1813
Client Services Associate jobs
Jacobson & Schmitt Advisors, LLC —Middleton, WI
Answer and triage incoming calls. Be the first friendly face our guests see when entering our office. Establish and maintain a positive and professional…
$35,000 - $51,500 a year
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Boutique Recruiting —Bellevue, WA
You need to have 1 year of professional experience in a related industry, have a series 65 or 66 license (or be able to pass the test) and exposure to CRM…
$70,000 - $75,000 a year
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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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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5d
Restoration Hardware —Dallas, TX
Customer service experience within a design firm, high-end furniture showroom, or luxury retail setting preferred.
$19 - $28 an hour
4d
Bank of America —Providence, RI
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
Estimated: $62.4K - $79K a year
Mingle Health —Remote
Serve as the primary point of contact for a subset of MIPS (Merit based Inventive Payment System) customers, including answering phones, monitoring Live Chat,…
$18 - $21 an hour
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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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Blankinship & Foster —Solana Beach, CA
This position can be a great start to a career in financial planning, providing front-line operational experience that is critical to understanding the nuts and…
Estimated: $58.7K - $74.4K a year
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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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12d
Innovative Financial Group - Chattanooga —Chattanooga, TN
Demonstrate a positive attitude and sincere willingness to learn and develop new skills. Strong data entry skills with a high level of accuracy and attention to…
$35,000 - $45,000 a year
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11d
Signature Financial Solutions —Tampa, FL
FL Life, Health, Variable Annuity (215) license or willingness to sit for the exam would be preferred. Ability to multitask and prioritize daily workload.
From $50,000 a year
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Ullmann Wealth Partners —Jacksonville Beach, FL
This includes authenticating incoming and outgoing client calls. We are required to perform authentication callbacks for high-risk transactions, such as third…
$65,000 - $75,000 a year
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Stone, Rudolph & Henry, PLC —Clarksville, TN
Prepare sales tax reports and other various reports such as: business tax, corporate and LLC annual reports, tangible personal property schedules, and…
$42,000 - $52,000 a year
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Essex Financial —Essex, CT
A Series 65/66 securities license is desirable but not a requirement. Client service and support in our industry: 3 years (Required).
$50,000 - $75,000 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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L2 Financial —Tustin, CA
Perform administrative and clerical duties as necessary. Obtain and process client information and transactions. Customer service: 3 years (Preferred).
$50,000 - $70,000 a year
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9d
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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Avenue Wealth, LLC —Vienna, VA
You will work in our Business Development department with experienced professionals, working daily with clients and prospective clients.
$55,000 - $75,000 a year
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D S Simon Media —Remote
Booking and coordinating interview guests for the company’s video series. Working with the sales team to develop proposals and contracts for new business…
From $58,500 a year
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