1848
client services associate jobs
Lake Ridge Bank —New Glarus, WI
Process all transactions that come through the CSA area including but not limited to cashing checks, performing withdrawals, making deposits, processing loan…
Estimated: $30.7K - $38.9K a year
Marsh McLennan Agency-Northwest —Walla Walla, WA
Marsh McLennan Agency’s Business Insurance team is looking for a passionate and people-oriented customer service professional to develop, implement and deliver…
$39,000 - $72,700 a year
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: $33.6K - $42.6K a year
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Savant Wealth Management —Rockford, IL
You will maintain a high level of technical knowledge by participating in educational opportunities and reading technical publications.
Estimated: $45.6K - $57.8K a year
Gould Financial Group —Deerfield, IL
Illinois Life & Health insurance license obtained within 90 days of start date. Handle complex insurance client service issues and process incoming client…
$50,000 - $60,000 a year
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4h
S&P Global —University of Richmond, VA
Customer service experience from any field is a plus! Bachelor's degree (Finance, Economics, or related field preferred). Grade Level (for internal use): 07.
$43,740.00 - $75,258.75 a year
4d
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…
Estimated: $38.8K - $49.1K a year
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Bank of America —Florham Park, NJ
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
Estimated: $83.9K - $106K a year
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
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5d
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…
$65,000 - $80,000 a year
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Bank of America —Walnut Creek, CA
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
Estimated: $66.3K - $84K a year
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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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…
$55,000 - $65,000 a year
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Monarch Wealth Strategies —Santa Barbara, CA
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…
From $23 an hour
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Ullmann Wealth Partners —Jacksonville Beach, FL
This includes authenticating incoming and outgoing client calls. We are required to perform authentication callbacks for high-risk transactions, such as third…
$65,000 - $75,000 a year
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Syndicate Group Inc. —Eugene, OR
Process in-person sales transactions to meet team and individual goals, enhancing the overall shopping journey. High School Diploma or equivalent.
$65,000 - $95,000 a year
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Infosys —United States
Client relationship management and business development: manage client relationships, build a portfolio up to $10M, own the opportunity management cycle:…
Estimated: $87.4K - $111K a year
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4d
GemHarvest —Houston, TX
Bachelor’s degree in Business, Finance, or a related field. Participate in the growth of a fast growing, independent RIA by servicing client needs, and…
$90,000 - $105,000 a year
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12d
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…
$35,276.80 - $42,483.89 a year
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Verano —Branchburg, NJ
Collaborate with Marketing to execute in-store activations and promotional events aimed at increasing brand visibility and driving sales within dispensaries.
$65,000 a year
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