1873
client services associate jobs
Raymond James Financial, Inc. —Key West, 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
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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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
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
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
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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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
Way Financial —Walnut Creek, CA
Responsible for running and requesting ledgers, processing applications, word processing, maintaining office machines and computers, maintaining client database…
$45,000 - $51,000 a year
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13d
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
ETA Jets —Boca Raton, FL
Bachelor’s degree in business or a related field required. This associate should be able to help maintain existing business with current clients, grow business…
$45,000 - $55,000 a year
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8h
St. David's North Austin Medical Center —Austin, TX
Education assistance (tuition, student loan, certification support, dependent scholarships). Provide technical support to the end user. We want you to apply!
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1h
Red Bank Veterinary Hospital —Tinton Falls, NJ
Skills Required (i.e. venipuncture, interpersonal, multi-tasking, anesthesia, computer literacy etc.): Must be able to be comfortable around and interact with…
From $19 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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5d
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
Condor Capital Wealth Management —Martinsville, NJ
Assist with answering the phones and responding to emails. Strong knowledge of Microsoft Office and related business productivity tools.
$55,000 - $65,000 a year
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7d
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
Quick Apply
6d
Confidential —Kirkland, WA
*Money Movement:* Handle money movement requests including capital calls, distributions, journals, trades, and asset transfers.
$75,721 - $90,000 a year
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6d
Mid-Large Asset Manager —New York, NY
Complete various value added projects for Sales and Investment teams including competitor and peer ranking analysis, search activity trends and other general…
$95,000 - $135,000 a year
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Thiesen Dueker Group —Fresno, CA
Continue to develop technical knowledge and expertise. With a footprint spanning over eight offices throughout the state, Thiesen Dueker provides ample…
$40,000 - $60,000 a year
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S&P Global —Albany, NY
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 - $75,258.57 a year
3h
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