Client Service Associate jobs in Colquitt, GA

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FINANCIAL & CLIENT SERVICE ASSOCIATE

Work with the Advisor in preparing for client review meetings. Prepare client portfolio analysis. Run investment illustrations. Work with financial planning software and Microsoft office products. Handle after meeting follow-up an...

CompanySterling Wealth Partners
AddressTustin, CA
CategoryAccounting/Finance
Salary$23 - $33 an hour
Job typeFull-time
Date Posted 4 hours ago See detail

Financial & Client Service Associate New

Sterling Wealth Partners

Tustin, CA

$23 - $33 an hour

Work with the Advisor in preparing for client review meetings. Prepare client portfolio analysis. Run investment illustrations. Work with financial planning software and Microsoft office products. Handle after meeting follow-up an...

Associate, Private Client Services New

Lido Advisors, Llc

United States

$60,000 - $75,000 a year

Manage the onboarding of new client accounts which includes collecting required documents and client information through in person meetings or on calls with clients. Liaise with custodian partners and internal departments. Assist...

Client Service Associate

Compound

Massachusetts, United States

$55,000 - $65,000 a year

Support the onboarding process for new clients by:Working with clients to ensure their dashboard accurately collects all relevant personal and financial informationIf the client is consolidating accounts under Compound youll:Faci...

Client Services Associate

El Education Inc

United States

$43,000 - $59,400 a year

Gather information and materials from internal and external partners about clients, staffing, and financial matters Compile details in central locations such as Google Suite or Salesforce CRM (depending on the nature of the inform...

Client Service Associate

Biziq

Remote

$15 an hour

Claim and verify Google Business Pages for small to medium-sized business accounts. Optimize business listings with accurate and compelling information, ensuring alignment with client branding. Implement local search optimization...

Part-time Client Services Associate (Remote, California-based)

Modern Wealth Collective

California, United States

From $25 an hour

Series 6 & 63/65 or 7 & 66 preferred. Redtail CRM Experience preferred. You are willing to fully adopt and champion the Modern Wealth Collective brand internally and externally. You understand the value of building long-term rela...

Senior Associate, Health & Benefits, Client Service Team

Willis Towers Watson

Michigan, United States

Materially contribute to core health and benefits projects involving the design and management of group medical, dental, life, disability and time off benefits for large, complex clients including: Benefit plan analysis, design,...

70181-Loss Prevention Tactical Customer Service Associate

Tj Maxx

Illinois, United States

Acts as a visual deterrent to prevent potential loss/dishonesty. Wears a Company-issued Body Worn Camera (if assigned) and engages the camera during approved situations. Wears a complete Company approved uniform (tactical vest, bl...

Client Services Representative

Wealthfront

United States

Provide exceptional customer service through email and phone communication. Help our clients use our product better through online tools and resources. Work with our operations teams to resolve client issues. Be the voice of the c...

Associate, Client Support New

Cibc

Chicago, IL

Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationshi...

Client Service Solutions, Hedge Fund Services, Northern Trust – Associate Specialist

Northern Trust

Chicago, IL

Unspecified

Client Relationship Management: Foster strong partnerships with clients by understanding their unique needs and advocating for them within HFS.. Regularly engage with clients to discuss operational improvements and enhancements t...

Associate Director, Health & Benefits, Client Service Team

Willis Towers Watson

Illinois, United States

Serving as lead project manager for clients; materially contributing to project plan creation and leading the team on delivery; ensuring progress against established objectives, budgets, timelines, deliverables and quality standar...

Senior Associate, Health & Benefits Client Service Team

Willis Towers Watson

Illinois, United States

Materially contribute to core health and benefits projects involving the design and management of group medical, dental, life, disability and time off benefits for large, complex clients including: Benefit plan analysis, design,...

Lead Associate, Health & Benefits Client Service Team

Willis Towers Watson

Michigan, United States

Materially contribute to core health and benefits projects supporting the design and management of group medical, dental, wellbeing, life, disability, and absence management benefits for clients.. Partnering with Client Service t...

Associate, Health & Benefits Client Service Team

Willis Towers Watson

Minnesota, United States

Materially contribute to core health and benefits projects supporting the design and management of group medical, dental, wellbeing, life, disability and absence management benefits for clients.. Partnering with Client Service te...

Client Service Rep

Iqvia

Remote

Primary Call Center contact for patients, pharmacies and medical professionals utilizing an Opus Health program. Call Center Representatives are responsible for fielding requests such as: card activation, program eligibility, expl...

Part-time Customer Service Associate

The Ups Store 6814/7336

Irvine, CA

$17 - $19 an hour

$17.00 - $19.00 per hour D.O.Q. Delivers outstanding Customer Service to walk-in customers and telephone inquiries Continuously practices good listening skills with customers, UPS Store team members, and leadership. Takes ownershi...

Pharmacy Customer Service Associate

Walgreens

New Jersey, United States

$16.13 - $18.00 an hour

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...

Service Associate II, Distribution Operations - Receiving

United Parcel Service

New Jersey, United States

The ability to lift up to 70 lbs An ability to perform all warehouse activities including but not limited to picking, packing, shipping, receiving, put-away, cycle count, and inventory audit Utilize radio frequency (RF) scanners t...

Guest Services Associate

Bluebird Parker Beach Lodge

Massachusetts, United States

$19 an hour

Welcome and acknowledge each and every guest with a smile, eye contact, and a friendly verbal greeting, using the guests name when possible. Register and orient arriving guests according to property standards. Be knowledgeable ab...

Financial Services Associate/Manager Trainee

Amscot Financial

Florida, United States

$63K - $79.8K a year

Competitive starting rates. Rapid career advancement-100% of our Branch and District Management Teams started as an entry level Associate! Paid holidays and vacations. Health, Dental, Vision, Life Insurance. 401(k) Matching. Refer...

Member Service Associate Lead (Front Desk Staff) - South County YMCA

Gateway Region Ymca

Missouri, United States

Partner with the branch management team to standard operation procedures (SOPs) and all systems that support branch membership, program and marketing objectives. Enter membership and program registration data into operating syste...

Customer Service Associate

Walgreens

Missouri, United States

$15.00 - $17.50 an hour

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...

Cashier - Service Associate PT

Rite Aid

Garden Grove, CA

$16.00 - $24.15 an hour

Provide excellent customer service by assisting customers with their shopping needs, answering customer inquiries, and resolving customer complaints. Engage with customers in a friendly and efficient manner while completing custom...

Environmental Services Associate I - Part Time - Afternoons - Woodhaven

Henry Ford Health

Michigan, United States

Under the supervision of the Environmental Services Management Team, responsible for the cleanliness and servicing of assigned work areas, care of assigned equipment and economical and efficient use of all supplies. Responsible fo...

Customer Service Associate

Walgreens

LAWRENCEVILLE, GA

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...

Analyst, Health & Benefits, Client Service Team

Willis Towers Watson

Minnesota, United States

Contribute to core health and benefits projects involving the design and management of group medical, dental, life, disability and time off benefits for large, complex clients, including:. Conduct benchmarking studies and other re...

Customer Service Associate

Walgreens

THORNTON, CO

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...

Manager, Client Services

Rxbenefits, Inc.

Iowa, United States

Supervises, plan, forecast and manages functions related to Client Service work area. Oversees and directs the day-to-day activities of Client Service Associates. Manages, analyzes, improves, and maintains service procedures, poli...

Service Associate, Part Time - Palm Beach Gardens

Bloomingdale’s

Palm Beach Gardens, FL

$15.75 - $20.48 an hour

Day-1 Medical, Dental, Vision Benefits for eligible colleagues. Competitive Pay. Paid Time Off. Flexible Holiday Time-Off & Flexible Scheduling. Fully Funded Education Benefits (100% tuition coverage including books and fees). Ins...