client services associate jobs

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…

Boutique Recruiting —Vancouver, WA4.7

Provide excellent client service by handling client phone calls and emails. This role primarily supports two wealth advisors by facilitating client fund…

Boutique Recruiting —Everett, WA4.7

This role primarily supports one wealth advisor in managing 100 households by facilitating client fund transfers, processing transactions, providing…

S&P Global —University of Richmond, VA3.9

Customer service experience from any field is a plus! Bachelor's degree (Finance, Economics, or related field preferred). Grade Level (for internal use): 07.

Syndicate Group Inc. —Eugene, OR5

Process in-person sales transactions to meet team and individual goals, enhancing the overall shopping journey. High School Diploma or equivalent.

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…

Performance Windows —Englewood, CO

Maintain office (including supplies, general orderliness, and answer of customer calls, etc.). Valid Driver Licence with clean driving record.

Infosys —United States3.8

Client relationship management and business development: manage client relationships, build a portfolio up to $10M, own the opportunity management cycle:…

BMW OF LOUISVILLE —Louisville, KY

Knows and understands the federal, state, and local laws which govern retail auto sales. Establishes personal income goals that are consistent with dealership…

Century Group International Inc —Walnut Creek, CA

Company matching 401(k) plan, Life Insurance, Parental Leave Benefits, Paid Time Off (PTO) and 10 paid holidays. Ability to generate new business opportunities.

BNY —Pittsburgh, PA3.5

Supports clients in addressing moderately complex operational and technical issues and ensuring requests are executed. CLO/CDO/SOLVAS background preferred.

Bank of America —Florham Park, NJ3.8

Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…

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.

L2 Financial —Tustin, CA

Perform administrative and clerical duties as necessary. Obtain and process client information and transactions. Customer service: 3 years (Preferred).

KickUp —Remote

You have a knack for learning new tools, can diagnose technical problems, and understand how to use software to meet varied needs.

Pronto Print —Ashland, OR4.7

Take incoming calls, and answer inbound emails within one hour of it's reception. Firm understanding of computers/cell phones, their software, and basic…

Key Financial Group —Frederick, MD

Handles incoming telephone calls and addresses client needs accordingly. They also play a critical role in the back-office functioning of our firm.

Blue Ridge Risk Partners —Hagerstown, MD

Keeps up to date with state licensing, business filing, & tax filing requirements to improve knowledge and performance. High school or equivalent (Preferred).

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.