1803
client services associate jobs
Bank of America —Yardley, PA
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
Estimated: $62.8K - $79.6K a year
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…
Estimated: $60.1K - $76.2K a year
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6d
NECS® —Jasper, IN
Perform data entry and maintain accurate client records. Proficient in using Microsoft Word, data entry and client records management, experience with Excel…
$15 - $16 an hour
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3d
Bank of America —Florham Park, NJ
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
Estimated: $81.2K - $103K a year
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…
$90,000 - $105,000 a year
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5h
Essex Financial —Essex, CT
A Series 65/66 securities license is desirable but not a requirement. Client service and support in our industry: 3 years (Required).
$50,000 - $75,000 a year
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Oconto County —Oconto, WI
Individual can be working towards or have an Associate's Degree in microcomputers, computer science, networking or other related field.
$22.27 an hour
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…
$75,000 - $90,000 a year
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3d
Hoagland Meat —Homedale, ID
Answering calls from clients to adjust their subscriptions, manage deliveries, and handle questions, concerns, or complaints.
$45,000 - $60,000 a year
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APC Financial Group, Ltd. —Mount Prospect, IL
Answers in bound calls, determines the nature of their call, and asks if they can help the caller. This position is responsible for delivering high quality…
$20 - $22 an hour
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5d
Capital Asset Management Group —Washington, DC
Prepare paperwork for client transactions, including, but not limited to, opening new accounts, closing accounts, transferring assets, deposits, and withdrawals…
$55,000 - $65,000 a year
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6d
Mingle Health —Remote
Serve as the primary point of contact for a subset of MIPS (Merit based Inventive Payment System) customers, including answering phones, monitoring Live Chat,…
$18 - $21 an hour
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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…
$50,000 - $100,000 a year
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11d
Multiverse (Apprenticeships) —Omaha, NE
As a Multiverse apprentice you'll have access to awesome social events, extra training from great companies and your own personal coach who will support and…
Estimated: $35.8K - $45.4K a year
Fleishel Financial Associates —Jacksonville, FL
CLIENT SERVICE: New client onboarding, ongoing client service with correspondence and other communications, document management, money movement, ensuring client…
From $55,000 a year
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VCA Animal Hospitals —San Mateo, CA
ESSENTIAL FUNCTIONS: • Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms •…
Estimated: $34.9K - $44.1K a year
YTS Wealth Management, LLC —Export, PA
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.
From $58,700 a year
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3d
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.
$50,000 - $60,000 a year
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Mosaic Financial Associates / Wilde Wealth Management Group —Tempe, AZ
Assist with other office functions such as mailings, call campaigns, answering phones, greeting clients, filing, maintaining break areas, ordering supplies, and…
$20 - $23 an hour
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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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3d
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