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Client service associate Jobs

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11735 client service associate Jobs

  • Ameriprise Financial Logo3.8
    Ameriprise Financial
    Client Service Associate/Manager
    Mankato, MN
    $42K - $79K (Glassdoor est.)
    15d
    Job Description

    Step into an instrumental role. Help conduct the smooth operation of a fast-paced—
  • Ameriprise Financial Logo3.8
    Office Manager/Client Service Associate
    San Diego, CA
    $36K - $64K (Glassdoor est.)
    22d
    Job Description

    Step into an instrumental role in the exciting world of finance! Help conduct the smooth
  • North Kansas City Hospital Logo3.9
    Environmental Services Associate II Floor Tech
    North Kansas City, MO
    $27K - $63K (Glassdoor est.)
    8d

    Under the direction of department supervisors, completes assigned restorative cleaning projects.<
  • VWG Wealth Management Logo3.5
    Client Service Associate
    Vienna, VA
    $43K - $73K (Glassdoor est.)
    Easy Apply
    12d
    Job Overview Under general supervision, the Client Service Associate is responsible for overseeing all aspects of client services…+ year experience in the Financial Industry and/or client service and operations 4. …
  • Client Services Manager/ Registered Client Associate
    Bonita Springs, FL
    Easy Apply
    8d
    Description Job Summary: Under general supervision, uses advanced skills gained through training and experience to provide pro-active support to financial advisors and assist with efficient, quality client service…May service less active accounts. …Researches client and security information through the back office…
  • Client Services Manager/Registered Client Associate
    Naples, FL
    Easy Apply
    8d
    Description Job Summary: Under general supervision, uses advanced skills gained through training and experience to provide pro-active support to financial advisors and assist with efficient, quality client service…May service less active accounts. …Researches client and security information through the back office…
  • Client Service Associate
    Mercer Island, WA
    $50K - $60K (Glassdoor est.)
    Easy Apply
    25d
    Provide timely follow up and on-going communication to advisors and clients that exceeds client expectations and demonstrates exceptional service…Job Summary The candidate will work in a client-focused environment assisting advisors in servicing the needs of high net worth clients
  • 2.9
    Environmental Services Associate
    Catawba, VA
    $22K - $34K (Glassdoor est.)
    Easy Apply
    17d
    Catawba Hospital has an exciting opportunity for full-time Environmental Service Associate professionals interested in providing cleaning services to patient areas and offices… Days Family and Personal time off Community Service Hours Paid Short Term & Long…
  • First Republic Bank Logo4.2
    Client Service Associate
    Menlo Park, CA
    $39K - $77K (Glassdoor est.)
    2d
    Responsibilities Common goals, uncommon potential As a Client Service Associate, ideal candidates will act as a liaison between the Wealth Managers, the clients, and Private Wealth Management middle…What you'll do as a Client Service Associate: Provide sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events…
  • Client Service Associate
    KenTownshipood, MI
    Easy Apply
    24h
    The role of Client Service Associate is part of the Client Service/Operations team. …This role primarily is responsible for servicing daily business and service requests that flow into the Service…The Client Service Associate is responsible for working with Affiliated offices, various custodians and vendors to ensure the requests are processed as efficiently as possible…
  • Reilly, Penner & Benton, LLP Logo4.2
    Senior Accounting Services Associate - Milwaukee
    Milwaukee, WI
    $28K - $48K (Glassdoor est.)
    Easy Apply
    3d
    The Senior Accounting Services Associate will assist with the provision of outsourced controllership, bookkeeping, QuickBooks consulting, reconciling balance sheet accounts, preparation of sales… and use tax returns, 1099s, and payroll reporting services for clients. …The position may involve periodic local travel to client offices…
  • Client Service Associate, 5+ yrs financial industry admin experience
    Swansea, IL
    $31K - $67K (Glassdoor est.)
    Easy Apply
    15d
    Archford Capital Strategies, LLC is seeking a dynamic individual with a diverse set of skills to fill the Client Service Associate role…The Client Service Associate role is responsible for the proactive management of their client relationships and providing exceptional customer service
  • Client Service Associate
    Fullerton, CA
    $34K - $67K (Glassdoor est.)
    Easy Apply
    7d
    We are currently seeking a full-time Client Service Associate. … *Meeting follow up and tracking *RMD calculation and distribution *Client service requests *Processing client journals, ACH transfers, and distributions *Check processing…
  • Client Service Associate
    Warrensburg, MO
    $22K - $43K (Glassdoor est.)
    Easy Apply
    10d
    We are looking for a Client Service Associate that is an enthusiastic, quirky, articulate self-starter…Enjoys providing exemplary, energetic service and plays a central role in enhancing the client experience…
  • Dunham & Associates Investment Counsel, Inc. Logo3.5
    Client Services Associate - Financial Services
    San Diego, CA
    9d
    The firm's focus is on providing disciplined wealth management solutions and related services. …As a Client Services Associate, you will be responsible…Dunham is a thought leader in the financial services industry. …The way we work is a direct reflection of our company culture; we believe in accountability, putting our clients first, and constantly striving for growth…
  • U.S. Retirement & Benefits Partners Logo3.9
    Client Services Manager
    Visalia, CA
    $37K - $81K (Glassdoor est.)
    Easy Apply
    18d
    / Position Summary The Account Manager is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts…Job Qualifications At least 3 years client service experience with voluntary and/or worksite benefits…
  • Group O Logo3.3
    Client Services Representative
    Rock Island, IL
    $23K - $29K (Glassdoor est.)
    2d
    Overview: Group O is looking for a Client Services Representative to join our team…The Client Services Representative is responsible for setting up orders, providing order status updates and monitoring order completion. …
  • Administrative Assistant/Client Service Specialist
    Bend, OR
    $29K - $44K (Glassdoor est.)
    Easy Apply
    9d
    Client contact, customer service, and clerical support…Education: Associate (Preferred) Experience: Microsoft Office: 1 year (Preferred) Customer Service: 1 year (Preferred) Work Location: One location Work Remotely: No…
  • Republic Bank Logo2.9
    Sr. Customer Service Associate - 1601 Market
    Philadelphia, PA
    $32K - $54K (Glassdoor est.)
    Easy Apply
    15d
    Customer Service Associate, any Supervisory level staff or the Assistant Manager, as needed…Deliver Fanatic Customer Service
  • Alerus Financial Logo4.2
    Service Associate (part-time, 15 hours per week)
    Fargo, ND
    $36K - $99K (Glassdoor est.)
    24d
    **Must be able to work 15 hours per week** Position Summary: This position is empowered to serve our clients and exceed their expectations through service delivery excellence. …A Service Associate… is primarily responsible for client service and support by handling financial transactions for lobby…
  • Environmental Services Associate
    Hickory, NC
    Easy Apply
    1d
    Must be able to work independently and have great customer service skills and most of all be a team player…
  • Cassaday & Company Logo5
    Senior Wealth Management Client Services Associate
    Washington, DC
    Easy Apply
    11d
    Cassaday & Company Inc., a top wealth management firm in the country and Virginia’s #1 financial advisor, is seeking an experienced Senior Client Service Associate… they're getting from the company’s services. …The Senior Client Service Associate works cross-departmentally to ensure client expectations are met…
  • Client Service Associate
    Clayton, MO
    Easy Apply
    26d
    /repetitive to complex/challenging · Strong organizational and multi-tasking abilities to prioritize and manage numerous projects with different client service teams/individuals… · Prior experience in a Client Services role Excellent Benefits Include: · Competitive salary with individual and team-based bonus potential · 401(k…
  • Client Service Associate - 5 Years Experience
    Middleburg Heights, OH
    $34K - $72K (Glassdoor est.)
    Easy Apply
    2d
    Due to our continued growth and firm success, we are looking to partner with an experienced Client Service Specialist to become a key member of our team…This position is ideal for someone with 5 years or more of client service experience, and who wants to work with an industry leader…
  • Ameriprise Financial Logo3.8
    Client Service Associate
    Chicago, IL
    $35K - $64K (Glassdoor est.)
    23d
    Job Description Jensen & Associates, a Private Wealth Advisory practice of Ameriprise Financial, is hiring a Client Service Specialist to join our team…A Client Service Specialist with our practice will consistently follow high standards of professional ethics…
  • Client Services Manager
    Willowbrook, IL
    $28K - $58K (Glassdoor est.)
    Easy Apply
    19d
    The Client Services Manager position is the main contact to ensure orders…Company Description Perfetti Access Strategies is a sales and marketing agency, providing strategic guidance, sales services, analytics, retail activation, and digital marketing to consumer goods brands…
  • Registered Client Service Associate (Series 7)
    Greenwich, CT
    $25K - $57K (Glassdoor est.)
    Easy Apply
    26d
    Registered Client Service Associate Job Description Utilize systems & turnkey tools to assist financial advisors in servicing clients by gathering & analyzing client data, help prepare financial plans…Experience working in a client service environment. …
  • Senior Client Service Representative
    Youngstown, OH
    $28K - $59K (Glassdoor est.)
    Easy Apply
    19d
    We are adding highly motivated and energetic Client Services Representatives to our team and seeking experienced individuals to train and transition into managerial roles…Our Client Services Representatives help our company thrive and grow by helping us to maintain and improve customer relations in this ever-evolving…
  • Senior Registered Client Service Associate
    San Diego, CA
    $37K - $74K (Glassdoor est.)
    Easy Apply
    15d
    We’re looking for a Senior Registered Client Service Associate to: have preferably a Series 7 and Series 66 (63/65…. maintain CRM with up-to-date client information, tasks and detailed notes. educate clients on account services
  • Senior Client Service Associate
    Clayton, MO
    $35K - $68K (Glassdoor est.)
    Easy Apply
    2d
    Senior Client Service Associate “SCSA” duties: Partner with Founder / Operation Manager regarding HR duties; recruiting staff and maintain office policies…®) composites Supervising, monitor and evaluate Client Service Associate(s). …Assign and monitor Client Service Associate(s…
  • 3.8
    Client Services Representative
    Upper St Clair, PA
    $25K - $44K (Glassdoor est.)
    Easy Apply
    11d
    Awesome Life Group has an exciting opportunity for a Client Services Representative who is passionate about customer service and helping others improve their lives by ensuring they have a fair credit…By educating and assisting each client on their individual credit needs, our Client Services Representatives are making a difference in people’s lives each day…

Jobs

Job TitleEmployerLocationSalary
Client Service Associate/ManagerAmeriprise FinancialMankato, MN
Office Manager/Client Service AssociateAmeriprise FinancialSan Diego, CA
Environmental Services Associate II Floor TechNorth Kansas City HospitalNorth Kansas City, MO
Client Service AssociateVWG Wealth ManagementVienna, VA
Client Services Manager/ Registered Client AssociateConfidentialBonita Springs, FL
Client Services Manager/Registered Client AssociateConfidentialNaples, FL
Client Service AssociateEQ Wealth Management LLCMercer Island, WA
Environmental Services AssociateCatawba HospitalCatawba, VA
Client Service AssociateFirst Republic BankMenlo Park, CA
Client Service AssociateRegal Financial GroupKenTownshipood, MI
Senior Accounting Services Associate - MilwaukeeReilly, Penner & Benton, LLPMilwaukee, WI
Client Service Associate, 5+ yrs financial industry admin experienceArchford Capital Strategies, LLCSwansea, IL
Client Service AssociateWalker Wealth StrategiesFullerton, CA
Client Service AssociateMurdock Banner Financial Group, LLCWarrensburg, MO
Client Services Associate - Financial ServicesDunham & Associates Investment Counsel, Inc.San Diego, CA
Client Services ManagerU.S. Retirement & Benefits PartnersVisalia, CA
Client Services RepresentativeGroup ORock Island, IL
Administrative Assistant/Client Service SpecialistFortress Tax ReliefBend, OR
Sr. Customer Service Associate - 1601 MarketRepublic BankPhiladelphia, PA
Service Associate (part-time, 15 hours per week)Alerus FinancialFargo, ND
Environmental Services AssociateTrinity RidgeHickory, NC
Senior Wealth Management Client Services AssociateCassaday & CompanyWashington, DC
Client Service AssociateCorrect Capital Wealth ManagementClayton, MO
Client Service Associate - 5 Years ExperienceFidato WealthMiddleburg Heights, OH
Client Service AssociateAmeriprise FinancialChicago, IL
Client Services ManagerPerfetti Access StrategiesWillowbrook, IL
Registered Client Service Associate (Series 7)Newman & Associates/Ameriprise FinancialGreenwich, CT
Senior Client Service RepresentativeBURKE DECORYoungstown, OH
Senior Registered Client Service AssociateCapital Growth, Inc.San Diego, CA
Senior Client Service AssociateCorrect Capital Wealth ManagementClayton, MO
Client Services RepresentativeAwesome Life Group LLCUpper St Clair, PA
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