Full-Time Client Service jobs in Fairfield, NJ
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CLIENT SERVICE ASSOCIATE (CHARLES SCHWAB PLATFORM EXPERIENCE)
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...
Company | Lead Advisor, Llc |
---|---|
Address | East Hanover, NJ |
Category | Information Technology |
Salary | $70,000 - $80,000 a year |
Job type | Full-time |
Date Posted | 2 months ago See detail |
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...
2 months ago seen See more...
- View all Lead Advisor, Llc jobs - jobs in East Hanover, NJ
Customer Service Rep / Associate Client Support Consultant
Adp
Florham Park, NJ
Are you ready to join a company offering career advancement opportunities throughout your career journey? Do you want to join a company with award-winning training and world-class service guidelines to help you achieve success, gr...
3 days ago seen See more...
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Customer Service Rep / Associate Client Support Consultant (July start)
Adp
Florham Park, NJ
Are you readyto join acompany offeringcareer advancementopportunities throughout your career journey?. Do you want to join a company withaward-winningtrainingandworld-class service guidelinesto help you achieve success,...
2 weeks ago seen See more...
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Client Service Associate - Registered
Stifel Financial
Florham Park, NJ
$44.2K - $56K a year
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...
a month ago seen See more...
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Client Service Associate
Stifel
Florham Park, NJ
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...
2 months ago seen See more...
- View all Stifel jobs - jobs in Florham Park, NJ
Client Services Specialist
Zelis
Morristown, NJ
$38.1K - $48.3K a year
Serve as direct liaison for ZELIS clients regarding all daily claim matters and inquiries. Work closely with internal staff/departments and respond to claim related inquiries. Process client cancellation and adjustment requests. R...
2 months ago seen See more...
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