49 client associate jobs at 24 companies in Springfield, KY
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Client Service Associate
Lexington, Kentucky, United States
OnsiteFull Time
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
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
0+ YOEBachelors degree typical, attention to detail, customer support, AML/KYC documentation handling, ability to manage multiple onboarding requests and communicate with clients and partners.
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.
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.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEProvide client service support to Financial Advisors, ensure accurate client materials, promote banking solutions, and support day-to-day team activities; high school diploma/GED required; 1 year experience; client-centric, detail-oriented, tech-savvy.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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
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.
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.
Houchens Insurance Group: Provides business insurance and employee benefits risk management services.
3+ YOE3+ years insurance experience (personal lines preferred). Must hold or obtain a state insurance license within 90 days and be able to obtain industry designations. Responsible for client service, renewal marketing, policy analysis, and supervising 1-2 associates.
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.
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
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.
Chambliss Law: Full-service law firm based in Chattanooga, Tennessee.
2+ YOE2+ years employment law experience as an attorney, litigation experience, strong analytical and communication skills, ability to manage deadlines and client files.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
High school diploma/GED, client service experience preferred, ability to learn products, deliver attentive service, handle cash devices, and engage clients; strong communication and relationship skills.
Mission Pet Health: Operates a national network of veterinary hospitals and clinics.
DVM degree and valid state veterinary license in good standing. Strong communication, collaboration, and commitment to high-standard clinical practice; ability to lead diagnosis, treatment, and client education.
Alo Yoga: Sells yoga apparel and provides wellness and fitness services.
1+ YOE1+ years preferred in client-focused retail, ability to lift up to 50 lbs, constant movement, excellent customer service and product knowledge, open availability including holidays and blackout period.
Experience with retirement plan administration or benefits client service, strong Microsoft Word/Excel/Outlook skills, mathematical aptitude, attention to detail, multitasking, and effective communication.
Microsoft Word, Microsoft Excel, Microsoft Outlook
Glow Brands: Operates tanning, fitness, and wellness retail franchises.
Provide excellent customer service, meet sales targets, basic computer skills, ability to stand for long periods, lift boxes, maintain cleanliness, and engage clients professionally.