client services associate jobs

Marsh McLennan Agency-Northwest —Walla Walla, WA3.5

Marsh McLennan Agency’s Business Insurance team is looking for a passionate and people-oriented customer service professional to develop, implement and deliver…

Gottshall Capital Partners —Manitowoc, WI

Handle all incoming calls and greet all incoming clients/prospects. Cultivates ideas to develop or help improve office systems and protocol.

Knipper HEALTH —Lakewood, NJ3

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

HighPoint Advisors, LLC —East Syracuse, NY

This role will support the growth of our firm and enable our advisors to continue to service their clients efficiently. Customer service: 1 year (Required).

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…

Wymer Brownlee Tax & Financial Management —Oklahoma City, OK

Bachelor's degree in Business Administration, Finance, or a related field. Do you hold a degree in finance or a related field?

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…

Laarnie Soma State Farm Agency —Seattle, WA

*Life & Health Insurance license required or must be willing to obtain*. *Property & Casualty insurance license is required*. Job Types: Full-time, Permanent.

Cristo Rey Jesuit High School, Milwaukee —Milwaukee, WI

Valid driver’s license; must be insurable with good driving record. Ability to work independently in a fast-paced environment; manage own time; territory…

Stand Together —Remote

This role is open to remote work. Iron Light is looking for project management support for our clients and projects. Following up on project tasks.

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…

Mingle Health —Remote2.3

Serve as the primary point of contact for a subset of MIPS (Merit based Inventive Payment System) customers, including answering phones, monitoring Live Chat,…

AdviceOne LLC —Glastonbury, CT4

Relationship building with our clients and prospective clients. Financial services experience not required. Maintaining the appearance of our client spaces.

St. Andrews Seniors Solutions —St. Louis, MO2.8

Responsibilities include but are not limited to inbound and outbound calls for clients and employees, data entry to assist with bi-weekly payroll processing and…

Bridgehaven Financial Advisors —Warren, NJ

Bachelor's degree in business, finance or related field is preferred. Communicate via telephone and email to address client issues.

Stamberger Sender Associates —Ovid, NY

 Use consultative skills and technical knowledge to develop and maximize sales. O Inbound prospect calls and eMail inquiries. Ability to drive a sale.

Vestwell —Remote4.5

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

Aspire Wealth Partners —Tucson, AZ

Provide support for our Administrative team, answering calls, filling in when necessary, and covering lunches. Monitor trade orders including sell-stop orders.

Level Wealth Management —North Carolina

A professional demeanor and advanced communication skills, including strong phone and email etiquette. Support the onboarding of new clients, including setting…