Top 659 Client associate Jobs in Tampa, Fl

Senior Client Services Associate
Riverwalk Wealth Advisors —Tampa, FL
- Full-time
- Bilingual
- Microsoft Excel
- Microsoft Outlook
- Profit sharing
- Paid holidays
Quick Apply
10d
Client Support Associate
Confidential —Valrico, FL
- $875 - $1,225 a week
- Full-time
- Background check
- In-person
- Entry level
- Health insurance
- Dental insurance
Quick Apply
13d
Medical Sales Associate
PPH —Tampa, FL
- $70,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- US work authorization
- In-person
- Flexible schedule
Quick Apply
Client Service Associate
Care Options for Kids —Tampa, FL
- $21 - $24 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Client Service Associate (Tampa, FL)
Oppenheimer & Co. Inc. —Tampa, FL
- 1 year
- Entry level
Quick Apply
Associate Strategic Client Executive, Rx Solutions
Marsh McLennan Agency —Tampa, FL
- Extended hours
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Tuition reimbursement
Client Associate
TravisMathew Apparel —Tampa, FL
- From $16 an hour
- Part-time
- Sales
- Customer service
- Microsoft Office
- Employee discount
- Flexible schedule
Quick Apply
13d
Client Success Associate
Arrive Logistics —Tampa, FL
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Paid holidays
Quick Apply
Office Services Associate
Opensity Solutions —Tampa, FL
- $20 - $24 an hour
- Full-time
- Office
- Organizational skills
- 1 year
- Health insurance
- Dental insurance
Quick Apply
3d
Associate
AllianceBernstein —Tampa, FL
- Full-time
- Mid-level
- Office
- Analysis skills
- Opportunities for advancement
Sales Support Associate II
Coach —Tampa, FL
- $15.00 - $21.75 an hour
- Part-time
- English
- Ability to lift 50 pounds
- Organizational skills
- Commuter assistance
- Paid parental leave
HECM Client Services Associate
Home Encounter HECM, LLC. —Temple Terrace, FL
- Writing skills
- Office
- Administrative experience
Quick Apply
3d
Retail Associate - International Plaza
Aritzia —Tampa, FL
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Partner Support Associate I
Kapitus —Tampa, FL
- $55,000 a year
- Remote
- Bachelor's degree
- Organizational skills
- Experience equivalent to degree accepted
- Commuter assistance
- Paid parental leave
Quick Apply
Client Support Specialist - Greater Tampa, FL Area (REMOTE)
Fidelity Investments —Tampa, FL
- Full-time
- Mid-level
- Residential
- Business development
- Paid training
- Work from home
Sales Associate II
Coach —Tampa, FL
- $15.00 - $24.25 an hour
- Part-time
- Computer literacy
- Merchandising
- English
- Commuter assistance
- Paid parental leave
Background Screening Specialist, Public Records
Ministry Brands —Tampa, FL
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Health savings account
Associate Attorney
Zoecklein Law —Tampa, FL
- $75,000 - $105,000 a year
- Full-time
- Doctoral degree
- Writing skills
- Mid-level
- AD&D insurance
- Disability insurance
Quick Apply
3d
Associate Attorney
Law Offices of Robert M. Geller, P.A. —Tampa, FL
- From $80,000 a year
- Full-time
- Hybrid work
- Research
- Organizational skills
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney (Family Law)
Pinellas Family Lawyer, PLLC —Clearwater, FL
- $75,000 - $125,000 a year
- Full-time
- Writing skills
- Research
- Mid-level
- Health insurance
- Paid time off
Quick Apply

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client associate jobs near tampa, fl

Senior Client Services Associate

Riverwalk Wealth Advisors
Tampa, FL

Quick Apply

Job Details

Full-time
10 days ago

Benefits

Profit sharing
Paid holidays
Health insurance
On-site gym
Dental insurance
401(k)
Paid time off
Vision insurance
Flexible schedule

Qualifications

Bilingual
Investment
Customer communication
Microsoft Excel
Microsoft Outlook
Series 66
Series 7
Client services
Financial services
Life & Health Insurance License
Series 63

Full Job Description

COMPANY OVERVIEW

Riverwalk Wealth Advisors has been recognized as one of the Top Financial Advisors in the country two years running by The Financial Times.

Northwestern Mutual is among the top financial services companies in the industry, helping clients achieve financial security for over 160 years. This is an exciting time to be a part of our culture – we are strong, innovative and growing. And we want you to grow with us.

Our focus on doing right by our clients, employees, field force, and community, has earned us premiere national recognition including:

▪ One of the Top 10 U.S. Independent Broker-Dealers (Financial Advisor Magazine, 2019)

▪ 111 on the FORTUNE® 500 list

POSITION OVERVIEW

This is a mid-level position within a team setting, with tremendous growth opportunity. You will be working in a fast-paced, high volume wealth management practice located in the Tampa Bay area, recognized by the Financial Times as one of the top 400 Wealth Management Advisors in the industry. This is fantastic career opportunity for someone looking to work with a group of a dynamic, driven, and successful associates.

We are seeking an initiative-driven, detail-oriented individual with a business-focused degree or relevant work experience to support the Principal Advisor and his team. This role is critical to the client experience and requires a high degree of follow-through, strong interpersonal skills, a strong sense of initiative and organizational capability.

JOB RESPONSIBILITIES

Handle case notes, process correspondence and maintain client case files.
File new statements, account forms and other insurance/investment-related materials
Input data, print proposals and prepare materials at direction of financial representative in preparation for client/prospect meeting
Client Relations – heavy interaction with clients, follow-ups, maintain client files (physical and electronic), client information, and client reports
Prepare all materials for annual and semi-annual client reviews. This may include illustrations, consolidated statements of assets, performance reports, etc.
Prepare/print letters of instruction for client signature
Prepare policies for delivery
Running reports in Envestnet, Morningstar and Albridge
Review insurance applications, conversions and policy changes for completeness and accuracy
Arrange medical, paramedical and any exams necessary for underwriting
Provide current status and account values for non-securities related accounts
Contact and advise clients regarding late payments and other non-securities sales and service-related issues including scheduling
Consult with clients on impact of changes to non-securities related products
Process incoming non-securities related insurance service requests from clients (address changes, bank change information, loan requests and ISA service inquiries)

QUALIFICATIONS

2-5+ years of investment and / or insurance experience.
Florida Life and Health Insurance 2-15 license or ability to obtain within 6 months of hire.
Series 7 and 63 or 66 license or ability to obtain within 6 months.
College Degree preferred but not required
Strong computer proficiency with the ability to learn new software quickly (experience in MS Office Excel, Word, and Outlook required. NetX360 experience is a plus)
Ability to work with and prioritize multiple tasks daily to maximize productivity with a focus on efficiency and attention to detail
Ability to take independent action to make sound decisions
Outstanding communication skills, both written and verbal
Maturity combined with emotional intelligence
Trustworthiness and integrity

COMPENSATION & BENEFITS

Competitive salary and a full range of benefits including:

Health/Dental/Vision Insurance
Disability Income Insurance
401K / profit sharing
Generous PTO / Paid Holidays
On-site Fitness Center
Covered parking
Reimbursement for Continuing Education and relevant licensing/designations
Professional development opportunities
Flexible hybrid work-from-home option

Job Type: Full-time

Benefits:

401(k)
Dental insurance
Flexible schedule
Health insurance
On-site gym
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

client associate jobs in tampa, fl

Senior Client Services Associate

Client Support Associate

Medical Sales Associate

Client Service Associate

Client Service Associate (Tampa, FL)

Associate Strategic Client Executive, Rx Solutions

Client Associate

Client Success Associate

Office Services Associate

Associate

Sales Support Associate II

HECM Client Services Associate

Retail Associate - International Plaza

Partner Support Associate I

Client Support Specialist - Greater Tampa, FL Area (REMOTE)

Sales Associate II

Background Screening Specialist, Public Records

Associate Attorney

Associate Attorney

Associate Attorney (Family Law)

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