client services associate jobs

Bank of America —Providence, RI3.8

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. Professional verbal and written communication.

HighPoint Advisors, LLC —East Syracuse, NY

Provide high quality service to our clients as well as to our financial advisors. This role will support the growth of our firm and enable our advisors to…

UniFirst —Lebanon, NH3.1

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…

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…

UniFirst —Lebanon, NH3.1

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…

Sutherland —Rochester, NY3.5

Using your background in successful account management and marketing as the jumping off point, you’ll be trained on our customer’s advertising solutions …

Eurasia Group —New York, NY3.6

Help us improve on our current processes, utilize CRM and project management tools (ie. Salesforce, Monday.com) to stay organized, and regularly report to…

Shaker —United States3.9

We develop customized strategies and plans, and we analyze results. The position encompasses data entry, administration, order tracking and billing related…

Edwards Asset Management —Naples, FL

Assist in the implementation of client investment strategies. Handle client inquiries and resolve issues promptly.

Fairfax Cryobank —Remote

Must be able to handle many inbound and outbound calls to and from clients, listen to our clients’ needs and provide helpful solutions to their concerns.

Boutique Recruiting —Everett, WA4.7

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

Tonka Financial Services —Hopkins, MN5

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…

AnywhereWorks —Remote3.3

You will be taking customer calls, capturing incoming leads, taking orders, and scheduling appointments, while working from the comfort of your own home.

Restoration Hardware —Dallas, TX3.1

Customer service experience within a design firm, high-end furniture showroom, or luxury retail setting preferred.

Bank of America —Scottsdale, AZ3.8

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

World Wide Metric —Branchburg, NJ

Associates degree in technical field, Bachelor’s degree (i.e. engineering, mathematics, sciences, or business) preferred but not required..

Sway Texas —Pharr, TX

Bachelor's degree in Business, Finance, or a related field is strongly encouraged. Proficient in using customer relationship management (CRM) tools and…

Eddie's Wheels for Pets —Shelburne Falls, MA5

The ideal candidate will be responsible for providing exceptional customer service and driving sales through effective communication and product knowledge.

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…