Client Services Associate jobs

OptimalShip —Rexburg, ID5

Must be able to sit at a desk throughout your shift (2 – 4 hours). A world-class customer service team is also employed to assist clients in making their…

Eurasia Group —New York, NY3.6

Help us improve on our current processes, utilize CRM and project management tools (ie. Salesforce, Monday.com) to stay organized, and regularly report to…

Condor Capital Wealth Management —Martinsville, NJ

Assist with answering the phones and responding to emails. Strong knowledge of Microsoft Office and related business productivity tools.

Shaker —United States3.9

We develop customized strategies and plans, and we analyze results. The position encompasses data entry, administration, order tracking and billing related…

Tonka Financial Services —Hopkins, MN5

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…

Payroll and HR Services —Waikoloa, HI

Administer employee benefits in accordance with federal, state, and company regulations. The Payroll, Admin & Client Services Associate supports management and…

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…

Bank of America —Florham Park, NJ3.8

Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…

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.

Vestwell —Remote4.5

Successful candidates will be responsible for answering incoming client emails and calls, utilizing company policies to solve client issues, and escalating…

AnywhereWorks —Remote3.3

You will be taking customer calls, capturing incoming leads, taking orders, and scheduling appointments, while working from the comfort of your own home.

Restoration Hardware —Dallas, TX3.1

Customer service experience within a design firm, high-end furniture showroom, or luxury retail setting preferred.

Knipper HEALTH —Somerset, NJ3

Support the coordination of 3rd party field audits for sales representative, and issue program instructions to external PDMA auditors in adherence with client…

Bank of America —Walnut Creek, CA3.8

Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…

Edwards Asset Management —Naples, FL

Assist in the implementation of client investment strategies. Handle client inquiries and resolve issues promptly.

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.

CovingtonAlsina —Annapolis, MD

In charge of managing daily client transactions and activities, liaising with custodians and other relevant professionals to ensure smooth execution of client…

Mingus Mountain Youth Treatment Center —Prescott Valley, AZ3.7

*Education: *Has a bachelor's degree in a field related to behavioral health *OR *an associate's degree and at least two years of full-time behavioral health…

Eddie's Wheels for Pets —Shelburne Falls, MA5

The ideal candidate will be responsible for providing exceptional customer service and driving sales through effective communication and product knowledge.