Top 4767 client services associate Jobs

Financial Administrative Assistant/Client Service Associate
Confidential —Mammoth Lakes, CA
- $40,000 - $50,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Personal Trainer / Fitness Coach – Clients Provided, No Sales, Private Studio
G Fit Life —Floyds Knobs, IN
- $36,000 - $55,000 a year
- Full-time
- CPR Certification
- High school diploma or GED
- In-person
- Paid training
- Paid holidays
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Regional Sales & Customer Service Manager
DW PRODUCTS —Cedar Rapids, IA
- Full-time
- Background check
- Up to 50% travel
- Mid-level
- Paid holidays
- Relocation assistance
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Client Advisor/Sales
Overland Sheepskin Co. —Ketchum, ID
- From $25 an hour
- Full-time
- Customer service
- Merchandising
- US work authorization
- Health savings account
- Health insurance
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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
13d
7th Grade Tutor Part-Time (Math and ELA) in Client's Home $21/Hour
Club Z! Tutoring —Sandwich, MA
- $21 an hour
- Part-time
- Background check
- High school
- Computer literacy
Quick Apply
12d
Client Payroll Service Specialist
Long & Associates Public Accountants Inc —Salina, KS
- $42,000 - $50,000 a year
- Urgently hiring
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
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7th Grade Spanish Speaking Tutor (Reading, Writing, & Math) Part-Time In Client's Home $21/Hour
Club Z! Tutoring —Nashville, TN
- $21 an hour
- Part-time
- Background check
- Spanish
- High school
Quick Apply
6d
1st Grade Tutor (Reading & Writing ) Part Time In-Client's Home $21/Hour
Club Z! Tutoring —Van Buren, MO
- $21 an hour
- Part-time
- Background check
- Computer literacy
- Teaching Certification
- Flexible schedule
Quick Apply
12d
Technical Sales & Customer Service Representative
Armstrong Nautical —Croswell, MI
- Full-time
- Mid-level
- Organizational skills
- In-person
- Health insurance
- Paid time off
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6h
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
Tax Client Service Coordinator
Confidential —Elmira, NY
- $60,000 - $70,000 a year
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
8d
Client Services Advocate
HAVEN —Rochester, NH
- $47,132.80 a year
- Weekends as needed
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
7d
Educational Company Seeks Client Success Manager with Sales Experience
Thinque Prep —Lake Forest, CA
- $25 - $30 an hour
- Temporary
- Google Workspace
- Customer service
- Maintenance
- Profit sharing
- Health insurance
Quick Apply
Pre-K Part Time (Core Basics) in Client's Home $21/Hour
Club Z! Tutoring —Parker, CO
- $21 an hour
- Part-time
- Background check
- Computer literacy
- Teaching Certification
Quick Apply
Licensed Insurance Sales/Customer Service Representative
Abby Lawson Insurance Agency, Allstate —Tomball, TX
- $40,000 - $100,000 a year
- Full-time
- Sales
- Customer service
- Office
- Disability insurance
- 401(k)
Quick Apply
Client Associate
Norwich Wealth Management —Norwich, NY
- $40,000 - $55,000 a year
- Full-time
- Background check
- Office
- Finance
- Health insurance
- Paid time off
Quick Apply
Client Service Associate
KTF Investments, LLC —Seal Beach, CA
- $60,000 - $80,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Paid training
- Health savings account
Quick Apply
Parts Sales & Customer Support Associate – Full Time
DalesSuperStore.com —Sarasota, FL
- $60,000 - $90,000 a year
- Full-time
- Bilingual
- Background check
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Client Support Administrator - (min 3+ yrs exp req)
Mezrah Consulting —Tampa, FL
- $40,000 - $60,000 a year
- Full-time
- Background check
- Microsoft Excel
- Writing skills
- Health savings account
- Health insurance
Quick Apply

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Financial Administrative Assistant/Client Service Associate

Confidential
Mammoth Lakes, CA

Quick Apply

Job Details

Full-time
$40,000 - $50,000 a year

Qualifications

Computer operation
Microsoft Excel
Microsoft Outlook
Executive administrative support
Clerical experience
Office management

Full Job Description

Position Summary

The organization’s mission is to deliver superior, objective, proactive services that strive to anticipate and address our client’s needs before they even ask. The service team plays a vital role in that success. We are a friendly small office environment at a growing wealth management and financial planning firm. This is a full time, in person position located in Mammoth Lakes, CA.

As a Client Service Associate, you will help deliver the company vision and build lifelong relationships capable of making a significant positive difference in our clients’ lives. You will provide assistance to the Managing Partner by providing a wide range of office management and support to the company. Join the team and play a vital role in living the firm's commitments to the highest ethical standards and maintaining the valued trust of our clients and community.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

Provide administrative support for our Financial Advisors
Monitor and manage Financial Advisor's calendar, organizing events
Assist with processing paperwork and with preparing reports and forms for client appointments
Perform office tasks such as email, taking messages, distributing & handling mail items, etc.
Assist with addressing client inquiries and problem solving
Establishes and maintains files to meet regulatory requirements
Maintaining confidentiality of sensitive and confidential information with maximum discretion
Performing other work-related duties as assigned
Interact with custodian broker/dealer, outside money managers, mutual funds and insurance and annuity companies

Desired Qualifications (Knowledge, Skills, and Abilities)

Efficient computer skills including MS Office suite (Word, Excel, Outlook, PowerPoint) required
2+ years administrative assistant experience preferred
Strong client service and phone skills
Strong attention to detail and accuracy skills
Effective and very strong organizational, multi-tasking, and prioritizing skills
Ability to create and maintain organizational systems
Comfortable working independently in a fast-paced changing environment
Strong verbal, written, and interpersonal communication skills

Pay: $40,000.00 - $50,000.00 per year

Work Location: In person

Quick Apply

Refine Your Search

client services associate jobs

Financial Administrative Assistant/Client Service Associate

Personal Trainer / Fitness Coach – Clients Provided, No Sales, Private Studio

Regional Sales & Customer Service Manager

Client Advisor/Sales

Client Service Associate (Hybrid Work Option)

7th Grade Tutor Part-Time (Math and ELA) in Client's Home $21/Hour

Client Payroll Service Specialist

7th Grade Spanish Speaking Tutor (Reading, Writing, & Math) Part-Time In Client's Home $21/Hour

1st Grade Tutor (Reading & Writing ) Part Time In-Client's Home $21/Hour

Technical Sales & Customer Service Representative

Financial Advisor Associate / Client Service Advisor

Tax Client Service Coordinator

Client Services Advocate

Educational Company Seeks Client Success Manager with Sales Experience

Pre-K Part Time (Core Basics) in Client's Home $21/Hour

Licensed Insurance Sales/Customer Service Representative

Client Associate

Client Service Associate

Parts Sales & Customer Support Associate – Full Time

Client Support Administrator - (min 3+ yrs exp req)

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

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