20 Best client services associate jobs (Hiring Now!)

Financial Services Client Service Associate
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.
$35,000 - $40,000 a year
Quick Apply
5d
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Insurance Sales & Customer Service Representative (P&C License Required)
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*Life & Health Insurance license required or must be willing to obtain*. *Property & Casualty insurance license is required*. Job Types: Full-time, Permanent.
$37,500 - $50,000 a year
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Credit/Collections Specialist
WV Supply —Huntington, WV
Confer with customers by telephone or in person to determine the reasons for overdue payments and to review the terms of sales, service or credit contracts.
From $17.10 an hour
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Accounts Receivable
USA Maintenance —Traverse City, MI
Treasury functions such as bank deposits, manual wire payments, and credit card transactions. Making collection calls on outstanding accounts.
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Accounts Receivable Rep- 3rd Party Commercial
TridentCare —Remote
At this time this position will work remote from home due to COVID-19 however this position may return to the business office. Document in the system records.
$16 - $19 an hour
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Manager of Credit & Collections
Duncan Oil Co. —Beavercreek, OH
5+ years in progressively responsible financial and credit roles, preferably in petroleum industry, manufacturing and/ or construction industry.
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Quick Apply
Accounts Receivable/Payroll Specialist
EI Microcircuits —Mankato, MN
Must be able to sit at a desk and work in front of a computer screen for up to 8 hours per day. A four-year degree in business, finance, accounting, or related…
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Client Experience Associate - Texas
AnywhereWorks —Remote
You will be taking customer calls, capturing incoming leads, taking orders, and scheduling appointments, while working from the comfort of your own home.
From $15 an hour
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Payment Processing Associate
United Way Worldwide —Alexandria, VA
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4d
Accounts Receivable Associate for Crypto Startup
Nomics —Remote
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$50,000 - $120,000 a year
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Client Service Associate
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.
$45,000 - $50,000 a year
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Client Advisor (Full Time Sales Associate)
CH Carolina Herrera —Central Valley, NY
For the company clientele, providing excellent customer service and driving customer loyalty. Processing transactions accurately and efficiently.
$16 - $18 an hour
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9d
Collections Specialist
National Service Bureau —Remote
Make outbound calls (75+/day). Negotiate and lead conversations to recover the highest balances for our clients. 401(k) plan + employer matching contributions.
$20.00 - $23.50 an hour
Quick Apply
Client Service Associate
Clelan & Company —Camp Hill, PA
Bachelor’s degree (finance or related field preferred). The individual must be committed to gaining a broad base of knowledge across all functions of the…
Estimated: $43.4K - $54.9K a year
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Client Success Associate (Entry level, Remote)
INFUSE —Remote
Accountable for post-sale account management and driving account growth through excellent customer service and delivery, communication and on-boarding.
Estimated: $39.1K - $49.6K a year
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Collection Agent
Cherry Technologies —Remote
Handle both inbound and outbound service level calls in order to assist with applicants, borrowers and merchants. 1+ years of experience in collections.
$100,000 a year
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Client Services Associate
Sentinel Group —Wakefield, MA
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Sr. Wealth Management Client Associate
Edwards Asset Management —Naples, FL
Assist in the implementation of client investment strategies. Handle client inquiries and resolve issues promptly.
$70,000 - $105,000 a year
Quick Apply
Client Services JumpStart Associate
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Program surveys on your own or work with expert teams while ensuring programming edits are implemented accurately in a timely manner, and test link is checked…
Estimated: $52.1K - $66K a year
5d

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Financial Services Client Service Associate

Gottshall Capital Partners Manitowoc, WI

Quick Apply

Job Details

Full-time $35,000 - $40,000 a year 5 days ago

Benefits

Continuing education credits
Disability insurance
Health insurance
Dental insurance
Paid time off
Vision insurance
Employee discount
Professional development assistance
Flexible schedule
Life insurance

Qualifications

Microsoft Word
Microsoft Excel
Management
Series 66
Administrative experience
High school diploma or GED
Series 7
Business development
Organizational skills
Communication skills

Full Job Description

Job Title: Client Service Associate

Reports To: Paul Gottshall – President

Job Purpose:

The Client Service Associate position is a significant role within our company. You will perform a varying multitude of client service and provide internal office support. The Client Service Associate reports directly to the President and will serve not only as a key member of our team, but also the initial point of contact for the clients of Gottshall Capital Partners.

Company Culture:

Gottshall Capital Partners is a company whose culture is defined by the character of its team members. As a result, each team member must possess an unyielding desire to exceed client expectations. We serve our clients the way we want to be served. Being entrusted with our clients’ livelihood and their life’s work means that every activity and interaction requires the highest degree of ethics and professionalism. Our continued success depends on a diverse array of professionals working together towards common goals and each of us promoting a shared culture of excellence and mutual accountability.

Gottshall Capital Partners is also a unique work environment that values teamwork and strategic cooperation among its advisors and its team. Each team member brings a unique skill set and experience to the organization, and we value and respect everyone’s unique talents. We expect all team members to be respectful of each other and strive to make collaboration and cooperation among members of the firm a cornerstone of our culture and success.

Accountability is also a key element of success. We are committed to a proactive culture so that each of us is accountable for the very best service for our clients in a prompt manner.

Principal Accountabilities:

· Handle all incoming calls and greet all incoming clients/prospects.

· Manage office mail, fax, internal files, office supplies, etc.

· Coordinate and schedule client/prospect appointments and reminders.

· Prepare and coordinate all paperwork regarding meeting preparation and account servicing.

· Educate clients on the on-line tools and resources available to them.

· Assist in all administrative client tasks. This include account maintenance, money transfers, and account opening.

· Attend client/prospect events and seminars.

· Anticipates client needs, solves problems and follows through with exceptional service.

· Follow up on all service items.

· Documents all relevant action items and tasks being tracked in CRM.

· Assist in maintaining compliance records.

· Cultivates ideas to develop or help improve office systems and protocol.

· Assist with Branch Audit documentation requirements.

· Assist will other team member and functions as needed. As a small business, we all help each other.

Knowledge/Experience/Skills:

Administrative experience desired
High School diploma required; college degree preferred
Possesses a Series 7 & Series 66 licenses or the ability to obtain

· Microsoft Outlook, Excel, Word, Adobe PDF

· CRM Database experience and task management preferred

· Ability to improvise and proactively assist in client requests or firm tasks

· Professional communication skills (written and oral)

· Excellent organizational skills

· Ability to take detailed notes and follow instructions with little guidance

· Background Check Required

Attributes and Behaviors:

· An eagerness to help others

· Works well in a team environment

· Have a professional attitude

· Arrives to work each morning on time

· Actively shares ideas and information on firm roles, responsibilities and systems

· Admits to mistakes immediately and works quickly to resolve the issues

· Maintains a high customer service ethic and is passionate about meeting and assisting clients

· Takes pride in the achievement of team objectives

· Keeps pace with changes and acquires knowledge/skills necessary for business development

· Maintain strict confidentiality

Working Conditions:

· Tasks closely governed by policies and procedures

· Flexibility in working hours to attend client events, networking or meeting outside normal business hours

· Professional to Business Casual Dress Code

· Occasional optional travel

· Continuing education

· Participate in the community

Benefits:

At our firm, we understand that our employees work hard, so we offer a benefit program to help you achieve a successful work-life balance. Our continued success depends on a diverse array of professionals working together toward common goals while striving for independence, innovation, intelligence and integrity. It’s a rewarding foundation where unique individuals are given the tools to excel through their own hard work and determination. We foster a friendly work environment where all associates are considered family.

Additional benefits include:

· Periodic bonus plan

· Group Disability & Term Life insurance Plan

· Paid Time Off

· Paid Holidays

· Continuing Education Reimbursement Plan

· A complete list of benefits can be found in the Employee Handbook

Salary Range: TBD – based on education, licenses & experience

Job Type: Full-time

Pay: $35,000.00 - $40,000.00 per year

Benefits:

Dental insurance
Employee discount
Flexible schedule
Health insurance
Life insurance
Paid time off
Professional development assistance
Vision insurance

Education:

High school or equivalent (Preferred)

Location:

Manitowoc, WI 54220 (Required)

Shift availability:

Day Shift (Preferred)

Ability to Relocate:

Manitowoc, WI 54220: Relocate before starting work (Required)

Work Location: In person

Quick Apply

client services associate jobs

Financial Services Client Service Associate

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Accounts Receivable

Accounts Receivable Rep- 3rd Party Commercial

Manager of Credit & Collections

Accounts Receivable/Payroll Specialist

Client Experience Associate - Texas

Payment Processing Associate

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Client Service Associate

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Collections Specialist

Client Service Associate

Client Success Associate (Entry level, Remote)

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Client Services Associate

Sr. Wealth Management Client Associate

Client Services JumpStart Associate

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