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Client Service Associate jobs

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CLIENT SERVICES ASSOCIATE

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...

CompanyD S Simon Media
AddressRemote
CategoryRetail
SalaryFrom $58,500 a year
Date Posted a month ago See detail

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...

a month ago seen See more...

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...

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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...

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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)....

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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...

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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....

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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)....

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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Client Services Associate- Wealth Management Department

Uw Credit Union

Milwaukee, WI

21.5+ days of annual paid time off. 2 weeks paid caregiver leave. 2.5 weeks paid new child parental leave. 2 days paid volunteer time. 11 paid holidays (includes your birthday!). 401k company match of up to 5%, plus approximately...

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Client Services Associate

European Wax Center

Spring, TX

$15 - $20 an hour

Discounts on services and retail products. Hourly wage plus performance incentives. Full-time position, ability to work evenings and weekends. A positive, friendly, upbeat, and personable demeanor with strong communication skills....

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Client Services Associate

Ampersand, Inc.

Waukesha, WI

Management may assign new duties, reassign existing duties, or eliminate a function.ESSENTIAL DUTIES & RESPONSIBILITIES Interact with clients via telephone, email, online chat, or in-person to provide account support. Assist wit...

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Client Service Associate

Atlas Investment Advisors

Alpharetta, GA

$50,000 - $60,000 a year

Act as the primary point of contact for client inquiries and requests, providing prompt and courteous responses. Assist clients with account openings, transfers, and other administrative tasks. Coordinate client meetings and manag...

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Teller/Client Services Associate

Tbk Bank, Ssb

Johnstown, CO

Profile new and existing customers, suggesting tailored products/services. Provide exceptional customer service, exceeding expectations. Open new accounts, ensuring accuracy and timely documentation. Assist with Stop Payments, Deb...

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Teller/Client Services Associate

Triumph

Johnstown, CO

Profile new and existing customers, suggesting tailored products/services.. Provide exceptional customer service, exceeding expectations.. Open new accounts, ensuring accuracy and timely documentation.. Assist with Stop Payments,...

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Teller/Client Services Associate

Triumph Financial

Johnstown, CO

Profile new and existing customers, suggesting tailored products/services. Provide exceptional customer service, exceeding expectations. Open new accounts, ensuring accuracy and timely documentation. Assist with Stop Payments, Deb...

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Client Service Associate

Jackson Hewitt

Weatherford, OK

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...

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Client Service Associate

Insight Financial Planning

Neligh, 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...

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Client Service Associate

Jackson Hewitt

Birmingham, AL

Day shift. Night shift. Weekends. Weekdays. Full-time or Part-time. Looking to learn a new career and break into the tax industry? Someone who has gaps in their work history or is looking to boost their skills and resume? Someone...

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Client Service Associate

Jackson Hewitt

Bryan, OH

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...

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Client Service Associate

Jackson Hewitt

New Bern, NC

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...

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Client Service Associate

Jpmorgan Chase & Co

Irvine, CA

$66,560 - $87,500 a year

Lead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan Chase standards and operating principles Develop long term client relationships Proactively work to determine service improvements and...

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Client Service Associate

Olympus Associates

Dallas, TX

$700 - $1,000 a week

We are a diverse and inclusive team that pushes ourselves and those around us to develop personally and professionally. We promote exclusively from within and do not outsource new Management. We show employee appreciation by hosti...

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What should I search to find Client Service Associate jobs?

People who searched for Client Service Associate jobs also searched for Associate Business, Cashier/Sales Associate, Operations Associate, Guest Relations Associate, Cashier / Sales Associate, Associate Finance, Guest Service Expert, Office Services, Guest Services Associate, Associate Project Manager, Assistant / Associate, Senior Client Service, Inventory Control Associate, Customer Service Clerk, Court Operations Associate, . If you're getting few results, try a more general search term. If you're getting irrelevant result, try a more narrow and specific term.

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What are the top cities open Client Service Associate jobs?

There are open Client Service Associate jobs in several cities including New York, Alpharetta, Snellville, Irvine, San Bernardino, Suwanee, Chicago, Naples, Forest Park, Lawrenceville, Tampa, West Palm Beach, Gainesville, Arlington, Berwyn,

What companies are hiring for Client Service Associate jobs?

The top companies hiring now for Client Service Associate jobs are Amegy Bank, Ameriprise Financial, Arena Management, Inc., Beacon Pointe Advisors LLC, Compound, Dogpound Fitness Inc., Edelman Financial Engines, E*TRADE, Fisher Investments, Gemharvest, Stifel Financial, Stifel Financial Corp., Tatari, The Colony Group, The Pacific Financial Group,

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