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CLIENT SERVICES ASSOCIATE

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...

CompanyAllianz Commercial
AddressMissouri, United States
CategoryRetail
Salary$40,000 - $62,019 a year
Job typeFull-time
Date Posted a month ago See detail

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...

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International Client Service Associate

Jpmorgan Chase Bank, N.a.

Charlotte, NC

Lead our medium to complex clients autonomously by delivering solutions to clients and upholding JP Morgan Chase standards and operating principles. Develop long term client relationships. Proactively work to determine service imp...

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Client Service Associate

Westwood Management Corp

Dallas, TX

$58.2K - $73.6K a year

Complete all daily/monthly/quarterly standard reporting requirements of clients and consultants. Create and prepare client/consultant presentations and meeting materials, collateral, and various requests for information. Process c...

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U.S. Private Bank - Client Service Associate - Analyst

Jpmorgan Chase Bank, N.a.

Tempe, AZ

Provide exceptional Client Service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests. Adhere to and mainta...

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Registered Client Associate

Highlands Wealth Management Group

Colorado, United States

$70,000 - $90,000 a year

Establish and maintain strong relationships with clients, ensuring their needs are met promptly and effectively. Provide timely and accurate account maintenance, transactions, and other requests as needed. Successfully navigate th...

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Registered Client Associate

Continuum Advantage Llc

Colorado, United States

$70,000 - $90,000 a year

Establish and maintain strong relationships with clients, ensuring their needs are met promptly and effectively. Provide timely and accurate account maintenance, transactions, and other requests as needed. Successfully navigate th...

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Client Service Associate - Private Vista

Hightower Advisors

Oak Brook, IL

$50,000 - $55,000 a year

Efficiently handle address changes, online account access setup, and account information updates. Prepare and dispatch paperwork for account openings, updates, and other miscellaneous requests, including but not limited to, electr...

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Client Service Associate (Pittsburgh, PA)

Edelman Financial

Sewickley, PA

Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork. Provide superior Client Service by handling all incoming client requests and following-through t...

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Client Service Associate - Resource Consulting Group

Hightower

Orlando, FL

Establish, service, monitor, and maintain client investment accounts. Meet client's needs and develop trust by providing excellent service. Prepare brokerage account paperwork for opening new accounts, terminated accounts, and acc...

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Client Service Associate, Insurance (Stamford, CT or NYC )

Nfp

Stamford, CT

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...

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Client Service Associate

Stifel

Fairport, NY

$40,600 - $54,100 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...

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Client Service Associate

Mariner Wealth Advisors

Oklahoma City, OK

$47,000 - $78,000 a year

Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary. Maintain client paper files and...

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Client Service Associate

Beacon Pointe Advisors Llc

Greensboro, NC

$46,000 - $70,000 a year

Responds to routine client requests via phone, email and/or other contact methods Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly Records client inquires including...

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Client Service Associate (Teller - 40 hours) - Northwest Plaza / Dallas, TX

Amegy Bank

Dallas, TX

$32.8K - $41.5K a year

We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who support the growth of businesse...

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Client Services Associate

Meier Law Firm

Newport Beach, CA

Serving as that warm point of contact for all who interact with our firm Pre-screening potential clients and getting them to schedule a planning session with intake Assisting our Client Services Manager with managing the client ex...

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Part Time Floating Client Service Associate (Seasonal - Summer 2024)

Independent Bank Corporation

Brighton, MI

Brighton. Williamston. Assist clients with transaction services and provide solutions in a friendly and efficient manner. Deliver financial solutions to clients utilizing the Independent Bank products and services. Gain an underst...

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Client Service Associate

Jackson Hewitt - 1176

Oakland, CA

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...

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Client Service Associate

Insight Financial Planning

Crofton, 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...

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Senior Client Service Associate

Gemharvest

Stamford, CT

$80,000 - $120,000 a year

Serve as a primary lead for client onboarding and private wealth Client Services. Provide an excellent client experience for high net worth clients. Participate in the growth of a growing, independent RIA by servicing client needs...

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Senior Client Service Associate

Linscomb & Williams Inc

Houston, TX

$70.1K - $88.7K a year

Bachelors or better...

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Marketing Coordinator/Client Service Associate

Conscious Capital Llc

Bluffton, SC

$40,000 - $50,000 a year

Schedule and manage meetings for clients and prospects. Manage client information, tasks, and reminders within CRM systems. Handle client check deposits and process various account transactions. Coordinate with the home office com...

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Client Service Associate

Sequoia Financial Group

Hilton Head Island, SC

Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team. Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our cl...

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Client Service Associate (Part-Time)

Dogpound

West Hollywood, CA

$35.4K - $44.8K a year

401(k). Employee discount. Opportunities for advancement. 4 hour shift. Monday to Friday. Weekends as needed....

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Client Service Associate

Bank Of America

Chandler, AZ

$45.6K - $57.7K a year

The Client Service Associates role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). You will be part of a team of CAs supporting specific advisors and t...

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Full Time Floating Client Service Associate (Seasonal - Summer 2024)

Independent Bank Corporation

Caseville, MI

Bad Axe. Caseville. Sebewaing. Assist clients with transaction services and provide solutions in a friendly and efficient manner. Deliver financial solutions to clients utilizing the Independent Bank products and services. Gain an...

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Client Service Associate

Boston Wealth Management, Llc

Wayland, MA

We pride ourselves on helping individuals, families, businesses, and nonprofits achieve financial stability and independence.Why Work Here:- Opportunity for Growth: Join a dynamic team where your skills and contributions are value...

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Client Service Associate

Insight Financial Planning

Norfolk, 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...

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Technical Client Services - Associate

Jpmorgan Chase & Co

Orem, UT

Serve as the first point of contact for clients for all Neovest related issues. Communicate with clients, understand their needs, and foster a strong relationship of trust with them. Provide front-line functional and technical sup...

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Client Service Associate

Evolve Talent Partners

Redwood City, CA

Manage general office administration tasks, including supplies management and office space coordination. Professionally and courteously handle incoming phone calls and inquiries. Willingly undertake additional responsibilities to...

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