Top 131733 Document Service Associate Jobs

Client Service Associate
Confluence Financial Partners —Canonsburg, PA
- From $55,000 a year
- Full-time
- Microsoft Excel
- Customer service
- Office
- Health insurance
- Dental insurance
Quick Apply
Client Service Associate
TPM Placement —Shelton, CT
- $65,000 - $80,000 a year
- Full-time
- Hybrid work
- Background check
- Office
- 3 years
- Health insurance
- 401(k)
Quick Apply
11d
Fulfillment Associate, Document Management,
Wolters Kluwer —Dallas, TX
- $25,200 - $42,300 a year
- Full-time
- Office
- Administrative experience
- High school diploma or GED
- Commuter assistance
- Paid parental leave
Document Coordinator - Trident University International (Remote)
Trident University —Remote
- $13.24 - $22.12 an hour
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee stock purchase plan
- Paid holidays
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Records Associate
Forrest Solutions LLC —Washington, DC
- $30 an hour
- Full-time
- Office
- Administrative experience
- Continuous improvement
Quick Apply
Data Processing Specialist, Associate
LCG, Inc. —Rockville, MD
- $20 - $25 an hour
- PRN
- Remote
- 7 years
- Computer literacy
- High school diploma or GED
- Paid holidays
- Disability insurance
Quick Apply
Remote Case Processing Analyst
GCC Technologies, LLC —Washington, DC
- Remote
- English
- Mid-level
- 3 years
Document Processing Associate (On-Site)
Neumo —Chicago, IL
- $16 - $18 an hour
- Full-time
- Microsoft Outlook
- Computer literacy
- Office
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Associate, Document Control
DrinkPAK II, LLC —Fort Worth, TX
- $25 - $26 an hour
- Full-time
- Spanish
- Customer service
- English
- Health insurance
- Dental insurance
Quick Apply
Staff RN - Experienced Bedside - NICU 7 - Full time/Nights
Children's Nebraska —Omaha, NE
- Weekends as needed
- Nursing
- Medication administration
- RN License
Electrical Project Manager
Martell Electric, LLC —South Bend, IN
- From $100,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Health insurance
Quick Apply
Swing ER Licensed Veterinary Technician (LVT)
Virginia Veterinary Specialty & Emergency —Charlottesville, VA
- $28 - $35 an hour
- Overnight shift
- Mid-level
- Military encouraged
- ER
- Paid holidays
- Relocation assistance
Quick Apply
Paralegal
Geiger Teeple Robinson & McElwee PLLC —Alliance, OH
- Full-time
- Background check
- Mid-level
- Office
- Free parking
- Wellness program
Quick Apply
14d
Boiler Operator
Associates of Cape Cod Inc —East Falmouth, MA
- $64,000 - $67,000 a year
- Full-time
- Computer literacy
- Mid-level
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
Grain Merchandising Assistant
Lighthouse Commodities, LLC —Bismarck, ND
- $75,000 - $100,000 a year
- Full-time
- Background check
- Merchandising
- Pass drug screening
- Relocation assistance
- Health insurance
Quick Apply
12d
Overnight ER Licensed Veterinary Technician (LVT)
Virginia Veterinary Specialty & Emergency —Charlottesville, VA
- $30 - $40 an hour
- Overnight shift
- Mid-level
- Military encouraged
- ER
- Paid holidays
- Relocation assistance
Quick Apply
Title Officer Associate -Minimum 3 Years Experience
NORTH IDAHO TITLE —Coeur d'Alene, ID
- $17.68 - $23.81 an hour
- Full-time
- Background check
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Business Services Associate
KKOS Lawyers —Cedar City, UT
- $18 - $21 an hour
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- 401(k)
Quick Apply
8d
Development Associate
Thornton Academy —Saco, ME
- $50,000 - $65,000 a year
- Full-time
- Background check
- Writing skills
- Research
- Health insurance
- Dental insurance
Quick Apply
Civil Engineer - Public Works (Multiple Levels)
Cowlitz County, WA —Kelso, WA
- $6,776 - $133,356 a year
- Full-time
- Driver's License
- Math
- Bachelor's degree
- Health savings account
- Paid holidays

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Client Service Associate

Confluence Financial Partners
Canonsburg, PA

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Job Details

Full-time
From $55,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Tuition reimbursement
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Flexible schedule

Qualifications

Microsoft Excel
Finance
Customer service
Microsoft Office
Bachelor's degree
Customer relationship management
Financial services

Full Job Description

Client Service Associate

About Confluence Financial Partners

At Confluence Financial Partners, we believe that our firm and associates make an impact by helping our clients maximize their lives and legacies. Every associate that joins our organization is part of a group striving to make an impact on individuals, families, and businesses in Western Pennsylvania and beyond. We leverage our resources to make an impact in the communities we serve via individual wealth management, insurance offerings, and 401(k) management for businesses.

Reports To
Chief Operating Officer

Job Overview

The Client Service Associate will perform administrative duties and basic financial functions for the Wealth Manager they have been assigned and for the firm in general. The main role is to assist clients by answering inquiries, preparing client paperwork, scheduling meetings and contacting clients with information regarding their investment accounts. The successful candidate will embrace the Core Values of Confluence Financial Partners: Do Right, Improve Everyday, Enjoy The Journey, and Be Thankful. If you’re ready to advance your career on a team that’s dedicated to growing and improving on a daily basis, then a position with Confluence might be a great fit for you!

Responsibilities and Duties

Function as an assistant to the advisor(s) assigned by the firm
Assist clients with requests related to account and money management
Contact clients via electronic means, written correspondence, or telephone
Update, maintain and/or access client accounts, transactions or documents
Ensure all necessary paperwork has been received by client and provide explanation on proper completion of documents.
Arrange internal pre-meetings, and client meetings for advisors
Prepare reports or materials
Maintain client and firm records
Other duties as assigned

Qualifications

Bachelor’s degree
Prior experience in a financial institution preferred
Proficient in Microsoft Office Suite programs, especially Excel
Proven track record analyzing data and interpreting results
Demonstrated understanding of financial markets and trends is a plus
Exemplary track record of customer service

Job Type: Full-time

Pay: From $55,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible schedule
Health insurance
Paid time off
Tuition reimbursement
Vision insurance

Schedule:

Monday to Friday

Education:

Bachelor's (Required)

Experience:

Financial Services: 1 year (Required)
Customer service: 1 year (Required)

Work Location: In person

Quick Apply

Refine Your Search

Document Service Associate jobs

Client Service Associate

Client Service Associate

Fulfillment Associate, Document Management,

Document Coordinator - Trident University International (Remote)

Records Associate

Data Processing Specialist, Associate

Remote Case Processing Analyst

Document Processing Associate (On-Site)

Associate, Document Control

Staff RN - Experienced Bedside - NICU 7 - Full time/Nights

Electrical Project Manager

Swing ER Licensed Veterinary Technician (LVT)

Paralegal

Boiler Operator

Grain Merchandising Assistant

Overnight ER Licensed Veterinary Technician (LVT)

Title Officer Associate -Minimum 3 Years Experience

Business Services Associate

Development Associate

Civil Engineer - Public Works (Multiple Levels)

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