1952
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
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
Quick Apply
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
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
Red Bank Veterinary Hospital —Tinton Falls, NJ
Skills Required (i.e. venipuncture, interpersonal, multi-tasking, anesthesia, computer literacy etc.): Must be able to be comfortable around and interact with…
From $19 an hour
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
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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17h
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
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
ETA Jets —Boca Raton, FL
Bachelor’s degree in business or a related field required. This associate should be able to help maintain existing business with current clients, grow business…
$45,000 - $55,000 a year
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16h
Katapult Network —Arnold, MO
Support customer relations by answering inbound calls to provide information about products and services, take or enter orders, cancel accounts, or obtain…
$38,000 - $42,000 a year
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6d
Confidential —Brentwood, TN
We prefer that you’re already licensed (SIE, Series 7, Series 63) and you're comfortable placing trades and handling financial transactions.
Estimated: $42.9K - $54.3K a year
Quick Apply
10h
Club Z! Tutoring —Herculaneum, MO
Active teaching certification or a bachelor's degree. Willingness to travel up to 15 miles. *1x a week for 2 hours (one hour each student, back to back)*.
$21 an hour
Quick Apply
6d
Zacros America Hedwin Division —Newark, DE
Ensure accuracy of company order entry as it relates to the order, ship, and bill process: processing and confirmation of all customer orders to reflect order…
$45,915.08 - $55,295.58 a year
Quick Apply
16h
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
Quick Apply
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
Quick Apply
13d
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
Quick Apply
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
Quick Apply
18h
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
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