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81 client associate jobs at 41 companies in Kentucky

1mo
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Client Associate
Lexington, Kentucky, United States
OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
Client service experience in finance (ideally 2 years), strong communication and attention to detail, proficient in Microsoft Office Suite; Series 7 and 66 licenses preferred.
Microsoft Office Suite, BrassRing
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1w
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Client Service Associate
Lexington, Kentucky, United States
OnsiteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
1+ YOEHigh school diploma, client service experience preferred (1+ year in securities), CRM and Excel proficiency, strong communication and organizational skills.
Client Relationship Management (CRM), Microsoft Excel
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2mo
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Wealth Management Client Associate
Lexington, Kentucky, United States
HybridFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors; identify needs; maintain client materials; adapt to bank policies; strong client focus.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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2w
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Client Service Associate I
Louisville, Kentucky, United States
HybridFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEHigh school diploma/GED,1+ years relevant experience,proficiency with Microsoft Office,client relationship skills,adaptability and ability to manage shifting priorities.
Microsoft Office
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2mo
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Trust Client Services Associate
Louisville, Kentucky, United States
OnsiteFull Time
Stock Yards Bancorp
Stock Yards BancorpNASDAQ: SYBT: Provides commercial and retail banking and wealth management services.
Provide client support to wealth advisors; manage accounts; communicate with clients; maintain compliance; proficient with Word/Excel; able to learn trust systems.
Word, Excel
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5d
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Client Data Services Associate
Louisville or Nashville
$68k-$102k/yr HybridFull Time
Schneider Electric
Schneider ElectricEuronext Paris: SU: Provider of energy management and industrial automation solutions.
Bachelor's degree, client-facing experience, strong communication and stakeholder management, Microsoft Office proficiency, analytical and problem-solving skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams
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1mo
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Rehire Client Support Associate
Bardstown, Kentucky, United States
OnsiteMultiple Commitments Available
Jackson Hewitt: Provides income tax preparation and financial services for individuals.
Customer-service oriented; strong communication and interpersonal skills; basic computer proficiency; retail or customer service experience preferred; PTIN certification available/required for tax preparer applicants.
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Rehire Client Support Associate
Bardstown, Kentucky, United States
OnsiteMultiple Commitments Available
Jackson Hewitt
Jackson Hewitt: Provider of professional tax preparation and financial services.
Customer-service orientation with strong communication, basic computer proficiency, retail or customer-service experience preferred; PTIN certification indicated for tax roles.
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1mo
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Client Support Associate - Temporary
Grand Rapids or Minnesota or Kentucky or Georgia or Iowa or South Carolina or New Jersey or Missouri or New York or Newfoundland and Labrador
$22-$28/hr RemoteFull Time
WASH
WASH: Provides laundry facility management and equipment for multifamily properties.
2+ YOEBachelor's degree or equivalent experience, minimum 2 years customer service experience, strong communication, MS Office (Outlook, Word, Excel) proficiency; bilingual (EN-ES/EN-FR) a plus.
Microsoft Outlook, Microsoft Word, Microsoft Excel
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1mo
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Rehire Client Support Associate
Louisville, Kentucky, United States
OnsiteMultiple Commitments Available
Jackson Hewitt
Jackson Hewitt: Provides professional tax preparation and related financial services.
0+ YOEStrong interpersonal and communication skills, basic computer proficiency, retail or customer service experience preferred but not required; PTIN certification required for some roles.
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1w
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Registered Client Service Associate
Bowling Green, Kentucky, United States
OnsiteFull Time
Stifel
StifelNYSE: SF: Global wealth management and investment banking firm.
2+ YOEHigh school diploma, 2 years investment industry experience, Series 7 and 63 or 66 required, proficient in Microsoft Excel/Word/PowerPoint/Outlook, strong administrative and communication skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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1w
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Registered Client Service Associate
Bowling Green, Kentucky, United States
OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
2+ YOEHigh school diploma, Series 7 and 63 or 66 required, minimum 2 years investment industry experience, administrative skills, proficiency with Microsoft Office, strong communication and customer service skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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2mo
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Work From Home - Client Services Associate
Georgetown, Kentucky, United States
RemoteAll Commitments Available
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote financial services role requiring strong communication, independence and integrity.
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1mo
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Personal Lines Client Advisor
Crestview Hills, Kentucky, United States
OnsiteFull Time
Houchens Insurance Group
Houchens Insurance Group: Provides business insurance and employee benefits risk management services.
3+ YOE3+ years of related insurance experience (personal lines preferred). Must hold or obtain a state insurance license within 90 days. Experience with policy servicing, renewals, carrier relations, and supervising 1-2 associates.
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3mo
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Sales Associate
Owensboro, Kentucky, United States
OnsitePart Time
Orangetheory Fitness
Orangetheory Fitness: Science-backed, heart-rate based group fitness and training.
Engage customers, present programs, greet clients, sell memberships, follow up with prospects, and work in a team to meet studio goals.
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3mo
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Associate-Litigation
Lexington, Kentucky, United States
OnsiteFull Time
Stoll Keenon Ogden
Stoll Keenon Ogden: Provides strategic legal counsel and representation to business clients.
2+ YOETwo to four years of practice in business or tort litigation; strong writing and analytical skills; ability to work with clients and teams; willingness to travel as needed.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, PDF
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2w
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Service Associate
Louisville, Kentucky, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Perform document management, money movement, trade support, approvals and operational remediation; strong Microsoft Office skills and client service; willingness to obtain Series 7/66/63/65.
Microsoft Office
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1mo
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Reimbursement Associate
Louisville, Kentucky, United States
HybridFull Time
Blue & Co.
Blue & Co.: Accounting and advisory firm providing financial auditing and consulting.
Bachelor's degree in accounting/finance/data/business analytics required; strong Excel and analytical skills; SQL, Alteryx, or Python preferred; ability to travel to client sites; U.S. work authorization required.
Microsoft Excel, Microsoft Office, SQL, Alteryx, Python
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2w
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Service Associate
Louisville, Kentucky, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma or equivalent required; strong Microsoft Office and computer skills; detail oriented with client service, writing and organizational skills; willingness to obtain Series 7/63/65/66 registrations.
Microsoft Office
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2mo
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Associate Veterinarian - WVS
Murray, Kentucky, United States
$100k-$130k/yr OnsiteFull Time
Encore Vet Group
Encore Vet Group: Operates a community of local veterinary clinics and hospitals.
Licensed DVM; US practice; ability to work in a collaborative, mentorship-focused team; strong client communication.
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