Top 402 Licensing associate Jobs in Orlando Fl

Client Service Associate
Rea Financial —Orlando, FL
- $60,000 - $80,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- 401(k)
- Paid time off
Quick Apply
10d
Senior Licensing Associate
University of Central Florida —Orlando, FL
- $75,809 - $95,000 a year
- Full-time
- Customer service
- Engineering
- Mid-level
- Paid holidays
- Health insurance
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
1d
Physical Therapist - Home Health
Home Health Altamonte Springs FL —Altamonte Springs, FL
- $34.71 - $64.55 an hour
- Weekends as needed
- Background check
- Management
- Doctoral degree
- Paid parental leave
- Disability insurance
1d
Associate Veterinarian
Pine Castle Animal Care Center —Orlando, FL
- Surgery
- Entry level
- Continuing education credits
- Paid parental leave
1d
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
6d
Financial Advisor Associate / Client Service Advisor
Group 10 Financial, LLC —Maitland, FL
- $55,000 - $70,000 a year
- Email
- Hybrid work
- Customer service
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Wealth Management Associate – Retirement Benefits Group
Equitable Advisors —Orlando, FL
- $24,000 - $125,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability 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
VPK Preschool Teacher
Orlando Science Center. —Orlando, FL
- $40,560 a year
- Weekends as needed
- Background check
- Classroom
- Computer literacy
Quick Apply
Entry Level Insurance Representative - Training Provided
AmeriLife —Winter Park, FL
- Full-time
- Driver's License
- Fingerprint clearance
- Reliable transportation
- Opportunities for advancement
Quick Apply
3d
Financial Advisor
Edward Jones —Mount Dora, FL
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Entry Level Insurance Representative - Training Provided
AmeriLife —Saint Cloud, FL
- Full-time
- Driver's License
- Fingerprint clearance
- Reliable transportation
- Opportunities for advancement
Quick Apply
3d
Entry Level Insurance Representative - Training Provided
AmeriLife —Alafaya, FL
- Full-time
- Driver's License
- Fingerprint clearance
- Reliable transportation
- Opportunities for advancement
Quick Apply
3d
Lead /Assistant Toddler Teacher
Ladybird Academy of Wyndham Lakes —Orlando, FL
- $14.50 - $17.00 an hour
- Full-time
- CPR Certification
- Basic math
- Math
- Health insurance
- Dental insurance
Quick Apply
Center Sales Director, Greater Orlando
EWC Growth —Kissimmee, FL
- $55,000 - $65,000 a year
- Weekends as needed
- English
- Mid-level
- In-person
- Commuter assistance
- Paid parental leave
Quick Apply
Entry Level Insurance Representative - Training Provided
AmeriLife —Kissimmee, FL
- Full-time
- Driver's License
- Fingerprint clearance
- Reliable transportation
- Opportunities for advancement
Quick Apply
3d
Supervisor (part-time) - Perry Ellis
Perry Ellis International - Retail —Orlando, FL
- Part-time
- Merchandising
- Mid-level
- High school diploma or GED
- Paid holidays
- 401(k)
1d
Two Year Old Teacher
Creative World School - St. Cloud, FL —Saint Cloud, FL
- $15 - $17 an hour
- Email
- In person
- Classroom
- In-person
- Associate's degree
Quick Apply
Associate Financial Advisor
Edward Jones —Florida
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Paid training

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licensing associate jobs near orlando fl

Client Service Associate

Rea Financial
Orlando, FL

Quick Apply

Job Details

Full-time
$60,000 - $80,000 a year
10 days ago

Benefits

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

Qualifications

Investment advisory support
Financial services customer support
Microsoft Excel
Account maintenance
Client services experience within financial services industry
Spreadsheets
Bachelor's degree
Attention to detail
Investment account customer support
Organizational skills
Productivity software
Account management

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

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 at least 3 years in the Financial Services industry?
Do you have experience working with Schwab Advisor Services?

Work Location: In person

Quick Apply

Refine Your Search

licensing associate jobs in orlando fl

Client Service Associate

Senior Licensing Associate

Associate Veterinarian in Orlando, FL | Supportive Team Environment

Physical Therapist - Home Health

Associate Veterinarian

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

Financial Advisor Associate / Client Service Advisor

Wealth Management Associate – Retirement Benefits Group

Medical Director, Veterinarian- Pine Castle Animal Care Center

VPK Preschool Teacher

Entry Level Insurance Representative - Training Provided

Financial Advisor

Entry Level Insurance Representative - Training Provided

Entry Level Insurance Representative - Training Provided

Lead /Assistant Toddler Teacher

Center Sales Director, Greater Orlando

Entry Level Insurance Representative - Training Provided

Supervisor (part-time) - Perry Ellis

Two Year Old Teacher

Associate Financial Advisor

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