1831
client services associate jobs
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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Bank of America —Florham Park, NJ
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. Key Qualifications for the role:
Estimated: $83.9K - $106K a year
Eddie's Wheels for Pets —Shelburne Falls, MA
The ideal candidate will be responsible for providing exceptional customer service and driving sales through effective communication and product knowledge.
$18.31 - $22.05 an hour
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10d
Club Z! Tutoring —Lubbock, TX
Active teaching certification or a bachelor's degree. Willingness to travel up to 15 miles. Club Z! Tutoring is looking for a tutor to assist a *Kindergartener…
$21 an hour
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AdviceOne LLC —Glastonbury, CT
We have opportunities for recent graduates looking to start at entry level and for candidates who already have work experience. Short- and long-term disability.
From $60,000 a year
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2d
IMCO Utility Supply —St. Louis, MO
Our product offerings consists of pipe, valves, hydrants, and accessory items necessary for the installation of water, sewer, and storm sewer lines and other…
$40,000 - $45,000 a year
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7d
Boutique Recruiting —Everett, WA
This role primarily supports one wealth advisor in managing 100 households by facilitating client fund transfers, processing transactions, providing…
$52,000 - $75,000 a year
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…
$55,000 - $60,000 a year
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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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2d
TSW Wealth Management —Framingham, MA
Communicate daily directly with clients over the phone, via email, and in person to help with service requests, answer questions, and problem-solve across a…
$75,000 - $90,000 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: $34.9K - $44.2K a year
Layman Lewis Financial Geoup —Loveland, CO
The purpose of this position is to prepare onboarding paperwork and transfers for new client acquisition, service the existing client base with all service…
$45,000 - $55,000 a year
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9d
Colorado State University —Fort Collins, CO
Specifically, supporting a high level of customer service by answering all calls coming into the main hospital, small and large animal direct lines, scheduling…
$53,364 - $61,000 a year
6d
Dye Creek Capital —Raleigh, NC
Make use of exceptional communication skills to take client calls and reroute them to other associates when necessary.
$70,000 - $80,000 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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Priority Financial Group —Remote
Examples of day-to-day responsibilities include: servicing phone calls from advisors and custodians, coordinating projects, prioritizing advisor tasks and…
$55,000 - $65,000 a year
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APC Financial Group, Ltd. —Mount Prospect, IL
Answers in bound calls, determines the nature of their call, and asks if they can help the caller. This position is responsible for delivering high quality…
$20 - $22 an hour
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2d
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…
$20 - $22 an hour
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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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1d
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.
$50,000 - $60,000 a year
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