Client Services Associate jobs

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.

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).

TPM Placement —Plymouth, MA

Proofreading (or quality assurance) skills to ensure that own work is in accordance with advisor or broker/dealer (Commonwealth Financial Network) criteria.

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,…

Sentinel Group —Wakefield, MA3.5

The Purpose of Your Role: This is an entry level positon to develop into a full time financial planning role. Knowledge of Excel, Powerpoint, eMoney, Salesforce…

Club Z! Tutoring —Crockett, CA

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 student with…

Club Z! Tutoring —Elmer, NJ

Active teaching certification or a bachelor's degree. Willingness to travel up to 15 miles. *2x a week, 2 hours for each student*. Start Tutoring In 3-5 Days!

Priority Financial Group —Remote4

Examples of day-to-day responsibilities include: servicing phone calls from advisors and custodians, coordinating projects, prioritizing advisor tasks and…

Regal Holdings, LLC —Kentwood, MI

A Series 6, 7, 65 or 66 license is preferred but not required. However, if no licensing is currently held there will be a requirement to sit for the SIE test…

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…

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.

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.

Dye Creek Capital —Raleigh, NC

Make use of exceptional communication skills to take client calls and reroute them to other associates when necessary.

BlackRock —Seattle, WA3.8

Responsibilities for this position will involve a heavy concentration in day-to-day communications, client onboarding, reporting and data entry focusing on…

C.H Robinson —Milwaukee, WI3.4

Maintain a sense of urgency in addressing both your teammates' customers and your own developing portfolio of customers. 401(k) with 6% company matching.

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…

Signature Financial Solutions —Tampa, FL3

FL Life, Health, Variable Annuity (215) license or willingness to sit for the exam would be preferred. Ability to multitask and prioritize daily workload.

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…