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CLIENT SERVICE ASSOCIATE II

Adhering to efficiency/productivity and process standards such as data and documents requirements, timelines, tool usage, etc. Proficiency in Microsoft Office and basic math skills.Preferred: Associate's degree, professional certi...

CompanyGallagher
AddressMidvale, UT
CategoryRetail
Salary$35.7K - $45.2K a year
Job typeFull-time
Date Posted 2 months ago See detail

Client Service Associate II

Gallagher

Midvale, UT

$35.7K - $45.2K a year

Adhering to efficiency/productivity and process standards such as data and documents requirements, timelines, tool usage, etc. Proficiency in Microsoft Office and basic math skills.Preferred: Associate's degree, professional certi...

2 months ago seen See more...

Client Service Associate

Wealth Enhancement Group

Rock Hill, SC

$55,000 - $60,000 a year

Support Financial Advisors and their clients by leading and implementing the Client Service model. Facilitate new account set up at the custodial and broker dealer level; follow up on fund transfers Responds to and resolve client...

2 months ago seen See more...

Client Service Associate - Eugene, OR

Merriman Wealth Management, Llc

Eugene, OR

$51K - $64.5K a year

100% of the employees medical/dental/vision premiums are covered by the employer. An HSA account is provided to those who enroll in medical insurance with employer contributions Life and short- and long-term disability insurance...

2 months ago seen See more...

Client Service Associate

Basepoint Wealth

Cedar Rapids, IA

$35,000 - $45,000 a year

Complete and process client account paperwork quickly and with as little disruption to the client and advisors as possible. Communicate with the team clearly using proper written and spoken language. Track all open requests closel...

2 months ago seen See more...

Client Service Associate

The Hamilton Group

Colorado, United States

$75,000 - $95,000 a year

Type correspondence to clients & prospects. Answer phone & greet daily appointments. Order all office supplies. Assist with monthly billing (type letters & invoices). Scan all documents through the Document Management System. Foll...

2 months ago seen See more...

Client Service Associate

Pitcairn Trust Company

Jenkintown, PA

Provide first-level client support. Coordinate all client account paperwork. Coordinate and process cash distribution (wires/check/ACHs). Provide bill pay administration, callbacks, and payment processing. Process internal & exter...

2 months ago seen See more...

Client Service Associate Bilingual (Eng-Span) - OnSite

Sweet James Llp

Newport Beach, CA

Work Schedule:. Communicating with potential customers via phone, email, and in-person. Collect and document sensitive personal information. Strong customer and sales experience and excellent attention to detail. Resolve and addre...

2 months ago seen See more...

Registered Client Service Associate

Ameriprise Financial

Houston, TX

Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize client meetings by scheduling and...

2 months ago seen See more...

Client Service Associate

Jackson Hewitt - 3353

Hobart, IN

$10 - $13 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...

2 months ago seen See more...

Associate Manager (Go Trade+), Client Service Trade Support

Ss&C Technologies

New York, NY

Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans. Your Future: 401k Matching Program, Professional Development Reimbursement. Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid H...

6 days ago seen See more...

Associate Customer Service Representative New

Centerpoint Energy

Evansville, IN

paid time off, paid holidays, tuition reimbursement, 401(k)

Responds to all questions relating to all Company Customer Service inquiries via verbal and/or written communication with a focus on one call resolution.. Performs direct customer contact through various channels including phone,...

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Associate Customer Service Representative New

Centerpoint Energy

Houston, TX

paid time off, paid holidays, tuition reimbursement, 401(k)

Responds to all questions relating to all Company Customer Service inquiries via verbal and/or written communication with a focus on one call resolution.. Performs direct customer contact through various channels including phone,...

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Entry Level Client Services Opportunity New

Year Up

New York, NY

$525 per week

The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at BNY Mello...

4 minutes ago seen See more...

Senior Service Associate M-F 9AM - 6.30PM New

United Parcel Service

Fort Worth, TX

The ability to lift up to 70 lbs. An ability to work at heights of up to 28 feet using powered equipment such as order pickers. Utilize various pieces of Material Handling Equipment (MHE) including pallet movers, stand up forklift...

53 minutes ago seen See more...

Operations Associate - Client Services

Parallel Advisors

Dallas, TX

$59.5K - $75.3K a year

Optimize the client experience as it relates to operations and service in order to drive high satisfaction, quality, and efficiency for both the client and Parallel. Manage all aspects of our clients operational needs within the...

2 weeks ago seen See more...

Associate, Client Service - NY

Jordan Park Group

New York, NY

$100,000 - $120,000 a year

Responsible for complex client onboarding and investment account opening processes including subscription documentation for private investments. Creating tasks and maintaining client and partner data in Salesforce and other system...

2 weeks ago seen See more...

Customer Service Associate New

Walgreens

Princeton, IN

Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Engages customers and patients by...

an hour ago seen See more...

Client Service - Assistant Manager New

Vca Animal Hospitals

Los Angeles, CA

Assist with planning and executing customer service organization change. Recruiting, hiring, and on-boarding new team members. Assist with scheduling. Work with manager to support the team and resolving employee concerns. Plan and...

an hour ago seen See more...

Pharmacy Customer Service Associate New

Walgreens

Tucson, AZ

Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. In accordance with state and feder...

an hour ago seen See more...

Client Service Representative New

Vca Animal Hospitals

Great Barrington, MA

With every opportunity, we aim to exceed each pet owners expectations.Were looking for a personable yet highly professional service extraordinaire to join us in delivering our mission to our clients and their pets.Why We Need...

an hour ago seen See more...

Customer Service Associate New

Walgreens

Southfield, MI

Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Engages customers and patients by...

an hour ago seen See more...

Client Service Representative New

Vca Animal Hospitals

Middleburg, OH

With every opportunity, we aim to exceed each pet owners expectations.Were looking for a personable yet highly professional service extraordinaire to join us in delivering our mission to our clients and their pets.Why We Need...

an hour ago seen See more...

Customer Service Associate New

Walgreens

Dallas, TX

Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Engages customers and patients by...

an hour ago seen See more...

Summer Associate, Client Service, 2024

Alphasights

New York, NY

$14,423 a month

Client service: 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 mile to impress your clients with y...

2 weeks ago seen See more...

Customer Service Associate New

Walgreens

Winnetka, IL

Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Engages customers and patients by...

5 hours ago seen See more...

Customer Service Associate New

Walgreens

Spokane, WA

Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Engages customers and patients by...

5 hours ago seen See more...

Customer Service Associate New

Walgreens

Tennessee, United States

Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Engages customers and patients by...

5 hours ago seen See more...

Director, Client Services New

Epsilon

New York, NY

Manage a team of account managers that work across Yieldify's US book of business. Define strategy for activating Yieldify across newly signed clients. Create training materials for onboarding new service team hires. Collaborate w...

5 hours ago seen See more...

Customer Service Associate SERIES 7 REQUIRED New

Teksystems

Charlotte, NC

$32.34-$35 per hour

Review and analyze basic or tactical Customer Service assignments or challenges that require research evaluation and selection of alternatives related to low-to-medium risk deliverables. Present recommendations for resolving low t...

5 hours ago seen See more...

Client Service Representative New

Farm Credit Council

Mankato, MN

vision insurance, paid time off, sick time, 401(k)

Establishes, develops and maintains a strong relationship with internal and external clients and third parties. Acts as a liaison between the organization, clients and third parties. Provides exceptional service to all clients and...

9 hours 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, Seattle, Atlanta, Minneapolis, Memphis, Eureka,

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, NFP Corp, Raymond James Financial, Inc., Raymond James Financial, Inc., Raymond James Financial Incorporated, SPS North America, Inc,

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