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64 client services associate jobs at 30 companies in Kentucky

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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1w
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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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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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2mo
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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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2w
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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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3w
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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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1w
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Registered Client Service Associate
Bowling Green, Kentucky, United States
OnsiteFull Time
Stifel
StifelNYSE: SF: Provides wealth management and investment banking services to clients.
2+ YOEHigh school diploma, 2 years investment industry experience, Series 7 and 63 or 66 required, proficiency with Microsoft Excel/Word/PowerPoint/Outlook, administrative and client service skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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2mo
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Wealth Management Client Associate
Lexington, Kentucky, United States
OnsiteFull Time
Bank of America
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
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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
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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1mo
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Rehire Client Support Associate
Louisville, Kentucky, United States
OnsiteMultiple Commitments Available
Jackson Hewitt
Jackson Hewitt: Provider of professional tax preparation and financial services.
Customer-service oriented with strong communication, basic computer proficiency, retail or customer-facing experience preferred; PTIN certification available/required for some 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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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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2w
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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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5d
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Client Service Administrator II
Pikeville, Kentucky, United States
OnsiteFull Time
Community Trust Bancorp
Community Trust BancorpNASDAQ: CTBI: Provides commercial and personal banking and financial services.
2+ YOEAssociates degree or equivalent plus 2-4 years related experience; knowledge of compliance and accounting; advanced computer skills; customer service experience preferred; subject to credit, drug, and criminal background checks.
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1w
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Associate, Network Contracting & Services (Central Region)
Illinois or Indiana or Iowa or Kansas or Kentucky or Michigan or Missouri or Minnesota or Tennessee or Ohio
$87k-$114k/yr FieldFull Time
Oscar Health
Oscar HealthNYSE: OSCR: Provides tech-enabled health insurance plans and telemedicine services.
3+ YOE3+ years healthcare client management or contracting experience; 2+ years supporting provider network strategy and negotiating contracts; 1+ year financial analyses and organizing large data sets.
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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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1w
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Senior Tax Associate, Tax Accounting Services (ASC 740)
Chicago or Louisville or Dallas or Sacramento or San Francisco or Houston or Indianapolis or San Jose or Atlanta or Plano
$76k-$150k/yr HybridFull Time
Crowe
Crowe: Global professional services firm providing audit, tax, and consulting.
2+ YOEBachelor's in accounting, CPA preferred or eligible, 2+ years public accounting or corporate blend with ASC 740 experience, OneSource Tax Provision experience, strong communication and client relationship skills.
OneSource Tax Provision (OTP)
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3w
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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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