31 client services associate jobs at 17 companies in Radcliff, KY
2mo
Save
Mark Applied
Hide
2mo
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.
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
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
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.
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.
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.
Houchens Insurance Group: Provides business insurance and employee benefits risk management services.
3+ YOE3+ years insurance experience (personal lines preferred). Must hold or obtain a state insurance license within 90 days and be able to obtain industry designations. Responsible for client service, renewal marketing, policy analysis, and supervising 1-2 associates.
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.
Part Time (30 hours) Associate Banker, Preston Branch, Louisville, KY
Louisville, Kentucky, United States
OnsitePart Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Deliver attentive client service, open and service accounts, handle cash operations, learn products and procedures; high school diploma/GED and client service experience preferred.
Phoenix or Indianapolis or Grand Rapids or Raleigh or Charlotte or Jacksonville or Cincinnati or Cleveland or Columbia or Kansas City or Columbus or Dallas or Las Vegas or Little Rock or Baltimore or Richmond or Louisville or Sacramento or Birmingham or St. Louis or Salt Lake City or San Antonio or Albany or Tampa or Toledo or Atlanta or Tulsa or Austin or Miami or Milwaukee or Minneapolis or Denver or Des Moines or Nashville or Detroit or New Orleans or Buffalo or Oklahoma City or Fort Worth or Greensboro or Pittsburgh or Houston
$77k-$202k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
2+ YOEBachelor's degree, minimum 2 years experience; experience with BI tools, data pipelines, Python/Java and analytics; strong critical thinking and client communication.
Oracle Business Intelligence, QlikView, Spotfire, BIRT, Python, Java
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.
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.
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.
United Veterinary Care: Operates a national network of emergency and specialty animal hospitals.
Provide high-quality veterinary care and client service in an AAHA-accredited, full-service clinic using ultrasound, dental, and therapeutic laser equipment; participate in medical boarding and grooming and collaborate with the care team.
United Veterinary Care: Provides comprehensive medical and emergency veterinary services for animals.
DVM (or equivalent) with Kentucky license or eligibility; teamwork and client-communication skills; 2+ years preferred but all experience levels encouraged; interest in specialty areas supported.
digital radiography, ultrasound, therapeutic laser