Client Relations Associate
The Dorne Region
Clients remember when someone follows up with clarity and makes the process feel easier to navigate.
As a Client Relations Associate, you will keep client information organized, schedule appointments, and help provide responsive guidance around benefit options. The work is full-time and on-site in Coral Gables, with a local team that values professionalism, clear communication, and reliable follow-through.
Training is provided, and previous insurance experience is not required. Candidates from retail, hospitality, front desk, customer support, and other client-facing work can bring useful transferable skills.
Earning potential grows with performance in this independent contractor role, with strong results opening the door to greater client and leadership responsibility. Apply now to learn more about the role and interview process.
- ...take ownership, work closely with senior leadership, and grow alongside the firm. We are looking for an Investor Relations & Client Services Associate to serve as a key point of contact for our investors and support the firm’s broader investor relations efforts....SuggestedFull timeWork at office
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- ...Client Experience Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united... ...degree, high school diploma or GED, however may require related experience or product knowledge to accomplish primary...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- ...serving many sophisticated U.S. and international high net worth clients, with focus on Latin America. Assistant Vice President –... ...Act as a key point of contact for clients, addressing inquiries related to accounts, securities transactions, and market updates....Full timeWork at office
- ...Seeking a Client Services Associate to join a growing team in South Florida. This person will be responsible for providing administrative and operational... ...'s advisors. As the primary point of contact for service-related needs, the Client Services Associate must possess strong...Full timeWork at officeLocal area
- Job DescriptionADP is hiring a Client Service Associate.Thanks for clicking! Let us tell you a little more...Are you a customer service superhero... ...or equivalent experience as a practitioner in a systems-related organization. Strong client relationship-building skills. Must...Full time
- ...Job Description Job Description The Client Services Associate is is responsible for providing customer service and transactional support to... ...to solve customer queries. Opens and follows-up on requests related to: account profile, telephone and address, inclusion and removal...Work experience placement
- ...Responsibilities: \n \n Assist the team with all non-sales related functions: Opening new accounts, ACATs, money movement, etc. \n... ...utilizing our group’s various applications \n Respond to client questions regarding accounts, policies, and procedures. \n Review...
- ...Our client is seeking a detail-oriented Client Service Associate to support our team in delivering an exceptional client experience. This role is central to day... ...ups, and client communication Monitor deadlines related to required client documentation, compliance filings...Full time
- ...Client Experience Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all... ...college degree, high school diploma or GED, however may require related experience or product knowledge to accomplish primary...Work experience placementWork at office
$40k - $45k
...Elevare Branding is seeking a professional and personable Client Support Associate to join our team in Miami. In this role, you will... ...opportunities. Opportunities to develop communication, client relations, and business skills. Supportive and collaborative work...Full time$70k - $100k
...00/yr Additional compensation types Annual Bonus Seeking a Client Services Associate to play a crucial role in providing exceptional service to... ...as assigned Requirements: Bachelor's degree in Finance or a related field preferred Bilingual preferred - English & Spanish Previous...Full timeLocal area- ...leader in innovations and personalized client experience and, with more than About Bci... ...Job Summary The Registered Client Service Associate will be supporting Bankers/Financial... ...applications. Education Bachelor’s degree in a related field or equivalent combination of...Work experience placementHome officeAfternoon shift
- ...institution in Miami is seeking aClient Services Associateto support clients and internal teams in a fast-paced banking environment. The... ...inquiries and providing timely support. Assist with account-related requests, documentation, and client onboarding. Coordinate with...Contract workWork at officeMonday to Friday
- Leeds Professional Resources in Miami is seeking a Senior Registered Client Associate to support Financial Advisors and clients, handling service and account-related requests while ensuring accurate, compliant activity. The role requires investment knowledge and sound...
- POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor... ...the client and/or FA/PWA Answering general non-investment related questions concerning client accounts, including relaying...Work at officeLocal area
- Dionne James - State Farm Agent is looking for a Customer Relations Representative to enhance client experiences and help grow our insurance agency. This role requires exceptional customer service skills and attention to detail, making you the ideal team member for supporting...Hourly pay
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible... ...will serve as the primary point of contact for all service related needs of a Private Banking client. This will entail working...Work at office
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible... ...will serve as the primary point of contact for all service related needs of a Private Banking client. This will entail working...Work at office
- The Client Operations Associate position supports the Sales team in partnership with the Client Operations team with providing a funding and service... ...issues identified in account servicing and other client related processes Continuous improvement of existing processes,...Work at office
- ...market more accessible, this is the place. About the Role This is the seller's champion after they go live. As a Client Success Associate, you own the post-launch relationship for a book of sellers — their health, adoption, and retention. You are the person who...Full timeMonday to Friday
- Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work...Local area
$90k - $120k
...Job Summary: The NewEdge Wealth Client Service Associate plays a key role in delivering an exceptional client experience by providing reporting, operational, and marketing support to ultra-high-net-worth (UHNW) clients in Miami, Florida. In this role, you will work directly...Full timeTemporary workWork at office$70k - $100k
...A good client experience usually comes down to a few simple things: listen, communicate clearly, and do what you said you would do. That is the foundation of this Client Services Associate opportunity. It is a full-time, in-office opportunity built around direct communication...Full timeWork at office- ...their newly revamped brokerage business.Must have Series 7 additional licenses are a plus.The role focuses on delivering excellent client service by handling administrative tasks, account management, trade execution, documentation, and communication. The CSA works closely...
- ...Job Description Job Description A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group. The ideal candidate must have experience in drafting standard and sophisticated estate planning documents....Private practice
- ...A prominent AmLaw-ranked firm with a national and international platform is seeking a Private Client Associate for its Florida offices (Boca Raton, Miami, or West Palm Beach). This is a strong opportunity for an attorney with hands-on experience in estate planning...Private practiceRemote work2 days per week
- Key Responsibilities Deliver a best in class client experience. Elevate the team’s brand. Make the partners more effective. This role sits at the intersection of client service, marketing/brand execution, and partner leverage. You’ll ensure clients are well taken care...Full timeWork at officeFlexible hours
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