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Salesforce Associate Jobs in Midway, FL (NOW HIRING)

Staples

Retail Sales Print Supervisor

Tallahassee, FL · On-site

$14.25 - $17.25/hr

Associate discounts on in-store and online merchandise, services and warranty plans * Discounts at ... Leverage Salesforce.com to actively manage customers through in-store engagement and proactive ...

New

CSC

Associate Client Service Representative

Tallahassee, FL · On-site

$13.75 - $18.75/hr

Associate Client Service Representative Wilmington, DE (Hybrid) Monday - Friday, 11:00am-8:00pm Are ... Salesforce experience a plus Candidates for this position must be eligible to work without ...

Paychex

Channel Sales Associate - CPA

Tallahassee, FL · On-site

$13.25 - $18/hr

Salesforce - Preferred * Go-to-Market Strategy - Preferred * Market Share - Preferred * Customer Relationship Management - Preferred * New Product Development - Preferred * Automated Payroll Software ...

Paychex

Channel Sales Associate - CPA

Tallahassee, FL · On-site +1

$13.25 - $18/hr

Salesforce - Preferred * Go-to-Market Strategy - Preferred * Market Share - Preferred * Customer Relationship Management - Preferred * New Product Development - Preferred * Automated Payroll Software ...

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Salesforce Associate information

What is a Salesforce Associate?

A Salesforce Associate is an entry-level professional who assists with the administration, management, and optimization of Salesforce, a popular customer relationship management (CRM) platform. They support senior Salesforce administrators and users by handling data entry, report generation, user account maintenance, and basic troubleshooting. Salesforce Associates may also help with training users, ensuring data quality, and implementing simple automation within the platform. This role is ideal for those looking to start a career in Salesforce or CRM administration.

What skills and qualifications are needed to thrive as a Salesforce Associate?

To thrive as a Salesforce Associate, you need a foundational understanding of CRM concepts, data management, and basic knowledge of the Salesforce platform, often supported by a Salesforce Associate certification. Familiarity with Salesforce tools such as Sales Cloud, Service Cloud, and reporting dashboards is typically required. Strong analytical thinking, attention to detail, and effective communication skills help you excel in assisting users and supporting business processes. These skills and qualities are crucial for ensuring seamless CRM operations and maximizing the value organizations derive from their Salesforce investment.

How does a Salesforce Associate typically collaborate with other departments within an organization?

As a Salesforce Associate, you’ll regularly work with teams such as sales, marketing, customer service, and IT to ensure data accuracy and support business processes. Your role often involves gathering requirements from stakeholders, customizing Salesforce features, and assisting users with troubleshooting. Successful collaboration requires strong communication skills and the ability to translate technical concepts for non-technical colleagues. This cross-functional teamwork not only helps drive organizational goals but also offers valuable learning opportunities and exposure to different business functions.

What is the difference between Salesforce Associate vs Salesforce Administrator?

CriteriaSalesforce AssociateSalesforce Administrator
CertificationsEntry-level Salesforce certifications (e.g., Salesforce Certified Associate)More advanced certifications (e.g., Salesforce Certified Administrator)
Work EnvironmentSupport roles, data entry, basic Salesforce tasksSystem configuration, user management, process automation
Employer UsageEntry-level support in Salesforce teamsManaging and optimizing Salesforce platform for organizations
Search/Comparison IntentUnderstanding entry-level roles in SalesforceLearning about Salesforce administration responsibilities

The main difference between a Salesforce Associate and a Salesforce Administrator lies in their responsibilities and certifications. Salesforce Associates typically perform support and basic data tasks, while Salesforce Administrators handle system configuration, user management, and process automation. The Associate role is ideal for those starting in Salesforce, whereas the Administrator role requires more experience and certifications to manage the platform effectively.

Infographic showing various Salesforce Associate job openings in Midway, FL as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Wealth Management Client Associate

Tallahassee, FL • On-site

Bank of America
Finance and Insurance • 10K+ employees
Learn more about Bank of Americaexternal

Full-time

Re-posted 18 days ago

Bank Of America rating

8.3

Company rating: 8.3 out of 10

Based on 537 frontline employees who took The Breakroom Quiz

49th of 176 rated banks

Job description

Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:
  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
  • Demonstrates a client-centric mindset, always acting in the best interest of the client
  • Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:
  • Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
  • Possesses industry knowledge and an understanding of investment products
  • Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
  • Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
  • Is detail oriented
  • Demonstrates a commitment to continuous learning and professional growth
  • Exhibits sound judgment and discretion when handling sensitive information
  • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
  • Demonstrates professional verbal and written communication skills

Skills:
  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Administrative Services
  • Emotional Intelligence
  • Referral Identification
  • Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5

What Bank Of America employees say

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

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