1833
Client Services Associate jobs
Shaw Insurance Services —Anderson, CA
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.
$45,000 - $55,000 a year
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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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Edwards Asset Management —Naples, FL
Assist in the implementation of client investment strategies. The ideal candidate will possess a strong understanding of wealth management, exceptional client…
$70,000 - $105,000 a year
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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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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: $31.2K - $39.5K a year
Gottshall Capital Partners —Manitowoc, WI
Handle all incoming calls and greet all incoming clients/prospects. Cultivates ideas to develop or help improve office systems and protocol.
$35,000 - $40,000 a year
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13d
NECS® —Jasper, IN
Perform data entry and maintain accurate client records. Proficient in using Microsoft Word, data entry and client records management, experience with Excel…
$15 - $16 an hour
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Monken Chrysler Nissan —Centralia, IL
The technical aptitude to master our sales tools. Day-to-day tasks will include developing and maintaining client relationships and providing product solutions…
$45,000 - $100,000 a year
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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: $35.4K - $44.9K 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
RIA Recruiting —Remote
Act as our “Director of First Impressions” by greeting clients by phone in a warm, friendly, and welcoming manner. 2+ years of financial services experience.
$55,000 - $70,000 a year
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CentralReach —Holmdel, NJ
We’re looking for people experienced in working within a customer service, who have a confident, friendly telephone manner and are motivated by helping clients…
Estimated: $50.9K - $64.4K a year
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6d
Vestwell —Remote
Successful candidates will be responsible for answering incoming client emails and calls, utilizing company policies to solve client issues, and escalating…
$55,000 - $60,000 a year
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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. We want you to apply!
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3h
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
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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5d
Vectra Bank Colorado —Steamboat Springs, CO
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays. Responsible for accurately processing debit and credit…
$20.00 - $22.50 an hour
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
Mingle Health —Remote
Serve as the primary point of contact for a subset of MIPS (Merit based Inventive Payment System) customers, including answering phones, monitoring Live Chat,…
$18 - $21 an hour
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INFUSE —Remote
Accountable for post-sale account management and driving account growth through excellent customer service and delivery, communication and on-boarding.
Estimated: $40.5K - $51.2K a year
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