client services associate jobs

Boulay —Eden Prairie, MN4.7

Bachelor’s Degree in Accounting, Finance, or related field. Assist in researching technical tax issues. Assist with filing tax extensions and amended returns.

Edwards Asset Management —Naples, FL

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

B. Riley Financial —Poughkeepsie, NY4

Receive incoming calls, handling requests, and directing communication to appropriate parties. The successful candidate will demonstrate the ability to work…

Monken Chrysler Nissan —Centralia, IL3.5

The technical aptitude to master our sales tools. Day-to-day tasks will include developing and maintaining client relationships and providing product solutions…

SPS North America, Inc —West Columbia, SC3.1

Oversee administrative functions such as greeting guests, issuing badges, booking conference rooms, assisting callers with inquires, etc.

Bessemer Trust Company —Stuart, FL4.3

Handle routine communication with clients and their advisors via telephone, email and fax. Work with Client Administration Team to open accounts and coordinate…

TYWL Wealth Management —Rosemead, CA

Responsibilities include general office support, handling incoming phone calls, facilitating operational duties, and organizing client information.

Wealth Enhancement Group —Naples, FL3.6

Handle incoming client calls for appointments and service needs through switchboard maintenance. Strong interpersonal skills required to develop team and client…

Raymond James Financial, Inc. —Destin, FL3.8

With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.

CentralReach —Holmdel, NJ

CentralReach will train you thoroughly and help you with your first calls so that you will feel fully comfortable talking with our clients.

St. David's North Austin Medical Center —Austin, TX3.5

Education assistance (tuition, student loan, certification support, dependent scholarships). Provide technical support to the end user. We want you to apply!

ETA Jets —Boca Raton, FL

Bachelor’s degree in business or a related field required. This associate should be able to help maintain existing business with current clients, grow business…

AdviceOne LLC —Glastonbury, CT4

Relationship building with our clients and prospective clients. Financial services experience not required. Maintaining the appearance of our client spaces.

Sage Counseling Inc —Phoenix, AZ3.3

We are actively looking for a Full-Time Client Service Associate to provide support for admitting clients to SAGE through appointment scheduling, triaging…

Manpower —Spokane, WA3.8

Proactively assess client needs, answer inquiries, provide account information, and perform various transactions. 1-3 years of customer service experience.

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…

Renovation Systems —Plymouth, MN3.6

Phone calls, online orders and service faxes from clients (requesting floor covering, carpet cleaning, refinishing, and restoration or enhancement services) are…

Raymond James Financial, Inc. —Newport Beach, CA3.8

Ability to obtain additional securities and advisory state registrations if required by state. Series 63, 65 and/or 66 as required by state.

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.