20 Best Client Services Associate jobs (Hiring Now!)

Client Services Representative I - Rockford, IL
Savant Wealth Management —Rockford, IL
You will maintain a high level of technical knowledge by participating in educational opportunities and reading technical publications.
Estimated: $45.6K - $57.8K a year
Registered Wealth Management Client Associate
Bank of America —Yardley, PA
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
Estimated: $61.9K - $78.4K a year
Client Services Support Associate
Shaker —United States
We develop customized strategies and plans, and we analyze results. The position encompasses data entry, administration, order tracking and billing related…
Estimated: $46.9K - $59.3K a year
1d
Wealth Management Client Service Associate
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
Associate Director of Strategic Client Initiatives
Eurasia Group —New York, NY
Help us improve on our current processes, utilize CRM and project management tools (ie. Salesforce, Monday.com) to stay organized, and regularly report to…
$85,000 - $95,500 a year
Quick Apply
Client Advisor/ Sales Associate
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…
$10 - $12 an hour
Quick Apply
Client Success Representative
UniFirst —Lebanon, NH
Work with the Customer Service team to develop strategies to further develop our market share. Cutting edge sales tools, including a data management device with…
Estimated: $55.2K - $69.9K a year
Client Experience Associate - Montana
AnywhereWorks —Remote
You will be taking customer calls, capturing incoming leads, taking orders, and scheduling appointments, while working from the comfort of your own home.
$15 an hour
Quick Apply
Client Services Associate
Restoration Hardware —Dallas, TX
Customer service experience within a design firm, high-end furniture showroom, or luxury retail setting preferred.
$19 - $28 an hour
2d
Sr. Wealth Management Client Associate
Edwards Asset Management —Naples, FL
Assist in the implementation of client investment strategies. Handle client inquiries and resolve issues promptly.
$70,000 - $105,000 a year
Quick Apply
Client Relationship Associate
Weiss, Hale & Zahansky Strategic Wealth Advisors —Tolland, CT
Ability to use and learn multiple technology platforms such as Customer Relationship Manager tools, workflow tools, Microsoft Suite, etc.
$50,000 - $60,000 a year
Quick Apply
Payroll, Admin & Client Services Associate
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
Quick Apply
Client Service Associate- Wealth Management (In Person)
CovingtonAlsina —Annapolis, MD
In charge of managing daily client transactions and activities, liaising with custodians and other relevant professionals to ensure smooth execution of client…
$55,000 - $60,000 a year
Quick Apply
Client Care Technician II
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
Quick Apply
Sales/Customer Service Representative
Eddie's Wheels for Pets —Shelburne Falls, MA
The ideal candidate will be responsible for providing exceptional customer service and driving sales through effective communication and product knowledge.
$18.31 - $22.05 an hour
Quick Apply
9d
Client Services Associate Part Time
SPS-North America —Lone Tree, CO
The *Client Services Associate* provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound…
Estimated: $32.2K - $40.7K a year
1d
Client Services Associate
Sugarloaf Wealth Management —Duluth, GA
O Scheduling client meetings – confirming meetings, follow-up calls. Promptly and effectively fulfill client service requests and address any client service…
$60,000 - $75,000 a year
Quick Apply
1d
Kindergarten and 2nd Grade Tutor PT (ELA & Math) In Client's Home $21/Hour
Club Z! Tutoring —Lubbock, TX
Active teaching certification or a bachelor's degree. Willingness to travel up to 15 miles. Club Z! Tutoring is looking for a tutor to assist a *Kindergartener…
$21 an hour
Quick Apply
Funds Transfer & Client Service Associate
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
Quick Apply
8d
Investment Client Services Associate-3 yrs exp reqd
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
Quick Apply
17h

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Client Services Representative I - Rockford, IL

Savant Wealth Management - Rockford, IL

Apply Now

Job Details

Full-time Estimated: $45.6K - $57.8K a year

Benefits

Dental insurance
401(k)
Vision insurance
Opportunities for advancement

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Microsoft Outlook
Administrative experience
Bachelor's degree
Client services
Associate's degree
2 years
Communication skills

Full Job Description

Looking for an exciting opportunity to utilize your exceptional client service skills in the fast-paced and dynamic financial services industry? Look no further! We are seeking a highly motivated and talented Client Services Representative to join our team.

Description and Requirements for our Client Services Representative

As a vital member of our Client Services Team, you'll be responsible for providing exceptional support to both our advisors and clients. Your duties will include preparing client paperwork, scheduling meetings, and completing client requests. But your role goes beyond just the basics. You'll be a key part of our client-centric approach, delivering world-class service and support that goes above and beyond.

We're looking for someone who can communicate effectively, multitask with ease, and troubleshoot problems with a positive and solution-focused mindset. As a member of our team, you'll have the chance to utilize the latest technology and tools, including Salesforce, to ensure you can perform your duties to the best of your abilities.

With 2-5 years of experience in a client services/administrative support function in the financial services, banking, or insurance industry, you'll have the skills and knowledge necessary to hit the ground running. And with proficiency in Word, Excel, PowerPoint, Outlook, and CRM software, you'll be able to handle any challenge that comes your way.

But most importantly, we're looking for someone who is passionate about putting our clients first. With a client-centric attitude, effective communication skills, and a collaborative team player mindset, you'll be able to make a difference in the lives of our clients and help drive our success.

So if you're ready to take your career to the next level and become part of an exceptional team, we encourage you to apply today!

A couple things to note about our Client Services Representative:

This position our of our headquarters in Rockford, IL. All applicants must live within a 50 mile commuting radius.
Once fully trained, you will receive the flexibility to work a hybrid schedule. This consists of 3 days in office per week.
This is a full-time position, with a minimum expected hour amount of 40 hours per week.

Where do you fit in?

Here are a few of our must haves:

An associate degree from an accredited college or university; Bachelor’s degree preferred
2-5 years proven success and tenure in an administrative support function in an investment environment
You are proficient in Outlook, Word, Excel, and PowerPoint, as well as CRM software.
You will be process oriented, organized, detail-oriented, and able to multitask.
You always maintain a client first attitude
You will exude excellent verbal and written communication skills to build strong interpersonal relationships at all levels of the organization
You are a team player, you enjoy collaboration and helping others, but you can also work independently on project work.

Here are some skills that are helpful in your success:

You are a self-motivated, customer service oriented, energetic, resourceful, and eager to learn person
You enjoy trouble shooting and problem solving to help others in a timely and efficient manner.
You will have a proven track record for solid attendance in your previous work experiences.
You will maintain a high level of technical knowledge by participating in educational opportunities and reading technical publications
You enjoy contributing to the overall effectiveness of the client services team by assisting with various projects and filling in for others as needed

Why Join Us?

We are a growing firm, with opportunities for future growth and advancement in your role.
We offer health, vision, dental, and 401K benefit options for you and your family.
We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide a world class service
Our culture is steeped in Savant’s Midwestern roots as described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our relationships with clients, each other, and the greater community. Our core values truly define the Savant way.

Let us help you on your path to your ideal career - apply today!

Collective Wisdom. We're Better Together.

At Savant Wealth Management, we are driven by a purpose to serve our clients with skill, passion and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. Since 1986 we have focused on committing to helping clients achieve peace of mind through our collective insight and wisdom.

If you want to be part of a culture that is defined through strong values - Savant is right for you.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position.

Any combination of equivalent education and work experience will be considered.

Savant Capital, LLC is an Equal Opportunity Employer

Apply Now

Client Services Associate jobs

Client Services Representative I - Rockford, IL

Registered Wealth Management Client Associate

Client Services Support Associate

Wealth Management Client Service Associate

Associate Director of Strategic Client Initiatives

Client Advisor/ Sales Associate

Client Success Representative

Client Experience Associate - Montana

Client Services Associate

Sr. Wealth Management Client Associate

Client Relationship Associate

Payroll, Admin & Client Services Associate

Client Service Associate- Wealth Management (In Person)

Client Care Technician II

Sales/Customer Service Representative

Client Services Associate Part Time

Client Services Associate

Kindergarten and 2nd Grade Tutor PT (ELA & Math) In Client's Home $21/Hour

Funds Transfer & Client Service Associate

Investment Client Services Associate-3 yrs exp reqd

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