1846
client services associate jobs
Shaw Insurance Services —Anderson, CA
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.
$45,000 - $55,000 a year
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Edwards Asset Management —Naples, FL
Assist in the implementation of client investment strategies. Handle client inquiries and resolve issues promptly.
$70,000 - $105,000 a year
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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: $33.6K - $42.5K a year
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Madison Trust Company —Montvale, NJ
A bachelor's degree in a related field is a plus, though not a requirement. Respond to and direct incoming client inquiries, ensuring they are connected to the…
$45,000 - $52,000 a year
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1h
Marsh McLennan Agency-Northwest —Boise, ID
Marsh McLennan Agency’s Business Insurance team is looking for a passionate and people-oriented customer service professional to develop, implement and deliver…
Estimated: $52.6K - $66.6K a year
Restoration Hardware —King of Prussia, PA
Customer service experience within a design firm, high-end furniture showroom, or luxury retail setting preferred.
$23 - $28 an hour
3d
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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9d
Bank of America —Beaumont, TX
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
Estimated: $63.9K - $80.9K a year
9d
Boutique Recruiting —Vancouver, WA
Provide excellent client service by handling client phone calls and emails. This role primarily supports two wealth advisors by facilitating client fund…
$25 - $32 an hour
S&P Global —University of Richmond, VA
Customer service experience from any field is a plus! Bachelor's degree (Finance, Economics, or related field preferred). Grade Level (for internal use): 07.
$43,740.00 - $75,258.75 a year
B. Riley Financial —Poughkeepsie, NY
Receive incoming calls, handling requests, and directing communication to appropriate parties. The successful candidate will demonstrate the ability to work…
$50,000 - $65,000 a year
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GemHarvest —Las Vegas, NV
Participate in the growth of a dynamic, independent RIA by servicing client needs, and maintaining and building key relationships.
$80,000 - $95,000 a year
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6d
Northwestern Mutual —Boise, ID
Bachelor’s Degree in business, finance and/or related field. Process, or collaborate with others to complete insurance and investment service requests such as…
$45,000 a year
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Aventiv Technologies —Jefferson City, MO
Uses small hand tools to make kiosk and/or video visitation repairs. Ability to develop ongoing rapport with clients and consumers and obtain relevant…
$19.00 - $21.65 an hour
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Kohlberg Kravis Roberts & Co. —New York, NY
Prior experience in alternative investments (private equity, credit, real estate and/or infrastructure). Understand the various sources of content leveraged and…
$125,000 - $145,000 a year
First Western Advisors —Salt Lake City, UT
Degree in finance, economics, business administration, or a related field (preferred). Client Education: Proactively educate clients on available products,…
$41,600 - $45,760 a year
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Sales Management Firm —Davie, FL
Learn all client product knowledge and be able to answer consumer questions, overturn objections, and close a sale if needed.
$45,000 - $54,000 a year
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9d
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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Seelye Auto Group - Seelye Paw Paw (CDJR) —Paw Paw, MI
Valid driver’s license required and clean driving record. Develop a prospecting system, making calls and sending emails to potential customers to set…
$45,000 - $75,000 a year
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Oconto County —Oconto, WI
Assists in system research, analysis and design, programming and coordinating computer operations and data entry. Trains users on new or modified equipment.
$29.81 - $30.73 an hour
3d
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