client services associate jobs

Edwards Asset Management —Naples, FL

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

Knipper HEALTH —Somerset, NJ3

Support the coordination of 3rd party field audits for sales representative, and issue program instructions to external PDMA auditors in adherence with client…

HighPoint Advisors, LLC —East Syracuse, NY

This role will support the growth of our firm and enable our advisors to continue to service their clients efficiently. Customer service: 1 year (Required).

Tonka Financial Services —Hopkins, MN5

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…

Eurasia Group —New York, NY3.6

Help us improve on our current processes, utilize CRM and project management tools (ie. Salesforce, Monday.com) to stay organized, and regularly report to…

Bank of America —Walnut Creek, CA3.8

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. Key Qualifications for the role:

CovingtonAlsina —Annapolis, MD

In charge of managing daily client transactions and activities, liaising with custodians and other relevant professionals to ensure smooth execution of client…

Shaker —United States3.9

We develop customized strategies and plans, and we analyze results. The position encompasses data entry, administration, order tracking and billing related…

Samiti Technology Inc —Harrison, NY

Attain and maintain professional designation or license. Auto ID Cards, Claim Reporting Instructions, Premium & Loss Summary Creation and Population,…

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.

RIA Recruiting —Remote

Act as our “Director of First Impressions” by greeting clients by phone in a warm, friendly, and welcoming manner. 2+ years of financial services experience.

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…

IMCO Utility Supply —St. Louis, MO

Our product offerings consists of pipe, valves, hydrants, and accessory items necessary for the installation of water, sewer, and storm sewer lines and other…

SageSpring Wealth Partners —Franklin, TN5

The Client Services Associate is a highly focused, energetic individual that enjoys an active role handling skilled planning, prioritizing, and coordinating for…

AnywhereWorks —Remote3.3

You will be taking customer calls, capturing incoming leads, taking orders, and scheduling appointments, while working from the comfort of your own home.

Alera Group —Pittsburgh, PA3.7

This purpose is achieved by following the Alera Group Way fundamentals, using Alera Group technology systems, and by developing relationships with internal and…

Restoration Hardware —Dallas, TX3.1

Customer service experience within a design firm, high-end furniture showroom, or luxury retail setting preferred.

Tahoma Advisory Group —Puyallup, WA

Answer incoming calls, schedule and confirm in-house and video appointments, maintain calendar, coordinate incoming and outgoing mail (USPS and FedEx).

Go Au Pair —Tallahassee, FL3.9

This training focuses on teaching you about the matching process and how you can help families find the right Au Pair. Part-time, estimated 3.0 hrs. / wk.