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CLIENT SUCCESS ASSOCIATE

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...

CompanySfox
AddressRemote
CategoryInformation Technology
Salary$50.7K - $64.2K a year
Date Posted 2 months ago See detail

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...

Client Service Associate

Indelicato & Coffey

Waltham, MA

$50,000 - $60,000 a year

Review and update client information as needed for client review meetings. Prepare final deliverables for upload to the online file manager. Follow-up with prospects or clients with notes or letters signed by advisor(s). Ensure co...

Associate, Client Processing Representative II

Bny Mellon

Pittsburgh, PA

$65.6K - $83K a year

Participates in processing update to client accounts and company records to ensure they are managed correctly and in a timely manner. Trains staff in technical tools and skills as well as specific internal or external client suppo...

Associate Client Support Engineer

Ensono

Remote

$71.3K - $90.2K a year

Managing all incident/requests logged into the queue. Managing client communication on all issues and requests. Proactively reviewing high level problem management. Reducing the number of repeat issues through route cause analysis...

Client Services Associate

D S Simon Media

Remote

From $58,500 a year

Working with the sales team to develop proposals and contracts for new business opportunities. Assisting the teams with creating materials for new business presentations. Reviewing analytics from the company sales database to iden...

Associate, Aladdin Wealth Tech Client Relationship Manager

Blackrock

New York, NY

$115,000 - $140,000 a year

Develop a strong working relationship with clients to support implementation and adoption of tools, including developing and delivering training and marketing materials for client use Develop strong relationships with all groups w...

Client Service Associate

Jackson Hewitt - 2357

Gallatin, TN

$12 an hour

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...

Client Accounting Associate

Ellin & Tucker, Chartered

Baltimore, MD

Retain and grow relationships and business opportunities with assigned clients through direct communication. Perform QuickBooks accounting functions such as software setup, day-to-day data entry, review Chart of Accounts, and prep...

Bilingual Client Relations Associate

Abacus Credit Counseling

Arizona, United States

$18 an hour

401(k). Dental insurance. Health insurance. Work from home. No experience needed. 8 hour shift. Every weekend. Monday to Friday. Remote. Arizona (Required)....

Client Services Associate (San Juan, Puerto Rico)

Insights Driven Research

San Juan, PR

$38,000 - $40,000 a year

Serve as a single point of contact with assigned clients. Coordinate with clients on the execution of their respective projects. Keep clients updated on the status of their projects and ensure that expectations are adequately mana...

Experienced Tax Associate - Private Client Services (Hybrid)

Andersen

Boston, MA

Engage in the Tax Preparation, Planning, Consulting and Research processes; and. Receive formal PCS and on the job training in daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techni...

Client Services Associate (remote, must reside in San Antonio, TX)

Carebox

San Antonio, TX

$17 - $20 an hour

401(k). Dental insurance. Flexible spending account. Health insurance. Health savings account. Life insurance. Paid time off. Vision insurance. Work from home. Monday to Friday. Bachelor's (Required). San Antonio, TX (Required)....

Client Success Associate

Bottomline

Portsmouth, NH

$54.9K - $69.5K a year

Resolve customer inquiries by educating customers about the value of the Paymode-X services delivered while protecting revenue within the existing customer portfolio. Ensure Customer engagement with Paymode-X service and features...

Client Service Associate

Adara Wealth Management

Tucson, AZ

$40,000 - $55,000 a year

Health insurance. Dental insurance. Vision insurance. Life insurance. Long-term disability insurance. Supplemental Voluntary insurance including accident, critical illness, hospital indemnity, and legal. Retirement benefits with c...

Client Services Associate

Aspire Wealth Partners

Tucson, AZ

$50,000 - $60,000 a year

401(k). 401(k) matching. Dental insurance. Health insurance. Health savings account. Life insurance. Paid time off. Professional development assistance. Retirement plan. Vision insurance. 8 hour shift. Day shift. Monday to Friday....

New Business/Client Services Associate

Fss Group

Texas, United States

$40,000 a year

Paid time off. Bonus opportunities. Day shift. Highland Village, TX: Relocate before starting work (Required)....

Client Support Associate - Remote

First American Bank

Dundee, IL

$38.9K - $49.2K a year

Perform wealth management Client Support functions, including but not limited to; opening accounts, closing accounts, and other projects for the wealth management customer base. Maintain electronic imaged files (Synergy). Maintain...

Client Service Associate

Armstrong Advisory Group

Texas, United States

From $60,000 a year

401(k). 401(k) matching. Dental insurance. Flexible spending account. Health insurance. Life insurance. Paid time off. Parental leave. Tuition reimbursement. Vision insurance. Bonus opportunities. Monday to Friday. Associate (Requ...

Client Service Associate (Charles Schwab platform experience)

Lead Advisor, Llc

East Hanover, NJ

$70,000 - $80,000 a year

Assist advisor in client meetings. Assist clients with task completion. Responsibility for client satisfaction. Client paperwork. Account applications. Transfer forms. Change of address forms. Move Money forms. Rollovers. Input po...

Client Service Associate - Part-time

Stifel

Kalispell, MT

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...

Client Services Associate

The Pacific Financial Group

Antioch, TN

$39.5K - $50K a year

Setup new accounts in CRM and portfolio accounting system. Setup new rep records in CRM and portfolio accounting system. Assist clients with transactions and requests. Submit necessary documents to custodians via email, fax and ma...

Client Service Associate

Gemharvest

New Hope, PA

$60,000 - $75,000 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, building and maintaining client relationships. Participate in the growth of an in...

Client Care Associate / Administrative Assistant

Glover Agency

Birmingham, MI

$15 - $20 an hour

Act as administrative support throughout the real estate process. Assist in sending out mailers on a weekly basis. Answer incoming calls and have conversations with potential buyers and sellers. Communicate with clients and/or age...

Client Servicing Development Associate- Northern Trust

Connect To Work Az

Tempe, AZ

From $55,000 a year

401(k). Dental insurance. Health insurance. Vision insurance. Monday to Friday. Weekends as needed. Bonus opportunities. Do you have a High School Diploma/GED? This is a hybrid position, are you willing to work in-office and at ho...

Associate, Client Onboarding/Transitions/Conversions/KYC II

The Bank Of New York Mellon Corporation

Pittsburgh, PA

$68.2K - $86.3K a year

Under moderate direction, onboards clients, opens and closes accounts and handles transitions and conversions to the system. Analyzes, reconciles and reviews incoming or outgoing data for accurate transition to platform. Obtains a...

Associate Director, Strategy & Planning (Global CPG Client)

Spark Foundry

Chicago, IL

$119K - $151K a year

Strong cross-channel planning and buying skills, particularly in digital Successful at building strong, collaborative client relationships, instilling trust and authority on behalf of the agency Ability to manage timelines, projec...

Client Service Associate

Jackson Hewitt

Boiling Springs, 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...

Client Service Associate

Jackson Hewitt

Greer, 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...

Client Service Associate

Jackson Hewitt

Woodruff, 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...

Client Service Associate

Jackson Hewitt

Spartanburg, 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...