client services associate jobs

Edwards Asset Management —Naples, FL

Assist in the implementation of client investment strategies. Handle client inquiries and resolve issues promptly.

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…

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…

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.

Bessemer Trust Company —Stuart, FL4.3

Handle routine communication with clients and their advisors via telephone, email and fax. Work with Client Administration Team to open accounts and coordinate…

B. Riley Financial —Poughkeepsie, NY4

Receive incoming calls, handling requests, and directing communication to appropriate parties. The successful candidate will demonstrate the ability to work…

Boulay —Eden Prairie, MN4.7

Bachelor’s Degree in Accounting, Finance, or related field. Assist in researching technical tax issues. Assist with filing tax extensions and amended returns.

Resilient Enterprises, Inc —Boise, ID

Collaborate with fellow trainees and other members of the team to troubleshoot and optimize campaign performance.

SPS North America, Inc —West Columbia, SC3.1

Oversee administrative functions such as greeting guests, issuing badges, booking conference rooms, assisting callers with inquires, etc.

ETA Jets —Boca Raton, FL

Bachelor’s degree in business or a related field required. This associate should be able to help maintain existing business with current clients, grow business…

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.

Madison Trust Company —Sioux Falls, SD5

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…

Sage Counseling Inc —Phoenix, AZ3.3

We are actively looking for a Full-Time Client Service Associate to provide support for admitting clients to SAGE through appointment scheduling, triaging…

Raymond James Financial, Inc. —Destin, FL3.8

With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.

Family, Wealth and Legacy, LLC —Remote1

Collaborate with advisors and clients to design, implement, and monitor financial plans. Prepare paperwork for client transactions, including, but not limited…

CH Carolina Herrera —Scottsdale, AZ3.2

For the company clientele, providing excellent customer service and driving customer loyalty. Processing transactions accurately and efficiently.

Monken Chrysler Nissan —Centralia, IL3.5

The technical aptitude to master our sales tools. Day-to-day tasks will include developing and maintaining client relationships and providing product solutions…

S&P Global —Albany, NY3.9

Customer service experience from any field is a plus! Bachelor's degree (Finance, Economics, or related field preferred). Grade Level (for internal use): 07.

Infosys —United States3.8

Client relationship management and business development: manage client relationships, build a portfolio up to $10M, own the opportunity management cycle:…