1806
client services associate jobs
Bank of America —Greenwich, CT
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
Estimated: $63.7K - $80.6K a year
NECS® —Jasper, IN
Perform data entry and maintain accurate client records. Proficient in using Microsoft Word, data entry and client records management, experience with Excel…
$15 - $16 an hour
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3d
GemHarvest —Houston, TX
Bachelor’s degree in Business, Finance, or a related field. Participate in the growth of a fast growing, independent RIA by servicing client needs, and…
$90,000 - $105,000 a year
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4h
Stone, Rudolph & Henry, PLC —Clarksville, TN
Prepare sales tax reports and other various reports such as: business tax, corporate and LLC annual reports, tangible personal property schedules, and…
$42,000 - $52,000 a year
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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…
$35,000 - $45,000 a year
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11d
Essex Financial —Essex, CT
A Series 65/66 securities license is desirable but not a requirement. Client service and support in our industry: 3 years (Required).
$50,000 - $75,000 a year
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Oconto County —Oconto, WI
Individual can be working towards or have an Associate's Degree in microcomputers, computer science, networking or other related field.
$22.27 an hour
Hochheiser Deutsch & Company —Melville, NY
Securities license(s) are not required but would be a huge advantage for any applicant. Process account transactions, such as deposits, withdrawals, and…
$75,000 - $90,000 a year
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3d
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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APC Financial Group, Ltd. —Mount Prospect, IL
Answers in bound calls, determines the nature of their call, and asks if they can help the caller. This position is responsible for delivering high quality…
$20 - $22 an hour
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5d
Mingle Health —Remote
Serve as the primary point of contact for a subset of MIPS (Merit based Inventive Payment System) customers, including answering phones, monitoring Live Chat,…
$18 - $21 an hour
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Capital Asset Management Group —Washington, DC
Prepare paperwork for client transactions, including, but not limited to, opening new accounts, closing accounts, transferring assets, deposits, and withdrawals…
$55,000 - $65,000 a year
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6d
Avenue Wealth, LLC —Vienna, VA
You will work in our Business Development department with experienced professionals, working daily with clients and prospective clients.
$55,000 - $75,000 a year
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Fairfield Automotive Partners DBA: Volkswagen of Fairfield —Fairfield, CA
*Must hold a current State sales license or have the ability to obtain a sales license within the first 30 days of employment as required by the State of…
$50,000 - $100,000 a year
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11d
Senior Services Consultants —Toms River, NJ
The ideal candidate will be responsible for managing client and caregivers schedules, providing exceptional customer service, and supporting the sales and…
$21 - $25 an hour
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13d
Multiverse (Apprenticeships) —Omaha, NE
As a Multiverse apprentice you'll have access to awesome social events, extra training from great companies and your own personal coach who will support and…
Estimated: $35.8K - $45.4K a year
Thnks —Franklin, TN
Occasionally hop on customer calls via phone or video chat. The *Customer Support Associate *works closely with customers to answer questions and resolve issues…
$45,000 - $50,000 a year
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6d
Mosaic Financial Associates / Wilde Wealth Management Group —Tempe, AZ
Assist with other office functions such as mailings, call campaigns, answering phones, greeting clients, filing, maintaining break areas, ordering supplies, and…
$20 - $23 an hour
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Priority Financial Group —Remote
Examples of day-to-day responsibilities include: servicing phone calls from advisors and custodians, coordinating projects, prioritizing advisor tasks and…
$55,000 - $65,000 a year
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Fleishel Financial Associates —Jacksonville, FL
CLIENT SERVICE: New client onboarding, ongoing client service with correspondence and other communications, document management, money movement, ensuring client…
From $55,000 a year
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