39 client services associate jobs at 18 companies in Louisville, KY
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Trust Client Services Associate
Louisville, Kentucky, United States
OnsiteFull Time
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.
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
Provide high-touch administrative support to financial advisors, process client transactions, open accounts, use CRM and Microsoft Excel, strong communication, HS diploma required/preferred, securities experience helpful.
Client Relationship Management (CRM) software, Microsoft Excel
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.
Chicago or Boston or Dallas or Washington or San Francisco or Boulder or Atlanta or Minneapolis or Louisville
$67k-$101k/yrHybridFull Time
Schneider ElectricEuronext Paris: SU: Provider of energy management and industrial automation solutions.
Bachelor's degree required; proven executive-level enterprise sales experience selling professional services in energy/sustainability; consultative selling, negotiation, Salesforce and Microsoft Office proficiency; US work authorization required; travel up to 25%.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Microsoft Outlook, Salesforce.com
ISCO Industries: Sells high-density polyethylene piping and custom fabrication solutions.
Associate degree in sales, marketing, business, or related field. Two years of direct customer selling experience, including closing sales, preferred but not required. Product application knowledge required.
Chicago or Louisville or Dallas or Sacramento or San Francisco or Houston or Indianapolis or San Jose or Atlanta or Plano
$76k-$150k/yrHybridFull Time
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.
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.
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.
H&R Block: A tax preparation and financial services helping clients manage their tax obligations.
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course.
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
H&R Block Income Tax Course completion, client service experience, strong communication and problem-solving skills, digital tool proficiency, and high school diploma/GED required.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
1+ YOE1+ year retail or client-facing experience, strong organization and communication, ability to lift up to 50 lbs, support inventory, visual merchandising, and deliver excellent client service; availability for nights, weekends, and holidays.
Human Services Retention and Community Outreach Specialist
Sellersburg, Indiana, United States
$20/hrOnsitePart Time
Ivy Tech Community College: Provides public community college education and workforce training.
3+ YOEBachelor's in social work/human services/public health/social sciences + 3 years student/client support and 3 years admin experience OR Associate in human services/psychology + 5 years student/client support; case management, presentations, internship coordination, Microsoft Office, Zoom/Teams, Google Docs, Canva.
Microsoft Office, Zoom, Microsoft Teams, Google Docs, Canva, IvyLearn
Blue & Co.: Accounting and advisory firm providing financial auditing and consulting.
3+ YOECPA certified or pursuing; 3–6 years public tax experience; preparing business and individual returns; supervisory and client-service skills; strong analytical and communication abilities; ability to travel for mostly day trips with minimal overnight travel.
Sephora: Global retailer of prestige beauty and personal care products.
1+ YOE1-2 years retail or client-focused experience, strong organization and communication, ability to lift 50 lbs, availability for nights/weekends/holidays, meet minimum weekly hours.
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.
Part Time (30 Hours) Associate Banker, Terra Crossing Branch, Louisville, KY
Louisville, Kentucky, United States
OnsitePart Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
High school diploma/GED, client service experience, strong communication and relationship-building, ability to learn products and systems quickly; cash handling and technology engagement preferred.
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.
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.