1845
client services associate jobs
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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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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Century Group —Walnut Creek, CA
Company matching 401(k) plan, Life Insurance, Parental Leave Benefits, Paid Time Off (PTO) and 10 paid holidays. Ability to generate new business opportunities.
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
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6d
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
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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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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9d
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
Bank of America —Towson, MD
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
Estimated: $60.7K - $76.9K a year
10d
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
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5d
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
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
C.H Robinson —Milwaukee, WI
Maintain a sense of urgency in addressing both your teammates' customers and your own developing portfolio of customers. 401(k) with 6% company matching.
Estimated: $46.2K - $58.5K a year
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
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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M2 Management Group —Cleveland, OH
Answer and evaluate incoming phone calls with the ability to handle general questions mitigating transfer call volume. Assist walk-in clients and vendors.
$60,000 - $70,000 a year
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3d
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
Citi —Queens, NY
Manage high call volume, screen and prioritize phone calls, take initiative with client inquiries. Appropriately assess risk when business decisions are made,…
$61,280 - $85,520 a year
Paradigm Wealth Partners —Chattanooga, TN
Bachelor’s degree in Finance, Business Administration, or related field preferred. Execute transactions and client requests.
From $46,000 a year
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Ascendo Resources —Miami, FL
Process account transactions, including trades, deposits, withdrawals, and transfers accurately and in a timely manner.
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3d
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