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Client Education Jobs in Florida (NOW HIRING)

Paychex

PEO Client Advocate

Saint Petersburg, FL · On-site

$24.18 - $37.99/hr

Client Education - Preferred * Process Improvement - Preferred * Personalized Service - Preferred * Value Propositions - Preferred * Employee Engagement - Preferred * Net Promoter Score - Preferred

Paychex

PEO Client Advocate

Saint Petersburg, FL · On-site +1

$24.18 - $37.99/hr

Client Education - Preferred * Process Improvement - Preferred * Personalized Service - Preferred * Value Propositions - Preferred * Employee Engagement - Preferred * Net Promoter Score - Preferred

Metropolitan Ministries

Adult Education Advisor

Tampa, FL · On-site

$43K - $45K/yr

Advise the client of any changes to their education plan. Keep current and thorough notes in Clarity during the duration of assistance to the client. * Demonstrate flexibility in work schedule to ...

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Client Education information

How does a client education specialist typically collaborate with other departments to enhance client training programs?

Client Education specialists frequently work closely with product, customer success, and sales teams to ensure training materials are accurate and address real client needs. They gather feedback from these teams to update content, align messaging, and tailor training sessions to specific client challenges. Regular cross-functional meetings help specialists stay informed about product updates and client concerns, enabling them to proactively address questions and provide relevant resources. This collaborative approach not only improves client satisfaction but also ensures training programs remain current and impactful.

What are the key skills and qualifications needed to thrive in client education, and why are they important?

To thrive in Client Education, you need expertise in your subject area, strong presentation skills, and often a background in education, communications, or the specific industry. Familiarity with learning management systems (LMS), webinar software, and content creation tools like PowerPoint or Canva is typically required. Exceptional communication, patience, and the ability to adapt explanations to diverse audiences are valuable soft skills. These competencies ensure clear knowledge transfer, client satisfaction, and effective learning outcomes.

What is client education?

Client education refers to the process of providing clients with the information, resources, and training they need to make informed decisions, use products or services effectively, and achieve their goals. This role can involve creating educational materials, conducting training sessions, answering client questions, and ensuring clients fully understand the offerings of a company. Effective client education helps improve customer satisfaction, reduces misunderstandings, and fosters long-term relationships between clients and organizations.

What is the difference between Client Education vs Customer Support Specialist?

AspectClient EducationCustomer Support Specialist
Required CredentialsRelevant certifications in education, communication, or industry-specific knowledgeCustomer service training, technical knowledge, certifications often in support tools
Work EnvironmentEducational sessions, workshops, online tutorials, one-on-one coachingCall centers, help desks, online chat support, troubleshooting environments
Employer & Industry UsageFinancial services, healthcare, SaaS companies focusing on client onboarding and trainingRetail, tech, telecom, and service industries providing technical or product support

Client Education focuses on teaching clients about products or services through training and educational programs, aiming to empower clients and improve product understanding. Customer Support Specialists primarily assist clients with troubleshooting, resolving issues, and providing technical support. While both roles involve client interaction, Client Education emphasizes proactive learning, whereas Customer Support is reactive, addressing specific problems.

What are popular job titles related to Client Education jobs in Florida? For Client Education jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Client Education jobs in Florida look for? The top searched job categories for Client Education jobs in Florida are:
What cities in Florida are hiring for Client Education jobs? Cities in Florida with the most Client Education job openings:
Client Education jobs near you

Client Experience Representative

TradeStation Group, Inc.

Plantation, FL • On-site

$60/hr

Full-time

Retirement, PTO

Re-posted 2 days ago

Job description

#WeAreTradeStation
Who We Are:
TradeStation is the home of those born to trade. As an online brokerage firm and trading ecosystem, we are focused on delivering the ultimate trading experience for active traders and institutions. We continuously push the boundaries of what's possible, encourage out-of-the-box thinking, and relentlessly search for like-minded innovators.
At TradeStation, we are building an AI-First culture. We expect team members to embrace AI as a core part of their daily workflow, whether that's using AI to accelerate development, enhance decision-making, improve client outcomes, or streamline internal processes. We hire, grow, and promote people who can harness AI responsibly and creatively. We treat AI as a partner in problem-solving, not just a tool; following our governance standards to ensure AI is used ethically, securely, and transparently. If you join us, you're joining a culture where AI is how we work.
Are you ready to make yourself at home?
What We Are Looking For:
We are seeking a Client Experience Representative who will be responsible for end-to-end client support. The client base that is serviced consists of beginner, novice and sophisticated traders that require a unique level of support. The position will be responsible for client education, client support, platform troubleshooting, and product support. The candidate will be expected to work as a liaison to Sales, Operations and other departments to ensure resolution to all customer requests and issues in a timely fashion.
This is an on-site position in our Plantation office at 8050 SW 10th Street, Suite 2000, Plantation, FL 33324.
What You'll Be Doing:
  • Resolve client inquiries via email, chat, and phone
  • Work in a team-oriented environment
  • Client education
  • Account maintenance (historical transaction inquiries, review of commissions, update of account parameters, review of incoming and outgoing financial transactions, etc.)
  • Software support
  • Maintain a positive representation of TradeStation through professionalism, courtesy, and by striving to exceed Clients' expectations

The Skills You Bring:
  • Ability to learn multiple trading platforms in order to handle technical questions in regard to trading as well as software support
  • Ability to work in a fast paced and interactive environment
  • Familiar with customer account procedures to assist with client inquiries

Minimum Qualifications:
  • Bachelor's degree required
  • SIE, Series 7, 63 and 3 licenses, or must be acquired within 90 days

Desired Qualifications:
  • Able to work in a customer focused environment that is fast paced and challenging

What We Offer:
  • Collaborative work environment
  • Competitive Pay
  • Yearly bonus and generous 401k plan
  • Comprehensive benefits for you and your family starting Day 1, including a Veterinary Discount Plan!
  • Generous Paid Time Off plans
  • Flexible working environment
  • TradeStation Account employee benefits, as well as full access to trading education materials
  • Pay Range (US) $60-65K (Countries outside of the US have differing ranges in accordance with local labor markets)

TradeStation provides equal employment opportunities to current and prospective employees, without regard to race, color, religion, sex, national origin, ancestry, sexual orientation, age, pregnancy, disability, handicap, citizenship, veteran or marital status, or any other legally recognized status entitled to protection under federal, state, or local anti-discrimination laws.

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