20 Best client services associate jobs (Hiring Now!)

Financial Services Client Service Associate
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
Quick Apply
2d
Client Advisor (Part-Time)
CH Carolina Herrera —Central Valley, NY
All qualified applicants will be considered regardless to race, color, religion, sex, national origin, sexual orientation, disability, age, gender, marital…
$16 - $18 an hour
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Client Relations Associate - Corporate Work Study program
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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Client Service Associate
Vicus Capital —State College, PA
Vicus Capital *is an independent investment management firm with over $2billion in assets under management headquartered in *State College, Pennsylvania*.
Estimated: $38.2K - $48.3K a year
Quick Apply
3d
Support Associate, Client Services
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
Client Services Coordinator (Entry-Level)
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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Client Service Associate
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
Inside Sales/Customer Service Representative
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
Client Service Associate
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
Quick Apply
1d
Client Service Associate
Resilient Enterprises, Inc —Caldwell, ID
Collaborate with fellow trainees and other members of the team to troubleshoot and optimize campaign performance.
$45,000 - $55,000 a year
Quick Apply
2d
Client Services Associate
ECP Group —Manhattan, NY
Communicate regularly with clientele to address and answer questions, record feedback, and ensure satisfaction. High school diploma or equivalent is required.
$40,000 - $50,000 a year
Quick Apply
3d
Client Experience Associate - Texas
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 an hour
Quick Apply
Client Services Associate - Mailroom Associate
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
Client Support Associate - Bilingual Chinese
Firstrade Securities Inc. —Flushing, NY
Daily interaction with customers by responding to inbound email and phone calls regarding investment information and services as needed.
$23.50 - $24.00 an hour
Quick Apply
Inside Sales/Customer Service Representative
General Equipment & Supply —Simpsonville, SC
Communicating with customers, making outbound calls to potential customers, and following up on leads. This job is about supporting GE&S customers by providing…
From $50,000 a year
Quick Apply
Client Services Associate
SageSpring Wealth Partners —Franklin, TN
The Client Services Associate is a highly focused, energetic individual that enjoys an active role handling skilled planning, prioritizing, and coordinating for…
$21 - $27 an hour
Quick Apply
6d
Registered Client Associate - Series 7
Ascendo Resources —Miami, FL
Process account transactions, including trades, deposits, withdrawals, and transfers accurately and in a timely manner.
Quick Apply
1d
Payroll, Admin & Client Services Associate
Payroll and HR Services —Waikoloa, HI
Administer employee benefits in accordance with federal, state, and company regulations. The Payroll, Admin & Client Services Associate supports management and…
$20 - $22 an hour
Quick Apply
Client Care Technician II
Mingus Mountain Youth Treatment Center —Prescott Valley, AZ
*Education: *Has a bachelor's degree in a field related to behavioral health *OR *an associate's degree and at least two years of full-time behavioral health…
$17.30 - $20.30 an hour
Quick Apply
Client Services/Operations Associate
Glassman Wealth Services —Vienna, VA
Process data entry updates and check filing. At least two to three years of strong and relevant work experience, preferably in similar positions and…
Estimated: $57K - $72.1K a year
Quick Apply

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Financial Services Client Service Associate

Gottshall Capital Partners Manitowoc, WI

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Job Details

Full-time $35,000 - $40,000 a year 2 days ago

Benefits

Continuing education credits
Disability insurance
Health insurance
Dental insurance
Paid time off
Vision insurance
Employee discount
Professional development assistance
Flexible schedule
Life insurance

Qualifications

Microsoft Word
Microsoft Excel
Management
Series 66
Administrative experience
High school diploma or GED
Series 7
Business development
Organizational skills
Communication skills

Full Job Description

Job Title: Client Service Associate

Reports To: Paul Gottshall – President

Job Purpose:

The Client Service Associate position is a significant role within our company. You will perform a varying multitude of client service and provide internal office support. The Client Service Associate reports directly to the President and will serve not only as a key member of our team, but also the initial point of contact for the clients of Gottshall Capital Partners.

Company Culture:

Gottshall Capital Partners is a company whose culture is defined by the character of its team members. As a result, each team member must possess an unyielding desire to exceed client expectations. We serve our clients the way we want to be served. Being entrusted with our clients’ livelihood and their life’s work means that every activity and interaction requires the highest degree of ethics and professionalism. Our continued success depends on a diverse array of professionals working together towards common goals and each of us promoting a shared culture of excellence and mutual accountability.

Gottshall Capital Partners is also a unique work environment that values teamwork and strategic cooperation among its advisors and its team. Each team member brings a unique skill set and experience to the organization, and we value and respect everyone’s unique talents. We expect all team members to be respectful of each other and strive to make collaboration and cooperation among members of the firm a cornerstone of our culture and success.

Accountability is also a key element of success. We are committed to a proactive culture so that each of us is accountable for the very best service for our clients in a prompt manner.

Principal Accountabilities:

· Handle all incoming calls and greet all incoming clients/prospects.

· Manage office mail, fax, internal files, office supplies, etc.

· Coordinate and schedule client/prospect appointments and reminders.

· Prepare and coordinate all paperwork regarding meeting preparation and account servicing.

· Educate clients on the on-line tools and resources available to them.

· Assist in all administrative client tasks. This include account maintenance, money transfers, and account opening.

· Attend client/prospect events and seminars.

· Anticipates client needs, solves problems and follows through with exceptional service.

· Follow up on all service items.

· Documents all relevant action items and tasks being tracked in CRM.

· Assist in maintaining compliance records.

· Cultivates ideas to develop or help improve office systems and protocol.

· Assist with Branch Audit documentation requirements.

· Assist will other team member and functions as needed. As a small business, we all help each other.

Knowledge/Experience/Skills:

Administrative experience desired
High School diploma required; college degree preferred
Possesses a Series 7 & Series 66 licenses or the ability to obtain

· Microsoft Outlook, Excel, Word, Adobe PDF

· CRM Database experience and task management preferred

· Ability to improvise and proactively assist in client requests or firm tasks

· Professional communication skills (written and oral)

· Excellent organizational skills

· Ability to take detailed notes and follow instructions with little guidance

· Background Check Required

Attributes and Behaviors:

· An eagerness to help others

· Works well in a team environment

· Have a professional attitude

· Arrives to work each morning on time

· Actively shares ideas and information on firm roles, responsibilities and systems

· Admits to mistakes immediately and works quickly to resolve the issues

· Maintains a high customer service ethic and is passionate about meeting and assisting clients

· Takes pride in the achievement of team objectives

· Keeps pace with changes and acquires knowledge/skills necessary for business development

· Maintain strict confidentiality

Working Conditions:

· Tasks closely governed by policies and procedures

· Flexibility in working hours to attend client events, networking or meeting outside normal business hours

· Professional to Business Casual Dress Code

· Occasional optional travel

· Continuing education

· Participate in the community

Benefits:

At our firm, we understand that our employees work hard, so we offer a benefit program to help you achieve a successful work-life balance. Our continued success depends on a diverse array of professionals working together toward common goals while striving for independence, innovation, intelligence and integrity. It’s a rewarding foundation where unique individuals are given the tools to excel through their own hard work and determination. We foster a friendly work environment where all associates are considered family.

Additional benefits include:

· Periodic bonus plan

· Group Disability & Term Life insurance Plan

· Paid Time Off

· Paid Holidays

· Continuing Education Reimbursement Plan

· A complete list of benefits can be found in the Employee Handbook

Salary Range: TBD – based on education, licenses & experience

Job Type: Full-time

Pay: $35,000.00 - $40,000.00 per year

Benefits:

Dental insurance
Employee discount
Flexible schedule
Health insurance
Life insurance
Paid time off
Professional development assistance
Vision insurance

Education:

High school or equivalent (Preferred)

Location:

Manitowoc, WI 54220 (Required)

Shift availability:

Day Shift (Preferred)

Ability to Relocate:

Manitowoc, WI 54220: Relocate before starting work (Required)

Work Location: In person

Quick Apply

client services associate jobs

Financial Services Client Service Associate

Client Advisor (Part-Time)

Client Relations Associate - Corporate Work Study program

Client Service Associate

Support Associate, Client Services

Client Services Coordinator (Entry-Level)

Client Service Associate

Inside Sales/Customer Service Representative

Client Service Associate

Client Service Associate

Client Services Associate

Client Experience Associate - Texas

Client Services Associate - Mailroom Associate

Client Support Associate - Bilingual Chinese

Inside Sales/Customer Service Representative

Client Services Associate

Registered Client Associate - Series 7

Payroll, Admin & Client Services Associate

Client Care Technician II

Client Services/Operations Associate

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