1832
client services associate jobs
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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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
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
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
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
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
Quick Apply
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
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
Volkswagen SouthTowne —South Jordan, UT
You are placed with excellent Team leaders to help serve, coach and develop you in addition to closing close their deals. Generating leads for our F&I managers.
$70,000 - $100,000 a year
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4h
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
Marsh McLennan Agency-Northwest —Walla Walla, WA
Marsh McLennan Agency’s Business Insurance team is looking for a passionate and people-oriented customer service professional to develop, implement and deliver…
$39,000 - $72,700 a year
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
5h
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
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
Quick Apply
7d
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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11h
TSW Wealth Management —Framingham, MA
Please no phone calls or walk-ins. Communicate daily directly with clients over the phone, via email, and in person to help with service requests, answer…
$75,000 - $90,000 a year
Quick Apply
6d
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 $15.50 an hour
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New Orleans Auction Galleries —New Orleans, LA
Answer incoming calls and direct them to the appropriate person or department. As the first point of contact, create a warm and welcoming environment for…
Estimated: $33.8K - $42.8K a year
Quick Apply
5d
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.
Quick Apply
4h
Flagstar Bank —New York, NY
Answer a high volume of phone calls and respond to emails from clients and PCGs regarding banking queries such as: Balances, Transactions, Debit Card usage…
$19.85 - $36.46 an hour
4d
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