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7 client services associate jobs at 4 companies in Columbus, GA

1w
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Client Relationship Associate, Family Office
Columbus, Georgia, United States
OnsiteFull Time
Synovus
SynovusNASDAQ: PNFP: Provides regional banking, investment, and wealth management services.
1+ YOEHigh school diploma or equivalent and one year of job-related or administrative support experience. Requires client service, communication, organization, reporting, documentation, and confidentiality skills.
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2w
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Client Service Associate - NR
Columbus, Georgia, United States
OnsiteFull Time
Stifel
StifelNYSE: SF: Global wealth management and investment banking firm.
2+ YOEHigh school diploma, 2 years clerical/related experience, willing to obtain licenses, proficient in Microsoft Excel/Word/PowerPoint/Outlook, strong communication and administrative skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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2w
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Client Service Associate - NR
Columbus, Georgia, United States
OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
2+ YOE2+ years clerical/related experience, high school diploma or equivalent, administrative and industry knowledge, strong communication, time management, and critical thinking; willing to obtain licenses.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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3mo
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Brokerage Client Service Associate - Columbus or Atlanta, Georgia
Columbus or Atlanta
OnsiteFull Time
Truist
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
Assist Financial Advisors with client servicing, administrative tasks, order entry, and client communication; FINRA SIE, Series 7 and 66; willingness to obtain licenses; Bachelor's degree or equivalent experience; 3 years securities experience preferred.
Salesforce, Microsoft Office
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1w
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Tax Associate
Columbus, Georgia, United States
OnsiteFull Time, Seasonal
H&R Block
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
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.
Copilot, ChatGPT
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Tax Associate
Columbus, Georgia, United States
OnsiteFull Time, Seasonal
H&R Block
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
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
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1w
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Tax Associate
Auburn, Alabama, United States
OnsiteSeasonal, Part Time
H&R Block
H&R Block: A tax preparation and financial services helping clients and communities build confidence.
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, digital tools including Copilot and ChatGPT, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
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