1w
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Client Services Associate
Sheridan, Wyoming, United States
OnsiteFull Time
1+ YOEHigh school diploma,1+ years financial services experience preferred,strong client service and attention to detail,proficiency with Microsoft Office,ability to manage onboarding,documentation,and client inquiries.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1mo
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Client Services Associate
Dallas, Texas, United States
HybridFull Time
2+ YOEMinimum ~2 years professional experience preferred; strong client-service skills, relationship building, issue resolution, deadline tracking, and comfort with technology and proprietary software.
3mo
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Client Services Associate
Wayne, Pennsylvania, United States
OnsiteFull Time
0+ YOEEntry level role providing operational and administrative support to client services.
Custodian system, Document management system, Data aggregation platform
3w
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Client Services Associate
New York City, New York, United States
OnsiteFull Time
Bachelor's degree, strong written and verbal English, customer service or project management experience, MS Office proficiency, problem solving, organization, and ability to manage client projects and timelines.
Microsoft Office, GlobalLink Product Suite
1mo
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Client Services Associate
Dallas, Texas, United States
HybridFull Time
2+ YOE2+ years professional experience preferred, client-service orientation, strong written and verbal communication, attention to detail, ability to manage deadlines, resolve issues, and use proprietary software/technology.
2mo
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Client Services Associate
New York, New York, United States
OnsiteFull Time
1+ YOE1–3+ years in financial services or client operations; strong communication, organizational, and problem-solving skills; familiarity with support tools; Series 7 and either Series 66 or Series 63+65.
Kustomer, Hubspot, Zendesk
2mo
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Client Services Associate
Birmingham, Alabama, United States
OnsiteFull Time
0+ YOEAssist Financial Advisor with administrative tasks; manage client inquiries, meetings, records, and reports.
Microsoft Office Suite, Video Conferencing Systems
3mo
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Temporary Client Services Associate
New York City, New York, United States
$20-$24/hr OnsitePart Time
Part-time Client Services role at Berklee NYC; front desk and session support, inventory, and client services; requires attention to detail, basic audio/video knowledge, flexible hours.
Audio equipment, Video equipment, Lighting, Equipment management system
22h
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IPB Client Services Associate
Aventura, Florida, United States
OnsiteFull Time
3+ YOE3+ years client services experience in financial services, high school diploma/GED, fluent English and Spanish, strong written/verbal communication, Microsoft Office proficiency, detail-oriented and client-focused.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
3mo
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Client Services Associate
Naperville, Illinois, United States
$70k-$90k/yr OnsiteFull Time
4+ YOEBachelor’s degree in technology, science, business, finance, economics, math, engineering or similar; 4-7 years of analytical, client-facing, and technical problem-solving experience; eager to learn software; able to travel occasionally; eligible to work in the United States.
1w
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Client Services Associate
Holly, Colorado, United States
$17-$23/hr OnsiteFull Time
Triumph Financial: Provides financial and technology solutions for the transportation industry.
1+ YOEHigh school diploma/GED, 6–12 months teller or customer service experience preferred; strong customer service, sales/cross-sell ability, attention to accuracy and regulatory compliance.
3mo
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Client Services Associate
Riverton, Utah, United States
$22-$24/hr OnsiteFull Time
1+ YOEAssociates degree with 1-2 years related experience; proficiency with Microsoft Office; knowledge of print, mail, fulfillment or marketing is a plus; experience with Microsoft Dynamics AX preferred.
Microsoft Office, Microsoft Dynamics AX
2mo
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Client Services Associate
Fort Myers, Florida, United States
HybridFull Time
1+ YOE1-3 years in a service-oriented role; Degree in Finance preferred; experience in Accounting/Finance/Administration; proficient in Microsoft Office.
Microsoft Office Suite
2w
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Client Services Associate
El Paso or Dallas
OnsiteFull Time
5+ YOE5+ years supporting financial advisors, 2+ years onboarding with custodians, bachelor’s/associate degree or equivalent experience, strong Microsoft Office skills, CRM familiarity, excellent communication and organization.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce
2w
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Client Services Associate
Morrisville, North Carolina, United States
$41k-$51k/yr HybridFull Time
2+ YOEHigh school diploma/GED, 2+ years customer-service experience, strong communication, data entry and computer skills, understanding of HIPAA and patient data privacy.
Microsoft Office
1w
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Client Services Associate
Holly, Colorado, United States
$17-$23/hr OnsiteFull Time
Provide prompt, accurate financial transactions; open accounts; profile customers; strong customer service; high school diploma/GED; 6–12 months teller experience preferred.
1mo
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Client Services Associate
New York, New York, United States
$56k-$84k/yr HybridFull Time
2+ YOE2-4 years client management or sales experience in e-commerce or MarTech; strong e-commerce/digital marketing/MarTech knowledge; campaign reporting and analytic skills; excellent communication and presentation abilities.
1mo
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Client Services Associate
New York, New York, United States
$56k-$84k/yr HybridFull Time
2+ YOE2-4 years client management or sales experience in e-commerce or MarTech; strong understanding of e-commerce, digital marketing and MarTech; campaign reporting and analytics skills; excellent communication and presentation abilities.
5d
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Client Services Associate
Las Vegas, Nevada, United States
$26-$29/hr OnsiteFull Time
Customer service experience in luxury retail or showrooms preferred; strong communication, organization, time-management, and ability to handle multiple priorities; proficiency with Mac OS, iOS devices, Microsoft Office, and Google Applications.
Mac Operating System, IOS devices, Microsoft Office, Google Applications
3w
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Client Services Associate
Seattle, Washington, United States
$23/hr OnsiteFull Time
1+ YOEHigh school diploma, 1+ years experience, customer service and MS Office proficiency, ability to lift up to 40 lbs and stand for long periods, comfortable with package and mail logistics and basic equipment troubleshooting.
Microsoft Office, Greenhouse, MFDs
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