1844
client services associate jobs
H&R Block —Rockford, IL
Provide assessment of client's business trends/results by generating and analyzing financial statements (e.g., profit and Loss statement (income statement),…
Estimated: $34.2K - $43.2K a year
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Shaw Insurance Services —Anderson, CA
A California Insurance license and a minimum of 1-year commercial lines experience is a mandatory prerequisite. This is a full-time position, M-F 8-5.
$45,000 - $55,000 a year
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Edwards Asset Management —Naples, FL
Assist in the implementation of client investment strategies. The ideal candidate will possess a strong understanding of wealth management, exceptional client…
$70,000 - $105,000 a year
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Lake Ridge Bank —New Glarus, WI
Process all transactions that come through the CSA area including but not limited to cashing checks, performing withdrawals, making deposits, processing loan…
Estimated: $33.5K - $42.5K a year
Lakes Precision Inc. —Three Lakes, WI
We are looking to grow our professional team by hiring a person that can assist our sales and logistics teams with customer support, data entry and development…
Estimated: $38.1K - $48.2K a year
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Knipper HEALTH —Somerset, 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: $32.9K - $41.6K a year
WestPac Wealth Partners —Honolulu, HI
Process incoming correspondence, mail, and email following established protocols. Aid in Marketing efforts and comply with social media guidelines.
$20.50 - $25.50 an hour
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NECS® —Jasper, IN
Perform data entry and maintain accurate client records. Proficient in using Microsoft Word, data entry and client records management, experience with Excel…
$15 - $16 an hour
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5d
Streamline Family Office Inc. —Medfield, MA
Download transactions from bank/credit cards and categorize. _*Streamline curates integrated infrastructure for ultra-wealthy families to maximize strategic…
$65,000 - $80,000 a year
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Toluna —Remote
Program surveys on your own or work with expert teams while ensuring programming edits are implemented accurately in a timely manner, and test link is checked…
Estimated: $52.1K - $66K a year
4h
Savant Wealth Management —Rockford, IL
You will maintain a high level of technical knowledge by participating in educational opportunities and reading technical publications.
Estimated: $47.1K - $59.6K a year
Compound —Massachusetts
A self-solving mindset, meaning that you work through problems to find a solution on your own first using prior experience, resources, and context before asking…
$55,000 - $65,000 a year
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Fairfax Cryobank —Remote
Must be able to handle many inbound and outbound calls to and from clients, listen to our clients’ needs and provide helpful solutions to their concerns.
$20 an hour
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4d
Tonka Financial Services —Hopkins, MN
Assist with answering phone calls or delegating faxes to appropriate staff member. ▪ Handle phone calls, faxes, and e-mails from clients and take action needed…
$46,693 - $48,954 a year
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Gould Financial Group —Deerfield, IL
Illinois Life & Health insurance license obtained within 90 days of start date. Handle complex insurance client service issues and process incoming client…
$50,000 - $60,000 a year
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7d
RIA Recruiting —Remote
Act as our “Director of First Impressions” by greeting clients by phone in a warm, friendly, and welcoming manner. 2+ years of financial services experience.
$55,000 - $70,000 a year
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GemHarvest —Houston, TX
Bachelor’s degree in Business, Finance, or a related field. Participate in the growth of a fast growing, independent RIA by servicing client needs, and…
$90,000 - $105,000 a year
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2d
AnywhereWorks —Remote
You will be taking customer calls, capturing incoming leads, taking orders, and scheduling appointments, while working from the comfort of your own home.
$15 an hour
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Helmstar Wealth Management —Boise, ID
Provide support to the Client Services team with answering phones, scheduling meetings, and managing calendars. Customer service: 5 years (Required).
From $60,000 a year
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7d
OptimalShip —Rexburg, ID
We strive to give every potential new client a pleasant and professional conversational experience as we make our calls. What will I be doing?*.
From $13 an hour
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