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CLIENT SERVICE ASSOCIATE

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...

CompanyOlympus Associates
AddressDallas, TX
CategoryRetail
Salary$700 - $1,000 a week
Job typeFull-time
Date Posted a month ago See detail

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...

a month ago seen See more...

Sr. Client Service Associate

Nfp

New York, NY

Develop and maintain strong relationships with clients, advisors and other team members across the firm. Interact directly with clients regarding different types of requests, such as money movement requests, account balances, re-o...

a month ago seen See more...

J.P. Morgan Advisors - Client Service Associate - Chicago, IL

Jpmorgan Chase & Co

Chicago, IL

Provide high quality, high touch service to J.P. Morgan Advisors clients across the deposit product offering. Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing...

a month ago seen See more...

Financial Client Service Associate

Financial Voyages, Llc

Harleysville, PA

$25 - $30 an hour

Maintaining CRM database of client and vendor information. Preparing and processing paperwork for new and existing investments. Processing transfers and rollovers. Facilitating money movement for clients. Assist with client inquir...

a month ago seen See more...

Client Services Associate II, Chelmsford, Full-Time

Digital Federal Credit Union / Dcu

Chelmsford, MA

$54.4K - $68.9K a year

Support the Financial Consultants by processing account applications and paperwork, obtaining necessary account documents, resolving inquiries and notifications, performing account maintenance, and handling account transfers. Sche...

2 months ago seen See more...

Client Service Associate

Tsw Wealth Management

Framingham, MA

$60,000 - $75,000 a year

Full time, salaried. Hours: Monday through Thursday from 8:30am to 4:30pm, and Fridays from 8:30am to 4:00pm. Family-friendly culture of work-life balance. Potential for partial remote work. Significant annual bonus program. Healt...

2 months ago seen See more...

Client Service Associate

Insight Financial Planning

Wayne, 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...

Client Service Associate

Bakeravenue

San Francisco, CA

$55,000 - $65,000 a year

Strategically partner with the Wealth Advisory team, Operations team, and other team members to deliver our clients an impeccable experience. Responsible for the account establishment process by preparing, opening and processing n...

2 months ago seen See more...

Client Service Associate

Wealth Enhancement Group

California, United States

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

Insight Financial Planning

Columbus, 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...

Part Time-Client Service Associate-Jonesboro, AR

Raymond James Financial, Inc

Jonesboro, AR

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 - Finance

Transcend Practice Management

Harrisonburg, VA

We want your mind in the mix, to perceive, observe, reflect, decide, and act. Intake, screen, organize and process all that you are able, focus the advisors attention onthe items that require their personal attention, and ensure...

2 months ago seen See more...

Registered Client Service Associate - International Team Bilingual - Spanish/English

Truist

Houston, TX

Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).Regular or Temporary:RegularLanguage Fluency: English (Required)Work Shift:1st shift (United States of America)This position is...

2 months ago seen See more...

Client Service Associate

Defrate & Paavola

Remote

$55,000 - $65,000 a year

Support high client satisfaction rates through excellent customer service, prompt follow-up to client issues and proactive problem solving. Increase operational efficiency of the firm through coordination of Client Service between...

2 months ago seen See more...

Client Service Associate

Retirement Planners Of America

Plano, TX

$45K - $57K a year

Maintain calendar and database for Financial Advisor Analyzing reports to determine appropriate action to be taken on behalf of client accounts Researching client issues Prepare for appointments Collect, organize, and synthesize p...

2 months ago seen See more...

Client Service Associate- Treasury Partners

Hightower Advisors

New York, NY

$90,000 - $100,000 a year

Partner with Financial Advisors to support their business and provide important functions such as account opening and maintenance, asset allocation, portfolio implementation, strategic planning and operational support. Work direct...

2 months ago seen See more...

Client Service Associate (Hybrid)

Nfp Corp

Midlothian, VA

$60.3K - $76.4K a year

Develop and maintain strong relationships with clients, advisors, and other team members across the firm. Interact directly with clients regarding different requests, such as money movement requests, account balances, re-ordering...

2 months ago seen See more...

Senior Registered Client Service Associate

Formidable, Llc

Cincinnati, OH

$70,000 - $80,000 a year

Work with and support financial advisors in the service of clients and the Book of Business. Responsible for advisor-directed service-related tasks, resulting from client meetings once onboarding process is complete. Service a sub...

2 months ago seen See more...

Client Service Associate- Thousand Oaks, CA

Forum Financial Management

Thousand Oaks, CA

$42.9K - $54.3K a year

Deliver exceptional Client Service and provide operational and administrative support to the firms financial advisory team Facilitate various transactions and complete necessary paperwork on behalf of clients, including but not l...

2 months ago seen See more...

Client Service Associate

The Colony Group

Needham, MA

$70.2K - $88.9K a year

Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, client-specific requests at various custodians (e.g., check requests, distributions); and communicating with the comp...

2 months ago seen See more...

Client Service Associate

Chandler Asset Management

Denver, CO

Serve as the primary point of contact for all client queries and concerns. Coordinate the scheduling of portfolio review meetings in accordance with the availability of clients and portfolio managers. Provide prompt and effective...

2 months ago seen See more...

Client Service Associate

Geowealth

Chicago, IL

From $55,787.28 a year

Provide support to clients as the first line of contact for calls, email communications, and web-based platform walkthroughs. Serve as a liaison for all custodian needs including, but not limited to, the opening of new accounts, a...

2 months ago seen See more...

Client Service Associate

Ameriprise Financial

Chicago, IL

Develop a working understanding of important topics in advice delivery such as retirement readiness, retirement paycheck design, goal tracking, workplace benefit reviews, insurance projections, savings strategies for goal achievem...

2 months ago seen See more...

Client Services Associate

A&N Consulting

Philadelphia, PA

$650 - $1,000 a week

Communicate with upper management, compliance, and quality assurance regularly regarding our product campaigns, ensuring each entry-level Client Service Trainee is exceeding expectations. Learn and possess the expertise in product...

2 months ago seen See more...

Client Service Associate

Bny Mellon

Pittsburgh, PA

$65.1K - $82.5K a year

This role is hybrid.In this role, youll make an impact in the following ways:Ensuring requests are executed or questions resolved, including coordination with required operationsApplying problem solving skills and uses communicat...

2 months ago seen See more...

Client Service Associate

Cotiviti

Remote

From $20 an hour

Creates and captures decisions when appropriate CDM Presentations (New Policy Presentations, Periodic Updates, and Prior Approvals). Creates and closes Project Requests as defined by CPM/CSM Conducts initial CCI deviations table r...

2 months ago seen See more...

Client Service Associate- O'Fallon, IL

Raymond James Financial, Inc.

Illinois, United States

$38K - $48.2K a year

Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings. Works both independently and within...

2 months ago seen See more...

Client Service Associate

Yardley Wealth Management, Llc

Pennsylvania, United States

$55,000 - $75,000 a year

401(k). Dental insurance. Health insurance. Paid time off. Vision insurance. Bonus opportunities. Monday to Friday....

2 months ago seen See more...

Client Service Associate Assistant (Entry Level)

Hennion & Walsh, Inc.

Parsippany, NJ

$44.7K - $56.6K a year

Unique Culture: We're not just a team; we're a family. Our success is rooted in a culture built on strong values, integrity, and a commitment to delivering exceptional service to our clients. Endless Opportunities: As a rapidly gr...

2 months ago seen See more...

Accounts Payable-Client Service Associate

Plumb

La Jolla, CA

$20.00 - $22.50 an hour

Client Service: You thrive on taking responsibility for your clients bill pay and reporting needs. You enjoy supporting your clients and teammates: no task is too small for you.Analyze invoices for accuracy and eligibility for pa...

2 months ago seen See more...

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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, Wealth Enhancement Group,

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