client services associate jobs

Payroll and HR Services —Waikoloa, HI

Administer employee benefits in accordance with federal, state, and company regulations. The Payroll, Admin & Client Services Associate supports management and…

Shaw Insurance Services —Anderson, CA5

A California Insurance license and a minimum of 1-year commercial lines experience is a mandatory prerequisite. This is a full-time position, M-F 8-5.

Monarch Wealth Strategies —Santa Barbara, CA5

Professionally greet and assist visitors in support of other team members; help to ensure that all clients are made to feel welcome and that all visits are…

Streamline Family Office Inc. —Medfield, MA

Download transactions from bank/credit cards and categorize. _*Streamline curates integrated infrastructure for ultra-wealthy families to maximize strategic…

Cristo Rey Jesuit High School, Milwaukee —Milwaukee, WI

Valid driver’s license; must be insurable with good driving record. Ability to work independently in a fast-paced environment; manage own time; territory…

apree health —Remote2.1

The ideal candidate will have experience driving complex projects to completion end to end, knowledge of the US healthcare system and the ability to read and…

Lake Ridge Bank —New Glarus, WI4

Process all transactions that come through the CSA area including but not limited to cashing checks, performing withdrawals, making deposits, processing loan…

Raymond James Financial, Inc. —Maite, GU3.8

With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.

Knipper HEALTH —Somerset, NJ3

Support the coordination of 3rd party field audits for sales representative, and issue program instructions to external PDMA auditors in adherence with client…

Vestwell —Remote4.5

Successful candidates will be responsible for answering incoming client emails and calls, utilizing company policies to solve client issues, and escalating…

Tri county Lumber —Jefferson, IA

Retail lumber yard home center- we are a full line yard selling floor coverings-paint - hardware -electrical-plumbing - millwork- doors windows - also we are…

Spectrum Accounting —Springfield, MO

(Optional) Preparation of business and business owner's income tax returns. Classify expense transactions into proper categories.

Issaquah Food & Clothing Bank —Issaquah, WA

A valid Licensed Independent Clinical Social Worker (LICSW), or a valid Licensed Advanced Social Worker (LASW), or a valid Licensed Social Work Associate and…

Wymer Brownlee Tax & Financial Management —Oklahoma City, OK

Bachelor's degree in Business Administration, Finance, or a related field. This position works in-office coordinating client relationships and work in progress…

ReloShare —Remote

Handle incoming calls and support other administrative functions as needed. This role is perfect for those who have a knack for customer service, thrive in fast…

Clelan & Company —Camp Hill, PA

Bachelor’s degree (finance or related field preferred). The individual must be committed to gaining a broad base of knowledge across all functions of the…

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…

Compound —Massachusetts

A self-solving mindset, meaning that you work through problems to find a solution on your own first using prior experience, resources, and context before asking…

Lakes Precision Inc. —Three Lakes, WI

We are looking to grow our professional team by hiring a person that can assist our sales and logistics teams with customer support, data entry and development…