Top 412 Client service associate Jobs in Sarasota, Fl

Client Service Associate
Waverly Advisors, LLC —Sarasota, FL
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Profit sharing
- Paid holidays
Quick Apply
Design Associate / Customer Service
Art of Drawers Sarasota and Naples —Sarasota, FL
- $80 - $120 an hour
- Part-time
- Office
- No degree
- Visual & Performing Arts
- Employee discount
- Flexible schedule
Quick Apply
Certified Occupational Therapy Assistant (COTA)
Sunset Lake Health and Rehab —Venice, FL
- PRN
- Background check
- CPR Certification
- Skilled nursing facility
- Health insurance
- Dental insurance
Quick Apply
Associate Veterinarian - Small Animal
Bradenton Veterinary Hospital —Bradenton, FL
- $110,000 - $150,000 a year
- Full-time
- Private practice
- No background check
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Registered Behavior Technician
Beyond the Spectrum,Inc. —Bradenton, FL
- $21 - $24 an hour
- Part-time
- Background check
- Childcare
- Applied behavior analysis
- Paid training
- COVID-19 protective measures
Quick Apply
Hybrid Board Certified Behavior Analyst/ BCBA/ BCaBA
BlueSprig —Sarasota, FL
- Up to $105,000 a year
- Full-time
- Mid-level
- US work authorization
- Pediatrics
- Continuing education credits
- Health savings account
Quick Apply
Radiologic Technologist- SIGN-ON BONUS $5,000
TridentCare —Sarasota, FL
- Full-time
- Computer literacy
- Writing skills
- Mid-level
- Fuel card
- Paid holidays
Quick Apply
Medical Lead Veterinarian
Englewood Animal Health Center —Englewood, FL
- $130,000 - $150,000 a year
- Full-time
- Microsoft Outlook
- Recruiting
- Senior level
- Paid parental leave
- Disability insurance
Quick Apply
Residential Group Home Manager
The Haven —Sarasota, FL
- $19 - $21 an hour
- Weekends as needed
- Background check
- 18 years or older
- Clean driving record
- Health insurance
- Dental insurance
Quick Apply
1d
Experienced Jewelry Sales Associate / Gemologist
Diamond Vault Jewelers —Sarasota, FL
- $45,000 - $85,000 a year
- Full-time
- Inventory management
- Computer literacy
- Merchandising
- Paid holidays
- Health insurance
Quick Apply
Associate Veterinarian
Laurel Road Veterinary Clinic —Nokomis, FL
- Surgery
- Communication skills
- Entry level
- Continuing education credits
- Health insurance
2d
Real Estate Agent
The Keyes Company —Sarasota, FL
- $50,000 - $150,000 a year
- Part-time
- Mid-level
- Residential
- Real Estate License
Quick Apply
Financial Advisor
Edward Jones —Palmetto, FL
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Assistant Branch Leader - Sarasota Southside Village
BankUnited, N. A. —Sarasota, FL
- Basic math
- Mid-level
- Office
Rental Delivery and Retail Associate
Sunny Ebike Rentals —Sarasota, FL
- $450 - $650 a week
- Part-time
- Driver's License
- US work authorization
- In-person
- Paid time off
Quick Apply
Entry Level Verizon Sales Associate
Gold Era Capital —Sarasota, FL
- $55,000 a year
- Full-time
- Background check
- In-person
- Entry level
- Paid training
- Employee assistance program
Quick Apply
4d
Registered Nurse (RN) 7P-7A $2500 SIGN ON BONUS
Suncoast Behavioral Health Center —Bradenton, FL
- 12 hour shift
- Background check
- CPR Certification
- Nursing
- Health insurance
- Dental insurance
Quick Apply
Agent
Homevest —Florida
- Sales
- Mid-level
- Real Estate License
3h
Entry Level Verizon Associate
Improbus Inc —Sarasota, FL
- $48,000 - $57,500 a year
- Full-time
- Background check
- No experience needed
- Organizational skills
- Paid training
- Opportunities for advancement
Quick Apply
Associate Attorney
Kubicki Draper —Florida
- Full-time
- Hybrid work
- Microsoft Excel
- Customer service
- Writing skills
- Health insurance
- Paid time off
Quick Apply

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Client Service Associate

Waverly Advisors, LLC
Sarasota, FL

Quick Apply

Job Details

Benefits

Profit sharing
Paid holidays
Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching
Sabbatical

Qualifications

Customer communication
Employee relationship building

Full Job Description

Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients' investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, 'Serve.' It is the reason we go to work every day.

In this role, you'll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you'll grow as a person and leader in your field and transform those around you as well.

We are looking to add an experienced Client Service Associate to the team in Sarasota, FL. The position will initially be remote but will transition to hybrid as we gain office space in that region. The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving as the liaison between clients and advisors/financial planners, as part of our overall client experience. A successful candidate will have the ability to effectively communicate with clients and team members, excellent attention to detail, strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn. Organizational skills, resiliency and flexibility, promptness and the ability to anticipate needs are necessary in all tasks and responsibilities.

Responsibilities:

Serves as a primary point of contact for clients and assists Wealth Advisors in developing and maintaining client relationships.
Provides all client service support including account applications, custodial paperwork, investment advisory agreements and money movements.
Responds to all internal and external client requests in a timely manner.
Processes all documents from clients including advisory agreements, account applications or other custodial paperwork.
Assists in all meeting preparation including binding and preparing presentation materials.
Coordinates with Private Fund team on any alternative investment subscriptions and redemptions.
Reviews all quarterly reports and invoices.
Works directly with a variety of financial custodians (Schwab, Fidelity) to establish, maintain and update all new and existing client accounts.
Tracks and updates client-related information in SharePoint and Salesforce including but not limited to contact information, investment advisory agreements, client-related notes and correspondence and other relevant information or documentation.
Tracks information sent to financial custodians for verification of receipt and completed work.
Assists with tracking client money movement requests and communicating that information to Advisors.
Notifies Wealth Advisors if trades are needed related to client money movement requests.
Processes Required Minimum Distributions (RMD's) for clients on an annual basis.
Follows Waverly compliance policies and procedures related to client requests and other matters.

Travel:

Minimal travel is required.

Qualifications and Experience:

At least 1 year of client service experience in an RIA or Broker/Dealer, strongly preferred.
Bachelor's Degree or higher or, in lieu of a college degree, 5 years of experience in financial services.
Experience with Fidelity is required.
Familiarity with portfolio accounting systems and client relationship management software is preferred.
Proficiency in Microsoft Office.

Competencies and Skills:

Proactive, team player who values building positive relationships with clients and colleagues.
Detail-oriented self-starter.
Highly organized.
Strong verbal and written communication skills.
Can-do attitude where no task is too big or small.
Ability to juggle demands of multiple people and deadlines.
Positive attitude with a willingness to learn.

Physical Requirements:

Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift 15 pounds at times.
Must be able to access and navigate each department at the organization's facilities.

Benefits:

Comprehensive Health, Dental, and Vision coverage to support your overall well‑being.
401(k) retirement plan with match and profit sharing to help you invest in your future.
Twelve paid holidays each year.
An extra vacation day during your birthday week—so you can celebrate you!
Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.
Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.
Compensation commensurate with experience.

Legal:

Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.

Quick Apply

Refine Your Search

client service associate jobs in sarasota, fl

Client Service Associate

Design Associate / Customer Service

Certified Occupational Therapy Assistant (COTA)

Associate Veterinarian - Small Animal

Registered Behavior Technician

Hybrid Board Certified Behavior Analyst/ BCBA/ BCaBA

Radiologic Technologist- SIGN-ON BONUS $5,000

Medical Lead Veterinarian

Residential Group Home Manager

Experienced Jewelry Sales Associate / Gemologist

Associate Veterinarian

Real Estate Agent

Financial Advisor

Assistant Branch Leader - Sarasota Southside Village

Rental Delivery and Retail Associate

Entry Level Verizon Sales Associate

Registered Nurse (RN) 7P-7A $2500 SIGN ON BONUS

Agent

Entry Level Verizon Associate

Associate Attorney

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