Lake Mary, Florida, United States · Hybrid
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 t…
Skills: Account Management, Client Management, Customer and Client Focus, Issue Management, Oral Communications
Lake Mary, Florida, United States · Hybrid
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 t…
Skills: Account Management, Client Management, Customer and Client Focus, Issue Management, Oral Communications
Lake Mary, Florida, United States · On-site
Overview Role: Cook Join Healthcare Services Group (HCSG) as a Cook, where you will play a vital role in preparing and cooking nutritious meals for residents in a long-term care facility. At HCSG, we are passionate about…
Skills: Food Preparation, Meal Service, Sanitization, Food Safety, Customer Service
Lake Mary, Florida, United States · On-site
$52k–$60k/yr
In this role, you’ll make an impact in the following ways: Perform daily mortgage-backed securities issuance and delivery activities.Meet all service level agreements for daily processing and issuance.Review daily report…
Skills: Mortgage-Backed Securities Issuance, Financial Reporting, Customer Service, Analytical Skills, Written Communication
Lake Mary, Florida, United States · On-site
$16/hr–$26/hr
At FCCI, our people make the difference. Our teammates are committed to upholding FCCI’s long-standing traditions of building relationships, serving others and giving back to the community. Come join us and make a …
Skills: Detail Orientation, Commercial Property Insurance, Casualty Insurance, Policy Issuance, Quoting
Lake Mary, Florida, United States · On-site
$18/hr–$21/hr
We are hiring immediately for a full time FOOD SERVICE WORKER position. Location: Verizon - 899 Heathrow Park Lane, Lake Mary, FL 32746 Note: online applications accepted only. Schedule: Full time schedule. Monday - Thur…
Skills: Food Preparation, Food Safety, Portion Control, Customer Service, Sanitation
Lake Mary, Florida, United States · On-site
The Fresh Market & You: Our mission is to make everyday eating extraordinary for our guests. We create a warm, welcoming, and memorable experience through exceptional, personal service. We’re looking for a leader who bri…
Skills: Leadership, Team Management, Inventory Management, Guest Experience, Merchandising
Lake Mary, Florida, United States · Hybrid
Cruise and Tour is enhancing its services for a seamless customer experience. If you're eager to advance your travel career and exceed expectations, this opportunity is for you. Join our team of Advisors to create unforg…
Skills: Travel Consultation, Booking Management, Customer Service, Problem Solving, Active Listening
Lake Mary, Florida, United States · Hybrid
Overview: The position serves as a key ambassador between IIA Headquarters in Lake Mary, Florida and chapter volunteer leaders, ensuring strategic alignment and creating and implementing chapter-based and North American …
Skills: Nonprofit Management, Community Engagement, Volunteer Management, Project Management, Relationship Building
Lake Mary, Florida, United States · On-site
Job DetailsJob Location: FL Lake Mary - Lake Mary, FL 32746Position Type: Front OfficeEducation Level: High SchoolJob Shift: Full TimeJob Category: Admin - ClericalJob Purpose: Function as support for the dental office a…
Skills: Customer Service, Patient Registration, Appointment Scheduling, Insurance Verification, EagleSoft
Lake Mary, Florida, United States · On-site
$61k–$100k/yr
The Team Lead, Enrollment & Billing is responsible for overseeing production for a defined line of business at Healthfirst. The Team Lead, Enrollment & Billing is directly responsible for supervising non-exempt employees…
Skills: Staff Supervision, Enrollment Operations, Billing Management, Microsoft Excel, Microsoft Word
Lake Mary, Florida, United States · On-site
$52k–$85k/yr
We’re seeking a future team member for the role of Senior Specialist, Client Operations to join our team. This role is located is Lake Mary, Florida. In this role, you’ll make an impact in the following ways: Works with …
Skills: Client Coverage, Client Operations, Problem Solving, Communication Skills, Operational Analysis
Lake Mary, Florida, United States · On-site
$59k–$99k/yr
We’re seeking a future team member for the role of Senior Specialist, Client Operations to join our team. This role is located is Lake Mary, Florida. In this role, you’ll make an impact in the following ways: Works with …
Skills: Client Relationship Management, Problem Solving, Operational Analysis, Technical Troubleshooting, Communication Skills
Lake Mary, Florida, United States · On-site
$59k–$182k/yr
We’re seeking a future team member for the role of Senior Specialist, Client Operations to join our team. This role is located is Lake Mary, Florida. In this role, you’ll make an impact in the following ways: Works with …
Skills: Client Relationship Management, Problem Solving, Operational Analysis, Technical Support, Communication Skills
Lake Mary, Florida, United States · Hybrid
$69k–$153k/yr
At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of th…
Skills: Client Service Strategy, Operational Efficiency, Regulatory Compliance, Problem Solving, Analytical Skills
Lake Mary, Florida, United States · On-site
Front Desk Agent As a Front Desk Agent, you will be the first point of contact for guests, providing warm, professional service throughout their stay. Your responsibilities include check-in/check-out, handling reservatio…
Skills: Guest Relations, Check-in/Check-out, Reservation Management, Customer Service, Communication
Lake Mary, Florida, United States · Hybrid
$52k–$65k/yr
We’re seeking a future team member for the role of Specialist, Client Processing to join our Trade Capture team. This role is located in Lake Mary, Florida (4days in office expectation). In this role, you’ll make an impa…
Skills: Client Processing, Transaction Execution, Analytical Skills, Communication Skills, Brokerage Processing
Lake Mary, Florida, United States · On-site
$16/hr–$18/hr
Crafting the world’s finest coffee, one meaningful moment at a time We believe in creating a warm and welcoming space where every cup of coffee sparks connection. Every shift is a chance to brighten someone’s day. Whethe…
Skills: Customer Service, Beverage Preparation, Cash Handling, Interpersonal Skills, Teamwork
Lake Mary, Florida, United States · On-site
$16/hr–$21/hr
Who We AreJoin a team that puts its People First! First American's Agency Division is dedicated to providing our policy-issuing agents with resources, services and underwriting guidance needed to achieve new levels of su…
Skills: Quality Control, Real Estate Conveyance, Vendor Management, Customer Service, Time Management
Lake Mary, Florida, United States · Remote OK
Beneco, now part of FuturePlan by Ascensus®, is a recordkeeping, third-party administration, and benefits consulting services firm that allies solely with contractors to empower them to build their businesses, while help…
Skills: Retirement Plan Administration, Client Onboarding, Plan Design Validation, Asset Conversion, ERISA Compliance
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Provide comprehensive client service support to multiple Financial Advisors by acting as the primary point of contact for client needs. Ensure operational excellence by aligning practices with bank policies and promoting banking offerings to deepen client relationships.
Must hold FINRA SIE, Series 7, and Series 66 (or 63 and 65) certifications with advanced knowledge of investment products. Requires a high school diploma and a client-centric mindset with the ability to adapt to new technology platforms.
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.
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.
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
Offices: 100 North Tryon Street, Charlotte, NC 28202, US · 16001 Dallas Pkwy, Addison, TX 75001, US · 3123 N Scottsdale Rd, Scottsdale, AZ 85251, US · 135 S La Salle St, Chicago, IL 60603, US · 500 W 7th St, Fort Worth, TX 76102, US
There are currently 175 open customer service & support positions in Lake Mary, FL listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include BNY, Serenity Mental Health Centers, Domino's, Elevance Health, Paylocity, among others. Browse the listings above to see every active employer.
Yes — 42 of the 175 open customer service & support positions offer remote or hybrid work (9 remote, 33 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
