1853
client services associate jobs
Bank of America —Yardley, PA
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
Estimated: $61.9K - $78.4K a year
Boutique Recruiting —Vancouver, WA
Provide excellent client service by handling client phone calls and emails. This role primarily supports two wealth advisors by facilitating client fund…
$25 - $32 an hour
12d
Gould Financial Group —Deerfield, IL
Illinois Life & Health insurance license obtained within 90 days of start date. Handle complex insurance client service issues and process incoming client…
$50,000 - $60,000 a year
Quick Apply
4h
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
Marsh McLennan Agency-Northwest —Walla Walla, WA
Marsh McLennan Agency’s Business Insurance team is looking for a passionate and people-oriented customer service professional to develop, implement and deliver…
$39,000 - $72,700 a year
S&P Global —University of Richmond, VA
Customer service experience from any field is a plus! Bachelor's degree (Finance, Economics, or related field preferred). Grade Level (for internal use): 07.
$43,740.00 - $75,258.75 a year
4d
Baldwin Risk Partners —Remote
Current P&C license as required by the State Department of Insurance to effectively service clients or be willing and able to obtain all required licenses.
Estimated: $59.7K - $75.6K a year
1h
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
Quick Apply
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
Quick Apply
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
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Syndicate Group Inc. —Eugene, OR
Process in-person sales transactions to meet team and individual goals, enhancing the overall shopping journey. High School Diploma or equivalent.
$65,000 - $95,000 a year
Quick Apply
BNY —Pittsburgh, PA
Supports clients in addressing moderately complex operational and technical issues and ensuring requests are executed. CLO/CDO/SOLVAS background preferred.
Estimated: $68.5K - $86.8K a year
11d
Performance Windows —Englewood, CO
Maintain office (including supplies, general orderliness, and answer of customer calls, etc.). Valid Driver Licence with clean driving record.
$45,000 a year
Quick Apply
Infosys —United States
Client relationship management and business development: manage client relationships, build a portfolio up to $10M, own the opportunity management cycle:…
Estimated: $87.4K - $111K a year
Quick Apply
4d
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
Quick Apply
12d
BMW OF LOUISVILLE —Louisville, KY
Knows and understands the federal, state, and local laws which govern retail auto sales. Establishes personal income goals that are consistent with dealership…
$10 - $12 an hour
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Stand Together —Remote
This role is open to remote work. Iron Light is looking for project management support for our clients and projects. Following up on project tasks.
Estimated: $51.5K - $65.2K a year
Quick Apply
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
Quick Apply
5d
Bank of America —Scottsdale, AZ
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
Estimated: $82.2K - $104K a year
Key Financial Group —Frederick, MD
Handles incoming telephone calls and addresses client needs accordingly. They also play a critical role in the back-office functioning of our firm.
$50,000 - $60,000 a year
Quick Apply
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