Top 513 Registered client 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
Patient Services Specialist - Nurse
Serva Health LLC —Florida
- From $65,000 a year
- Weekends as needed
- Remote
- Background check
- Spanish
- Nursing
- Health insurance
- Dental insurance
Quick Apply
Registered Behavior Technician (RBT) – $22–$26/hr
Lumino ABA —Orlando, FL
- $22 - $26 an hour
- Part-time
- Background check
- Classroom
- Spanish
- Mileage reimbursement
- Professional development assistance
Quick Apply
10d
Central Florida Mental Health Clinical Counselors and Social Workers
Kinder Konsulting —Winter Park, FL
- $38 - $60 an hour
- Full-time
- Background check
- LMFT
- Clinic
- Flexible schedule
Quick Apply
Registered Behavior Technician (RBT) – Lake Mary / Sanford
Arise Autism Center LLC —Lake Mary, FL
- $20 - $24 an hour
- Part-time
- Background check
- High school diploma or GED
- Clinic
- Paid training
- Health insurance
Quick Apply
CBORD DATABASE ADMIN (TEMPORARY)
Morrison Healthcare —Orlando, FL
- Temporary
- Hybrid work
- Background check
- Food service experience
- Computer skills
- Commuter assistance
- Disability insurance
Quick Apply
RBT - Registered Behavior Technician
Camen Behavioral Services —Orlando, FL
- $20 - $25 an hour
- Part-time
- High school diploma or GED
- Clinic
- Criminal background check
- Paid training
- Health insurance
Quick Apply
Registered Wealth Management Client Associate
Bank of America —Winter Park, FL
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Vice President, Client Operations Manager
The Bank of New York Mellon Corporation —Lake Mary, FL
- Full-time
- Mid-level
- Office
- Finance
IV Infusion Nurse FL (Orange County)
IV Active —Orlando, FL
- $50 - $150 an hour
- RN License
- Mid-level
- Critical & Intensive Care
Residential Home Sales
Century 21 Carioti —Orlando, FL
- From $100,000 a year
- Part-time
- Hybrid work
- 18 years or older
- No experience needed
- High school diploma or GED
- Paid training
- Professional development assistance
Registered Private Wealth Client Associate
Bank of America —Lake Mary, FL
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
RBT - Registered Behavior Technician (Central Florida - Multiple Locations)
Camen Behavioral Services —Alafaya, FL
- $20 - $25 an hour
- High school diploma or GED
- Clinic
- Criminal background check
- Paid training
- Health insurance
Quick Apply
Registered Nurse (RN) — Concierge Home Detox - Orlando, FL
Concierge Home Detox —Orlando, FL
- Contract
- Patient monitoring
- RN License
- Mid-level
- Travel reimbursement
- Referral program
Quick Apply
Remote Hospice Triage RN FT Monday-Friday 6:30a-4p (No Wknds)
IntellaTriage —Orlando, FL
- $25 - $28 an hour
- Weekends as needed
- Remote
- Nursing
- RN License
- Typing
- Paid training
- Health insurance
Quick Apply
2d
Registered Behavior Technician (RBT)
My Favorite Therapists —Orlando, FL
- $18 - $20 an hour
- No weekends
- Background check
- Classroom
- Experience working with individuals with developmental disabilities
- Paid training
- Health insurance
Quick Apply
Kennel Assistant
Winter Garden Animal Hospital —Winter Garden, FL
- Weekends as needed
- Organizational skills
- Communication skills
- Entry level
- Paid parental leave
- Disability insurance
Quick Apply
Supervisor, Healthcare Services
Molina Healthcare —Mid Florida, FL
- $66,456 - $129,590 a year
- Full-time
- LMFT
- LVN
- RN License
- Health insurance
9d
Admissions Registered Nurse (RN) - Part Time Days
Central Florida Behavioral Hospital —Orlando, FL
- Part-time
- CPR Certification
- Nursing
- Psychiatry
- Health insurance
- Dental insurance
8d
Registered Behavior Technician in Orlando Area & Kissimmee In clinic
United Wellness Center, LLC —Orlando, FL
- $18 - $25 an hour
- Full-time
- Background check
- High school diploma or GED
- Clinic
- Opportunities for advancement
- Flexible schedule
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

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

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 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

registered client jobs in orlando fl

Client Service Associate

Patient Services Specialist - Nurse

Registered Behavior Technician (RBT) – $22–$26/hr

Central Florida Mental Health Clinical Counselors and Social Workers

Registered Behavior Technician (RBT) – Lake Mary / Sanford

CBORD DATABASE ADMIN (TEMPORARY)

RBT - Registered Behavior Technician

Registered Wealth Management Client Associate

Vice President, Client Operations Manager

IV Infusion Nurse FL (Orange County)

Residential Home Sales

Registered Private Wealth Client Associate

RBT - Registered Behavior Technician (Central Florida - Multiple Locations)

Registered Nurse (RN) — Concierge Home Detox - Orlando, FL

Remote Hospice Triage RN FT Monday-Friday 6:30a-4p (No Wknds)

Registered Behavior Technician (RBT)

Kennel Assistant

Supervisor, Healthcare Services

Admissions Registered Nurse (RN) - Part Time Days

Registered Behavior Technician in Orlando Area & Kissimmee In clinic

I want to receive the latest job alert for registered client in orlando fl

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