Top 68523 Client solutions associate Jobs

Client Service Associate
RICHLAND COUNTY BANK —Richland Center, WI
- $21 - $25 an hour
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
7d
Legal Patient Advocate
MED-1 Solutions, LLC —Greenwood, IN
- $15 an hour
- Multiple hires
- Microsoft Excel
- Microsoft Outlook
- Sales
- Profit sharing
- Paid training
Quick Apply
Chemistry Analyst II
Pine Pharmaceuticals —Tonawanda, NY
- From $24 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- ERP systems
- Health insurance
- Dental insurance
Quick Apply
Client Service Associate - Personal Lines (Licensed)
Insurance Centers of America, Inc —Colorado Springs, CO
- $60,000 - $70,000 a year
- Full-time
- Background check
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
AV Support Technician
Partnership HealthPlan of California —Fairfield, CA
- $69,997.84 - $83,997.41 a year
- Full-time
- Computer science
- Computer Science
- Mid-level
Client Success Associate
The Human Reach —Remote
- $0 a year
- Full-time
- Remote
- English
- 1 year
- Leadership
- Health insurance
- Dental insurance
Quick Apply
Customer Care Associate
Health Advocate —Remote
- From $16.50 an hour
- Full-time
- Remote
- Medical office experience
- HIPAA
- Organizational skills
- Paid holidays
- Health insurance
Customer Support Associate
M7 Health —Remote
- Full-time
- Remote
- Mid-level
- Communication skills
- Paid training
Quick Apply
Solutions Consulting Associate
Veeva Systems —Remote
- $75,000 - $100,000 a year
- Full-time
- Remote
- Mid-level
- 2 years
- Commercial
- Paid holidays
- Health insurance
Service Desk Analyst - Remote (After Hours)
K2 Services —Remote
- $36,000 - $39,000 a year
- Weekends as needed
- Remote
- High school diploma or GED
- Typing
- Entry level
- Health insurance
- 401(k) matching
Associate Financial Advisor (Remote)
Dew Wealth Management —Remote
- $65,000 - $80,000 a year
- Email
- Remote
- Research
- Mid-level
- Finance
- Health savings account
- Health insurance
Client Care Associate
Handel Behavioral Health —Amherst, MA
- $40,000 - $49,500 a year
- Full-time
- Background check
- Medication administration
- Sales
- Paid training
- Health savings account
Quick Apply
8d
Client Resolution Specialist
Imperial PFS —Jersey City, NJ
- $58,000 - $77,000 a year
- Full-time
- Mid-level
- Communication skills
- Paid training
- Wellness program
Quick Apply
Customer Support Analyst
Hansen Talent Group —Columbia, SC
- Full-time
- Hybrid work
- Mid-level
- Continuous improvement
- Organizational skills
Quick Apply
Associate, Account Management
BWG Global —Purchase, NY
- $65,000 - $75,000 a year
- Business development experience
- Bachelor's degree
- Organizational skills
- Opportunities for advancement
Help Desk / Jr. System Administrator (Tier 1 and 2)
Central Point Partners —Richmond, VA
- Up to $65,000 a year
- Full-time
- Mid-level
- Office
- Windows
- Health insurance
- Dental insurance
Quick Apply
11d
Entry Level | Document Scanner $20 | Evening Shift
Verstela —Newark, CA
- $20 an hour
- Call employer
- Warehouse
- Ability to stand for extended periods
- Entry level
- Free parking
- AD&D insurance
Customer Support Associate II
ResMed —Remote
- $23.28 - $29.10 an hour
- Full-time
- Remote
- Mid-level
- Bachelor's degree
- Home Health
- Commuter assistance
- Health savings account
Junior Sales Associate (Part Time)
Techcare Plus Inc —Remote
- $20 - $25 an hour
- Part-time
- Remote
- Communication skills
- Entry level
Quick Apply
Retirement Client Associate
Leading Retirement Solutions —Remote
- $55,000 - $70,000 a year
- Full-time
- Remote
- Microsoft Outlook
- Word processing
- Bachelor's degree
- Health savings account
- AD&D insurance
Quick Apply
6d

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Client Service Associate

RICHLAND COUNTY BANK -
Richland Center, WI

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Job Details

Full-time
$21 - $25 an hour
7 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Flexible schedule
Life insurance

Qualifications

Managing customer accounts
Teamwork
Client services experience within financial services industry
Attention to detail
CRM system proficiency
Productivity software
Associate's degree
Account management experience
Client email correspondence
Client interaction via phone calls

Full Job Description

Overview

We are seeking a dedicated Client Service Associate to join our Mindham Wealth Advisory team. Mindham Wealth Advisory is a growing wealth management firm that provides financial planning and investment management services inside Richland County Bank. Mindham Wealth Advisory relies on strong relationship building, industry knowledge, and personalized financial solutions to help clients build and protect wealth. The Client Service Associate plays a central role in building client trust and keeping workflows on track.

Responsibilities

Act as a point of contact for client inquiries
Prepare and process new account paperwork, transfers, and account maintenance
Manage service requests to completion
Manage advisor calendar and client review scheduling
Prepare review packets and agendas
Log all activity in CRM for compliance and collaboration
Gather and input initial data for client financial plans

Qualifications

2+ years client service/operations (financial services preferred)
Proficiency in Microsoft Office and CRM software
Experience with either LPL platforms or in a wealth management office strongly preferred
Associate degree in Business Management or Finance

Join us as a Client Service Associate and become an integral part of a team committed to delivering outstanding service. You are encouraged to apply if you are someone with office administration or operational experience who knows how to take ownership of a task with minimal supervision. An ideal candidate is someone who learns quickly, prioritizes tasks and time management, and who provides a great experience for customers. You will enjoy working in this roll if you like building relationships with customers as well as managing the back-office processing of customer needs.

Pay: $21.00 - $25.00 per hour

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Life insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

client solutions associate jobs

Client Service Associate

Legal Patient Advocate

Chemistry Analyst II

Client Service Associate - Personal Lines (Licensed)

AV Support Technician

Client Success Associate

Customer Care Associate

Customer Support Associate

Solutions Consulting Associate

Service Desk Analyst - Remote (After Hours)

Associate Financial Advisor (Remote)

Client Care Associate

Client Resolution Specialist

Customer Support Analyst

Associate, Account Management

Help Desk / Jr. System Administrator (Tier 1 and 2)

Entry Level | Document Scanner $20 | Evening Shift

Customer Support Associate II

Junior Sales Associate (Part Time)

Retirement Client Associate

I want to receive the latest job alert for client solutions associate

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