1835
client services associate jobs
Tonka Financial Services —Hopkins, MN
Assist with answering phone calls or delegating faxes to appropriate staff member. ▪ Handle phone calls, faxes, and e-mails from clients and take action needed…
$46,693 - $48,954 a year
Quick Apply
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
Quick Apply
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
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
Quick Apply
14d
Wealth Enhancement Group —Naples, FL
Handle incoming client calls for appointments and service needs through switchboard maintenance. Strong interpersonal skills required to develop team and client…
$20 - $22 an hour
All Things Barbecue —Wichita, KS
Answer phone calls promptly (within a couple rings). Perform Outbound sales calls to reengage customers. The Customer Service Sales Associate should be aware of…
Estimated: $30.2K - $38.2K a year
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Compound —Massachusetts
A self-solving mindset, meaning that you work through problems to find a solution on your own first using prior experience, resources, and context before asking…
$55,000 - $65,000 a year
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Madison Trust Company —Sioux Falls, SD
A bachelor's degree in a related field is a plus, though not a requirement. Respond to and direct incoming client inquiries, ensuring they are connected to the…
$45,000 - $52,000 a year
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8h
The Ijaz Group —Remote
Works with our client's Development and Program staff to develop and maintain tools and processes for tracking, reporting, and reconciliation financial records…
$75,000 - $100,000 a year
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5d
Guardant Health —Spring, TX
The Guardant Health oncology platform leverages capabilities to drive commercial adoption, improve patient clinical outcomes and lower healthcare costs across…
$21.59 - $34.52 an hour
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Dye Creek Capital —Raleigh, NC
Make use of exceptional communication skills to take client calls and reroute them to other associates when necessary.
$70,000 - $80,000 a year
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Novo Health Services —Macon, GA
NOVO’s regional healthcare linen facilities are HLAC accredited and operate with state-of-the-art processing equipment and processes. 401(k) w/Employer Match.
Estimated: $51.4K - $65.1K a year
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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
Advanced Connections Incorporated —Concord, CA
Create a welcoming environment that encourages customers to ask questions and learn more about our clients and their services. Hands-on coaching and mentoring.
$700 - $1,300 a week
Quick Apply
Brooklyn Legal Services Corporation A —Brooklyn, NY
Create and send correspondence, receive and route incoming calls, taking messages when appropriate; Additional clerical/administrative duties including filing,…
$54,500 - $60,000 a year
Quick Apply
6d
TYWL Wealth Management —Rosemead, CA
Responsibilities include general office support, handling incoming phone calls, facilitating operational duties, and organizing client information.
$22 - $25 an hour
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5d
Richard Brothers Financial Advisors —South Portland, ME
No recruiters or phone calls please. 1+ years of experience in client service and/or operations in the financial services industry (preferably with an…
$53,000 - $65,000 a year
Quick Apply
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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Remarkable Charities —Alexandria, VA
Be in charge of the overall upkeep of the donor database, including internal training and support for colleagues to ensure accurate inputting (after receiving…
Estimated: $42.2K - $53.4K a year
Quick Apply
23h
OneDigital —United States
The CA Associate serves as the direct point of contact for these employees and handles incoming phone calls and emails as needed.
$23 - $27 an hour
3h
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