Top 127685 Client service associate Jobs in United States

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 Service Associate – Commercial Lines (Licensed)
Insurance Centers of America, Inc —Colorado Springs, CO
- $65,000 - $75,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Freight Broker Dispatcher or Carrier Manager
The D/C Group —Elk Grove Village, IL
- $52,000 - $55,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Commercial Lines Service Consultant (required to have an active Property & Casualty license)
InsureOne Insurance Services America LLC —Ilion, NY
- $45,000 - $75,000 a year
- Hybrid work
- Spanish
- Computer literacy
- English
- Paid training
- Paid holidays
Quick Apply
8d
Associate Financial Advisor - Ascend National Wealth Advisors- Bellevue, WA
Thrivent —Bellevue, WA
- $70,000 - $105,000 a year
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Business Office Associate
Pearl Ridge Dental Spring Valley, MN —Spring Valley, MN
- $19 - $22 an hour
- Part-time
- Dental office
- Medical office experience
- Mid-level
Quick Apply
Insurance- Commercial Lines Account Manager
Lechner & Stauffer, Inc. —Pennsburg, PA
- $60,000 - $80,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Paid time off
Quick Apply
Client Service Associate (Hybrid Work Option)
Wealth Enhancement Group —Albuquerque, NM
- $42,500 - $63,750 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Agent, Commercial Lines
Armed Forces Insurance —Leavenworth, KS
- $49,000 - $58,000 a year
- Microsoft Outlook
- Word processing
- Bachelor of Science
- Paid holidays
- Disability insurance
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
Systems Administrator II
Consolidated Networks Corporation (CNC) —Fort Johnson, LA
- Full-time
- Writing skills
- Mid-level
- 3 years
- Profit sharing
- Paid holidays
Quick Apply
11d
Marketing & Operations Assistant
Hawaii Off Grid Architecture and Engineering —Haiku, HI
- $26 - $28 an hour
- Full-time
- Customer service
- Research
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Assistant Branch Manager
Heights Finance Corporation —Ashland, WI
- $18 - $25 an hour
- Full-time
- No experience needed
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Financial Advisor
Foguth Financial Group —Naples, FL
- $100,000 - $500,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Paid training
- Professional development assistance
Quick Apply
Client Services Associate
Lofy Group Wealth Management —Phoenix, AZ
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
10d
Financial Advisor Associate / Client Service Advisor
Group 10 Financial, LLC —Maitland, FL
- $55,000 - $70,000 a year
- Email
- Hybrid work
- Customer service
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Client Service Specialist for Mediation Non-Profit (must be in Hawaii)
The Mediation Center of the Pacific —Honolulu, HI
- $21 - $25 an hour
- 8 hour shift
- Background check
- Computer literacy
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Associate Account Manager
Swagelok Kansas City —Lincoln, NE
- From $65,000 a year
- Full-time
- Background check
- Clean driving record
- Driver's License
- Travel reimbursement
- Health insurance
Quick Apply
8d
Wealth Management Client Service Associate
Samara Capital —Beaverton, OR
- $72,000 - $90,000 a year
- Full-time
- Background check
- Research
- Mid-level
- Paid holidays
- 401(k)
Quick Apply
Catering Sales Manager OEM
The Ameswell Hotel —Mountain View, CA
- $32.39 - $34.82 an hour
- Overtime
- Computer literacy
- English
- Mid-level
- Health insurance
- Dental insurance
Quick Apply

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client service associate jobs near united states

Client Service Associate

Elevation Wealth Partners
Remote

Quick Apply

Job Details

$45,000 - $55,000 a year

Benefits

Paid holidays

Qualifications

Phone communication
Bachelor's degree
Client interaction via phone calls

Full Job Description

Client Service Associate (unlicensed) - Wealth Management

We are seeking a motivated and detail-oriented Client Service Associate to join our team. This role is integral in supporting our wealth advisors and ensuring a seamless experience for our valued clients. The ideal candidate will have strong organizational skills, a customer-centric mindset, and experience in the financial planning industry.

Compensation:

$45,000 - $55,000 annually

Responsibilities:

Management of advisors' calendars, including scheduling of business & client meetings
Serve as the primary point of contact for client inquiries, ensuring prompt and professional responses; answer the main business line
Assist wealth advisors by preparing and organizing client documentation to ensure smooth and efficient meetings
Maintain up-to-date client records in our database
Assist clients with technical issues
Perform data entry in financial planning software
Take stewardship of community involvement, sponsorships, & events
Prepare and process client paperwork

Qualifications:

High level of personal responsibility and ability to work independently in a remote setting
Enhanced communication skills to effectively bridge the remote work gap and maintain strong client and team relationships
Bachelor’s degree (required) in finance, business administration, or a related field (preferred)
1-3 years of experience in a financial services role
Strong communication and interpersonal skills with a client-first attitude. Excellent phone skills are a must
Close attention to detail and excellent organizational skills.
Proficiency in Microsoft Office Suite and experience with CRM software are a plus.

About Company

We are a growing financial planning firm dedicated to helping individuals and families achieve their financial goals. We specialize in helping clients manage inheritances, providing expert guidance to ensure their financial future is secure. We pride ourselves on delivering personalized, high-quality financial advice and exceptional client service. Our team is committed to integrity, professionalism, and excellence in everything we do. Community involvement is a cornerstone of our values, and we take pride in actively supporting and engaging with the communities we serve.

Benefits

W-2 employment status
Twelve (12) paid company holidays with a year-end extended winter break
Opportunities for professional development and growth within the firm.

Quick Apply

Refine Your Search

client service associate jobs in united states

Client Service Associate

Client Service Associate – Commercial Lines (Licensed)

Freight Broker Dispatcher or Carrier Manager

Commercial Lines Service Consultant (required to have an active Property & Casualty license)

Associate Financial Advisor - Ascend National Wealth Advisors- Bellevue, WA

Business Office Associate

Insurance- Commercial Lines Account Manager

Client Service Associate (Hybrid Work Option)

Agent, Commercial Lines

Client Service Associate - Personal Lines (Licensed)

Systems Administrator II

Marketing & Operations Assistant

Assistant Branch Manager

Financial Advisor

Client Services Associate

Financial Advisor Associate / Client Service Advisor

Client Service Specialist for Mediation Non-Profit (must be in Hawaii)

Associate Account Manager

Wealth Management Client Service Associate

Catering Sales Manager OEM

I want to receive the latest job alert for client service associate in united states

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