Client Services Associate Salaries in Danvers, MA

Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Processes a variety of customer interactions.

$40,500 - $67,500 a year

3 hours ago

Make outbound calls, resolve customer issues within policy, and visit customers as needed. Provide technical support, promote product offerings, and identify…

$66,056.66 - $96,039.99 a year

A bachelor's degree in a relevant field such as finance or business is preferred but not essential. Proven experience in a client service or administrative role…

1 day ago

Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).

$15.00 - $40.87 an hour

FINRA Series 65 or willingness to obtain industry licensing, if applicable. Support implementation of financial planning and investment recommendations.

$80,200 - $105,000 a year

Answer phone calls and emails with professionalism, empathy, and urgency. Help clients with payments, policy changes, claims questions, and everyday insurance…

$27 - $30 an hour