1828
client services associate jobs
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
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Compound —Massachusetts
A self-solving mindset, meaning that you work through problems to find a solution on your own first using prior experience, resources, and context before asking…
$55,000 - $65,000 a year
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Vestwell —Remote
Successful candidates will be responsible for answering incoming client emails and calls, utilizing company policies to solve client issues, and escalating…
$55,000 - $60,000 a year
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Confidential —Banning, CA
Collaborate with team members on various project implementation and marketing strategies for each client. Utilize marketing and sales strategies to aid clients…
From $600 a week
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7d
AnywhereWorks —Remote
You will be taking customer calls, capturing incoming leads, taking orders, and scheduling appointments, while working from the comfort of your own home.
From $15 an hour
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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.
$37,500 - $50,000 a year
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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…
$48,000 - $60,000 a year
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1d
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
RIA Recruiting —Remote
Act as our “Director of First Impressions” by greeting clients by phone in a warm, friendly, and welcoming manner. 2+ years of financial services experience.
$55,000 - $70,000 a year
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Sutherland —Rochester, NY
Using your background in successful account management and marketing as the jumping off point, you’ll be trained on our customer’s advertising solutions …
$23 an hour
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.
$50,000 - $70,000 a year
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3d
Fairfax Cryobank —Remote
Must be able to handle many inbound and outbound calls to and from clients, listen to our clients’ needs and provide helpful solutions to their concerns.
$20 an hour
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6d
Summit Financial, LLC —Parsippany, NJ
Sort incoming mail for advisors and team. Develop and carry out an efficient documentation and filing system. Ability to multitask and prioritize daily workload…
From $65,000 a year
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7d
INFUSE —Remote
Accountable for post-sale account management and driving account growth through excellent customer service and delivery, communication and on-boarding.
Estimated: $39.9K - $50.5K a year
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AdviceOne LLC —Glastonbury, CT
Relationship building with our clients and prospective clients. Financial services experience not required. Maintaining the appearance of our client spaces.
From $60,000 a year
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8d
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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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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C.H Robinson —Milwaukee, WI
Maintain a sense of urgency in addressing both your teammates' customers and your own developing portfolio of customers. 401(k) with 6% company matching.
Estimated: $46.2K - $58.5K a year
INFUSE North America —Remote
Accountable for post-sale account management and driving account growth through excellent customer service and delivery, communication and on-boarding.
Estimated: $41.7K - $52.8K a year
Glassman Wealth Services —Vienna, VA
Process data entry updates and check filing. At least two to three years of strong and relevant work experience, preferably in similar positions and…
Estimated: $57K - $72.1K a year
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