Top 30 Client services associate Jobs in Nashua, Nh

Administrative Assistant (Client Service Associate)
METRO Financial Strategies —Chelmsford, MA
- $60,000 - $75,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
Administrative Assistant (Client Service Associate)
METRO Financial Strategies —Chelmsford, MA
- $55,000 - $65,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health savings account
- Health insurance
Quick Apply
Client Services Representative
Trane Technologies —Wilmington, MA
- $66,056.66 - $96,039.99 a year
- Full-time
- Pass drug screening
- Mid-level
- Office
- Paid holidays
- Health insurance
Client Benefits Specialist
Center for Life Management —Derry, NH
- Full-time
- Clean driving record
- Computer literacy
- Adults
- Mileage reimbursement
- AD&D insurance
Quick Apply
4th Grade (Math ) Tutor Part-Time In Client's Home $21/Hour
Club Z! Tutoring —Concord, MA
- $21 an hour
- Part-time
- Background check
- High school
- Computer literacy
Quick Apply
Client Service Associate - Senior
Baker Tilly Advisory Group, LP —Tewksbury, MA
- $80,200 - $105,000 a year
- Full-time
- Office
- 3 years
- Bachelor's degree
Quick Apply
Registered Wealth Management Client Associate
Bank of America —Manchester, NH
- $26.50 - $45.00 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
12d
Client Experience Associate
PNC Financial Services Group —Burlington, MA
- $40,500 - $67,500 a year
- Full-time
- Office
- No degree
- 1 year
- Wellness program
- Health savings account
3d
Client Service Manager IV Retirement Services
ADP —Salem, NH
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- 5 years
- 401(k)
- Opportunities for advancement
5d
Wealth Management Client Associate
Bank of America —Manchester, NH
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Client Services Associate II - Digital Investment Services, Chelmsford, MA,
First Technology Federal Credit Union —Chelmsford, MA
- $30.00 - $33.70 an hour
- Email
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
9d
Client Experience Associate (Insurance)
Agent Vista —Merrimac, MA
- $27 - $30 an hour
- Part-time
- Office
- Entry level
- Under 1 year
- Paid training
Quick Apply
Client Services Coord
The Parents Estate Planning Law Firm, PC —Acton, MA
- $48,000 - $52,000 a year
- Administrative experience
- Children
- 1 year
Quick Apply
Client Service Coordinator
WalkerHealthcare —Burlington, MA
- Full-time
- Hybrid work
- Customer service
- Research
- Mid-level
Quick Apply
Executive Coordinator & Client Experience Manager
Ameriprise Financial —Nashua, NH
- $45,000 - $60,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Disability insurance
- Paid time off
Quick Apply
Sales & Customer Service Coordinator
Steele Canvas Basket Corp. —Wilmington, MA
- $55,000 - $60,000 a year
- Full-time
- Administrative experience
- Product management
- Organizational skills
- Health savings account
- Health insurance
Quick Apply
Associate Financial Advisor – Client-Focused Role
Ameriprise Financial —Nashua, NH
- $75,000 - $90,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Disability insurance
- Paid time off
Quick Apply
Commercial Lines Client Manager
World Insurance Associates LLC —Windham, NH
- Full-time
- Mid-level
- Office
- 3 years
Quick Apply
3d
Client Experience Coordinator
The Parents Estate Planning Law Firm, PC —Acton, MA
- $48,000 - $52,000 a year
- Administrative experience
- Children
- 1 year
Quick Apply
Client Service Representative
VCA Animal Hospitals —Lancaster, MA
- $16 - $23 an hour
- Full-time
- Maintenance
- 1 year
- Entry level
- Paid parental leave
- Disability insurance

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Administrative Assistant (Client Service Associate)

METRO Financial Strategies
Chelmsford, MA

Quick Apply

Job Details

Full-time
$60,000 - $75,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
Phone communication
Customer service
Professional ethics
Writing skills
English
Microsoft Office
Administrative experience
Managing clients in a customer support role
Organizational skills
Financial services
Productivity software
Phone etiquette
Office phone management
Office experience

Full Job Description

Job Description

We are seeking a friendly, hard working and personable administrative assistant to provide a wide variety of clerical and team support services to clients under supervision. In the Office , you will follow established procedures to perform standard tasks and resolve most questions and problems. You will also maintain routine contact with clients and other team members to obtain, serve, clarify and provide facts and information as you project a professional image.

Additional tasks of the administrative assistant include:

Greeting clients and welcoming them into the office.

Providing office support including answering telephones, processing transferring paperwork, opening accounts, scanning, filing, and resolving problems or inquiries, printing prospectuses and writing thank you notes.

Scheduling and coordinating meetings, events, and appointments.

Preparing reports for client meetings, setting up folders/binders.

Maintaining and ordering office supplies.

Clerical tasks and data entry

Transcribing and documenting notes in CRM.

Establishing, maintaining and updating files, databases, records and compliance documents.

Job Responsibilities

In the Office, you will coordinate and perform a range of team and operational support activities all to serve and support our clients.

Job Requirements

In the Office you must possess a professional and service-oriented demeanor with pleasant and business appropriate phone manners. You must be able to multi task in a busy work environment with changing priorities all by paying attention to details. Our ideal Client Service Associate works ethically and with integrity, maintains client and firm confidentiality and upholds a professional image with clients and the rest of the team. You much have excellent verbal communication and organization skills to prioritize and complete work efficiently. You must also have effective problem-solving skills to resolve routine client questions.

Additional requirements for the position:

Minimum 5-7 year Financial Services.

Proficiency with Microsoft Office Suite to produce professional documents and document client interactions.

Benefits

We understand that our employees work hard, so we offer a benefit program to help you achieve a successful work life balance. Our continued success depends on diverse array of professionals working together toward common goals while striving for independence, innovation, intelligence and integrity. It's a rewarding foundation where unique individuals are given the tools to excel through their own hard work and determination. We foster a friendly and flexible work environment with resources dedicated to your personal growth.

Job Type: Full-time

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

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Experience:

Administrative: 7 years (Required)
Customer service: 7 years (Required)
Financial services: 7 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

client services associate jobs in nashua, nh

Administrative Assistant (Client Service Associate)

Administrative Assistant (Client Service Associate)

Client Services Representative

Client Benefits Specialist

4th Grade (Math ) Tutor Part-Time In Client's Home $21/Hour

Client Service Associate - Senior

Registered Wealth Management Client Associate

Client Experience Associate

Client Service Manager IV Retirement Services

Wealth Management Client Associate

Client Services Associate II - Digital Investment Services, Chelmsford, MA,

Client Experience Associate (Insurance)

Client Services Coord

Client Service Coordinator

Executive Coordinator & Client Experience Manager

Sales & Customer Service Coordinator

Associate Financial Advisor – Client-Focused Role

Commercial Lines Client Manager

Client Experience Coordinator

Client Service Representative

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