1833
client services associate jobs
Glassman Wealth Services —Vienna, VA
Process data entry updates and check filing. But please, no phone calls; we're serious about that. You want to carefully orchestrate the client and team…
Estimated: $57K - $72.1K a year
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T & D Solutions ID —St. Louis, MO
Create strong, long-term client connections to help the business develop. We have an immediate need for an entry-level professional to fill the role of Client…
$34,000 - $48,000 a year
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3d
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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9d
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: $46.2K - $58.5K a year
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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9d
Houston Business Firm —League City, TX
Work cross-functionally to identify ways to enable world-class customer service and sales practices at a scale. Highschool diploma or equivalent is preferred.
$3,000 - $4,500 a month
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9d
Hochheiser Deutsch & Company —Melville, NY
Securities license(s) are not required but would be a huge advantage for any applicant. Process account transactions, such as deposits, withdrawals, and…
$75,000 - $90,000 a year
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7d
Vizient, Inc. —Irving, TX
Assist in developing internal FAQ (Frequently Asked Questions) library and best practice guides for ENVI (IOS) users. No prior work experience required.
$45,100 a year
20h
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
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Public Consulting Group —United States
Client Success Associates will be responsible for managing, maintaining, and growing client relationships with local education agency (school district) and/or…
$60,000 - $80,000 a year
8d
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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Restoration Hardware —King of Prussia, PA
Customer service experience within a design firm, high-end furniture showroom, or luxury retail setting preferred.
$23 - $28 an hour
1d
Capital Asset Management Group —Washington, DC
Prepare paperwork for client transactions, including, but not limited to, opening new accounts, closing accounts, transferring assets, deposits, and withdrawals…
$55,000 - $65,000 a year
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10d
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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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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Prism Medical Products, LLC —Elkin, NC
Manage large amounts of inbound and outbound calls in a timely and courteous manner. Effectively navigate Medicare, private insurance, and Medicaid patient…
Estimated: $30K - $38K a year
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INFUSE North America —Remote
Accountable for post-sale account management and driving account growth through excellent customer service and delivery, communication and on-boarding.
Estimated: $41.7K - $52.8K a year
Firstrade Securities Inc. —Flushing, NY
Daily interaction with customers by responding to inbound email and phone calls regarding investment information and services as needed.
$23.50 - $24.00 an hour
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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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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.
$55,000 - $65,000 a year
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13d
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