1859
Client Services Associate jobs
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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6d
Confidential —Banning, CA
Collaborate with team members on various project implementation and marketing strategies for each client. Utilize marketing and sales strategies to aid clients…
From $600 a week
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10d
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: $35.1K - $44.4K 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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12d
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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Edwards Asset Management —Naples, FL
Assist in the implementation of client investment strategies. Handle client inquiries and resolve issues promptly.
$70,000 - $105,000 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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Sway Texas —Harlingen, TX
Bachelor's degree in Business, Finance, or a related field is strongly encouraged. Proficient in using customer relationship management (CRM) tools and…
$42,000 - $50,000 a year
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5d
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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10d
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…
Estimated: $43.4K - $54.9K a year
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Sutherland —Rochester, NY
Using your background in successful account management and marketing as the jumping off point, you’ll be trained on our customer’s advertising solutions …
$23 an hour
Tonka Financial Services —Hopkins, MN
Assist with answering phone calls or delegating faxes to appropriate staff member. ▪ Handle phone calls, faxes, and e-mails from clients and take action needed…
$46,693 - $48,954 a year
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General Equipment & Supply —Simpsonville, SC
Communicating with customers, making outbound calls to potential customers, and following up on leads. This job is about supporting GE&S customers by providing…
From $50,000 a year
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HighPoint Advisors, LLC —East Syracuse, NY
This role will support the growth of our firm and enable our advisors to continue to service their clients efficiently. Customer service: 1 year (Required).
$3,500 a month
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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: $33.6K - $42.5K a year
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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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STRATEGIC ENTERPRISES —Pomona, CA
As an Entry Level Client Relations Associate, you will serve as the primary point of contact for prospective customers and clients, offering expert guidance on…
$750 - $1,300 a week
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5d
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: $35.7K - $45.2K a year
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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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Fairfax Cryobank —Remote
Must be able to handle many inbound and outbound calls to and from clients, listen to our clients’ needs and provide helpful solutions to their concerns.
$20 an hour
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9d
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