1945
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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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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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
CH Carolina Herrera —Scottsdale, AZ
For the company clientele, providing excellent customer service and driving customer loyalty. Processing transactions accurately and efficiently.
From $20 an hour
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23h
Firstrade Securities Inc. —Orlando, FL
Daily interaction with customers by responding to inbound email and phone calls regarding investment information and services as needed.
$18 - $20 an hour
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CK Power —St. Louis, MO
Valid driver’s license and ability to travel as required up to 25% of the time to customer locations. Experience with diesel engines or similar equipment…
From $50,000 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
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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19h
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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Madison Trust Company —Sioux Falls, SD
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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20h
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
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
Family, Wealth and Legacy, LLC —Remote
Collaborate with advisors and clients to design, implement, and monitor financial plans. Prepare paperwork for client transactions, including, but not limited…
$40,000 - $55,000 a year
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21h
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.
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12h
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
Aventiv Technologies —Hinton, OK
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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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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Bessemer Trust Company —Stuart, FL
Handle routine communication with clients and their advisors via telephone, email and fax. Work with Client Administration Team to open accounts and coordinate…
Estimated: $62.5K - $79.1K a year
TriStar Centennial Medical Center —Nashville, TN
Education assistance (tuition, student loan, certification support, dependent scholarships). Provide technical support to the end user.
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12h
Katapult Network —Affton, MO
Assist customers with routine account-related requests such as funds transfers, stop payments, inquiries about bank deposit products and service charges,…
$38,000 - $42,000 a year
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5d
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