Top 5886 Client scheduling associate Jobs

Client Service Associate
TPM Placement —Worcester, MA
- $60,000 - $75,000 a year
- Full-time
- Hybrid work
- Background check
- Office
- Bachelor's degree
- Health insurance
- 401(k)
Quick Apply
4d
Retail Scan Associate (Gas City, IN 46933)
ScanScape —Gas City, IN
- $16 an hour
- Part-time
- 18 years or older
- High school diploma or GED
- Driver's License
- Travel reimbursement
- 401(k) matching
Quick Apply
8d
Retail Scan Associate (Covelo, CA 95428)
ScanScape —Covelo, CA
- $19 an hour
- Part-time
- 18 years or older
- High school diploma or GED
- Driver's License
- Travel reimbursement
- 401(k) matching
Quick Apply
Retail Scan Associate (Edwardsville, IL 62025)
ScanScape —Edwardsville, IL
- $16 an hour
- Part-time
- 18 years or older
- High school diploma or GED
- Driver's License
- Travel reimbursement
- 401(k) matching
Quick Apply
12d
Retail Scan Associate (FAIRBURY NE 68352)
ScanScape —Fairbury, NE
- $16 an hour
- Part-time
- 18 years or older
- High school diploma or GED
- Driver's License
- Travel reimbursement
- 401(k) matching
Quick Apply
14d
Remote Customer Support Associate
Traveling with Mchaila —Carolina, PR
- Full-time
- Remote
- Administrative experience
- Organizational skills
- Communication skills
Quick Apply
14d
Satisfaction Research Center Associate - UT/TX/NC
Activated Insights —Remote
- $10 - $11 an hour
- Part-time
- Remote
- Computer literacy
- 11+ years
- Home Health
- Paid training
- Paid time off
Quick Apply
11d
Client Success Associate
The Human Reach —Remote
- $0 a year
- Full-time
- Remote
- English
- 1 year
- Leadership
- Health insurance
- Dental insurance
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Customer Support Associate
M7 Health —Remote
- Full-time
- Remote
- Mid-level
- Communication skills
- Paid training
Quick Apply
Inside Partner Success Associate (Remote)
TheGuarantors —Remote
- $60,000 - $70,000 a year
- Full-time
- Remote
- Google Workspace
- Writing skills
- 1 year
- Paid parental leave
- Health savings account
Quick Apply
13d
Customer Service Associate
PRODUCTIONS LLC —Doral, FL
- $22.25 - $26.79 an hour
- Part-time
- Remote
- Spanish
- Microsoft Excel
- Computer literacy
Quick Apply
Account Associate Specializing In Home Care
24/7 Coastal Contact —Gulf Shores, AL
- From $13 an hour
- Weekends as needed
- Remote
- Home Health
- Communication skills
- Entry level
- Paid training
- Paid time off
Quick Apply
CUSTOMER SERVICE ASSOCIATE
GRADE POTENTIAL, LLC —Atlanta, GA
- $35,000 - $55,000 a year
- Overtime
- Remote
- 11+ years
- Financial services
- Entry level
- Paid holidays
- Health insurance
Client Success Associate - SaaS Software
TEXO —Remote
- $45,000 - $50,000 a year
- Full-time
- Remote
- Bachelor's degree
- Travel
- Organizational skills
Quick Apply
Client Scheduling Associate
Veritext —Reno, NV
- $20 - $23 an hour
- Email
- Hybrid work
- Office
- US work authorization
- Communication skills
- Paid holidays
- Disability insurance
Quick Apply
OPERATIONS FULFILLMENT ASSOCIATE
GRADE POTENTIAL, LLC —Phoenix, AZ
- $45,000 - $65,000 a year
- Overtime
- Remote
- Sales
- 11+ years
- Mid-level
- Paid holidays
- Health insurance
Client Service Associate
Elevation Wealth Partners —Remote
- $45,000 - $55,000 a year
- Remote
- Mid-level
- Finance
- Bachelor's degree
- Paid holidays
Quick Apply
Client Experience Associate
AnywhereWorks —Texas
- From $16 an hour
- Full-time
- Remote
- Background check
- Spanish
- Computer literacy
Quick Apply
Client Experience Associate - Ohio
AnywhereWorks —Ohio
- From $16 an hour
- Full-time
- Remote
- Background check
- Spanish
- Computer literacy
Quick Apply
Client Solutions Associate, San Francisco - Immediate Start
Office Hours —San Francisco, CA
- $72,000 - $88,000 a year
- Urgently hiring
- Hybrid work
- Mid-level
- Office
- Leadership
- Paid holidays
- Health insurance
Quick Apply

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Client Service Associate

TPM Placement
Worcester, MA

Quick Apply

Job Details

Full-time
$60,000 - $75,000 a year
4 days ago

Benefits

Health insurance
401(k)
Paid time off
401(k) matching

Qualifications

Wealth management
Bachelor's degree
Attention to detail
Client services
Financial services
Assisting with digital banking services
Business
Client email correspondence
Client interaction via phone calls

Full Job Description

Client Service Associate

Location: Worcester, MA

Compensation: $60,000 - $75,000 + bonus (based on experience)

Status: Full time, hybrid

We are an independent, fee-based investment advisory firm that specializes in active management and capital preservation for high-net-worth individuals, families, and institutions. As a close-knit team, we foster a culture where our employee contributions matter, ideas are valued, and work directly supports the success of our clients and team. We’re not your ordinary firm. What sets us apart is our commitment to delivering honest, no-nonsense financial advice that empowers clients to protect and grow their wealth in a rapidly changing economic landscape. We challenge conventional financial systems, prioritize transparency, and reduce our clients’ fear and anxiety by incorporating financial therapy-like principles focused on safety, security, and growth.

We are seeking a highly motivated Client Service Associate to provide exceptional service to our clients and support our advisors in delivering a high-touch client experience. The ideal candidate will be personable, detail-oriented, organized, and thrive in a relationship-driven environment. This individual will serve as a key point of contact for clients, providing proactive communication, coordinating service needs, assisting with onboarding, and ensuring clients receive timely, accurate, and consistent support.

Some of the top qualities that we seek in new team members include:

· A sincere commitment to both client and team success

· Strong attention to detail and ability to follow through consistently

· Exceptional communication skills, both written and verbal

· Friendly, professional, and approachable demeanor

· Ability to build trust and make clients feel welcome and valued

· Strong organizational skills and ability to manage multiple priorities

· Autonomous self-starter who takes initiative and ownership

· Positive attitude and willingness to assist wherever needed

· Ability to anticipate client and advisor needs

· Strong problem-solving and troubleshooting skills

· High ethical standards and commitment to confidentiality

· Comfortable working in a fast-paced, collaborative environment

As a Client Service Associate, you will value building strong relationships, taking ownership of responsibilities, and contributing to a collaborative team environment. There is tremendous opportunity for growth for the right candidate as our firm continues to expand and create opportunities for team members to develop new skills and responsibilities.

In your new role, you can expect to:

· Serve as a primary point of contact for clients by phone and email, providing responsive and professional support

· Develop strong client relationships by delivering a personalized service experience

· Schedule client meetings, send reminders, provide updates, and assist with client follow-up communications

· Respond to client questions and service requests while ensuring a positive client experience

· Assist with onboarding new clients by gathering required documentation and coordinating account paperwork

· Support account transfers, account maintenance requests, and ongoing client service needs

· Track and communicate updates related to paperwork, transfers, and account changes

· Assist clients with online portal access, login support, and basic troubleshooting

· Maintain accurate client information, notes, and activity records within the CRM system

· Prepare standard client reports and assist with client communications

· Support advisors with meeting preparation, scheduling, and administrative needs

· Assist with technology-related questions from clients and internal team members, including portal access and navigation issues

· Maintain and support CRM systems and assist with process improvements

· Help train team members on new technology tools, updates, and best practices

Qualifications for this role include:

· Bachelor’s degree from an accredited college or university

· 2+ years of experience in financial services support, preferably in a Client Service Associate role

· Strong written and verbal communication skills

· Experience working with CRM systems, Microsoft Office, and online client portals

· Familiarity with wealth management platforms such as Schwab and Advyzon is a plus

· Ability to manage multiple projects and deadlines with strong attention to detail

· Excellent interpersonal skills and a professional, client-focused approach

· Ability to work independently while collaborating effectively with advisors and team members

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit. We look forward to meeting you!

Job Type: Full-time

Pay: $60,000.00 - $75,000.00 per year

Benefits:

401(k)
401(k) matching
Health insurance
Paid time off

Compensation Package:

Bonus opportunities

Education:

Bachelor's (Required)

Experience:

Wealth management: 2 years (Required)
Financial services: 2 years (Required)
Client services: 2 years (Preferred)

Ability to Commute:

Worcester, MA 01608 (Required)

Work Location: Hybrid remote in Worcester, MA 01608

Quick Apply

Refine Your Search

client scheduling associate jobs

Client Service Associate

Retail Scan Associate (Gas City, IN 46933)

Retail Scan Associate (Covelo, CA 95428)

Retail Scan Associate (Edwardsville, IL 62025)

Retail Scan Associate (FAIRBURY NE 68352)

Remote Customer Support Associate

Satisfaction Research Center Associate - UT/TX/NC

Client Success Associate

Customer Support Associate

Inside Partner Success Associate (Remote)

Customer Service Associate

Account Associate Specializing In Home Care

CUSTOMER SERVICE ASSOCIATE

Client Success Associate - SaaS Software

Client Scheduling Associate

OPERATIONS FULFILLMENT ASSOCIATE

Client Service Associate

Client Experience Associate

Client Experience Associate - Ohio

Client Solutions Associate, San Francisco - Immediate Start

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