5 client services associate jobs at 4 companies in Augusta, GA
2mo
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Private Client Associate - Aiken, SC
Aiken, South Carolina, United States
OnsiteFull Time
High school diploma; customer service and communication skills; proficiency in Microsoft Word, Excel, PowerPoint, Outlook; Series 7/63/65/66 preferred or able to obtain within 12 months; prior office experience preferred; attention to detail and ability to work in a fast-paced environment.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1w
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Tax Associate
Augusta or United States
OnsiteFull Time, Seasonal
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, comfort with digital tools including Copilot and ChatGPT, and completion of the H&R Block Income Tax Course.
Copilot, ChatGPT
1w
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Tax Associate
Waynesboro, Georgia, United States
OnsiteSeasonal, Full Time
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, digital-tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
6d
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Associate Financial Advisor
Aiken, South Carolina, United States
$62k-$67k/yr OnsiteFull Time
Bachelor's degree, equivalent experience, or relevant financial services, sales, or relationship-building background; sales or client management experience; strong communication; willingness to obtain Series 7, Series 66, and state insurance licenses.
MoneyGuide, Salesforce
3w
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Community Transitions Navigator, Full Time, 1st Shift
Greenwood, South Carolina, United States
OnsiteFull Time
5+ YOEAssociate degree in human services/sociology/psychology required (BA preferred); 5 years healthcare/care coordination experience preferred; care navigation, referral coordination, advocacy, and client outreach.