1863
client services associate jobs
Bessemer Trust Company —Stuart, FL
Handle routine communication with clients and their advisors via telephone, email and fax. Work with Client Administration Team to open accounts and coordinate…
Estimated: $62.5K - $79.1K a year
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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Confidential —Banning, 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
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Resilient Enterprises, Inc —Boise, 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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7d
Confidential —Reston, VA
*CRM Management:* Maintain and update the CRM database, adhering to client service models. *Client Support:* Address client needs, handle processing, service…
Up to $65,000 a year
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1h
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
Business Management Firm —Braintree, MA
Develop an unparalleled knowledge of all our clients’ products and services to better educate consumers, answer questions, and provide effective solutions to…
$750 - $1,250 a week
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4d
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
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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21h
Sales Management Firm —Davie, FL
Learn all client product knowledge and be able to answer consumer questions, overturn objections, and close a sale if needed.
$45,000 - $54,000 a year
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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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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
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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22h
S&P Global —Albany, NY
Customer service experience from any field is a plus! Bachelor's degree (Finance, Economics, or related field preferred). Grade Level (for internal use): 07.
$43,740.00 - $75,258.57 a year
15h
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
Infosys —United States
Client relationship management and business development: manage client relationships, build a portfolio up to $10M, own the opportunity management cycle:…
$98,000 - $169,000 a year
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The Ijaz Group —Remote
Works with our client's Development and Program staff to develop and maintain tools and processes for tracking, reporting, and reconciliation financial records…
$75,000 - $100,000 a year
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6d
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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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
Fincadia Capital Partners —New York, NY
This opportunity involves active client interaction to provide platinum level high touch service for our clients. Excellent verbal and written communication.
$45,000 - $50,000 a year
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