client services associate jobs

Wealth Advisory Group of DiLauro Wracher & Thomas —Hermitage, PA

Provides office support including answering telephones, assisting visitors, and resolving and/or referring problems or inquiries.

Confidential —Albany, NY

Sales, inside sales, client development, account executive, customer service, receptionist and/or call-center experience preferred;

Vicus Capital —State College, PA

Ability to work without close supervision, exercise independent judgment and problem-solving, as well as collaborating in a team environment.

Knipper HEALTH —Lakewood, NJ3

Support the coordination of 3rd party field audits for sales representative, and issue program instructions to external PDMA auditors in adherence with client…

Human Capital Associates —Ravena, NY

Answer calls and phone inquiries, ensuring client questions are handled promptly and thoroughly. Facilitate data entry, general administrative, and office…

GRT Financial —Remote3.6

Desired Qualifications Experience meeting departmental, pre-established, and data entry quotas. As a Client Processing Associate, your primary responsibility is…

AdviceOne LLC —Glastonbury, CT4.2

Relationship building with clients and prospective clients. Research and deployment of niche markets. Financial services experience not required!

BolyːWelch —Lake Oswego, OR4.2

Series 7 license required; Series 66/6/63 preferred. As a hybrid RIA, they’re able to provide investment strategies that suit the diverse needs of their large…

VCA Animal Hospitals —Corte Madera, CA3.2

Customer service functions, including: greeting visitors, answering phones, and showing clients and their pets to exam rooms.

USA Kilts & Celtic Traditions —Spring City, PA

Ability to multitask / switch projects in a small business environment. Typing ability / good grasp of proper English. Must be groomed and dress smart.

Alturas Analytics, Inc —Moscow, ID

In addition to company support for community programs, Alturas offers employees paid time-off for individual volunteer activities and matching monetary…

Walsh Duffield Companies, Inc. —Rochester, NY

Participate in training, seminar courses to maintain Property & Casualty license. Review policy terms and conditions and make independent determination with…

The RiverGroup Financial Advisors —Osceola, WI

Series 7 license or BS degree in Finance or relevant field a plus. Answer phones, check messages and assist with the new client onboarding process.

Kroon & Mitchell —Grand Rapids, MI

A minimum of 3 years experience in an investment related field is *required*. Responsible for performing clerical duties and basic booking tasks to support…

Giorgio Armani Corporation —Tulalip, WA

Your daily presence on the sales floor will allow you to develop a client base, drive store revenue and shape the brand experience.

Northern Arizona University —Flagstaff, AZ4.1

Bachelor's degree social work, business, finance, or related field. NAU aims to be the nation's preeminent engine of opportunity, vehicle of economic mobility,…

Compound —Texas

A self-solving mindset, meaning that you work through problems to find a solution on your own first using prior experience, resources, and context before asking…

Layman Lewis Financial Geoup —Loveland, CO

Service the existing client base with all service requests including beneficiary changes/withdrawals, index annuity reallocations, incoming client service calls…

VERITEXT LLC —Las Vegas, NV3.1

Robust suite of mental health benefits with little to no fee for you (and your household members) to support overall mental wellbeing and provide sufficient…