Client Services Associate
Fort Myers, FL · On-site
... Use the CRM system to manage tasks, document transactions, record notes from telephone ... The associate is frequently required to sit for extended periods of time, as well as stand, walk ...
Client Services Associate
Fort Myers, FL · On-site
... Use the CRM system to manage tasks, document transactions, record notes from telephone ... The associate is frequently required to sit for extended periods of time, as well as stand, walk ...
... to manage tasks, document transactions, record notes from telephone conversations, and be proactive on follow up and client needs Perform other duties as assigned QUALIFICATIONS 1-3 years of ...
... to manage tasks, document transactions, record notes from telephone conversations, and be proactive on follow up and client needs Perform other duties as assigned QUALIFICATIONS 1-3 years of ...
You will manage teams as an engagement manager, responsible for leading the team to completion and ... Consistent track record of leading people and building high-performing teams that leverage ...
You will manage teams as an engagement manager, responsible for leading the team to completion and ... Consistent track record of leading people and building high-performing teams that leverage ...
Flow Inventory Associate
Estero, FL · On-site
$18.50/hr
Ability to read, interpret, and accurately transcribe data for inventory records. * Completion of ... to manager approval. For more details about benefits, please visit our CarMax Benefits website.
Flow Inventory Associate
Estero, FL · On-site
$18.50/hr
Ability to read, interpret, and accurately transcribe data for inventory records. * Completion of ... to manager approval. For more details about benefits, please visit our CarMax Benefits website.
Flow Inventory Associate
Estero, FL · On-site
$18.50/hr
Ability to read, interpret, and accurately transcribe data for inventory records. * Completion of ... to manager approval. For more details about benefits, please visit our CarMax Benefits website.
Flow Inventory Associate
Estero, FL · On-site
$18.50/hr
Ability to read, interpret, and accurately transcribe data for inventory records. * Completion of ... to manager approval. For more details about benefits, please visit our CarMax Benefits website.
Inventory/Logistics Associate
Lehigh Acres, FL · On-site
$18.50/hr
Ability to read, interpret, and accurately transcribe data for inventory records. * Completion of ... to manager approval. For more details about benefits, please visit our CarMax Benefits website.
Inventory/Logistics Associate
Lehigh Acres, FL · On-site
$18.50/hr
Ability to read, interpret, and accurately transcribe data for inventory records. * Completion of ... to manager approval. For more details about benefits, please visit our CarMax Benefits website.
Inventory/Supply Associate
Estero, FL · On-site
$18.50/hr
Ability to read, interpret, and accurately transcribe data for inventory records. * Completion of ... to manager approval. For more details about benefits, please visit our CarMax Benefits website.
Inventory/Supply Associate
Estero, FL · On-site
$18.50/hr
Ability to read, interpret, and accurately transcribe data for inventory records. * Completion of ... to manager approval. For more details about benefits, please visit our CarMax Benefits website.
Inventory/Supply Associate
Lehigh Acres, FL · On-site
$18.50/hr
Ability to read, interpret, and accurately transcribe data for inventory records. * Completion of ... to manager approval. For more details about benefits, please visit our CarMax Benefits website.
Inventory/Supply Associate
Lehigh Acres, FL · On-site
$18.50/hr
Ability to read, interpret, and accurately transcribe data for inventory records. * Completion of ... to manager approval. For more details about benefits, please visit our CarMax Benefits website.
Inventory/Supply Associate
Lehigh Acres, FL · On-site
$18.50/hr
Ability to read, interpret, and accurately transcribe data for inventory records. * Completion of ... to manager approval. For more details about benefits, please visit our CarMax Benefits website.
Inventory/Supply Associate
Lehigh Acres, FL · On-site
$18.50/hr
Ability to read, interpret, and accurately transcribe data for inventory records. * Completion of ... to manager approval. For more details about benefits, please visit our CarMax Benefits website.
Inventory/Logistics Associate
Lehigh Acres, FL · On-site
$18.50/hr
Ability to read, interpret, and accurately transcribe data for inventory records. * Completion of ... to manager approval. For more details about benefits, please visit our CarMax Benefits website.
Inventory/Logistics Associate
Lehigh Acres, FL · On-site
$18.50/hr
Ability to read, interpret, and accurately transcribe data for inventory records. * Completion of ... to manager approval. For more details about benefits, please visit our CarMax Benefits website.
Inventory/Supply Associate
Estero, FL · On-site
$18.50/hr
Ability to read, interpret, and accurately transcribe data for inventory records. * Completion of ... to manager approval. For more details about benefits, please visit our CarMax Benefits website.
Inventory/Supply Associate
Estero, FL · On-site
$18.50/hr
Ability to read, interpret, and accurately transcribe data for inventory records. * Completion of ... to manager approval. For more details about benefits, please visit our CarMax Benefits website.
Flow Inventory Associate
Lehigh Acres, FL · On-site
$18.50/hr
Ability to read, interpret, and accurately transcribe data for inventory records. * Completion of ... to manager approval. For more details about benefits, please visit our CarMax Benefits website.
Flow Inventory Associate
Lehigh Acres, FL · On-site
$18.50/hr
Ability to read, interpret, and accurately transcribe data for inventory records. * Completion of ... to manager approval. For more details about benefits, please visit our CarMax Benefits website.
Flow Inventory Associate
Lehigh Acres, FL · On-site
$18.50/hr
Ability to read, interpret, and accurately transcribe data for inventory records. * Completion of ... to manager approval. For more details about benefits, please visit our CarMax Benefits website.
Flow Inventory Associate
Lehigh Acres, FL · On-site
$18.50/hr
Ability to read, interpret, and accurately transcribe data for inventory records. * Completion of ... to manager approval. For more details about benefits, please visit our CarMax Benefits website.
Inventory/Logistics Associate
Estero, FL · On-site
$18.50/hr
Ability to read, interpret, and accurately transcribe data for inventory records. * Completion of ... to manager approval. For more details about benefits, please visit our CarMax Benefits website.
Inventory/Logistics Associate
Estero, FL · On-site
$18.50/hr
Ability to read, interpret, and accurately transcribe data for inventory records. * Completion of ... to manager approval. For more details about benefits, please visit our CarMax Benefits website.
Inventory/Logistics Associate
Estero, FL · On-site
$18.50/hr
Ability to read, interpret, and accurately transcribe data for inventory records. * Completion of ... to manager approval. For more details about benefits, please visit our CarMax Benefits website.
Inventory/Logistics Associate
Estero, FL · On-site
$18.50/hr
Ability to read, interpret, and accurately transcribe data for inventory records. * Completion of ... to manager approval. For more details about benefits, please visit our CarMax Benefits website.
Flow Inventory Associate
Fort Myers, FL · On-site
$18.50/hr
Ability to read, interpret, and accurately transcribe data for inventory records. * Completion of ... to manager approval. For more details about benefits, please visit our CarMax Benefits website.
Flow Inventory Associate
Fort Myers, FL · On-site
$18.50/hr
Ability to read, interpret, and accurately transcribe data for inventory records. * Completion of ... to manager approval. For more details about benefits, please visit our CarMax Benefits website.
Operations Associate - Part Time
Fort Myers, FL · On-site
$18 - $20.50/hr
From inventory management to visual merchandising, your attention to detail and proactive mindset ... Sephora will consider all qualified applicants, including those with arrest and conviction records ...
Operations Associate - Part Time
Fort Myers, FL · On-site
$18 - $20.50/hr
From inventory management to visual merchandising, your attention to detail and proactive mindset ... Sephora will consider all qualified applicants, including those with arrest and conviction records ...
Sales Associate
Fort Myers, FL · On-site
$13 - $17.75/hr
The Sales Associate reports directly to the Sales Manager. Some of the functions the Sales ... Track record of serving others and putting team goals first * Owners mindset; takes ownership over ...
Sales Associate
Fort Myers, FL · On-site
$13 - $17.75/hr
The Sales Associate reports directly to the Sales Manager. Some of the functions the Sales ... Track record of serving others and putting team goals first * Owners mindset; takes ownership over ...
Operations Associate - Flex
Fort Myers, FL · On-site
$18 - $20.50/hr
From inventory management to visual merchandising, your attention to detail and proactive mindset ... Sephora will consider all qualified applicants, including those with arrest and conviction records ...
Operations Associate - Flex
Fort Myers, FL · On-site
$18 - $20.50/hr
From inventory management to visual merchandising, your attention to detail and proactive mindset ... Sephora will consider all qualified applicants, including those with arrest and conviction records ...
Front Desk Associate
Estero, FL · On-site
$15 - $17/hr
Schedule and manage appointments using spa booking software * Promote and sell spa memberships ... Process payments and maintain accurate transaction records * Coordinate with massage therapists and ...
Front Desk Associate
Estero, FL · On-site
$15 - $17/hr
Schedule and manage appointments using spa booking software * Promote and sell spa memberships ... Process payments and maintain accurate transaction records * Coordinate with massage therapists and ...
Records Management Associate information
See Immokalee, FL salary details
$9.94 - $10.94
9% of jobs
$10.94 - $11.94
0% of jobs
$11.94 - $12.94
0% of jobs
$12.94 - $13.94
4% of jobs
$14.17 is the 25th percentile. Wages below this are outliers.
$13.94 - $14.94
51% of jobs
$15.92 is the 75th percentile. Wages above this are outliers.
$14.94 - $15.95
11% of jobs
$15.95 - $16.95
5% of jobs
$16.95 - $17.95
9% of jobs
$17.95 - $18.95
7% of jobs
$18.95 - $19.95
1% of jobs
$19.95 - $20.95
2% of jobs
$9
$15
$20
How much do records management associate jobs pay per hour?
As of Sep 6, 2026, the average hourly pay for records management associate in Immokalee, FL is $15.43, according to ZipRecruiter salary data. Most workers in this role earn between $14.47 and $16.83 per hour, depending on experience, location, and employer.
What does a records management associate do?
A Records Management Associate is responsible for organizing, maintaining, and securing an organization's records, both physical and digital. Their duties include cataloging documents, ensuring compliance with legal and regulatory requirements, and facilitating the retrieval of information when needed. They often work with specialized software to manage records efficiently and may assist with data privacy and destruction policies. This role is essential for the smooth operation of businesses, especially those that handle sensitive or confidential information.
What are the key skills and qualifications needed to thrive as a records management associate?
To thrive as a Records Management Associate, you need strong organizational skills, attention to detail, and a background in information management or a related field. Familiarity with records management systems (RMS), document imaging software, and compliance standards like HIPAA or GDPR is typically required. Excellent communication, discretion, and the ability to prioritize tasks efficiently help you stand out in this role. These skills ensure accurate, secure, and efficient handling of sensitive records, supporting organizational compliance and operational effectiveness.
What are some common challenges faced by records management associates, and how can they be addressed?
Records Management Associates often encounter challenges such as maintaining accuracy when handling large volumes of documents, ensuring compliance with data privacy regulations, and adapting to evolving digital record-keeping systems. To address these, strong attention to detail, regular training on regulatory requirements, and proficiency with records management software are essential. Additionally, effective communication with team members and other departments helps ensure records are properly categorized and accessible when needed.
Is records management a stressful job?
Records management associates often handle organized documentation and data retrieval, which can involve repetitive tasks and attention to detail. The job's stress level depends on workload, deadlines, and organizational environment, but it generally involves routine tasks with moderate pressure. Skills in time management and familiarity with records management software can help reduce stress.
What are the most commonly searched types of Records Management jobs in Immokalee, FL?
The most popular types of Records Management jobs in Immokalee, FL are:
What cities near Immokalee, FL are hiring for Records Management Associate jobs?
Cities near Immokalee, FL with the most Records Management Associate job openings:
Job description
*This position is based out of our Fort Myers, FL office and is eligible for a hybrid schedule after successful completion of the probationary period.
JOB OVERVIEW
The Client Services Associate assists existing clients and investment sponsors through processes related to self-directed investments, including but not limited to private equity, hedge funds, and real estate syndications. Works closely with clients, vendors, and other team members to exchange information and documents related to client investments. Plays a key role in the investment onboarding process.
RESPONSIBILITIES & DUTIES
• Manage the team e-mail inbox by resolving questions and tasks received and/or delegating to the correct individuals on the team
• Participation in the client service queues including verbal verification, online access, Team and general dial 0 queues.
• Participation in Client Service chats
• Take the lead on owning follow-up verbal calls initiated through the CS chat groups
• As needed, manage process of reviewing Investment Onboarding Forms (IOFs) and other documentation related to onboarding new investments
• Assist Client Services Specialists with processing of overflow transactions as needed including distributions, non-cash asset ins and outs, additional investments/capital calls, and in-kinds
• Follow processes and procedures to ensure communication with clients and third parties is efficient and current
• Special projects assigned as needed
• Assist in the clean-up of data on various reports including aging, accounts set to be closed, cases, tasks, follow-ups needed to clients and sponsors
• Use the CRM system to manage tasks, document transactions, record notes from telephone conversations, and be proactive on follow up and client needs
• Perform other duties as assigned
QUALIFICATIONS
• 1-3 years of experience in a service-oriented or sales assistant role
• Experience in Accounting, Finance, or Administration is preferred
• Bachelor's degree in Finance or related field preferred, not required
TECHNICAL SKILLS
To be successful in this role, you should have experience with and an understanding of the following:
• Proficient in Microsoft Office Suite
CORE VALUES
Our core values are our foundation and the guiding principles we embody to support Equity's mission. Together, our values spell EPIC - because that's what we strive to be for our clients and stakeholders every day.
• Excellence - Our standard
• Passion - In everything we do
• Integrity - Without compromise
• Collaboration - Stronger together
We are looking for team members who embody these values in their daily work and interactions.
PHYSICAL DEMANDS/WORK ENVIRONMENT
This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.
JOB OVERVIEW
The Client Services Associate assists existing clients and investment sponsors through processes related to self-directed investments, including but not limited to private equity, hedge funds, and real estate syndications. Works closely with clients, vendors, and other team members to exchange information and documents related to client investments. Plays a key role in the investment onboarding process.
RESPONSIBILITIES & DUTIES
• Manage the team e-mail inbox by resolving questions and tasks received and/or delegating to the correct individuals on the team
• Participation in the client service queues including verbal verification, online access, Team and general dial 0 queues.
• Participation in Client Service chats
• Take the lead on owning follow-up verbal calls initiated through the CS chat groups
• As needed, manage process of reviewing Investment Onboarding Forms (IOFs) and other documentation related to onboarding new investments
• Assist Client Services Specialists with processing of overflow transactions as needed including distributions, non-cash asset ins and outs, additional investments/capital calls, and in-kinds
• Follow processes and procedures to ensure communication with clients and third parties is efficient and current
• Special projects assigned as needed
• Assist in the clean-up of data on various reports including aging, accounts set to be closed, cases, tasks, follow-ups needed to clients and sponsors
• Use the CRM system to manage tasks, document transactions, record notes from telephone conversations, and be proactive on follow up and client needs
• Perform other duties as assigned
QUALIFICATIONS
• 1-3 years of experience in a service-oriented or sales assistant role
• Experience in Accounting, Finance, or Administration is preferred
• Bachelor's degree in Finance or related field preferred, not required
TECHNICAL SKILLS
To be successful in this role, you should have experience with and an understanding of the following:
• Proficient in Microsoft Office Suite
CORE VALUES
Our core values are our foundation and the guiding principles we embody to support Equity's mission. Together, our values spell EPIC - because that's what we strive to be for our clients and stakeholders every day.
• Excellence - Our standard
• Passion - In everything we do
• Integrity - Without compromise
• Collaboration - Stronger together
We are looking for team members who embody these values in their daily work and interactions.
PHYSICAL DEMANDS/WORK ENVIRONMENT
This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.
About Equity Trust
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
201 - 500 Employees
Headquarters location
Westlake, OH, US
Year founded
1974