1836
client services associate jobs
Boulay —Eden Prairie, MN
Bachelor’s Degree in Accounting, Finance, or related field. Assist in researching technical tax issues. Assist with filing tax extensions and amended returns.
Estimated: $73.1K - $92.6K a year
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Monken Chrysler Nissan —Centralia, IL
The technical aptitude to master our sales tools. Day-to-day tasks will include developing and maintaining client relationships and providing product solutions…
$45,000 - $100,000 a year
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Wealth Enhancement Group —Naples, FL
Handle incoming client calls for appointments and service needs through switchboard maintenance. Strong interpersonal skills required to develop team and client…
$20 - $22 an hour
Raymond James Financial, Inc. —Destin, FL
With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.
Estimated: $39.2K - $49.6K a year
TYWL Wealth Management —Rosemead, CA
Responsibilities include general office support, handling incoming phone calls, facilitating operational duties, and organizing client information.
$22 - $25 an hour
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5d
SPS North America, Inc —West Columbia, SC
Oversee administrative functions such as greeting guests, issuing badges, booking conference rooms, assisting callers with inquires, etc.
Estimated: $32K - $40.5K a year
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3d
Raymond James Financial, Inc. —Newport Beach, CA
Ability to obtain additional securities and advisory state registrations if required by state. Series 63, 65 and/or 66 as required by state.
$70,000 - $75,000 a year
5d
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…
$53,000 - $65,000 a year
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Manpower —Spokane, WA
Proactively assess client needs, answer inquiries, provide account information, and perform various transactions. 1-3 years of customer service experience.
$20 an hour
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13d
Firstrade Securities Inc. —Flushing, NY
Daily interaction with customers by responding to inbound email and phone calls regarding investment information and services as needed.
$24 - $27 an hour
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2h
Renovation Systems —Plymouth, MN
Phone calls, online orders and service faxes from clients (requesting floor covering, carpet cleaning, refinishing, and restoration or enhancement services) are…
$22 - $25 an hour
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8h
Charter Oak Capital Management —Kennebunk, ME
Field inbound calls for Advisors to ensure high-touch service. You will directly support the firm’s Advisors by managing client onboarding, maintaining advisor…
Estimated: $55.1K - $69.8K a year
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5d
TSW Wealth Management —Framingham, MA
Communicate daily directly with clients over the phone, via email, and in person to help with service requests, answer questions, and problem-solve across a…
$75,000 - $90,000 a year
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6d
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 $15.50 an hour
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Sage Counseling Inc —Phoenix, AZ
We are actively looking for a Full-Time Client Service Associate to provide support for admitting clients to SAGE through appointment scheduling, triaging…
$16.50 - $22.00 an hour
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4d
Flagstar Bank —New York, NY
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…
$19.85 - $36.46 an hour
4d
Williams Subaru —Charlotte, NC
Handle incoming phone calls, answer customer questions, and set appointments. Our business is growing rapidly, and we are looking to grow our team to keep up…
From $16 an hour
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4h
Condor Capital Wealth Management —Martinsville, NJ
Assist with answering the phones and responding to emails. Our services include a personal relationship with our portfolio managers and certified financial…
$55,000 - $65,000 a year
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7d
H&R Block —Rockford, IL
Provide assessment of client's business trends/results by generating and analyzing financial statements (e.g., profit and Loss statement (income statement),…
Estimated: $34.4K - $43.5K a year
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New Orleans Auction Galleries —New Orleans, LA
Answer incoming calls and direct them to the appropriate person or department. As the first point of contact, create a warm and welcoming environment for…
Estimated: $33.8K - $42.8K a year
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5d
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