1804
client services associate jobs
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: $62.8K - $79.6K a year
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
Quick Apply
SeaChange Print Innovations —Minneapolis, MN
An associate degree in printing, technology or related field or a High School diploma/GED along with the equivalent industry related experience and/or a minimum…
Estimated: $60.1K - $76.2K a year
Quick Apply
6d
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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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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5h
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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Innovative Financial Group - Chattanooga —Chattanooga, TN
Demonstrate a positive attitude and sincere willingness to learn and develop new skills. Strong data entry skills with a high level of accuracy and attention to…
$35,000 - $45,000 a year
Quick Apply
11d
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
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
3d
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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2d
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
Quick Apply
3d
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
Quick Apply
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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APC Financial Group, Ltd. —Mount Prospect, IL
Answers in bound calls, determines the nature of their call, and asks if they can help the caller. This position is responsible for delivering high quality…
$20 - $22 an hour
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5d
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
Quick Apply
6d
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
Quick Apply
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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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
Quick Apply
11d
Boutique Recruiting —Everett, WA
This role primarily supports one wealth advisor in managing 100 households by facilitating client fund transfers, processing transactions, providing…
$52,000 - $75,000 a year
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