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CLIENT SERVICE ASSOCIATE

Fun, customer friendly and exciting work environment. Seasonal employment is perfect for busy parents, retiree's, college students, perfect for any life-style. Work around your busy life with flexible scheduling options, part-time...

CompanyJackson Hewitt - 4464
AddressBranson, MO
CategoryRetail
Job typeFull-Time
Date Posted 2 months ago See detail

Client Service Associate

Jackson Hewitt - 4464

Branson, MO

Fun, customer friendly and exciting work environment. Seasonal employment is perfect for busy parents, retiree's, college students, perfect for any life-style. Work around your busy life with flexible scheduling options, part-time...

2 months ago seen See more...

Client Service Associate

Jackson Hewitt

Westgate, IA

Corporate discount program. Opportunities for advancement within the organization or as a tax pro. Tax preparation training. Continuing tax education. And More! Strong interpersonal and communication skills. Experience in a fast-p...

2 months ago seen See more...

Client Service Associate - Doylestown, PA

Raymond James Financial, Inc

Doylestown, PA

This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. Essential Duties and Responsibilities...

2 months ago seen See more...

Client Service Associate

Edelman Financial Engines

Burlington, MA

Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork. Supervise client account activity, researching and resolving issues. Prepare and review all new...

2 months ago seen See more...

Client Service Associate

Edelman Financial Engines

Florida, United States

$66.8K - $84.5K a year

Support a group of planners in various locations to coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork Supervise client account activity, researchin...

2 months ago seen See more...

Client Service Associate- Registered

Stifel

Carlsbad, CA

$44,000 - $55,000 a year

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of...

2 months ago seen See more...

Client Service Associate

Stifel Financial

Bethel Park, PA

$45.8K - $58K a year

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of...

2 months ago seen See more...

Client Service Associate - Registered

Stifel, Nicolaus & Co., Inc.

Ohio, United States

$41.4K - $52.4K a year

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of...

2 months ago seen See more...

J.P. Morgan Wealth Management - Private Client Investment Associate - Santa Clara, CA

Jpmorgan Chase & Co

Santa Clara, CA

$26.49 - $37.50 an hour

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...

Client Service Associate - Non Registered

Stifel, Nicolaus & Co., Inc.

Roseville, CA

$44,900 - $54,900 a year

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Support the daily administration of the FAs business by opening client accounts, preparing a...

2 months ago seen See more...

Brokerage Registered Client Service Associate - Greenville, SC

Truist Bank

Greenville, SC

$60.8K - $77K a year

This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.This position is working in the of...

2 months ago seen See more...

Client Service Associate

Beacon Pointe Advisors

Greensboro, NC

$49.2K - $62.3K a year

Responds to routine client requests via phone, email and/or other contact methods. Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly. Records client inquires includi...

2 months ago seen See more...

Client Service Associate

Stifel

Florham Park, NJ

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of...

2 months ago seen See more...

Operations Client Service, Senior Associate

State Street

Quincy, MA

$68.9K - $87.2K a year

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...

Client Service Associate

Wealth Enhancement Group

Fort Myers, FL

Ensures accurate completion of prospect or new client paperwork and account set up. Follow up on funds transfer from surrendering company. Maintains (CRM) database and client files (Filing, copies, data input). Research and follow...

2 months ago seen See more...

Client Service Associate

Jackson Hewitt - 3562

Duncan, SC

Corporate discount program. Opportunities for advancement within the organization or as a tax pro. Tax preparation training. Continuing tax education. And More! Strong interpersonal and communication skills. Experience in a fast-p...

2 months ago seen See more...

Client Service Associate

Jackson Hewitt

Duncan, SC

Corporate discount program. Opportunities for advancement within the organization or as a tax pro. Tax preparation training. Continuing tax education. And More! Strong interpersonal and communication skills. Experience in a fast-p...

2 months ago seen See more...

Associate, Client Service, Asia International Team, Mandarin Speaker, 2024

Alphasights

New York, NY

$75,000 a year

Client service: Field incoming client briefs and utilize your business acumen to find and recommend the most relevant experts for each project. Complete tasks across multiple projects quickly and under pressure and go the extra mi...

2 months ago seen See more...

Client Success Associate (Entry level, Remote)

Infuse

Des Moines, IA

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...

Associate Client Development Director

Integration Appliance, Inc.

New York, NY

Drive expected value out of target region/market across various segments of Private Capital. Identify and qualify prospects via: targeted networking, internal Sales Development Resources, regional leadership initiatives, existing...

2 months ago seen See more...

Associate Vice President for Client Growth

Guidepoint

New York, NY

Develop a working knowledge of industry coverage and the competitive landscape. Partner with management to increase user base at client firms. Monitor client usage to proactively promote Guidepoint subscriptions. Conduct outbound...

2 months ago seen See more...

Asociado de Servicio al Cliente (Customer Service Associate)

Daniel S Spiro Companies Ltd

Scottsdale, AZ

$15 - $18 an hour

401(k). Dental insurance. Health insurance. On-the-job training. Paid time off. Vision insurance. No experience needed. 8 hour shift. Day shift. Monday to Friday. In-person. Office....

2 months ago seen See more...

Client Data Account Maintenance Associate

Jpmorgan Chase Bank, N.a.

Westerville, OH

You will support full service wealth clients/advisors and self-directed Client Data and documentation for CWM, JPMS, and PB. Principal duties include reviewing and approving the brokerage Account Maintenance service requests in ac...

2 months ago seen See more...

Client Service Associate

Newedge Capital Group Llc

Stamford, CT

Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, etc.). Collect appropriate documentation to set up new accounts and services. Open new acc...

2 months ago seen See more...

Client Service Associate

Apollon Wealth Management

Denver, CO

$21 - $33 an hour

Serve as the point of contact for clients, responding promptly to inquiries via email and telephone during business hours, ensuring excellent customer service and satisfaction. Provide back-office investment operations support to...

2 months ago seen See more...

Client Service Associate

Fortress Investment Group Llc

New York, NY

$100,000 - $140,000 a year

Responding to daily investor inquiries via phone and email; investigating and problem solving on topics which can range from reporting, performance, fund documents/guidelines and investment related queries. Facilitating capital ac...

2 months ago seen See more...

Client Service Associate

Oxford Financial Group, Ltd.

Palm Beach, FL

$53.6K - $67.9K a year

Assists with the preparation and review of client-focused presentation materials. Troubleshoots client issues and directs effort to conclusion. Coordinates in obtaining all required information needed by support teams to complete...

2 months ago seen See more...

Client Onboarding Associate

Standish Management

Chicago, IL

$48.9K - $61.9K a year

Assist internal engagement teams with onboarding activities, such as providing access to folders, group mailboxes, and other engagement activities. Compile and organize investor CRM information. Assist with data validations, loads...

2 months ago seen See more...

Client Service Associate

Care Options For Kids

Delray Beach, FL

$18 - $22 an hour

401(k). 401(k) matching. Dental insurance. Health insurance. Paid time off. Vision insurance. Monday to Friday. Home Health: 1 year (Preferred). Customer Service: 1 year (Preferred)....

2 months ago seen See more...

Client Success Associate

Sfox

Remote

$50.7K - $64.2K a year

Follow global market trends and events, and competently articulate their impacts on the cryptocurrency markets to our clients. Quickly learn and stay current on all of our products, services, platforms and API channels. Provide ou...

2 months ago seen See more...

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What are the top cities open Client Associate jobs?

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What companies are hiring for Client Associate jobs?

The top companies hiring now for Client Associate jobs are Albourne, AnywhereWorks, Brown Brothers Harriman & Co., Creative Financial Group, EmblemHealth, HSBC, Movable Ink, Mutual of America Financial Group, Neuberger Berman, Patra Corporation, Paycom Payroll Llc, Pioneer Executives, Rockefeller Capital Management, Simmons Bank, The Mather Group,

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