Operations and Client Service Associate Jobs | Glassdoor

Operations and Client Service Associate Jobs

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  • 3.2
    Edelman Financial Services – New York, NY
    Est. Salary $50k-$73k
    2 days ago 2d
    a skilledClient Service Associate for our Grand Central (New York, NY) location. The Client Service Associate provides full support… Financial Planner, ensuring client satisfaction through direct contact with clients, vendors, and other operational employees, while adhering…
  • 3.5
    Haynes Mechanical Systems Inc – Greenwood Village, Arapahoe, CO
    1 days ago 15hr
    new business on Haynes Client Services product offering along with repairs and upgrades from that associated offering. At least 50%… while selling multi-year energy saving service contracts Work collaboratively with Hayes Client Services Group to drive business and…
  • 3.6
    SmithBucklin – Chicago, IL
    7 days ago 7d
    projects as needed Provide front-line customer service for client association members and prospects This Role Might Be for You… 100 percent employee-owned association management company, is looking for a Part-Time Client Operations Assistant to join our Healthcare…
  • 2.6
    Parkside Lending – Walnut Creek, CA
    Est. Salary $38k-$56k
    14 days ago 14d
    requirements. Collaborate with internal operations staff to ensure that service level agreements are met and that problems are… Correspondent) business channels. Serve as a resource for client inquiries throughout the entire loan process, by providing a…
  • 2.8
    Equity Trust Company – Sioux Falls, SD
    EASY APPLY
    Est. Salary $28k-$40k
    8 days ago 8d
    JOB SUMMARY: The Client Service Rep I provides inbound and outbound call servicing and operational support to individual… Maintains a professional approach to client service, consistent with Company protocol and service levels Complies with all internal…
  • 3.2
    Aftermath – Aurora, IL
    Est. Salary $44k-$71k
    3 days ago 3d
    information regarding service offerings and process to potential clients * Schedules appointments and maintains client contact prior… of contact with the client during the course of the project * Obtains insurance information from client * Follows up on prospective…
  • 3.7
    AgFirst – Columbia, SC
    Est. Salary $34k-$48k
    3 days ago 3d
    customer service skills for end user support Basic understanding of desktop computing equipment and mobile device operation Internship… agricultural lender with over $28 billion in assets, is seeking a Client Services intern. The intern will be responsible for conducting…
  • 4.4
    AMG Funds, LLC – Greenwich, CT
    Est. Salary $46k-$67k
    8 days ago 8d
    needed. KNOWLEDGE, SKILLS AND ABILITIES: Excellent client service skills. Highly proficient in Microsoft Office (specifically… Job Title: Client Services Analyst Department: Mutual Fund Services Location: Greenwich, CT JOB SUMMARY: Responsible for…
  • 3.2
    Edelman Financial Services – Silver Spring, MD
    Est. Salary $46k-$75k
    10 days ago 10d
    offices. The Regional Client Service Supervisor will act as a resource for Client Service Associates (CSAs) and Financial Planners… recommendations Supervise Client Service Associates in the following areas: Supporting Planner with new clients and related paperwork…
  • 4.3
    Country Club Bank – Kansas City, MO
    2 days ago 2d
    experience in financial services industry focusing on client service or operational functions. •Superior written and verbal communication… transfers •Client service including answering telephone as primary or secondary, taking messages, assisting client when able to…
  • 3.7
    MINDBODY, Inc – San Luis Obispo, CA
    Est. Salary $37k-$55k
    1 days ago 23hr
    representing the company to Clients via phone and email communications; educating them on the importance/value associated with our marketing… position communicates with existing MINDBODY Clients via phone and email, helps Clients make better use of our software capabilities…
  • 3.6
    BlackRock – Wilmington, DE
    Today 8hr
    with internal client support groups to create data structures and connecting the client to the appropriate client firm Coordinate… BDS Data team manages the onboarding of new clients/portfolios and supports client change requests. The team also focuses on cleansing…
  • 4.4
    AMG Funds – Greenwich, CT
    Est. Salary $46k-$67k
    9 days ago 9d
    KNOWLEDGE, SKILLS AND ABILITIES: Excellent client service skills. Highly proficient in Microsoft Office (specifically… Client Services Analyst Department: Mutual Fund Services Location: Greenwich, CT JOB SUMMARY: Responsible for…
  • 3.7
    Central Pacific Bank – Honolulu, HI
    Today 6hr
    high valued clients in loan and deposit accounts/relationships that meet with established lending and operational policies and… experience relevant to perform the job. Experience Associate I: 1+ years in commercial business or commercial mortgage…
  • 3.0
    ICMA RC – Richmond, VA
    Est. Salary $34k-$51k
    23 days ago 23d
    be provided for the associate. This position is responsible for acting as a support contact to clients assigned to the National… administrative questions and other tasks necessary to service the customer. • Visit client as part of training and retention efforts.…
  • 3.7
    Midland States Bank – Cleveland, OH
    1 days ago 16hr
    States Bank. Love Funding is an experienced FHA lender serving clients across the country from its headquarters in Washington D.C.… negatives of the transaction Advise originators and their clients on FHA and LFC requirements Promote quality loans, cite underwriting…
  • 2.8
    DoveLewis – Portland, OR
    Est. Salary $32k-$48k
    21 days ago 21d
    professionals and client service staff for their commitment to providing the most compassionate care to all clients and visitors,… Animal Hospital Association (AAHA), we strive for excellence in veterinary care and treat patients and clients with the highest…
  • 3.5
    Horizon Pharma – Lake Forest, IL
    Est. Salary $74k-$128k
    1 days ago 14hr
    technical/manufacturing contact in CMO, vendor, service provider, and internal client relations. Participates in compliance audits… Reviews and approves executed batch records, deviations, and associated analytical reports to ensure compliance. Directs investigations…
  • 3.7
    The Horton Group – Orland Park, IL
    Est. Salary $31k-$51k
    10 days ago 10d
    through the handling of various tasks associated with new and renewal business. As a client facing role, excellent customer care… JOB TITLE: Assistant Client Manager REPORTS TO: Team Manager – P&C Operations EXEMPT/NON-EXEMPT: Non-Exempt…
  • 3.7
    PrideStaff – Rancho Santa Margarita, CA
    1 days ago 12hr
    Margarita serving medical providers, clients and patients is looking for Client Service Associates. If you are bilingual, and have… contact with clients, policyholders, and healthcare providers Ensure clients receive the best customer service experience possible…
  • 3.4
    CliftonLarsonAllen – Charlotte, NC
    7 days ago 7d
    Demonstrates exceptional client service. Driven to succeed and genuinely interested in making a difference for our clients, while growing… Organizational Interfaces Client Leader reports to the Principal and interfaces with all areas of the Client Service Team as it relates…
  • 3.6
    Clements Worldwide – Washington, DC
    EASY APPLY
    24 days ago 24d
    Washington, D.C. SUMMARY: The Client & Partner Services Specialist will provide service to clients and partners, answering questions… changes and corrections to client accounts Monitor customer service mailboxes, adhering to Service Level Agreement (SLA) or other…
  • 3.6
    SmithBucklin – Chicago, IL
    9 days ago 9d
    for new client development strategy, including the examination and institutionalization of our existing full service client development… executive to lead, manage, and grow the new client development function for our full service and outsourced services business. The ideal…
  • 3.1
    Cision – New York, NY
    Est. Salary $38k-$60k
    4 days ago 4d
    Sales Operations Associate: The Sales Operations Associate is an entry-level sales support and client services role… briefings. This position includes research and analysis, client service, and administrative functions. The successful candidate…
  • 4.0
    Sikich LLP – Naperville, IL
    1 days ago 21hr
    NOC team. Assign client requests and proactive work as needed. Assist as an escalation resource for all client issues. Provide… Managed Services clients. Create and update documentation and deploy best practices at all Managed Services clients. Technical…
  • 3.8
    Goldman Sachs – Dallas, TX
    Est. Salary $27k-$39k
    1 days ago 13hr
    trading and asset management capabilities to clients around the world. In addition, Operations provides essential risk management and… interactions with traders and with external clients, as well as other internal operational areas. The team has a high focus on risk…
  • 3.5
    Glass Lewis & Co – San Francisco, CA
    Est. Salary $37k-$53k
    1 days ago 21hr
    Francisco, is currently seeking to hire a full-time Client Service Associate. Our ideal candidate is a recent college graduate who… data flow, communications with our operations teams, and fully support the Client Service Managers in their day to day work. This…
  • 3.9
    Sutter Physician Services – Emeryville, CA
    Est. Salary $49k-$78k
    4 days ago 4d
    with high level clients, executive level and regular staff At least 3 years experience in a customer service/support oriented… The Client Support Technical Coordinator is the client liaison, acting as the single point of contact for the client to manage…
  • 3.7
    Central Pacific Bank – Honolulu, HI
    Today 6hr
    high valued clients in loan and deposit accounts/relationships that meet with established lending and operational policies and… experience relevant to perform the job. Experience Associate I: 1+ years in commercial business or commercial mortgage…
  • 3.7
    Morgan Stanley – Deerfield, IL
    Est. Salary $36k-$53k
    Today 7hr
    Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial… PowerPoint. · Superior interpersonal, organizational and client service skills. Experience · Industry experience is a plus.…
  • 3.5
    UBS – Palo Alto, CA
    Est. Salary $43k-$63k
    Today 57min
    other materials for client meetings – collect the right documentation for opening new accounts and service requests – plan team… ll: – keep management systems up-to-date with client information – educate clients on account services and capabilities – help with…
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