1822
client services associate jobs
Gottshall Capital Partners —Manitowoc, WI
Handle all incoming calls and greet all incoming clients/prospects. Cultivates ideas to develop or help improve office systems and protocol.
$35,000 - $40,000 a year
Quick Apply
2d
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
1d
Vicus Capital —State College, PA
Ability to work without close supervision, exercise independent judgment and problem-solving, as well as collaborating in a team environment.
Estimated: $38.2K - $48.3K a year
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3d
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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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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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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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
Quick Apply
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
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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2d
Vectra Bank Colorado —Steamboat Springs, CO
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays. Responsible for accurately processing debit and credit…
$20.00 - $22.50 an hour
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
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: $50K - $63.3K a year
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Sugarloaf Wealth Management —Duluth, GA
O Scheduling client meetings – confirming meetings, follow-up calls. Promptly and effectively fulfill client service requests and address any client service…
$60,000 - $75,000 a year
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7d
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
Mingus Mountain Youth Treatment Center —Prescott Valley, AZ
*Education: *Has a bachelor's degree in a field related to behavioral health *OR *an associate's degree and at least two years of full-time behavioral health…
$17.30 - $20.30 an hour
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SPS-North America —New York, NY
The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound…
$18 an hour
1d
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
Green Acres Pet Resort —DeForest, WI
Engage with clients, providing excellent customer service at the front desk. Provide exceptional care for our furry guests, including feeding, bathing, and…
$13 - $15 an hour
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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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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
Quick Apply
1d
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