1809
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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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
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
YTS Wealth Management, LLC —Export, PA
Office and front desk attendant experience. \*Must be able to pass a drug test, state background check, and federal fingerprinting. 10 days of Paid Time off.
From $58,700 a year
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3d
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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Lighthouse Document Technologies Inc —Remote
Project management experience or PMP certification a plus. Duties require the ability to use a computer, communicate over the telephone, and read printed…
$68,000 - $80,000 a year
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Sugarloaf Wealth Management —Duluth, GA
O Scheduling client meetings – confirming meetings, follow-up calls. Promptly and effectively fulfill client service requests and address any client service…
$60,000 - $75,000 a year
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3d
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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