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
For the company clientele, providing excellent customer service and driving customer loyalty. Processing transactions accurately and efficiently.
$16 - $18 an hour
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Client Service Associate (Teller) 20 hours - Steamboat Springs, CO
Vectra Bank Colorado —Steamboat Springs, CO
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays. Responsible for accurately processing debit and credit…
$20.00 - $22.50 an hour
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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3rd Grade Tutor PT (All Core Subjects) In Client's Home $25/Hour
Club Z! Tutoring —Crockett, CA
Active teaching certification or a bachelor's degree. Willingness to travel up to 15 miles. Club Z! Tutoring is looking for a tutor to assist *a student with…
$25 an hour
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8d
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
Quick Apply
3d
Client Operations Associate
AdviceOne LLC —Glastonbury, CT
We have opportunities for recent graduates looking to start at entry level and for candidates who already have work experience. Short- and long-term disability.
From $60,000 a year
Quick Apply
8d
Client Service Associate
Vicus Capital —State College, PA
Ability to work without close supervision, exercise independent judgment and problem-solving, as well as collaborating in a team environment.
Estimated: $38.2K - $48.3K a year
Quick Apply
3d
Client Services Associate -- Wealth Management
TPM Placement —Plymouth, MA
Proofreading (or quality assurance) skills to ensure that own work is in accordance with advisor or broker/dealer (Commonwealth Financial Network) criteria.
$60,000 - $70,000 a year
Quick Apply
Entry Level Client Relations Associate
STRATEGIC ENTERPRISES —Pomona, CA
As an Entry Level Client Relations Associate, you will serve as the primary point of contact for prospective customers and clients, offering expert guidance on…
$750 - $1,300 a week
Quick Apply
2d
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
Quick Apply
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 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 Success Associate (Entry level, Remote)
INFUSE —Remote
Accountable for post-sale account management and driving account growth through excellent customer service and delivery, communication and on-boarding.
Estimated: $39.9K - $50.5K a year
Quick Apply
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 SERVICE /NEW ACCTS ASSOCIATE.
Mirau Capital Management —Ruidoso, NM
Receive incoming client service calls in a friendly manner. SCHEDULING. Answer phones & greet clients in a friendly, positive and warm manner.
$19 - $21 an hour
Quick Apply
3d
Registered Wealth Management Client Associate
Bank of America —High Point, NC
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
Estimated: $75.2K - $95.2K a year
2d
Client Success Associate (Entry level, Remote)
INFUSE North America —Remote
Accountable for post-sale account management and driving account growth through excellent customer service and delivery, communication and on-boarding.
Estimated: $41.7K - $52.8K a year
Client Service Associate
Houston Business Firm —League City, TX
Work cross-functionally to identify ways to enable world-class customer service and sales practices at a scale. Highschool diploma or equivalent is preferred.
$3,000 - $4,500 a month
Quick Apply
9d

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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

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Inside Sales/Customer Service Representative

Client Operations Associate

Client Service Associate

Client Services Associate -- Wealth Management

Entry Level Client Relations Associate

Client Relations Associate - Corporate Work Study program

Client Service Associate

Client Experience Associate - Texas

Client Services Associate - Mailroom Associate

Client Success Associate (Entry level, Remote)

Client Service Associate

CLIENT SERVICE /NEW ACCTS ASSOCIATE.

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Client Success Associate (Entry level, Remote)

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