Client Services Associate
FF Company
About The Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive customer experience. This role is ideal for someone who enjoys working with people, staying organized, and helping accounts succeed over time. Location: Orlando, FL Employment Type: Full-Time What You’ll Do Serve as the primary point of contact for a portfolio of clients or customers Build and maintain strong relationships through regular communication and follow-up Support client needs including updates, service requests, and account changes Conduct outbound check-ins to gather feedback and ensure satisfaction Track account activity, service issues, and opportunities in the CRM Assist with onboarding new clients to ensure a smooth transition Coordinate with sales, operations, and support teams to resolve issues efficiently Share product updates, promotions, and service information with clients Prepare basic reports, notes, and account summaries as needed Maintain a high level of professionalism, responsiveness, and organization What We’re Looking For Strong communication skills and comfort working directly with clients Organized, dependable, and able to manage multiple accounts at once Customer-first mindset with strong problem-solving skills Comfortable learning new systems and tools Proactive, positive attitude and strong follow-through Experience in customer service, client services, retail, hospitality, or account support is a plus — but not required What We Offer Competitive compensation Paid training and ongoing support Clear growth path into Account Coordinator, Account Manager, or Customer Success roles Supportive, collaborative team environment Opportunities to build valuable client-facing and professional skills Why Join Us We believe strong client relationships drive long-term success. Our Client Services Associates play a critical role in supporting customers, solving problems, and creating positive experiences. If you enjoy helping people, staying organized, and working in a role where your impact is visible, we encourage you to apply. Skills: customer service, sales, communication, customer experience, customer #J-18808-Ljbffr
- ...POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing...SuggestedWork at officeLocal area
- ...Client Service Associate The Client Service Associate acts as a liaison between client, portfolio manager, custodian, and the operations and reconciliation departments. Responsibilities Respond and resolve client requests/inquiries on a timely basis. Monitor...SuggestedPermanent employmentWork at officeLocal areaRemote work1 day per week
$22 - $25 per hour
...best-in-class pediatric nursing, therapy, and school-based services. We seamlessly integrate into children’s lives by bringing... ...balance. We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine...SuggestedFull timeWork at office- ...Registered Client Service Associate Orlando, Florida, United States of America Pay information not provided POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard...SuggestedWork at officeLocal area
- .... Phillips Boulevard, Orlando, FL. Responsible for the general servicing and support of the Financial Advisors. This includes administrative... ...assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable....SuggestedSecond jobWork at officeMonday to Friday
- ...Client Service Associate (Mail and Office) Orlando, Florida, United States Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership Schedule: MondayFriday | 8:00 AM 5:00 PM Keep Operations Running Smoothly Behind the Scenes...Temporary workWork at officeImmediate start
- ...Jackson Hewitt - JobID: 100-167474563 [Customer Service Representative] As a Client Service Associate at Jackson Hewitt, you'll: Greet all potential clients with a friendly and professional demeanor; Engage in conversation with potential clients to share information about...Immediate start
- ...Client Service Associate At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making...Full timeWork experience placementLive outWork at officeLocal areaFlexible hoursShift work
- ...Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Client Services Associate to their Independent Registered Investment Team at Advus Financial Partners () in their Winter Park, FL office. Job Summary...
- ...highly motivated Advisor Marketing & Content Associate to support a Private Wealth Management (... ...delivering differentiated, high quality client experiences. This role is ideal for a... ...has a strong understanding of financial services, a passion for storytelling, and a...Full timeWork at office
- ...Job Description Provide client service support to potentially multiple Financial Advisors (FAs) and support enterprise strategic objectives, operational excellence, and client advocacy within the FA's business. Serve as the most frequent point of contact within Merrill...Seasonal workWork from homeShift workDay shift
- ...Surgery and Dentistry of Florida is looking for an Experienced Client Care Associate to join their team in Orlando! Position Overview:... ...real and perceived emergency situations to maximize client service and minimize schedule disruption. Manage walk-in clients,...Temporary workFlexible hours
- ...Responsibilities Help support client advisors in delivering exceptional client service and experience Direct contact with sophisticated high and ultra-high net worth clients including executives, business owners, multigeneration families and complex layered entities on...Full timeWork at office
- Dormont Manufacturing Co is seeking a Registered Wealth Management Client Associate in Winter Park, Florida. This role involves providing... ...equivalent licensure and have a strong background in client services and investment products. The role demands a detail-oriented,...
- UBS in Orlando, FL is seeking a full-time Client Services Associate to support senior client advisors in delivering exceptional service to sophisticated high- and ultra-high-net-worth clients and families. You will assist with account opening, onboarding, due diligence...Full time
- Bank of America in Winter Park, Florida is seeking a dedicated client service support specialist to enhance the experience for Financial Advisors and their clients. The ideal candidate will possess a robust understanding of investment products and demonstrate outstanding...Work at office
- ...Full Time Location Orlando, Winter Park Responsibilities The Client Associate will act in an Executive Assistant capacity serving as the... ...Qualifications Ideally several years of experience in client service, analytical, or investment-related roles within the financial...Full time
$15.75 - $16.75 per hour
...Job Description Customer Service Rep About the Role: As a Customer Service Representative, your primary responsibility is... ...efficiently. Prioritize work tasks based on processing schedules and client expectations, ensuring timely completion. Perform...Work at office- ...Registered Wealth Management Client Associate The Registered Wealth Management Client Associate role is a sales support position, typically... ...activities for new and existing clients Provide products and services to each client, working with cross line of business partners...InternshipWork at officeFlexible hoursShift workDay shift
- ...Identify and appropriately handle leads who may not be eligible for services based on initial criteria. Collaborate with the team to meet... .... Monitor Advocate's Intake communication lines for new client calls and texts, responding appropriately. Qualifications...Contract workRemote work
$19 - $26 per hour
...Description Garzor Insurance is on the lookout for a Client Success Associate to join our dedicated team remotely. This full-time, remote position... ...in the insurance industry while providing exceptional service to our clients. As a Client Success Associate, you will...Hourly payFull timeRemote work$48k - $52k
...make a meaningful impact. Job Description Skillbridge Academy is seeking a detail-oriented and organized Service Account Coordinator to support client relationships, coordinate service activities, and ensure a seamless customer experience. This role is ideal for...Full time$100k - $110k
...Click the "Easy Apply" button and send your resume. About Us Our client is a growing plaintiff-side law practice dedicated to... ...tools, strategic litigation practices, and compassionate client service to deliver high‑quality representation from intake through resolution...Local area- ...Key Responsibilities Customer Service Provides SMART customer service at all times through the daily execution of Lowe’s customer service policies, procedures and programs Builds relationships with vendors by providing direction and checking to ensure merchandise resets...Seasonal workLocal areaWeekend work
$42k - $45k
...heart along with your head to help our clients. Do you have what it takes? If so, please... ...interpersonal communication skills Strong client-service focus Adjust to changing priorities... ...Required education: ~ Associate Degree or above, or comparable work history...Full timeWork at office$120k - $180k
...the sophistication, strategy, and trial readiness typically associated with large national firms, while maintaining a collaborative... ...ensuring thorough preparation, strategic advocacy, and exceptional client service. Position Overview The ideal candidate will have at...Ongoing contractLocal area- ...opportunity for an attorney who is passionate about advocating for clients during some of the most challenging times in their lives while... ...professionalism, accountability, and exceptional client service. Responsibilities Manage a family law caseload from intake through...Full time
- ...documents, including pleadings and motions. Guide clients through the case process. Interact with... ...in good standing with the FL State Bar Association. Ability to manage a high volume of cases and hearings. Excellent client service and communication skills. Self-starter...
- ...Customer Service Representative Position Our customer service representative, or CSR, will act as a connection, providing product/... ...services information and resolving developing problems that our clients might face with precision and competence. The best CSRs are...Remote work
- ...our employees. Communicating honestly and building trust. Excellence : Setting the standard for all aspects of patient care, client service, and collaborative medicine. Through dedication and teamwork, to provide the highest level of care for you and your pets....Flexible hours
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