance
Quick Apply
Account Associate - State Farm Agent Team Member
Blake Price - State Farm Agent —Winter Garden, FL
- $60,000 - $85,000 a year
- Full-time
- Communication skills
- Marketing
- Entry level
- Health insurance
- Paid time off
Quick Apply
Wealth Management Associate - Retirement Benefits Group - FL Orlando, Mt. Dora, Kissimmee, Daytona Beach, and Melbourne
Equitable Advisors —Orlando, FL
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Personal Banker Associate II
Fifth Third Bank —Orlando, FL
- Full-time
- Mid-level
- Office
- Math
Shelter Services Advocate
Harbor House of Central Florida —Orlando, FL
- $18 an hour
- Clean driving record
- Microsoft Excel
- High school diploma or GED
Quick Apply
Licensing Specialist (Kinship Care)- Seminole
Family Partnerships of Central Florida —Maitland, FL
- On call
- Background check
- Bachelor of Science
- Writing skills
Quick Apply

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Client Service Associate

Rea Financial
Orlando, FL

Quick Apply

Job Details

Full-time
$60,000 - $80,000 a year
1 day ago

Benefits

401(k)
Paid time off
401(k) matching
Professional development assistance

Qualifications

Investment advisory support
Account maintenance
Spreadsheets
Investment account customer support
Productivity software

Full Job Description

Position Summary

Rea Financial is seeking a Client Service Associate who brings financial services experience, a high level of initiative, and is passionate about delivering exceptional service and creating meaningful client experiences. This individual will handle new client account setup, assist advisors with client service and operational responsibilities, and help ensure every client interaction reflects our commitment to helping clients Live Long and Finish Strong.

This is a seat for someone who is organized, detail-oriented, proactive, and eager to contribute. A team member who brings their experience to a growing team while continuing to develop their knowledge and expertise within the financial services industry.

Key Responsibilities

Client Service & Relationship Management

Serve as a key point of contact for client service requests, ensuring every interaction reflects Rea Financials’ commitment to helping clients live long and finish strong.
Respond to client inquiries with professionalism and urgency, maintaining consistent follow-up and proactive communication throughout every stage of the client relationship.
Monitor the status of pending business and client service requests, proactively following up with custodians, carriers, advisors, and clients to ensure timely completion.
Assist with resolving client service concerns and resolving issues promptly while keeping advisors informed.
Support account maintenance requests including beneficiary updates, distribution requests, and policy amendments with precision and follow-through.
Identify and escalate issues that could delay processing or impact the client experience.

Client Meeting Preparation & Follow-Up

Prepare all pre-meeting materials — reports, agendas, client summaries, and supporting documentation — so advisors walk into every meeting fully ready.
Attend client meetings as needed, capturing detailed notes and action items and ensuring every commitment is tracked and acted on.
Draft and send follow-up communications that summarize key decisions, next steps, and timelines — strengthening client confidence and reinforcing accountability.
Maintain an organized, proactive system for managing meeting prep and follow-up workflows across a growing book of relationships.

CRM & Documentation Management

Maintain accurate and complete client records in the firm's CRM, ensuring all interactions, transactions, and documents are stored correctly, consistently and securely.
Organize and maintain both electronic and physical client files in line with firm and compliance standards.
Produce and distribute weekly and monthly reports, including pending business summaries and production updates, to support team visibility and advisor planning.
Identify opportunities to improve efficiency and share recommendations with leadership.

Team Support & Process Development

Collaborate with advisors and team members to ensure client requests are completed accurately and on time.
Participate in team meetings and contribute ideas that enhance the client experience.
Follow established workflows and procedures while supporting continuous improvement efforts.
Assist with special projects and operational initiatives as assigned
Demonstrate professionalism, accountability, and a willingness to learn and grow within the organization.

Required Qualifications

Bachelor's degree in a related field or equivalent work history
Minimum 3-5 years of Experience processing new accounts, transfers, beneficiary changes, distributions, and other client service transactions preferred.
Proficiency with Schwab Advisor Platform
Ability to prioritize multiple responsibilities while maintaining accuracy, organization and follow through.
Working knowledge of new account processing, asset transfers, and custodial operations
Proficiency in Excel & Microsoft Office Suite
Experience supporting advisor teams and client service operations within a financial services environment.
Strong written and verbal communication skills — with the ability to communicate clearly and confidently with clients and team members alike.
A cover letter including why you believe you are the best fit for this role.
Familiarity with retirement planning concepts, annuities, and managed accounts.

Preferred Qualifications

Prior experience at a custodian, broker-dealer, or RIA in a client-facing or back-office operations role
Active securities and/or insurance licensing, or willingness to obtain

About Rea Financial

At Rea Financial, we're known for helping our clients realize their capacity to do great things — because we believe you can do more than you think, be more than you think, and that retirement is only the beginning. Built on a foundation of purpose, kindness, and follow-through, we serve kind-hearted, down-to-earth people in the Orlando market who want more than a portfolio — they want a plan that reflects what matters to them. Through The Purpose-Driven Retirement Plan™, we help clients live a full life with meaning, create a multigenerational impact greater than money, and finish strong in every sense of the word. If you’re someone who genuinely enjoys serving others, values attention to detail, embraces accountability, and wants to be a part of a team committed to helping clients live meaningful lives, you’ll feel right at home here.

This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the role.

Job Type: Full-time

Work Location: In person

Benefits:

401(k)
401(k) matching
Paid time off
Professional development assistance

Job Type: Full-time

Pay: $60,000.00 - $80,000.00 per year

Benefits:

401(k)
401(k) matching
Paid time off
Professional development assistance

Application Question(s):

Do you have experience working with Schwab Advisor Services?
Do you have at least one year of experience as a Client Service Associate (CSA) at a Registered Investment Advisor (RIA), rather than solely at a broker-dealer, bank, or insurance agency?

Work Location: In person

Quick Apply

Refine Your Search

licensing associate jobs in orlando, fl

Client Service Associate

VIP Associate

Clinical Territory Associate

Fast-Track to Management (Bilingual Vietnamese) or (Bilingual Russian)

Assistant Childcare Director (Early Childhood Education)

Mortgage Loan Originator

Associate Veterinarian in Orlando, FL | Supportive Team Environment

Medical Director, Veterinarian- Pine Castle Animal Care Center

Financial Advisor

Before and After School Counselor at Innovation Elementary

Account Manager- Commercial Insurance

CDA-Qualified Teacher

Employee Relationship Manager - Financial Wellness Solutions

HR Coordinator

Account Associate - State Farm Agent Team Member

Account Associate - State Farm Agent Team Member

Wealth Management Associate - Retirement Benefits Group - FL Orlando, Mt. Dora, Kissimmee, Daytona Beach, and Melbourne

Personal Banker Associate II

Shelter Services Advocate

Licensing Specialist (Kinship Care)- Seminole

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