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Client Assistant Jobs in Altamonte Springs, FL (NOW HIRING)

Akerman

Client Development Specialist

Orlando, FL · Hybrid

The Client Development Specialist assists in implementing programs that support practice group ... The incumbent will successfully assist in managing multiple competing priorities within a matrix ...

Akerman

Client Development Specialist

Orlando, FL · On-site

The Client Development Specialist assists in implementing programs that support practice group ... The incumbent will successfully assist in managing multiple competing priorities within a matrix ...

Self Bill Pro

Client Service Manager

Clermont, FL · On-site +1

$80K - $90K/yr

Coordinate daily with Client Services Administrative Specialists (CSAS) who assist with invoice creation, ensuring they understand each account and are meeting expectations on every invoice.

Akerman

Client Accounts Analyst

Orlando, FL · Hybrid

$22.50 - $28.50/hr

Prepare account summaries, aging analyses, and portfolio updates to assist leadership in managing ... and the client experience. * Perform additional duties and responsibilities as assigned.

Akerman

Client Accounts Analyst

Orlando, FL · On-site

$22.50 - $28.50/hr

Prepare account summaries, aging analyses, and portfolio updates to assist leadership in managing ... and the client experience. * Perform additional duties and responsibilities as assigned.

NVA

Client Care Coordinator

Orlando, FL · On-site

$16.75 - $22/hr

Benefits are outlined in the employee manual and are separate from the hourly wage. • Can perform all client care representative duties and tasks as required. • Serves as back-up to the assistant ...

NVA

Client Care Coordinator

Orlando, FL · On-site

$16.75 - $22/hr

Benefits are outlined in the employee manual and are separate from the hourly wage. • Can perform all client care representative duties and tasks as required. • Serves as back-up to the assistant ...

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Client Assistant information

What does a client assistant do?

A Client Assistant is responsible for providing support to clients and ensuring their needs are met efficiently and professionally. Their duties often include answering client inquiries, assisting with paperwork, scheduling appointments, and handling basic administrative tasks. Client Assistants act as a liaison between the client and the organization, helping to resolve issues and maintain positive relationships. They play a key role in delivering excellent customer service and supporting the work of other team members.

What are the key skills and qualifications needed to thrive as a client assistant?

To thrive as a Client Assistant, you need strong organizational skills, attention to detail, and a background in customer service or administrative support, often supported by a high school diploma or equivalent. Familiarity with office software like Microsoft Office Suite, CRM systems, and basic data entry tools is typically required. Outstanding interpersonal skills, patience, and the ability to communicate clearly help you build positive relationships with clients and colleagues. These skills ensure that client needs are efficiently met, fostering satisfaction and loyalty in a competitive business environment.

How does a client assistant typically collaborate with other departments to ensure excellent client service?

Client Assistants play a vital role in bridging communication between clients and various internal departments, such as sales, customer support, and account management. They frequently coordinate with these teams to address client inquiries, resolve issues, and ensure that services are delivered accurately and on time. Effective collaboration requires strong organizational and communication skills, as well as the ability to manage multiple tasks and prioritize client needs. By working closely with colleagues, Client Assistants help maintain high client satisfaction and foster long-term relationships.

What are the most commonly searched types of Client jobs in Altamonte Springs, FL?

The most popular types of Client jobs in Altamonte Springs, FL are:

What cities near Altamonte Springs, FL are hiring for Client Assistant jobs?

Cities near Altamonte Springs, FL with the most Client Assistant job openings:

Client Assistant jobs near you
Infographic showing various Client Assistant job openings in Altamonte Springs, FL as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution.

Vice President, Client Processing Manager

BNY Mellon

Lake Mary, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 15 days ago

BNY Mellon rating

7.3

Company rating: 7.3 out of 10

Based on 52 frontline employees who took The Breakroom Quiz

123rd of 152 rated financial services

Job description


Position Summary: The Vice President, Client Processing Manager will be responsible for handling Complex LC structuring and manage the LC life cycle for High-priority Trade clients by providing timely and quality support to the clients in facilitating their transactions and processes. This role may also involve working with various stakeholders like Clients, FIs and NBFIs, simultaneously.
In this role, you'll make an impact in the following ways:
  • As a documentary credit specialist, provide comprehensive training to the team in issuance, confirmation vetting, and document examination processes, while developing a skilled workforce to meet client requirements and support business objectives.
  • Ensure transactions and inquiries of High-priority clients are handled timely and accurately.
  • Applies in-depth knowledge and expertise on service offerings, proactive assessment and resolution of complex transaction issues.
  • Assist Product and Relationship team with Operational/ transactional insights to manage client expectations.
  • Participate in the risk and control committee and mitigate inherent and residual risk of the processes.
  • Act as an escalation point for complex problems and guide less experienced staff in resolving the same. Responsible for crafting solutions and methods to resolve issues at hand and similar issues in the future.
  • Responsible for structuring LC & Guarantees vetting by collaborating with the Clients, Legal, Product, Risk & Compliance.
  • Prior experience working in a fast-paced, metric-driven environment, leading a team is required.
  • Leads workflow optimization and process improvement using best practices and technology.
  • Provides expert guidance on service offerings and resolves complex transaction issues.

To be successful in this role, we're seeking the following:
  • Typically 5-8 years of experience in transaction processing or related field within financial services.
  • 10+ years in Trade Finance domain (LC, Document Examination, Guarantees/ Standby LC) is required. Well versed with UCP, URDG and ISP guidelines is preferred. Applicable local / regional licenses or certifications as required by the business. Trade Certifications (example: CDCS, CSDG etc.) is added advantage.
  • A strong knowledge of Sanctions, Anti-Money Laundering (AML), and Boycott guidelines, as well as their relevance to Trade Finance, is highly desirable.
  • Bachelor's degree in Business, Finance, or related field required.
    • Advanced degree or professional certifications in finance or business administration preferred.

About Us
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
About the Team
At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn
Here's a few of our recent awards:
  • America's Most Innovative Companies, Fortune, 2025
  • World's Most Admired Companies, Fortune 2025
  • "Most Just Companies", Just Capital and CNBC, 2025

Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.
Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee's eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.
If hired, the employee will be in an "at will" position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

What BNY Mellon employees say

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About BNY Mellon

Sourced by ZipRecruiter

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of Dec. 31, 2021, BNY Mellon had $46.7 trillion in assets under custody and/or administration, and $2.4 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com . Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

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