1823
client services associate jobs
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
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2d
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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Cristo Rey Jesuit High School, Milwaukee —Milwaukee, WI
Valid driver’s license; must be insurable with good driving record. Ability to work independently in a fast-paced environment; manage own time; territory…
From $41,500 a year
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AdviceOne LLC —Glastonbury, CT
We have opportunities for recent graduates looking to start at entry level and for candidates who already have work experience. Short- and long-term disability.
From $60,000 a year
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8d
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.
$60,000 - $70,000 a year
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Vicus Capital —State College, PA
Ability to work without close supervision, exercise independent judgment and problem-solving, as well as collaborating in a team environment.
Estimated: $38.2K - $48.3K a year
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3d
St. Andrews Seniors Solutions —St. Louis, MO
Responsibilities include but are not limited to inbound and outbound calls for clients and employees, data entry to assist with bi-weekly payroll processing and…
From $16 an hour
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Knipper HEALTH —Somerset, NJ
Support the coordination of 3rd party field audits for sales representative, and issue program instructions to external PDMA auditors in adherence with client…
Estimated: $32.9K - $41.6K a year
1d
Sentinel Group —Wakefield, MA
The Purpose of Your Role: This is an entry level positon to develop into a full time financial planning role. Knowledge of Excel, Powerpoint, eMoney, Salesforce…
Estimated: $56.7K - $71.7K a year
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Katapult Network —Arnold, MO
Support customer relations by answering inbound calls to provide information about products and services, take or enter orders, cancel accounts, or obtain…
$38,000 - $42,000 a year
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Confidential —Banning, CA
Collaborate with team members on various project implementation and marketing strategies for each client. Utilize marketing and sales strategies to aid clients…
From $600 a week
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7d
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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7d
Laarnie Soma State Farm Agency —Seattle, WA
*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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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.
$50,000 - $70,000 a year
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3d
SPS-North America —New York, NY
The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound…
$18 an hour
1d
C.H Robinson —Milwaukee, WI
Maintain a sense of urgency in addressing both your teammates' customers and your own developing portfolio of customers. 401(k) with 6% company matching.
Estimated: $46.2K - $58.5K a year
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…
$48,000 - $60,000 a year
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1d
Summit Financial, LLC —Parsippany, NJ
Sort incoming mail for advisors and team. Develop and carry out an efficient documentation and filing system. Ability to multitask and prioritize daily workload…
From $65,000 a year
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7d
INFUSE —Remote
Accountable for post-sale account management and driving account growth through excellent customer service and delivery, communication and on-boarding.
Estimated: $39.9K - $50.5K a year
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AdviceOne LLC —Glastonbury, CT
Relationship building with our clients and prospective clients. Financial services experience not required. Maintaining the appearance of our client spaces.
From $60,000 a year
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8d
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