1835
Client Services Associate jobs
RIA Recruiting —Remote
Act as our “Director of First Impressions” by greeting clients by phone in a warm, friendly, and welcoming manner. 2+ years of financial services experience.
$55,000 - $70,000 a year
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AdviceOne LLC —Glastonbury, CT
We have opportunities for recent graduates looking to start at entry level and for candidates who already have work experience. Short- and long-term disability.
From $60,000 a year
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9d
AnywhereWorks —Remote
You will be taking customer calls, capturing incoming leads, taking orders, and scheduling appointments, while working from the comfort of your own home.
From $15 an hour
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Compound —Massachusetts
A self-solving mindset, meaning that you work through problems to find a solution on your own first using prior experience, resources, and context before asking…
$55,000 - $65,000 a year
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Cristo Rey Jesuit High School, Milwaukee —Milwaukee, WI
Valid driver’s license; must be insurable with good driving record. Ability to work independently in a fast-paced environment; manage own time; territory…
From $41,500 a year
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Stamberger Sender Associates —Ovid, NY
Use consultative skills and technical knowledge to develop and maximize sales. O Inbound prospect calls and eMail inquiries. Ability to drive a sale.
$50,000 - $70,000 a year
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4d
D S Simon Media —Remote
Booking and coordinating interview guests for the company’s video series. Working with the sales team to develop proposals and contracts for new business…
From $58,500 a year
INFUSE —Remote
Accountable for post-sale account management and driving account growth through excellent customer service and delivery, communication and on-boarding.
Estimated: $39.9K - $50.5K a year
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Helmstar Wealth Management —Boise, ID
Provide support to the Client Services team with answering phones, scheduling meetings, and managing calendars. Customer service: 5 years (Required).
From $60,000 a year
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10d
Toluna —Remote
Program surveys on your own or work with expert teams while ensuring programming edits are implemented accurately in a timely manner, and test link is checked…
Estimated: $52.1K - $66K a year
3d
Ullmann Wealth Partners —Jacksonville Beach, FL
This includes authenticating incoming and outgoing client calls. We are required to perform authentication callbacks for high-risk transactions, such as third…
$65,000 - $75,000 a year
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Regal Holdings, LLC —Kentwood, MI
A Series 6, 7, 65 or 66 license is preferred but not required. However, if no licensing is currently held there will be a requirement to sit for the SIE test…
$40,000 - $50,000 a year
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Glassman Wealth Services —Vienna, VA
Process data entry updates and check filing. At least two to three years of strong and relevant work experience, preferably in similar positions and…
Estimated: $57.8K - $73.1K a year
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SageSpring Wealth Partners —Franklin, TN
The Client Services Associate is a highly focused, energetic individual that enjoys an active role handling skilled planning, prioritizing, and coordinating for…
$21 - $27 an hour
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7d
B. Riley Financial —Poughkeepsie, NY
Receive incoming calls, handling requests, and directing communication to appropriate parties. The successful candidate will demonstrate the ability to work…
$50,000 - $65,000 a year
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INFUSE North America —Remote
Accountable for post-sale account management and driving account growth through excellent customer service and delivery, communication and on-boarding.
Estimated: $41.7K - $52.8K a year
Layman Lewis Financial Geoup —Loveland, CO
The purpose of this position is to prepare onboarding paperwork and transfers for new client acquisition, service the existing client base with all service…
$45,000 - $55,000 a year
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Prism Medical Products, LLC —Elkin, NC
Manage large amounts of inbound and outbound calls in a timely and courteous manner. Effectively navigate Medicare, private insurance, and Medicaid patient…
Estimated: $28.4K - $36K a year
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Restoration Hardware —King of Prussia, PA
Customer service experience within a design firm, high-end furniture showroom, or luxury retail setting preferred.
$23 - $28 an hour
2d
Resilient Enterprises, Inc —Caldwell, ID
Collaborate with fellow trainees and other members of the team to troubleshoot and optimize campaign performance.
$45,000 - $55,000 a year
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3d
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