1853
Client Services Associate jobs
S&P Global —University of Richmond, VA
Customer service experience from any field is a plus! Bachelor's degree (Finance, Economics, or related field preferred). Grade Level (for internal use): 07.
$43,740.00 - $75,258.75 a year
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
3d
Ryan Specialty —Chicago, IL
Work as part of a team to support external clients by answer calls, chats and emails in an accurate and timely manner.
$62,000 - $81,375 a year
12d
GemHarvest —Las Vegas, NV
Participate in the growth of a dynamic, independent RIA by servicing client needs, and maintaining and building key relationships.
$80,000 - $95,000 a year
Quick Apply
6d
AffiniPay —Remote
As the market leader in professional services payments and practice management software, AffiniPay's tech products serve legal, accounting, architectural,…
$45,000 - $51,000 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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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
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3d
Infosys —United States
Client relationship management and business development: manage client relationships, build a portfolio up to $10M, own the opportunity management cycle:…
Estimated: $99.1K - $125K a year
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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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11d
Regal Holdings, LLC —Kentwood, MI
A Series 6, 7, 65 or 66 license is preferred but not required. However, if no licensing is currently held there will be a requirement to sit for the SIE test…
$40,000 - $50,000 a year
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Financial Freedom —Salem, OR
Minimum 1 year of clerical/administrative experience. Build and foster stronger relationships with existing client base. Manage client concerns and requests.
$42,000 - $43,000 a year
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Kohlberg Kravis Roberts & Co. —New York, NY
Prior experience in alternative investments (private equity, credit, real estate and/or infrastructure). Understand the various sources of content leveraged and…
$125,000 - $145,000 a year
eScribers —Remote
Maintaining a positive, supportive attitude in answering multiple phone calls and multiple emails daily. Able to work 9:00am to 5:30pm, with some flexibility,…
$40,000 - $46,000 a year
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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Layman Lewis Financial Geoup —Loveland, CO
The purpose of this position is to prepare onboarding paperwork and transfers for new client acquisition, service the existing client base with all service…
$45,000 - $55,000 a year
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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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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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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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12d
Perceptionist —Remote
Instead of sending customers to voicemail, calls are redirected to a team of specially trained sales representatives who know the business and have the skills…
$30,000 - $50,000 a year
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First Western Advisors —Salt Lake City, UT
Degree in finance, economics, business administration, or a related field (preferred). Client Education: Proactively educate clients on available products,…
$41,600 - $45,760 a year
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