1848
client services associate jobs
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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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: $35.4K - $44.9K a year
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Monken Chrysler Nissan —Centralia, IL
The technical aptitude to master our sales tools. Day-to-day tasks will include developing and maintaining client relationships and providing product solutions…
$45,000 - $100,000 a year
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New Orleans Auction Galleries —New Orleans, LA
Answer incoming calls and direct them to the appropriate person or department. As the first point of contact, create a warm and welcoming environment for…
Estimated: $33.8K - $42.8K a year
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5d
Reston Hospital Center —Reston, VA
Education assistance (tuition, student loan, certification support, dependent scholarships). Provide technical support to the end user.
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15h
Ullmann Wealth Partners —Jacksonville Beach, FL
This includes authenticating incoming and outgoing client calls. We are required to perform authentication callbacks for high-risk transactions, such as third…
$65,000 - $75,000 a year
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Sutherland —Rochester, NY
Using your background in successful account management and marketing as the jumping off point, you’ll be trained on our customer’s advertising solutions …
$23 an hour
Charter Oak Capital Management —Kennebunk, ME
Field inbound calls for Advisors to ensure high-touch service. You will directly support the firm’s Advisors by managing client onboarding, maintaining advisor…
Estimated: $55.1K - $69.8K a year
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5d
Firstrade Securities Inc. —Orlando, FL
Daily interaction with customers by responding to inbound email and phone calls regarding investment information and services as needed.
$18 - $20 an hour
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PSE Executives —Dallas, TX
Responsibilities of the Client Service Associate will include answering client inquiries, resolving any issues or complaints that may arise, and ensuring sales…
$800 - $1,000 a week
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6d
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: $42.2K - $53.5K a year
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
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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
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TSW Wealth Management —Framingham, MA
Communicate daily directly with clients over the phone, via email, and in person to help with service requests, answer questions, and problem-solve across a…
$75,000 - $90,000 a year
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6d
Horizons, A Family Service Alliance —Cedar Rapids, IA
Proficiency in data entry and reporting will be key to maintaining accurate records and tracking client information effectively.
$14 - $16 an hour
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12h
Fincadia Capital Partners —New York, NY
This opportunity involves active client interaction to provide platinum level high touch service for our clients. Excellent verbal and written communication.
$45,000 - $50,000 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
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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HCA Florida South Tampa Hospital —Tampa, FL
Education assistance (tuition, student loan, certification support, dependent scholarships). Provide technical support to the end user. We want you to apply!
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15h
Dye Creek Capital —Raleigh, NC
Make use of exceptional communication skills to take client calls and reroute them to other associates when necessary. We are professional and collaborative.
$70,000 - $80,000 a year
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