1866
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
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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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
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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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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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
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
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
Katapult Network —Affton, MO
Assist customers with routine account-related requests such as funds transfers, stop payments, inquiries about bank deposit products and service charges,…
$38,000 - $42,000 a year
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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
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
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
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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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
Business Management Firm —Braintree, 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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4d
HCA Florida South Tampa Hospital —Tampa, FL
Education assistance (tuition, student loan, certification support, dependent scholarships). Provide technical support to the end user.
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14h
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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21h
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