client services associate jobs

Boutique Recruiting —Vancouver, WA4.7

Provide excellent client service by handling client phone calls and emails. This role primarily supports two wealth advisors by facilitating client fund…

Knipper HEALTH —Somerset, NJ3

Support the coordination of 3rd party field audits for sales representative, and issue program instructions to external PDMA auditors in adherence with client…

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…

Boutique Recruiting —Everett, WA4.7

This role primarily supports one wealth advisor in managing 100 households by facilitating client fund transfers, processing transactions, providing…

Oconto County —Oconto, WI

Individual can be working towards or have an Associate's Degree in microcomputers, computer science, networking or other related field.

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…

Hoagland Meat —Homedale, ID

Answering calls from clients to adjust their subscriptions, manage deliveries, and handle questions, concerns, or complaints.

Mingle Health —Remote2.3

Serve as the primary point of contact for a subset of MIPS (Merit based Inventive Payment System) customers, including answering phones, monitoring Live Chat,…

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…

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…

Fleishel Financial Associates —Jacksonville, FL

CLIENT SERVICE: New client onboarding, ongoing client service with correspondence and other communications, document management, money movement, ensuring client…

SeaChange Print Innovations —Minneapolis, MN

An associate degree in printing, technology or related field or a High School diploma/GED along with the equivalent industry related experience and/or a minimum…

Shum Financial Group —Alameda, CA

The client service associate is an entry-level support role to support the client account management team. Want to successfully develop into a client account…

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…

YTS Wealth Management, LLC —Export, PA4.2

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.

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.

Confidential —Nashville, TN

*Reception –* Our CSA serves as the face to the public for our team by receiving calls, visitors, and responding to all incoming communications.

Partners in Financial Planning, LLC —Salem, VA

This role will serve as the primary receptionist, which encompasses welcoming clients and answering the phone. Half day Fridays during the summer months.

Glazd, Inc. —Middleton, WI

We are a local Middleton start-up and are looking for a Client Services team member to facilitate day to day interactions with customers, support, and data…