1863
client services associate jobs
Boulay —Eden Prairie, MN
Bachelor’s Degree in Accounting, Finance, or related field. Assist in researching technical tax issues. Assist with filing tax extensions and amended returns.
Estimated: $73.1K - $92.6K a year
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Raymond James Financial, Inc. —Destin, FL
With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.
Estimated: $39.2K - $49.6K a year
Firstrade Securities Inc. —Orlando, FL
Daily interaction with customers by responding to inbound email and phone calls regarding investment information and services as needed.
$18 - $20 an hour
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Monken Chrysler Nissan —Centralia, IL
The technical aptitude to master our sales tools. Day-to-day tasks will include developing and maintaining client relationships and providing product solutions…
$45,000 - $100,000 a year
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Imperial Pearl (Div of The Bazar Group) —East Providence, RI
You have excellent communication skills combined with a warm friendly phone personality to provide customers with a first-class experience.
$38,000 - $40,000 a year
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4d
SPS North America, Inc —West Columbia, SC
Oversee administrative functions such as greeting guests, issuing badges, booking conference rooms, assisting callers with inquires, etc.
Estimated: $32K - $40.5K a year
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3d
AdviceOne LLC —Glastonbury, CT
Relationship building with our clients and prospective clients. Financial services experience not required. Maintaining the appearance of our client spaces.
From $60,000 a year
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Madison Trust Company —Sioux Falls, SD
A bachelor's degree in a related field is a plus, though not a requirement. Respond to and direct incoming client inquiries, ensuring they are connected to the…
$45,000 - $52,000 a year
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19h
Charter Oak Capital Management —Kennebunk, ME
Field inbound calls for Advisors to ensure high-touch service. You will directly support the firm’s Advisors by managing client onboarding, maintaining advisor…
Estimated: $55.1K - $69.8K a year
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5d
Cristo Rey Jesuit High School, Milwaukee —Milwaukee, WI
Valid driver’s license; must be insurable with good driving record. Ability to work independently in a fast-paced environment; manage own time; territory…
From $41,500 a year
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Richard Brothers Financial Advisors —South Portland, ME
No recruiters or phone calls please. 1+ years of experience in client service and/or operations in the financial services industry (preferably with an…
$53,000 - $65,000 a year
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TYWL Wealth Management —Rosemead, CA
Responsibilities include general office support, handling incoming phone calls, facilitating operational duties, and organizing client information.
$22 - $25 an hour
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5d
Family, Wealth and Legacy, LLC —Remote
Collaborate with advisors and clients to design, implement, and monitor financial plans. Prepare paperwork for client transactions, including, but not limited…
$40,000 - $55,000 a year
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20h
St. David's North Austin Medical Center —Austin, TX
Education assistance (tuition, student loan, certification support, dependent scholarships). Provide technical support to the end user.
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12h
Sage Counseling Inc —Phoenix, AZ
We are actively looking for a Full-Time Client Service Associate to provide support for admitting clients to SAGE through appointment scheduling, triaging…
$16.50 - $22.00 an hour
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5d
Manpower —Spokane, WA
Proactively assess client needs, answer inquiries, provide account information, and perform various transactions. 1-3 years of customer service experience.
$20 an hour
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13d
Zacros America Hedwin Division —Newark, DE
Ensure accuracy of company order entry as it relates to the order, ship, and bill process: processing and confirmation of all customer orders to reflect order…
$45,915.08 - $55,295.58 a year
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17h
Red Bank Veterinary Hospital —Tinton Falls, NJ
Skills Required (i.e. venipuncture, interpersonal, multi-tasking, anesthesia, computer literacy etc.): Must be able to be comfortable around and interact with…
From $19 an hour
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Katapult Network —Arnold, MO
Support customer relations by answering inbound calls to provide information about products and services, take or enter orders, cancel accounts, or obtain…
$38,000 - $42,000 a year
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6d
TriStar Centennial Medical Center —Nashville, TN
Education assistance (tuition, student loan, certification support, dependent scholarships). Provide technical support to the end user.
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12h
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