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CLIENT SERVICE ASSOCIATE

Simple Plan Employer matching contributions up to 3 %. Vacation Available after six months of employment, based on length of employment. Medical/Sick Leave Seven days per calendar year. Bereavement Leave - Schedule based on...

CompanyInsight Financial Planning
AddressCrofton, NE
CategoryRetail
Job typeFull-Time
Date Posted 2 months ago See detail

Client Service Associate

Insight Financial Planning

Crofton, NE

Simple Plan Employer matching contributions up to 3 %. Vacation Available after six months of employment, based on length of employment. Medical/Sick Leave Seven days per calendar year. Bereavement Leave - Schedule based on...

2 months ago seen See more...

Senior Client Service Associate

Gemharvest

Stamford, CT

$80,000 - $120,000 a year

Serve as a primary lead for client onboarding and private wealth Client Services. Provide an excellent client experience for high net worth clients. Participate in the growth of a growing, independent RIA by servicing client needs...

2 months ago seen See more...

Associate IT Client Support Analyst

Hca Healthcare

Orlando, FL

Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transporta...

2 months ago seen See more...

Wealth Management Client Associate

York State Department Of Labor

New York, NY

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and...

2 months ago seen See more...

Associate IT Client Support Analyst

St. David's North Austin Medical Center

Austin, TX

Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transporta...

2 months ago seen See more...

Senior Client Service Associate

Linscomb & Williams Inc

Houston, TX

$70.1K - $88.7K a year

Bachelors or better...

2 months ago seen See more...

Client Success Associate (Entry level, Remote)

Infuse

Chicago, IL

We will review your application against our job requirements. We do not employ machine learning technologies during this phase as we believe every human deserves attention from another human. We do not think machines can evaluate...

2 months ago seen See more...

Client Sales Associate

Global Hr & Associates Co.

Monroe, CT

$16 an hour

Modern office setting. Food provided. Growth opportunities. Work-from-home days. Flexible schedule. 4 hour shift. Day shift. Evening shift. Morning shift. Monday to Friday. Weekends as needed....

2 months ago seen See more...

Client Advisory Sales Associate

First American Bank

Elk Grove Village, IL

Attend prospective client meetings with the Client Advisor or Business Development Officer, leveraging available tools, resources, and information to identify opportunities to create customized customer solutions. Plan, prepare, a...

2 months ago seen See more...

Client Support Associate

Nm Innovations

Simi Valley, CA

$750 - $1,300 a week

Engage in direct sales and customer interactions through targeted residential outreach campaigns. Present our clients available products and services, along with any promotions the customer may qualify for with the goal of enrolli...

2 months ago seen See more...

Marketing Coordinator/Client Service Associate

Conscious Capital Llc

Bluffton, SC

$40,000 - $50,000 a year

Schedule and manage meetings for clients and prospects. Manage client information, tasks, and reminders within CRM systems. Handle client check deposits and process various account transactions. Coordinate with the home office com...

2 months ago seen See more...

Client Service Associate

Sequoia Financial Group

Hilton Head Island, SC

Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team. Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our cl...

2 months ago seen See more...

Client Service Associate (Part-Time)

Dogpound

West Hollywood, CA

$35.4K - $44.8K a year

401(k). Employee discount. Opportunities for advancement. 4 hour shift. Monday to Friday. Weekends as needed....

2 months ago seen See more...

Registered Client Service Associate - NYC

Citi

New York, NY

$78,320 - $109,280 a year

Deliver wealth management services to clients with guidance from the Banker teams. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citig...

2 months ago seen See more...

J.P. Morgan Wealth Management- Private Client Investment Associate - Mishawaka, IN

Jpmorgan Chase Bank, N.a.

Mishawaka, IN

Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades. Aid the Advisors by building and maintaining cli...

2 months ago seen See more...

Verizon Client Support Associate

Apollo Consulting Group

Kent, WA

Confer with customers to provide information about products or services, deals or sales promotions, take or enter orders, or obtain confidential customer information. Attract potential new customers by answering product questions...

2 months ago seen See more...

Registered Client Services Associate

Central Pacific Bank

Honolulu, HI

H.S. Diploma or higher education and/or equivalent work experience required. 4+ years in sales/service or similar role required. Series 7 and Series 66 license required. Life and Health Insurance license required. Must be able to...

2 months ago seen See more...

Client Service Associate

Bank Of America

Chandler, AZ

$45.6K - $57.7K a year

The Client Service Associates role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). You will be part of a team of CAs supporting specific advisors and t...

2 months ago seen See more...

Client Support Associate

Rei Communications

Hampton, VA

$45,000 - $55,000 a year

Confidence in the ability to learn new skills and take on more responsibilities. Communicate efficiently and respectfully with everyone in the Client Support Associate and Management team. Ability to close sales, upsell products,...

2 months ago seen See more...

Client Service Operations, Senior Associate

State Street

Sacramento, CA

Not disclosed

Support the identification and resolution of work processing issues to streamline operations. Participate in task realignment activities including identification of work to be realigned, drafting procedures and providing training...

2 months ago seen See more...

Client Support Associate

Pacific Premier Bank

Addison, TX

Provide technical assistance, support and troubleshooting for Premier Property Pay Consumers and customers including but not limited general account inquiries, login assistance, payment research password resets for various systems...

2 months ago seen See more...

Client Care Associate - Money Movement Support (Bilingual English/Spanish)

Visa

Miami, FL

Provide service to clients via phone calls and online support cases that are advanced and escalated (Level 2 support). Proactively identify and solve complex problems that impact the management, relationship, and direction of the...

2 months ago seen See more...

Operations Client Service, Senior Associate

State Street

Sacramento, CA

Not disclosed

Provide timely accurate management reporting and issue log maintenance, under moderate supervision. Research and resolve exceptions and issues. Escalate unresolved issues to management as required. Reconcile and resolve discrepanc...

2 months ago seen See more...

Registered Client Service Associate

Morgan Stanley

Saint Paul, MN

Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains c...

2 months ago seen See more...

Full Time Floating Client Service Associate (Seasonal - Summer 2024)

Independent Bank Corporation

Caseville, MI

Bad Axe. Caseville. Sebewaing. Assist clients with transaction services and provide solutions in a friendly and efficient manner. Deliver financial solutions to clients utilizing the Independent Bank products and services. Gain an...

2 months ago seen See more...

Client Service Associate

Boston Wealth Management, Llc

Wayland, MA

We pride ourselves on helping individuals, families, businesses, and nonprofits achieve financial stability and independence.Why Work Here:- Opportunity for Growth: Join a dynamic team where your skills and contributions are value...

2 months ago seen See more...

Client Service Associate

Insight Financial Planning

Norfolk, NE

Simple Plan Employer matching contributions up to 3 %. Vacation Available after six months of employment, based on length of employment. Medical/Sick Leave Seven days per calendar year. Bereavement Leave - Schedule based on...

2 months ago seen See more...

Technical Client Services - Associate

Jpmorgan Chase & Co

Orem, UT

Serve as the first point of contact for clients for all Neovest related issues. Communicate with clients, understand their needs, and foster a strong relationship of trust with them. Provide front-line functional and technical sup...

2 months ago seen See more...

Operations Client Service, Senior Associate

State Street

Quincy, MA

Not disclosed

Act as the point of contact between both internal teams and external clients on the local market requirements to establish securities and cash accounts for our client base. Prepare and review foreign market account opening and ame...

2 months ago seen See more...

Associate Director, Health & Benefits, Client Service Team

Willis Towers Watson

Missouri, United States

Play a lead role in the design/management of group medical, dental, disability and time off plans for large, complex clients, including:Benefit plan analysis, design, cost savings and funding strategies.Vendor procurement, negotia...

2 months ago seen See more...

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