1844
client services associate jobs
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
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
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Shaw Insurance Services —Anderson, CA
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.
$45,000 - $55,000 a year
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Century Group —Walnut Creek, CA
Company matching 401(k) plan, Life Insurance, Parental Leave Benefits, Paid Time Off (PTO) and 10 paid holidays. Ability to generate new business opportunities.
Savant Wealth Management —Birmingham, AL
You will maintain a high level of technical knowledge by participating in educational opportunities and reading technical publications.
Estimated: $49.1K - $62.2K a year
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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1h
Vectra Bank Colorado —Steamboat Springs, CO
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays. Responsible for accurately processing debit and credit…
$20.00 - $22.50 an hour
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
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Vicus Capital —State College, PA
Ability to work without close supervision, exercise independent judgment and problem-solving, as well as collaborating in a team environment.
Estimated: $38.2K - $48.3K a year
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6d
INFUSE —Remote
Accountable for post-sale account management and driving account growth through excellent customer service and delivery, communication and on-boarding.
Estimated: $39.1K - $49.6K 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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8d
Jacobson & Schmitt Advisors, LLC —Middleton, WI
Answer and triage incoming calls. Be the first friendly face our guests see when entering our office. Establish and maintain a positive and professional…
$35,000 - $51,500 a year
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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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Sentinel Group —Wakefield, MA
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…
Estimated: $61.7K - $78.2K a year
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Glassman Wealth Services —Vienna, VA
Process data entry updates and check filing. At least two to three years of strong and relevant work experience, preferably in similar positions and…
Estimated: $57.8K - $73.1K a year
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INFUSE North America —Remote
Accountable for post-sale account management and driving account growth through excellent customer service and delivery, communication and on-boarding.
Estimated: $43.3K - $54.9K a year
Sway Texas —Harlingen, TX
Bachelor's degree in Business, Finance, or a related field is strongly encouraged. Proficient in using customer relationship management (CRM) tools and…
$42,000 - $50,000 a year
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4d
Prism Medical Products, LLC —Elkin, NC
Manage large amounts of inbound and outbound calls in a timely and courteous manner. Effectively navigate Medicare, private insurance, and Medicaid patient…
Estimated: $28.4K - $36K a year
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CH Carolina Herrera —Central Valley, NY
For the company clientele, providing excellent customer service and driving customer loyalty. Processing transactions accurately and efficiently.
$16 - $18 an hour
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9d
Mirau Capital Management —Ruidoso, NM
Receive incoming client service calls in a friendly manner. SCHEDULING. Answer phones & greet clients in a friendly, positive and warm manner.
$19 - $21 an hour
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6d
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