1845
client services associate jobs
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
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…
$20 - $22 an hour
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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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Sway Texas —Harlingen, TX
Bachelor's degree in Business, Finance, or a related field is strongly encouraged. Proficient in using customer relationship management (CRM) tools and…
$42,000 - $50,000 a year
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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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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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Knipper HEALTH —Lakewood, 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
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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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: $49K - $62.1K a year
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
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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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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7d
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
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2d
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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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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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
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.
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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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
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