client services associate jobs

Lake Ridge Bank —New Glarus, WI4

Process all transactions that come through the CSA area including but not limited to cashing checks, performing withdrawals, making deposits, processing loan…

Shaw Insurance Services —Anderson, CA5

A California Insurance license and a minimum of 1-year commercial lines experience is a mandatory prerequisite. This is a full-time position, M-F 8-5.

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…

Laarnie Soma State Farm Agency —Seattle, WA

*Life & Health Insurance license required or must be willing to obtain*. *Property & Casualty insurance license is required*. Job Types: Full-time, Permanent.

Knipper HEALTH —Somerset, NJ3

Support the coordination of 3rd party field audits for sales representative, and issue program instructions to external PDMA auditors in adherence with client…

WestPac Wealth Partners —Honolulu, HI4.7

Process incoming correspondence, mail, and email following established protocols. Aid in Marketing efforts and comply with social media guidelines.

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…

Bridgehaven Financial Advisors —Warren, NJ

Bachelor's degree in business, finance or related field is preferred. Communicate via telephone and email to address client issues.

Toluna —Remote3.4

Program surveys on your own or work with expert teams while ensuring programming edits are implemented accurately in a timely manner, and test link is checked…

American Retrieval Company —Remote2.8

Create and maintain warm relationships with Health Care Facility Record Custodians by making outbound calls. Advance to Team Lead role within 6-9 months.

World Wide Metric —Branchburg, NJ

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

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…

Sentinel Group —Wakefield, MA3.5

The Purpose of Your Role: This is an entry level positon to develop into a full time financial planning role. Knowledge of Excel, Powerpoint, eMoney, Salesforce…

Mingle Health —Remote2.3

Serve as the primary point of contact for a subset of MIPS (Merit based Inventive Payment System) customers, including answering phones, monitoring Live Chat,…

Century Group —Walnut Creek, CA3.7

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

St. Andrews Seniors Solutions —St. Louis, MO2.8

Responsibilities include but are not limited to inbound and outbound calls for clients and employees, data entry to assist with bi-weekly payroll processing and…

Priority Financial Group —Remote4

Examples of day-to-day responsibilities include: servicing phone calls from advisors and custodians, coordinating projects, prioritizing advisor tasks and…

D S Simon Media —Remote

Help develop content strategies for clients and after a year develop your own client base? The firm also produces live video for social media events and…

TitleTap —United States

Prior teamwork ability within creative, product, and technical teams, and both internally and external clients. Opportunity to Invest in Your Future:.