1830
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
Quick Apply
Bessemer Trust Company —Stuart, FL
Handle routine communication with clients and their advisors via telephone, email and fax. Work with Client Administration Team to open accounts and coordinate…
Estimated: $62.5K - $79.1K a year
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
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
Quick Apply
5d
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
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
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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1h
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
Quick Apply
5d
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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8h
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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4d
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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TSW Wealth Management —Framingham, MA
Communicate daily directly with clients over the phone, via email, and in person to help with service requests, answer questions, and problem-solve across a…
$75,000 - $90,000 a year
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6d
Condor Capital Wealth Management —Martinsville, NJ
Assist with answering the phones and responding to emails. Our services include a personal relationship with our portfolio managers and certified financial…
$55,000 - $65,000 a year
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7d
HCA Florida South Tampa Hospital —Tampa, FL
Education assistance (tuition, student loan, certification support, dependent scholarships). Provide technical support to the end user. We want you to apply!
Quick Apply
1h
TriStar Centennial Medical Center —Nashville, TN
Education assistance (tuition, student loan, certification support, dependent scholarships). Provide technical support to the end user.
Quick Apply
1h
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
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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