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CLIENT SERVICE ASSOCIATE

Energetic self-starter who thrives in a fast-paced, team-oriented environment. The ability to multitask with a strong attention to detail and accuracy. Demonstrated ability to manage multiple projects simultaneously. Strong priori...

CompanyCogency Global Inc.
AddressIndianapolis, IN
CategoryRetail
Salary$38,000 - $42,000 a year
Job typeFull-time
Date Posted 4 weeks ago See detail

Client Service Associate

Cogency Global Inc.

Indianapolis, IN

$38,000 - $42,000 a year

Energetic self-starter who thrives in a fast-paced, team-oriented environment. The ability to multitask with a strong attention to detail and accuracy. Demonstrated ability to manage multiple projects simultaneously. Strong priori...

4 weeks 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...

4 weeks ago seen See more...

Associate IT Client Support Analyst

Hca Houston Healthcare Southeast

Pasadena, TX

Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transporta...

4 weeks ago seen See more...

Sales Associate/Client Retention Rep

Lifesculpt Draper

Draper, UT

$17.71 - $20.70 an hour

Paid time off. 4 hour shift. 8 hour shift. Day shift. Evening shift. Sales: 1 year (Preferred). Customer service: 1 year (Preferred). Day Shift (Preferred). Night Shift (Preferred)....

4 weeks ago seen See more...

Client Services Associate

Independent Advisor Alliance

Charlotte, NC

From $60,000 a year

Provide direct support to affiliated financial advisors and their teams. Handle incoming calls and emails as well as scheduling meetings for advisors and their clients. Process money movement and manage account openings and mainte...

4 weeks ago seen See more...

Client Service Associate

Lpl Financial

Southfield, MI

$22.56 - $33.84 an hour

Support to Client Service Team, Operational, Compliance leaders and Financial Advisors. Answer phones, schedule appointments, and prepare materials for client meetings. Keep client management systems up-to-date with client informa...

4 weeks ago seen See more...

Client Service Associate- Chicago, IL

Cantella & Co.

Chicago, IL

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...

4 weeks ago seen See more...

Client Service Associate II - Payments - Control Execution

Jpmorgan Chase & Co

Tampa, FL

$88,350 - $128,000 a year

Coordinate with the regional Payments Business Control Managers and lead control-oriented initiatives on behalf of Client Service as well as Build and manage relationships across a broad range of regional Payments business staff...

4 weeks ago seen See more...

Client Service Associate

Compound

Kansas, 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...

4 weeks ago seen See more...

Client Scheduling Associate

Veritext Llc

Livingston, NJ

$44K - $55.7K a year

Respond to all client requests received via email and/or phone queue in a timely, pleasant and professional manner Schedule proceedings in our proprietary software ensuring complete, accurate and consistent information Assign appr...

4 weeks ago seen See more...

Client Relationship Associate

Management Science Associates

Remote

$50,000 - $55,000 a year

Run routine reports and conduct preliminary analysis of data. Work with team members to learn about the clients business, how clients make a profit, the challenges they face, and how to build relationships with clients. Become fa...

4 weeks ago seen See more...

Product Manager, Client Architecture Solutions - Assistant Vice President / Vice President

Icapital

New York, NY

Understand customer needs by carefully listening to and analyzing client feedback. Work directly with clients to deploy integrated technology solutions to the desktops of financial advisors. Develop a solid understanding of the US...

4 weeks ago seen See more...

Client Service Associate

Northbridge Financial Group

Tampa, FL

$45,000 - $65,000 a year

Desire to be part of a growing team. Self-starter who wants to learn and grow. Strong Computer Skills with proficiency in Microsoft Office Suites (Word, Excel, Outlook, PowerPoint). Experience using Redtail CRM (or other similar C...

4 weeks ago seen See more...

Client Service Associate / Executive Assistant (RH01)

Ameriprise Financial

San Diego, CA

$60,000 - $65,000 a year

401(k). 401(k) matching. Dental insurance. Health insurance. Paid time off. Professional development assistance. 8 hour shift. Monday to Friday. San Diego, CA 92130: Relocate before starting work (Required)....

4 weeks ago seen See more...

Associate Partner, Client Engagement

Vsa Partners

Chicago, IL

Strategically manage and cultivate relationships as a strategic advisor to become an indispensable partner to senior clients. Demonstrate a keen understanding of digital capabilities and proven experience in growing digital offeri...

4 weeks ago seen See more...

Client Service Associate - Life and related insurance (In office - NYC)

Nfp

New York, NY

Assembles meeting preparation documents pertaining to the client/prospect prior to sales meetings, including but not limited to, illustrations, policy and product summaries, reports, presentations, and marketing packets. Performs...

a month ago seen See more...

Client Service Associate

Morling Financial Advisors

Fremont, CA

$65,000 - $80,000 a year

Assist with all non-advisory questions and paperwork, including processing forms and applications for investment accounts and related forms for business transactions. Quality check and submit signed paperwork to custodian for proc...

a month ago seen See more...

Client Service Associate

Lp Solutions Llc

Garden Grove, CA

$750 - $1,300 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...

Client Support Associate

Ab General Management

Cerritos, CA

$700 - $1,200 a week

Participate in creating engaging presentations aimed at gaining new customers and increasing profit margins. Track and maintain up-to-date and accurate recordings of all sales, orders and upgrades. Follow all compliance standards....

a month ago seen See more...

Client Manager Associate - San Francisco/Walnut Creek

Unum Group

Walnut Creek, CA

Award-winning culture. Inclusion and diversity as a priority. Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability. Generous PTO (including paid time to volunteer!). Up to 9.5% 401(k) em...

a month ago seen See more...

Client Service Associate - Hybrid Remote

Clearstead Advisors Llc

Cleveland, OH

$57.9K - $73.4K a year

Oversee client interaction act as a conduit between client and Private Client Group operations; create business plans with Managing Director geared toward client growth and development; build relationships with clients by proact...

a month ago seen See more...

Client Experience Associate

Hsbc

Irvine, CA

Be the first contact with the incoming clients. Support and complete transactional customer requests and resolve client issues. Show the clients how to use digital capabilities. Identify clients needs to provide accurate informat...

a month ago seen See more...

Client Service Associate

Henssler Financial

Kennesaw, GA

$49.5K - $62.7K a year

Manage all custodial paperwork. Account setup and completion of new client checklists. Assist in handling leads and contracts. Perform online filing to SharePoint sites and handle faxing of documents. Prepare meeting booklets and...

a month ago seen See more...

AVP, Senior Associate, Marketing & Client Service

Ziegler Capital Management, Llc

Chicago, IL

$100,000 - $115,000 a year

Prepare and produce client/prospect deliverables and investment reports, as well as ensure timely, accurate and complete client records, including but not limited to:. Monthly client investment performance reporting. Quarterly cli...

a month ago seen See more...

Client Services Associate II

Elevance Health

LAKEWOOD, WA

Responds to client issues via telephone and written correspondence regarding insurance benefits, provider contracts, eligibility, claims, etc. Follows appropriate policies and procedures. Researches and analyzes data to address c...

a month ago seen See more...

Senior Associate, Anti Money Laundering/Prevention/Know Your Client

Bny Mellon

Lake Mary, FL

$79.9K - $101K a year

Make history.BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. Heres a few of our awards:Fortune Worlds Most Admired Companies & Top 20 for Diversity and Incl...

a month ago seen See more...

Client Service Associate**

Morgan Stanley

Shrewsbury, NJ

$58.5K - $74.1K a year

Client Service Associate**Job Number: 3249016POSTING DATE: Mar 22, 2024PRIMARY LOCATION: Americas-United States of America-New Jersey-ShrewsburyJOB: Wealth ManagementEMPLOYMENT TYPE: Full TimeJOB LEVEL: Non-ExemptDESCRIPTIONPOSITI...

a month ago seen See more...

Client Services Associate

Allianz Commercial

Missouri, United States

$40,000 - $62,019 a year

Perform the collection activities for open receivables balances, which include both written and verbal communications and working with internal and external customers in order to resolve the open balances. Accurate and timely anal...

a month ago seen See more...

Client Service Associate, Wealth Advisory

Glenmede Trust Co

Delaware, United States

$49.7K - $63K a year

Bachelors degree or equivalent experience required. 1+ years of internship, co-op, and/or working experience in Financial Services or related role. Work experience in a fiduciary environment is preferred. Proficiency with Microso...

a month ago seen See more...

Senior Associate, Client Operations

Spark Foundry

New York, NY

$46,500 - $67,500 a year

Assist with processing monthly billing and financial reporting Assist the Operations Supervisor with miscellaneous Operations tasks and projects Project-manage large teams for specific deliverables on a monthly or ad hoc basis Pre...

a month ago seen See more...

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