1860
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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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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1d
REI Communications —Hampton, VA
A Degree or pursuing a degree in a related field is a plus! Accept coaching to develop leadership skills and take on mentorship of new employees.
$45,000 - $55,000 a year
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1h
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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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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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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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
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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21h
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
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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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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22h
H&R Block —Rockford, IL
Provide assessment of client's business trends/results by generating and analyzing financial statements (e.g., profit and Loss statement (income statement),…
Estimated: $34.4K - $43.5K 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
15h
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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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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14h
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
5d
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
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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