1848
client services associate jobs
Tonka Financial Services —Hopkins, MN
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…
$46,693 - $48,954 a year
Quick Apply
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
Quick Apply
6d
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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Toluna —Remote
Program surveys on your own or work with expert teams while ensuring programming edits are implemented accurately in a timely manner, and test link is checked…
Estimated: $52.1K - $66K a year
3h
Savant Wealth Management —Rockford, IL
You will maintain a high level of technical knowledge by participating in educational opportunities and reading technical publications.
Estimated: $47.1K - $59.6K a year
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.
$55,000 - $65,000 a year
Quick Apply
11d
Sentinel Group —Wakefield, MA
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…
Estimated: $56.7K - $71.7K a year
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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.
$60,000 - $70,000 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
Quick Apply
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
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
Quick Apply
BlackRock —Seattle, WA
Responsibilities for this position will involve a heavy concentration in day-to-day communications, client onboarding, reporting and data entry focusing on…
$95,000 - $127,500 a year
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).
$3,500 a month
Quick Apply
TitleTap —United States
Prior teamwork ability within creative, product, and technical teams, and both internally and external clients. We offer a 401K match.
Estimated: $58.5K - $74.1K a year
1h
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…
From $41,500 a year
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OptimalShip —Rexburg, ID
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…
From $13 an hour
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Katapult Network —Arnold, MO
Support customer relations by answering inbound calls to provide information about products and services, take or enter orders, cancel accounts, or obtain…
$38,000 - $42,000 a year
Quick Apply
Business Management Firm —Boston, MA
Develop an unparalleled knowledge of all our clients’ products and services to better educate consumers, answer questions, and provide effective solutions to…
$750 - $1,250 a week
Quick Apply
Clelan & Company —Camp Hill, PA
Bachelor’s degree (finance or related field preferred). The individual must be committed to gaining a broad base of knowledge across all functions of the…
Estimated: $42.3K - $53.6K a year
Quick Apply
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
Quick Apply
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