20 Best client services associate jobs (Hiring Now!)

Financial Services Client Service Associate
Gottshall Capital Partners —Manitowoc, WI
Handle all incoming calls and greet all incoming clients/prospects. It’s a rewarding foundation where unique individuals are given the tools to excel through…
$35,000 - $40,000 a year
Quick Apply
2d
Support Associate, Client Services
Knipper HEALTH —Somerset, NJ
Support the coordination of 3rd party field audits for sales representative, and issue program instructions to external PDMA auditors in adherence with client…
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1d
Client Service Associate
Resilient Enterprises, Inc —Caldwell, ID
Collaborate with fellow trainees and other members of the team to troubleshoot and optimize campaign performance.
$45,000 - $55,000 a year
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2d
Digital Ad Sales/Customer Success - Rochester, NY area
Sutherland —Rochester, NY
Using your background in successful account management and marketing as the jumping off point, you’ll be trained on our customer’s advertising solutions …
$23 an hour
Client Service Associate
Clelan & Company —Camp Hill, PA
Bachelor’s degree (finance or related field preferred). The individual must be committed to gaining a broad base of knowledge across all functions of the…
Estimated: $42.3K - $53.6K a year
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Entry Level Client Relations Associate
STRATEGIC ENTERPRISES —Pomona, CA
As an Entry Level Client Relations Associate, you will serve as the primary point of contact for prospective customers and clients, offering expert guidance on…
$750 - $1,300 a week
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2d
Client Service Associate
Confidential —Cathedral City, CA
Collaborate with team members on various project implementation and marketing strategies for each client. Utilize marketing and sales strategies to aid clients…
From $600 a week
Quick Apply
7d
Client Operations Associate
AdviceOne LLC —Glastonbury, CT
We have opportunities for recent graduates looking to start at entry level and for candidates who already have work experience. Short- and long-term disability.
From $60,000 a year
Quick Apply
8d
Entry Level Client Success Associate
Dafa Management —Falls Church, VA
Relevant work experience in customer service, client relations or related field. Utilize product knowledge and persuasion to follow up with qualified leads to…
$45,000 - $54,000 a year
Quick Apply
9d
Inside Sales/Customer Service Representative
Stamberger Sender Associates —Ovid, NY
 Use consultative skills and technical knowledge to develop and maximize sales. O Inbound prospect calls and eMail inquiries. Ability to drive a sale.
$50,000 - $70,000 a year
Quick Apply
3d
Associate Client Manager - Business Insurance
Marsh McLennan Agency-Northwest —Walla Walla, WA
Marsh McLennan Agency’s Business Insurance team is looking for a passionate and people-oriented customer service professional to develop, implement and deliver…
$39,000 - $72,700 a year
Client Services Associate
Sugarloaf Wealth Management —Duluth, GA
O Scheduling client meetings – confirming meetings, follow-up calls. Promptly and effectively fulfill client service requests and address any client service…
$60,000 - $75,000 a year
Quick Apply
7d
Inside Sales/Customer Service Representative
General Equipment & Supply —Simpsonville, SC
Communicating with customers, making outbound calls to potential customers, and following up on leads. This job is about supporting GE&S customers by providing…
From $50,000 a year
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3rd Grade Tutor PT (All Core Subjects) In Client's Home $25/Hour
Club Z! Tutoring —Crockett, CA
Active teaching certification or a bachelor's degree. Willingness to travel up to 15 miles. Club Z! Tutoring is looking for a tutor to assist *a student with…
$25 an hour
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8d
Client Service Associate
Level Wealth Management —North Carolina
A professional demeanor and advanced communication skills, including strong phone and email etiquette. Support the onboarding of new clients, including setting…
$48,000 - $60,000 a year
Quick Apply
1d
Inside Sales / Customer Service Rep
World Wide Metric —Branchburg, NJ
Associates degree in technical field, Bachelor’s degree (i.e. engineering, mathematics, sciences, or business) preferred but not required..
From $24 an hour
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Client Service Associate
Express Employment Professionals —Clifton Park, NY
Possess 3+ years of experience as a registered associate in the financial services sector. Respond to client requests for service and trouble-shoot service…
$60,000 - $75,000 a year
Quick Apply
6d
Client Experience Associate - Texas
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.
From $15 an hour
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Client Services Associate - Mailroom Associate
SPS-North America —New York, NY
The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound…
$18 an hour
1d
Client Care Technician II
Mingus Mountain Youth Treatment Center —Prescott Valley, AZ
*Education: *Has a bachelor's degree in a field related to behavioral health *OR *an associate's degree and at least two years of full-time behavioral health…
$17.30 - $20.30 an hour
Quick Apply

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Financial Services Client Service Associate

Gottshall Capital Partners Manitowoc, WI

Quick Apply

Job Details

Full-time $35,000 - $40,000 a year 2 days ago

Benefits

Continuing education credits
Disability insurance
Health insurance
Dental insurance
Paid time off
Vision insurance
Employee discount
Professional development assistance
Flexible schedule
Life insurance

Qualifications

Microsoft Word
Microsoft Excel
Management
Series 66
Administrative experience
High school diploma or GED
Series 7
Business development
Organizational skills
Communication skills

Full Job Description

Job Title: Client Service Associate

Reports To: Paul Gottshall – President

Job Purpose:

The Client Service Associate position is a significant role within our company. You will perform a varying multitude of client service and provide internal office support. The Client Service Associate reports directly to the President and will serve not only as a key member of our team, but also the initial point of contact for the clients of Gottshall Capital Partners.

Company Culture:

Gottshall Capital Partners is a company whose culture is defined by the character of its team members. As a result, each team member must possess an unyielding desire to exceed client expectations. We serve our clients the way we want to be served. Being entrusted with our clients’ livelihood and their life’s work means that every activity and interaction requires the highest degree of ethics and professionalism. Our continued success depends on a diverse array of professionals working together towards common goals and each of us promoting a shared culture of excellence and mutual accountability.

Gottshall Capital Partners is also a unique work environment that values teamwork and strategic cooperation among its advisors and its team. Each team member brings a unique skill set and experience to the organization, and we value and respect everyone’s unique talents. We expect all team members to be respectful of each other and strive to make collaboration and cooperation among members of the firm a cornerstone of our culture and success.

Accountability is also a key element of success. We are committed to a proactive culture so that each of us is accountable for the very best service for our clients in a prompt manner.

Principal Accountabilities:

· Handle all incoming calls and greet all incoming clients/prospects.

· Manage office mail, fax, internal files, office supplies, etc.

· Coordinate and schedule client/prospect appointments and reminders.

· Prepare and coordinate all paperwork regarding meeting preparation and account servicing.

· Educate clients on the on-line tools and resources available to them.

· Assist in all administrative client tasks. This include account maintenance, money transfers, and account opening.

· Attend client/prospect events and seminars.

· Anticipates client needs, solves problems and follows through with exceptional service.

· Follow up on all service items.

· Documents all relevant action items and tasks being tracked in CRM.

· Assist in maintaining compliance records.

· Cultivates ideas to develop or help improve office systems and protocol.

· Assist with Branch Audit documentation requirements.

· Assist will other team member and functions as needed. As a small business, we all help each other.

Knowledge/Experience/Skills:

Administrative experience desired
High School diploma required; college degree preferred
Possesses a Series 7 & Series 66 licenses or the ability to obtain

· Microsoft Outlook, Excel, Word, Adobe PDF

· CRM Database experience and task management preferred

· Ability to improvise and proactively assist in client requests or firm tasks

· Professional communication skills (written and oral)

· Excellent organizational skills

· Ability to take detailed notes and follow instructions with little guidance

· Background Check Required

Attributes and Behaviors:

· An eagerness to help others

· Works well in a team environment

· Have a professional attitude

· Arrives to work each morning on time

· Actively shares ideas and information on firm roles, responsibilities and systems

· Admits to mistakes immediately and works quickly to resolve the issues

· Maintains a high customer service ethic and is passionate about meeting and assisting clients

· Takes pride in the achievement of team objectives

· Keeps pace with changes and acquires knowledge/skills necessary for business development

· Maintain strict confidentiality

Working Conditions:

· Tasks closely governed by policies and procedures

· Flexibility in working hours to attend client events, networking or meeting outside normal business hours

· Professional to Business Casual Dress Code

· Occasional optional travel

· Continuing education

· Participate in the community

Benefits:

At our firm, we understand that our employees work hard, so we offer a benefit program to help you achieve a successful work-life balance. Our continued success depends on a diverse array of professionals working together toward common goals while striving for independence, innovation, intelligence and integrity. It’s a rewarding foundation where unique individuals are given the tools to excel through their own hard work and determination. We foster a friendly work environment where all associates are considered family.

Additional benefits include:

· Periodic bonus plan

· Group Disability & Term Life insurance Plan

· Paid Time Off

· Paid Holidays

· Continuing Education Reimbursement Plan

· A complete list of benefits can be found in the Employee Handbook

Salary Range: TBD – based on education, licenses & experience

Job Type: Full-time

Pay: $35,000.00 - $40,000.00 per year

Benefits:

Dental insurance
Employee discount
Flexible schedule
Health insurance
Life insurance
Paid time off
Professional development assistance
Vision insurance

Education:

High school or equivalent (Preferred)

Location:

Manitowoc, WI 54220 (Required)

Shift availability:

Day Shift (Preferred)

Ability to Relocate:

Manitowoc, WI 54220: Relocate before starting work (Required)

Work Location: In person

Quick Apply

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