client services associate jobs

Marsh McLennan Agency-Northwest —Walla Walla, WA3.5

Marsh McLennan Agency’s Business Insurance team is looking for a passionate and people-oriented customer service professional to develop, implement and deliver…

Gottshall Capital Partners —Manitowoc, WI

Handle all incoming calls and greet all incoming clients/prospects. Cultivates ideas to develop or help improve office systems and protocol.

Tully Rinckey PLLC —Albany, NY3.9

Sales, inside sales, client development, account executive, customer service, receptionist and/or call-center experience preferred;

Bridgehaven Financial Advisors —Warren, NJ

Bachelor's degree in business, finance or related field is preferred. Communicate via telephone and email to address client issues.

Stamberger Sender Associates —Ovid, NY

 Use consultative skills and technical knowledge to develop and maximize sales. O Inbound prospect calls and eMail inquiries. Ability to drive a sale.

Red Bank Veterinary Hospital —Tinton Falls, NJ3.2

Skills Required (i.e. venipuncture, interpersonal, multi-tasking, anesthesia, computer literacy etc.): Must be able to be comfortable around and interact with…

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…

World Wide Metric —Branchburg, NJ

Associates degree in technical field, Bachelor’s degree (i.e. engineering, mathematics, sciences, or business) preferred but not required..

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…

TPM Placement —Plymouth, MA

Proofreading (or quality assurance) skills to ensure that own work is in accordance with advisor or broker/dealer (Commonwealth Financial Network) criteria.

Summit Financial, LLC —Parsippany, NJ3

Sort incoming mail for advisors and team. Develop and carry out an efficient documentation and filing system. Ability to multitask and prioritize daily workload…

Level Wealth Management —North Carolina

A professional demeanor and advanced communication skills, including strong phone and email etiquette. Support the onboarding of new clients, including setting…

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…

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.

Clark Guilliam Bertsch Wealth Management, Independent Wealth Management Practice —Akron, OH

Assist Financial Advisor(s) with providing service to clients via telephone, direct interaction and/or written correspondence. Series 7, 63, 65, or 66 licenses.

Capital Asset Management Group —Washington, DC5

Prepare paperwork for client transactions, including, but not limited to, opening new accounts, closing accounts, transferring assets, deposits, and withdrawals…

Mingus Mountain Youth Treatment Center —Prescott Valley, AZ3.7

*Education: *Has a bachelor's degree in a field related to behavioral health *OR *an associate's degree and at least two years of full-time behavioral health…

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…

SPS-North America —New York, NY3.1

The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound…