1806
client services associate jobs
NECS® —Jasper, IN
Perform data entry and maintain accurate client records. Proficient in using Microsoft Word, data entry and client records management, experience with Excel…
$15 - $16 an hour
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3d
GemHarvest —Houston, TX
Bachelor’s degree in Business, Finance, or a related field. Participate in the growth of a fast growing, independent RIA by servicing client needs, and…
$90,000 - $105,000 a year
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4h
Stone, Rudolph & Henry, PLC —Clarksville, TN
Prepare sales tax reports and other various reports such as: business tax, corporate and LLC annual reports, tangible personal property schedules, and…
$42,000 - $52,000 a year
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Essex Financial —Essex, CT
A Series 65/66 securities license is desirable but not a requirement. Client service and support in our industry: 3 years (Required).
$50,000 - $75,000 a year
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Oconto County —Oconto, WI
Individual can be working towards or have an Associate's Degree in microcomputers, computer science, networking or other related field.
$22.27 an hour
L2 Financial —Tustin, CA
Perform administrative and clerical duties as necessary. Obtain and process client information and transactions. Customer service: 3 years (Preferred).
$50,000 - $70,000 a year
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10d
Hoagland Meat —Homedale, ID
Answering calls from clients to adjust their subscriptions, manage deliveries, and handle questions, concerns, or complaints.
$45,000 - $60,000 a year
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Blankinship & Foster —Solana Beach, CA
This position can be a great start to a career in financial planning, providing front-line operational experience that is critical to understanding the nuts and…
Estimated: $58.7K - $74.4K a year
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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
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3d
Sage Sustainable Electronics —Columbus, OH
The Client Engagement Account Manager is responsible for building and maintaining relationships with key clients, developing and executing account plans and…
$50,000 - $53,000 a year
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Fairfield Automotive Partners DBA: Volkswagen of Fairfield —Fairfield, CA
*Must hold a current State sales license or have the ability to obtain a sales license within the first 30 days of employment as required by the State of…
$50,000 - $100,000 a year
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11d
Avenue Wealth, LLC —Vienna, VA
You will work in our Business Development department with experienced professionals, working daily with clients and prospective clients.
$55,000 - $75,000 a year
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Capital Asset Management Group —Washington, DC
Prepare paperwork for client transactions, including, but not limited to, opening new accounts, closing accounts, transferring assets, deposits, and withdrawals…
$55,000 - $65,000 a year
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6d
Longtide Financial —Braintree, MA
Prepare and distribute client correspondence, reports, and other meeting materials. Coordinate operational activities including processing client transactions…
$50,000 - $70,000 a year
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Multiverse (Apprenticeships) —Omaha, NE
As a Multiverse apprentice you'll have access to awesome social events, extra training from great companies and your own personal coach who will support and…
Estimated: $35.8K - $45.4K a year
Senior Services Consultants —Toms River, NJ
The ideal candidate will be responsible for managing client and caregivers schedules, providing exceptional customer service, and supporting the sales and…
$21 - $25 an hour
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13d
Thnks —Franklin, TN
Occasionally hop on customer calls via phone or video chat. The *Customer Support Associate *works closely with customers to answer questions and resolve issues…
$45,000 - $50,000 a year
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6d
YTS Wealth Management, LLC —Export, PA
Office and front desk attendant experience. \*Must be able to pass a drug test, state background check, and federal fingerprinting. 10 days of Paid Time off.
From $58,700 a year
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3d
Confidential —Nashville, TN
*Reception –* Our CSA serves as the face to the public for our team by receiving calls, visitors, and responding to all incoming communications.
$50,000 - $60,000 a year
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Mingle Health —Remote
Serve as the primary point of contact for a subset of MIPS (Merit based Inventive Payment System) customers, including answering phones, monitoring Live Chat,…
$18 - $21 an hour
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