1832
client services associate jobs
B. Riley Financial —Poughkeepsie, NY
Receive incoming calls, handling requests, and directing communication to appropriate parties. The successful candidate will demonstrate the ability to work…
$50,000 - $65,000 a year
Quick Apply
8d
HighPoint Advisors, LLC —East Syracuse, NY
This role will support the growth of our firm and enable our advisors to continue to service their clients efficiently. Customer service: 1 year (Required).
$3,500 a month
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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
Condor Capital Wealth Management —Martinsville, NJ
Assist with answering the phones and responding to emails. Strong knowledge of Microsoft Office and related business productivity tools.
$55,000 - $65,000 a year
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7d
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
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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
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Knipper HEALTH —Lakewood, NJ
Support the coordination of 3rd party field audits for sales representative, and issue program instructions to external PDMA auditors in adherence with client…
Estimated: $34.9K - $44.2K a year
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
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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
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
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Eddie's Wheels for Pets —Shelburne Falls, MA
A background as a vet tech or vet receptionist would be an added plus! The ideal candidate will be responsible for providing exceptional customer service and…
$18.31 - $22.05 an hour
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10d
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.
$20 an hour
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5h
Samiti Technology Inc —Harrison, NY
Attain and maintain professional designation or license. Auto ID Cards, Claim Reporting Instructions, Premium & Loss Summary Creation and Population,…
$45,000 - $60,000 a year
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2h
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
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9d
RIA Recruiting —Remote
Act as our “Director of First Impressions” by greeting clients by phone in a warm, friendly, and welcoming manner. 2+ years of financial services experience.
$55,000 - $70,000 a year
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SageSpring Wealth Partners —Franklin, TN
The Client Services Associate is a highly focused, energetic individual that enjoys an active role handling skilled planning, prioritizing, and coordinating for…
$21 - $27 an hour
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1h
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
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Helmstar Wealth Management —Boise, ID
Provide support to the Client Services team with answering phones, scheduling meetings, and managing calendars. Customer service: 5 years (Required).
From $60,000 a year
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2d
OptimalShip —Rexburg, ID
Must be able to sit at a desk throughout your shift (2 – 4 hours). A world-class customer service team is also employed to assist clients in making their…
From $13 an hour
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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
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