client services associate jobs

Bank of America —Providence, RI3.8

Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…

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.

Edwards Asset Management —Naples, FL

Assist in the implementation of client investment strategies. Handle client inquiries and resolve issues promptly.

Savant Wealth Management —Rockford, IL3

You will maintain a high level of technical knowledge by participating in educational opportunities and reading technical publications.

Tonka Financial Services —Hopkins, MN5

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…

Boutique Recruiting —Vancouver, WA4.7

Provide excellent client service by handling client phone calls and emails. This role primarily supports two wealth advisors by facilitating client fund…

Shaker —United States3.9

We develop customized strategies and plans, and we analyze results. The position encompasses data entry, administration, order tracking and billing related…

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…

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.

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…

Knipper HEALTH —Lakewood, NJ3

Support the coordination of 3rd party field audits for sales representative, and issue program instructions to external PDMA auditors in adherence with client…

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.

SageSpring Wealth Partners —Franklin, TN5

The Client Services Associate is a highly focused, energetic individual that enjoys an active role handling skilled planning, prioritizing, and coordinating for…

AnywhereWorks —Remote3.3

You will be taking customer calls, capturing incoming leads, taking orders, and scheduling appointments, while working from the comfort of your own home.

CovingtonAlsina —Annapolis, MD

In charge of managing daily client transactions and activities, liaising with custodians and other relevant professionals to ensure smooth execution of client…

Restoration Hardware —Dallas, TX3.1

People who see the answer in every problem, versus those who see the problem in every answer. People who are driven, determined and won't take "no" for an…

Bank of America —Florham Park, NJ3.8

Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…

Eddie's Wheels for Pets —Shelburne Falls, MA5

The ideal candidate will be responsible for providing exceptional customer service and driving sales through effective communication and product knowledge.

Payroll and HR Services —Waikoloa, HI

Administer employee benefits in accordance with federal, state, and company regulations. The Payroll, Admin & Client Services Associate supports management and…