1847
client services associate jobs
Fincadia Capital Partners —New York, NY
This opportunity involves active client interaction to provide platinum level high touch service for our clients. Excellent verbal and written communication.
$45,000 - $50,000 a year
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Confidential —Banning, CA
Collaborate with team members on various project implementation and marketing strategies for each client. Utilize marketing and sales strategies to aid clients…
From $600 a week
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9d
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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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
ChildNet Youth and Family Services —Palm Desert, CA
Underwriting requirements of this agency include keeping a valid California driver’s license, valid auto liability insurance on file, and maintaining a good…
$23 - $24 an hour
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10d
Sway Texas —Harlingen, TX
Bachelor's degree in Business, Finance, or a related field is strongly encouraged. Proficient in using customer relationship management (CRM) tools and…
$42,000 - $50,000 a year
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4d
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.
Summit Financial, LLC —Parsippany, NJ
Sort incoming mail for advisors and team. Develop and carry out an efficient documentation and filing system. Ability to multitask and prioritize daily workload…
From $65,000 a year
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10d
Business Management Firm —Boston, MA
Develop an unparalleled knowledge of all our clients’ products and services to better educate consumers, answer questions, and provide effective solutions to…
$750 - $1,250 a week
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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
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6d
AdviceOne LLC —Glastonbury, CT
Relationship building with our clients and prospective clients. Financial services experience not required. Maintaining the appearance of our client spaces.
From $60,000 a year
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11d
Alpha K-Net inc —Pasadena, CA
Confidently answer customers’ questions regarding products or services and overturn objections. Engage directly with customers and clients alike to develop…
$43,000 - $55,500 a year
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12d
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
4d
Mutual of Omaha —Sanbornton, NH
Proactively manage quote activities, develop relationships with broker partners, and contribute to achieving ambitious sales goals.
Estimated: $43.1K - $54.5K a year
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: $43.3K - $54.9K a year
Glassman Wealth Services —Vienna, VA
Process data entry updates and check filing. At least two to three years of strong and relevant work experience, preferably in similar positions and…
Estimated: $57.8K - $73.1K a year
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Northwestern Mutual —Boise, ID
Bachelor’s Degree in business, finance and/or related field. Process, or collaborate with others to complete insurance and investment service requests such as…
$45,000 a year
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Prism Medical Products, LLC —Elkin, NC
Manage large amounts of inbound and outbound calls in a timely and courteous manner. Effectively navigate Medicare, private insurance, and Medicaid patient…
Estimated: $28.4K - $36K a year
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Vizient, Inc. —Irving, TX
Assist in developing internal FAQ (Frequently Asked Questions) library and best practice guides for ENVI (IOS) users. No prior work experience required.
$45,100 a year
3d
Daniels & Erickson, P.C. —Dallas, TX
Processing tax returns – exporting for electronic filing, reviewing transmittal letters and filing instructions for accuracy, and printing client version…
Estimated: $45.8K - $58K a year
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11d
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