1837
Client Services Associate jobs
H&R Block —Rockford, IL
Provide assessment of client's business trends/results by generating and analyzing financial statements (e.g., profit and Loss statement (income statement),…
Estimated: $34.2K - $43.2K a year
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Shaw Insurance Services —Anderson, CA
A California Insurance license and a minimum of 1-year commercial lines experience is a mandatory prerequisite. This is a full-time position, M-F 8-5.
$45,000 - $55,000 a year
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Lake Ridge Bank —New Glarus, WI
Process all transactions that come through the CSA area including but not limited to cashing checks, performing withdrawals, making deposits, processing loan…
Estimated: $33.5K - $42.5K a year
STRATEGIC ENTERPRISES —Pomona, CA
As an Entry Level Client Relations Associate, you will serve as the primary point of contact for prospective customers and clients, offering expert guidance on…
$750 - $1,300 a week
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1h
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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WestPac Wealth Partners —Honolulu, HI
Process incoming correspondence, mail, and email following established protocols. Aid in Marketing efforts and comply with social media guidelines.
$20.50 - $25.50 an hour
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Knipper HEALTH —Somerset, NJ
Support the coordination of 3rd party field audits for sales representative, and issue program instructions to external PDMA auditors in adherence with client…
Estimated: $32.9K - $41.6K a year
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
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6d
AdviceOne LLC —Glastonbury, CT
We have opportunities for recent graduates looking to start at entry level and for candidates who already have work experience. Short- and long-term disability.
From $60,000 a year
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6d
NECS® —Jasper, IN
Perform data entry and maintain accurate client records. Proficient in using Microsoft Word, data entry and client records management, experience with Excel…
$15 - $16 an hour
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5d
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
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6d
Lakes Precision Inc. —Three Lakes, WI
We are looking to grow our professional team by hiring a person that can assist our sales and logistics teams with customer support, data entry and development…
Estimated: $38.1K - $48.2K a year
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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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World Wide Metric —Branchburg, NJ
Associates degree in technical field, Bachelor’s degree (i.e. engineering, mathematics, sciences, or business) preferred but not required..
From $24 an hour
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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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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
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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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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
Century Group —Walnut Creek, CA
Company matching 401(k) plan, Life Insurance, Parental Leave Benefits, Paid Time Off (PTO) and 10 paid holidays. Ability to generate new business opportunities.
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
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