Client Services Associate
Fort Myers, FL · On-site
... in a service-oriented or sales assistant role • Experience in Accounting, Finance, or ... The associate is frequently required to sit for extended periods of time, as well as stand, walk ...
Fort Myers, FL · On-site
... in a service-oriented or sales assistant role • Experience in Accounting, Finance, or ... The associate is frequently required to sit for extended periods of time, as well as stand, walk ...
Fort Myers, FL · On-site
... in a service-oriented or sales assistant role • Experience in Accounting, Finance, or ... The associate is frequently required to sit for extended periods of time, as well as stand, walk ...
Clermont, FL · On-site
$15.50 - $30.70/hr
Position Overview As an Auction Services Associate, you responsible for zone maintenance, vehicle ... readiness for sale or auction. * Support auction operations by assisting with preparation ...
Clermont, FL · On-site
$15.50 - $30.70/hr
Position Overview As an Auction Services Associate, you responsible for zone maintenance, vehicle ... readiness for sale or auction. * Support auction operations by assisting with preparation ...
Clermont, FL · On-site
$15.50 - $30.70/hr
Position Overview As an Auction Services Associate, you responsible for zone maintenance, vehicle ... readiness for sale or auction. * Support auction operations by assisting with preparation ...
Clermont, FL · On-site
$15.50 - $30.70/hr
Position Overview As an Auction Services Associate, you responsible for zone maintenance, vehicle ... readiness for sale or auction. * Support auction operations by assisting with preparation ...
$15.50 - $30.70/hr
Position Overview As an Auction Services Associate, you responsible for zone maintenance, vehicle ... readiness for sale or auction. * Support auction operations by assisting with preparation ...
$15.50 - $30.70/hr
Position Overview As an Auction Services Associate, you responsible for zone maintenance, vehicle ... readiness for sale or auction. * Support auction operations by assisting with preparation ...
Clermont, FL · On-site
$15.50 - $30.70/hr
Position Overview As an Auction Services Associate, you responsible for zone maintenance, vehicle ... readiness for sale or auction. * Support auction operations by assisting with preparation ...
Clermont, FL · On-site
$15.50 - $30.70/hr
Position Overview As an Auction Services Associate, you responsible for zone maintenance, vehicle ... readiness for sale or auction. * Support auction operations by assisting with preparation ...
Sarasota, FL · On-site
$14.50 - $16.50/hr
Position Summary Reporting to the Sales and Service Manager, a Club Services Associate will execute all Club Services, including re-gripping, re-shafting, loft and lie adjustments, and front-end ...
Sarasota, FL · On-site
$14.50 - $16.50/hr
Position Summary Reporting to the Sales and Service Manager, a Club Services Associate will execute all Club Services, including re-gripping, re-shafting, loft and lie adjustments, and front-end ...
Plantation, FL · On-site
$15 - $17.25/hr
Position Summary Reporting to the Sales and Service Manager, a Club Services Associate will execute all Club Services, including re-gripping, re-shafting, loft and lie adjustments, and front-end ...
Plantation, FL · On-site
$15 - $17.25/hr
Position Summary Reporting to the Sales and Service Manager, a Club Services Associate will execute all Club Services, including re-gripping, re-shafting, loft and lie adjustments, and front-end ...
Position Summary Reporting to the Sales and Service Manager, a Club Services Associate will execute all Club Services, including re-gripping, re-shafting, loft and lie adjustments, and front-end ...
Position Summary Reporting to the Sales and Service Manager, a Club Services Associate will execute all Club Services, including re-gripping, re-shafting, loft and lie adjustments, and front-end ...
Altamonte Springs, FL · On-site
$14 - $16/hr
Position Summary Reporting to the Sales and Service Manager, a Club Services Associate will execute all Club Services, including re-gripping, re-shafting, loft and lie adjustments, and front-end ...
Altamonte Springs, FL · On-site
$14 - $16/hr
Position Summary Reporting to the Sales and Service Manager, a Club Services Associate will execute all Club Services, including re-gripping, re-shafting, loft and lie adjustments, and front-end ...
$15 - $17.25/hr
Position Summary Reporting to the Sales and Service Manager, a Club Services Associate will execute all Club Services, including re-gripping, re-shafting, loft and lie adjustments, and front-end ...
$15 - $17.25/hr
Position Summary Reporting to the Sales and Service Manager, a Club Services Associate will execute all Club Services, including re-gripping, re-shafting, loft and lie adjustments, and front-end ...
$14.50 - $16.50/hr
Position Summary Reporting to the Sales and Service Manager, a Club Services Associate will execute all Club Services, including re-gripping, re-shafting, loft and lie adjustments, and front-end ...
$14.50 - $16.50/hr
Position Summary Reporting to the Sales and Service Manager, a Club Services Associate will execute all Club Services, including re-gripping, re-shafting, loft and lie adjustments, and front-end ...
MAIN FUNCTION : The Member Services Associate (MSA) is a key member of the Member Services ... When needed, able to assist with prospecting and sales in a way that clearly defines our market ...
MAIN FUNCTION : The Member Services Associate (MSA) is a key member of the Member Services ... When needed, able to assist with prospecting and sales in a way that clearly defines our market ...
Position Title: Member Services Associate - Golf Shop Position Summary The Member Services ... Support daily retail operations including merchandise sales, transactions, and member assistance
Position Title: Member Services Associate - Golf Shop Position Summary The Member Services ... Support daily retail operations including merchandise sales, transactions, and member assistance
Position Title: Member Services Associate - Golf Shop Position Summary The Member Services ... Support daily retail operations including merchandise sales, transactions, and member assistance
Position Title: Member Services Associate - Golf Shop Position Summary The Member Services ... Support daily retail operations including merchandise sales, transactions, and member assistance
Fort Myers, FL · On-site
$18 - $20/hr
We are looking for a Customer Service Associate/ Delivery Driver to provide excellent customer ... Provide accurate information (e.g. product features, pricing and after-sales services) * Answer ...
Fort Myers, FL · On-site
$18 - $20/hr
We are looking for a Customer Service Associate/ Delivery Driver to provide excellent customer ... Provide accurate information (e.g. product features, pricing and after-sales services) * Answer ...
Fort Myers, FL · On-site
$18 - $20/hr
We are looking for a Customer Service Associate/ Delivery Driver to provide excellent customer ... Provide accurate information (e.g. product features, pricing and after-sales services) * Answer ...
Quick apply
Fort Myers, FL · On-site
$18 - $20/hr
We are looking for a Customer Service Associate/ Delivery Driver to provide excellent customer ... Provide accurate information (e.g. product features, pricing and after-sales services) * Answer ...
Fort Myers, FL · On-site
$18 - $20/hr
We are looking for a Customer Service Associate/ Delivery Driver to provide excellent customer ... Provide accurate information (e.g. product features, pricing and after-sales services) * Answer ...
Fort Myers, FL · On-site
$18 - $20/hr
We are looking for a Customer Service Associate/ Delivery Driver to provide excellent customer ... Provide accurate information (e.g. product features, pricing and after-sales services) * Answer ...
... Desk Associate or Sales Associate) to deliver exceptional guest service while driving overall ... Promote additional services, new products/promotions, sell wax passes and rebook guests to meet ...
... Desk Associate or Sales Associate) to deliver exceptional guest service while driving overall ... Promote additional services, new products/promotions, sell wax passes and rebook guests to meet ...
Doral, FL · On-site
$14.50 - $16/hr
... Desk Associate or Sales Associate) to deliver exceptional guest service while driving overall ... Promote additional services, new products/promotions, sell wax passes and rebook guests to meet ...
Doral, FL · On-site
$14.50 - $16/hr
... Desk Associate or Sales Associate) to deliver exceptional guest service while driving overall ... Promote additional services, new products/promotions, sell wax passes and rebook guests to meet ...
Miami, FL · On-site
$14.50 - $16/hr
... Desk Associate or Sales Associate) to deliver exceptional guest service while driving overall ... Promote additional services, new products/promotions, sell wax passes and rebook guests to meet ...
Miami, FL · On-site
$14.50 - $16/hr
... Desk Associate or Sales Associate) to deliver exceptional guest service while driving overall ... Promote additional services, new products/promotions, sell wax passes and rebook guests to meet ...
| Aspect | Sales Services Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma; sales or customer service experience | High school diploma; customer service experience |
| Work Environment | Sales departments, retail, call centers | Call centers, retail, support centers |
| Employer & Industry Usage | Sales-focused roles across various industries | Customer support across multiple sectors |
| Common Search & Comparison | Sales support, client assistance | Customer support, client service |
The main difference between a Sales Services Associate and a Customer Service Representative lies in their primary focus. Sales Services Associates typically focus on supporting sales processes, assisting clients with purchases, and promoting products, while Customer Service Representatives primarily handle inquiries, resolve issues, and provide support without a direct sales component. Both roles require strong communication skills and experience in customer interaction, but their core responsibilities differ based on sales involvement.
Cities in Florida with the most Sales Services Associate job openings:

*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.
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Finance and insurance
201 - 500 Employees
Westlake, OH, US
1974