Wealth Management Client Services Associate

$48k

Advisor Group

Payant Wealth Management Group is seeking a Client Service Specialist to serve as the first point of contact for clients, prospects, and visitors. The role ensures a high level of professionalism, warmth, and organization in daily operations of the advisory firm. The position is full-time and onsite in Sun City Center, with a salary around $48,000 plus bonus. Responsibilities include greeting clients, scheduling appointments, maintaining calendars, managing supplies, and supporting events while #J-18808-Ljbffr Advisor Group

Apply

Vacancy posted 2 days ago

Similar jobs that could be interesting for youBased on the Wealth Management Client Services Associate in Sun City Center, FL vacancy

Client Service Specialist
$48k
...Osaic Careers Client Service Specialist The Client Service Specialist within the Payant Wealth Management Group serves as the first point of contact for clients, prospects, and visitors, delivering a high level of professionalism, warmth, and organization. This role is...
Suggested
Full time
Work at office
Osaic
Sun City Center, FL
16 hours ago
Account Manager- Employee Benefits
Job Description Title: Account Manager - Employee Benefits Job Description Title: Account... ...and Self-Funded Plans Supporting: Shared Services provides service support to other IOA account... ...direction. Responsibilities include client service and communication, team leadership...
Suggested
Remote work
Insurance Office of America
Ruskin, FL
5 days ago
Community Service Attendant (Part-Time)
...Join Inframark's Community Management Services Team! At Inframark Community Management Services, you're not just starting a job you're building a career. We serve hundreds of master-planned communities and districts with top-tier support, and we invest just as much in...
Suggested
Part time
For contractors
Work at office
Weekend work
Inframark
Sun City Center, FL
3 days ago
Resident Services Coordinator
...provides all aspects of sourcing, acquisition, and property management services for its clients. Second Avenue is a growing company and has... ...Education High School Diploma required. Associates or bachelors degree in Business, Accounting, Finance, or...
Suggested
Full time
Temporary work
Weekend work
Afternoon shift
Second Avenue
Sun City Center, FL
2 days ago
Early Childhood Service Coordinator (1019)
...Lutheran Services Florida (LSF) envisions a world where children are safe, families are strong... ...Childhood Service Coordinator (Case Manager) who wants to make an impact in the lives... ...Must maintain confidentiality of all client information. Why work for LSF? LSF offers...
Suggested
Full time
Local area
Flexible hours
Afternoon shift
Lutheran Services Florida
Ruskin, FL
10 days ago
Customer Service Attendant Supervisor
...Customer Service Attendant Supervisor AVI Foodsystems is looking for an energetic and optimistic leader to fill the role of Customer... ...action plans for team members Generate reports for management to ensure profitability at accounts. Verifies and signs off...
Full time
Shift work
Weekend work
AVI Foodsystems
Ruskin, FL
1 day ago
customer service associate I
...Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver... ...with questions and recommendations Manage sales transactions while working... ...variety of rewards to support your health, wealth, and mental well-being. In addition to...
Contract work
Part time
Local area
Dollar Tree
Ruskin, FL
4 days ago
Customer Service Representative
$16 - $17 per hour
...HomeTeam Customer Service Representative At HomeTeam, we put people first. We make sure at HomeTeam you have the tools, support, and... ...customers Escalate appropriate inquiries or problems to managers Collect and reconcile payments received by technicians...
Hourly pay
Western Pest Services
Ruskin, FL
1 day ago
Service Leader
...better food accessible to everyone. THE OPPORTUNITY The Service Leader is responsible for maintaining a positive customer experience... ...compensation Opportunities for advancement (80% of managers started as Crew) WHO WE ARE Chipotle Mexican Grill, Inc. (...
Work at office
Local area
Shift work
Chipotle
Wimauma, FL
3 days ago
Lead Customer Service Representative
...Lead Customer Service Representative Store 2709708: 3702 S US Hwy 41, Ruskin, Florida... ...program. You will also gain entry level management experience by leading shifts on a regular... ...level management experience Sales associate or cashiering experience High School...
Weekly pay
Temporary work
Part time
Local area
Flexible hours
Shift work
Night shift
Weekend work
Afternoon shift
Circle K
Ruskin, FL
4 days ago
Resident Services Coordinator
...Resident Service Specialist The Resident Service Specialist plays a pivotal role in... ...liaison between residents and property management, facilitating communication and promoting... ...holidays. Preferred Qualifications: Associate's degree or higher in Business...
Work at office
Weekend work
Esplanade Equity LLC
Apollo Beach, FL
2 days ago
Insurance and Financial Services Position - State Farm Agent Team Member
$40k - $55k
...State Farm is seeking a Sales Associate to join our dynamic and... ...commitment to exceptional customer service, we have built a strong... ...tailored solutions to our valued clients. About Mark Rossmiller... ...manner. # Customer Relationship Management: Building strong and lasting...
For contractors
Work at office
Local area
State Farm
Sun City Center, FL
4 hours ago
PRN Front Desk Coordinator
...patients, visitors, and staff Job Requirements: ~2 years prior medical office front desk experience ~ Excellent customer service skills ~ Good verbal and written skills ~ Proficient with computer programs and office equipment Knowledge, Skills and...
Relief
Monday to Friday
Physician Partners of America
Ruskin, FL
16 hours ago
Front Desk Coordinator
...With a mission to provide the highest quality digestive health services while fostering advanced research to improve patient outcomes,... ...responsible for providing exceptional customer service to patients, managing administrative tasks, and ensuring smooth operations at the...
Work at office
Florida Digestive Health Specialists
Sun City Center, FL
16 hours ago
Sales and Service Agent Remote
$69k
...and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals... ...relationship-building skills Sales or customer service experience is helpful but not required...
Remote job
Work from home
Flexible hours
HMG Careers
Ruskin, FL
11 days ago
Account Manager
...Account Manager The Best Teams are Created and Maintained Here... ...portfolio of landscape maintenance clients, building long-term... ...sell ancillary (enhancement) services to existing clients within the... ...Education and Experience: Associate’s or Bachelor’s degree in a business...
Full time
Contract work
Work at office
Local area
Flexible hours
3 days per week
brightview.com
Ruskin, FL
16 hours ago
Telemarketer - State Farm Agent Team Member
$15 - $18 per hour
...recognized for its outstanding customer service and high production standards. With over... ...and building lasting relationships with clients. Our experienced staff is dedicated to your... ...Agency Our mission is to help people manage the risks of everyday life, recover from...
Hourly pay
For contractors
Work at office
Mark Rossmiller - State Farm Agent
Sun City Center, FL
4 days ago
Service Associate - Night
$16 - $17 per hour
...Service Associate - Night Riverview, FL: Bloomingdale Ave. EōS Fitness is bold, upbeat, and motivating. Not only in our fitness routines... ...Our Service Associate reports directly to the Operations Manager and is responsible for providing welcoming, professional, and...
Hourly pay
Daily paid
Full time
Part time
Flexible hours
Night shift
Weekend work
Afternoon shift
EŌS Fitness
Riverview, FL
4 days ago
Insurance Account Representative - State Farm Agent Team Member
...Sales Associate Are you a motivated and customer-centric individual... ...to exceptional customer service, we have built a strong reputation... ...solutions to our valued clients. Role and Responsibilities... ...manner. Customer Relationship Management: Building strong and lasting...
For contractors
Work at office
Mark Rossmiller - State Farm Agent
Sun City Center, FL
1 day ago
Fitness Manager
Overview The Fitness Manager works within the Lifestyle Team and reports to the Lifestyle Director, who reports to the General Manager... ...operation includes group fitness, personal training, massage, esthetic services, nutrition and wellness programming. This is a management-...
Contract work
For contractors
Local area
Afternoon shift
Castle Management, LLC
Wimauma, FL
3 days ago
Bilingual Account Manager
$16.5 - $17 per hour
...come to the right place, 99% of our Store Managers, District Managers and Regional Vice... ...accounts by delivering exceptional customer service, selling new products to our customers,... ...race also includes traits historically associated with race, including, but not limited to...
Hourly pay
Weekly pay
Full time
Local area
Flexible hours
Weekday work
Hunter Super Techs - TurnPoint
Sun, FL
1 day ago
PLS Landscape Maintenance Production Manager
...Production Manager Pine Lake Nursery & Landscape is seeking an experienced and results... ...maintenance operations and ensure exceptional service delivery across a portfolio of commercial... ...Partner with Account Managers to address client concerns and service requests....
Contract work
Work at office
PineLake
Parrish, FL
4 days ago
Customer Service Representative - Bilingual Spanish, Healthcare
$18.43 per hour
...Job Description \n General information \n \n \n \n \n \n \n Job Posting Title\n \n \n Customer Service Representative - Bilingual Spanish, Healthcare\n \n \n \n \n Date\n \n \n Tuesday, July 14, 2026\n \n \n \n \n City\n \n \n Riverview\n \n \n \n \n State...
Full time
Shift work
Night shift
Afternoon shift
Maximus
Ruskin, FL
7 days ago
Front Desk Supervisor/Customer Service - Hilton $16-$35/hr
$16 - $35 per hour
...front desk operations and ensure guests receive excellent customer service throughout their stay. The Front Desk Supervisor assists with... ...busy shifts, handles escalated guest concerns, and helps manage the check-in and check-out process to ensure efficiency and accuracy...
Hourly pay
Full time
Shift work
Night shift
Afternoon shift
Hilton
Ruskin, FL
3 days ago
Outside Sales Account Manager
...demonstrate the benefits and prices of HomeTeam's products and services with current and potential customers Complete sales... ...referral bonuses Why HomeTeam? HomeTeam is the #1 pest management company to homebuilders Currently performs more than 2,000,...
Flexible hours
HomeTeam Pest Defense
Ruskin, FL
1 day ago
Commercial Lines Account Manager
...Commercial Lines Account Manager Are you ready to lead, innovate, and thrive in a fast... ...you'll oversee a high-value portfolio of clients, drive growth, and collaborate closely with... ...Lines clients, providing exceptional service and proactive support. Efficiency Expert...
Work at office
GPAC
Riverview, FL
4 days ago
Remote Commercial Lines Account Manager
Insurance Office of America is seeking an Account Manager for Commercial Lines to manage an assigned book of business, ensure retention... ..., claims, and coverage analyses, while maintaining strong client relationships. The ideal candidate will have 3+ years in account...
Remote job
Work at office
Insurance Office of America
Sun City Center, FL
4 days ago
Customer Service Manager - State Farm Agent Team Member
...individual who enjoys helping others and providing exceptional service? State Farm is seeking a talented and passionate individual... ...listen, and communicate effectively will be essential. # Policy management: You will handle policy changes, updates, and claims...
For contractors
Work at office
Weekday work
Jenn Rossmiller- State Farm Agent
Riverview, FL
2 days ago
Customer Service Attendant
...team member to fill the role of Customer Service Attendant, Full-time. This position is... ...foods and other foodservice products at client locations. Merchandise products... ...Excellent organization and time management skills Ability to speak effectively...
Full time
Flexible hours
Night shift
Weekend work
AVI Foodsystems
Ruskin, FL
16 hours ago
Customer Service Representative - Bilingual Spanish, Healthcare
$18.43 per hour
General information Job Posting Title Customer Service Representative - Bilingual Spanish, Healthcare Date Tuesday, July... ...as required to CSR Lead - Maintain up-to-date knowledge of client regulations and policies - Report problems that occur via the online...
Full time
Contract work
Work at office
Remote work
Work from home
Flexible hours
Shift work
Night shift
Afternoon shift
MAXIMUS
Wimauma, FL
2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Services Associate. Be the first to apply!