client services associate jobs

Instep —Riverside, CA4

Our customer relations position involves hands-on training to create and develop our pristine customer centric outreach and sales campaigns.

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…

Shaw Insurance Services —Anderson, CA5

A California Insurance license and a minimum of 1-year commercial lines experience is a mandatory prerequisite. This is a full-time position, M-F 8-5.

Raymond James Financial, Inc. —Key West, FL3.8

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

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…

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.

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.

TYWL Wealth Management —Rosemead, CA

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

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.

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…

Zacros America Hedwin Division —Newark, DE

Ensure accuracy of company order entry as it relates to the order, ship, and bill process: processing and confirmation of all customer orders to reflect order…

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…

Manpower —Spokane, WA3.8

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

Richard Brothers Financial Advisors —South Portland, ME

No recruiters or phone calls please. 1+ years of experience in client service and/or operations in the financial services industry (preferably with an…

Flagstar Bank —New York, NY3.4

Answer a high volume of phone calls and respond to emails from clients and PCGs regarding banking queries such as: Balances, Transactions, Debit Card usage…

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.

Dochas Holdings —Westport, CT

Performing qualitative due diligence on current opportunities by assessing potential risk factors on individual cases, and becoming familiar with the applicable…

SageSpring Wealth Partners —Brentwood, TN5

The Client Services Associate is a highly focused, energetic individual that enjoys an active role handling skilled planning, prioritizing, and coordinating for…

TBWBH —San Francisco, CA

Work with the graphic design team to create client deliverables, including logos, advertising and direct mail. Assemble marketing packets for potential clients.