1829
client services associate jobs
BMW OF LOUISVILLE —Louisville, KY
Knows and understands the federal, state, and local laws which govern retail auto sales. Establishes personal income goals that are consistent with dealership…
$10 - $12 an hour
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Weiss, Hale & Zahansky Strategic Wealth Advisors —Tolland, CT
Ability to use and learn multiple technology platforms such as Customer Relationship Manager tools, workflow tools, Microsoft Suite, etc.
$50,000 - $60,000 a year
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Summit Financial, LLC —Parsippany, NJ
Sort incoming mail for advisors and team. Develop and carry out an efficient documentation and filing system. Ability to multitask and prioritize daily workload…
From $65,000 a year
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Bank of America —Towson, MD
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
Estimated: $63K - $79.8K a year
Competence Skills Pvt Ltd —Duluth, GA
Scheduling client meetings – confirming meetings, follow-up calls. Promptly and effectively fulfill client service requests and address any client service…
$40,546.04 - $48,829.64 a year
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11h
Raymond James Financial, Inc. —Newport Beach, CA
Ability to obtain additional securities and advisory state registrations if required by state. Series 63, 65 and/or 66 as required by state.
$70,000 - $75,000 a year
5d
Charter Oak Capital Management —Kennebunk, ME
Field inbound calls for Advisors to ensure high-touch service. You will directly support the firm’s Advisors by managing client onboarding, maintaining advisor…
Estimated: $55.1K - $69.8K a year
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5d
Knipper HEALTH —Lakewood, NJ
Support the coordination of 3rd party field audits for sales representative, and issue program instructions to external PDMA auditors in adherence with client…
Estimated: $35.9K - $45.4K a year
Sugarloaf Wealth Management —Duluth, GA
O Scheduling client meetings – confirming meetings, follow-up calls. Promptly and effectively fulfill client service requests and address any client service…
$60,000 - $75,000 a year
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Prism Medical Products, LLC —Elkin, NC
Manage large amounts of inbound and outbound calls in a timely and courteous manner. Effectively navigate Medicare, private insurance, and Medicaid patient…
Estimated: $31.2K - $39.5K a year
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Boutique Recruiting —Vancouver, WA
Provide excellent client service by handling client phone calls and emails. This role primarily supports two wealth advisors by facilitating client fund…
$25 - $32 an hour
Lighthouse Document Technologies Inc —Remote
Project management experience or PMP certification a plus. Duties require the ability to use a computer, communicate over the telephone, and read printed…
$68,000 - $80,000 a year
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Restoration Hardware —Palo Alto, CA
Customer service experience within a design firm, high-end furniture showroom, or luxury retail setting preferred.
$24 - $33 an hour
7d
Brooklyn Legal Services Corporation A —Brooklyn, NY
Create and send correspondence, receive and route incoming calls, taking messages when appropriate; Additional clerical/administrative duties including filing,…
$54,500 - $60,000 a year
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6d
Foster & Motley, Inc. —Cincinnati, OH
Maintain control of matters in progress and follow up to ensure actions are completed. Open, maintain and service client accounts.
Estimated: $44K - $55.7K a year
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6d
Winthrop Capital Management —Carmel, IN
Winthrop Capital Management is an SEC-registered investment advisor specializing in the management of equity, high-grade and high yield fixed income portfolios.
Estimated: $41.1K - $52.1K a year
Quick Apply
8h
Lead Advisor, LLC —Westborough, MA
Candidates will be expected to get their Life/Health Insurance license. Continue to learn about the financial planning and advisory field.
$15 - $20 an hour
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7h
OneDigital —United States
The CA Associate serves as the direct point of contact for these employees and handles incoming phone calls and emails as needed.
$23 - $27 an hour
4h
Remarkable Charities —Alexandria, VA
Be in charge of the overall upkeep of the donor database, including internal training and support for colleagues to ensure accurate inputting (after receiving…
Estimated: $42.2K - $53.4K a year
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1d
Thiesen Dueker Group —Fresno, CA
Continue to develop technical knowledge and expertise. Perform administrative duties that support Financial Advisors in daily business practices, including but…
$40,000 - $60,000 a year
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