Client Services Associate

Paladin Consulting is currently hiring a 401(k) Client Service Associate to join our team working onsite at our client's office located in West Henrietta, NY. We work with companies that offer environments for our employees to contribute, learn, and advance their career. We treat you like you are part of the family. Job Title: 401(k) Client Service...

M-F 8-5pm during training (3 weeks) & then 9-5:30 after training Under a significant level of guidance and direction, provides customer service for one Company product. Uses prescribed guidelines to ensure good customer relations are maintained and customer claims and complaints are resolved fairly, effectively, and in accordance with Company policies and...

Job DetailsLevelEntryJob LocationWEWP - White Plains, NYPosition TypeFull TimeSalary Range$18.00 - $19.00 HourlyJob CategoryCustomer ServiceDescriptionJob Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.Job Overview:The Client Services...

JOB DESCRIPTION Under a significant level of guidance and direction, provides customer service for *** retirement products in the 401(k) Client Service Center. Uses prescribed guidelines to ensure good customer relations are maintained and participant and client claims and complaints are resolved fairly, effectively, and in accordance with *** policies and...

JOB DESCRIPTION Under a significant level of guidance and direction, provides customer service for *** retirement products in the 401(k) Client Service Center. Uses prescribed guidelines to ensure good customer relations are maintained and participant and client claims and complaints are resolved fairly, effectively, and in accordance with *** policies and...

**Description** **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...

**Description** **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...

**Client Services Associate** **Position Summary**: **Essential Duties and Responsibilities **includes but not limited to the following. - Act as the point of contact between the laboratory and clients - Assist in all administrative functions of the laboratory - Undertake the tasks of receiving calls, routing correspondence, and scheduling specimen pickup...

Job descriptionDOGPOUND Client Services AssociateTHE FACE AND FRONTLINE OF DOGPOUND: the ultimate DOGPOUND Brand Ambassador, you are the first client experience and point of contact for DOGPOUND. Energetic, charismatic, authentic, thrives on a community, and works well in a team / family environment. Experienced, with an eagerness to grow and learn more....

At Jackson Hewitt, and its Franchisees, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this with integrity, quality, and consistency. This is something that the vast majority of taxpayers don't receive from DIY or other assisted providers. We take pride in that. The role you play is critical to our...

At Jackson Hewitt, and its Franchisees, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this with integrity, quality, and consistency. This is something that the vast majority of taxpayers don't receive from DIY or other assisted providers. We take pride in that. The role you play is critical to our...

Job DetailsLevelExperiencedJob LocationEIMFL - West Palm Beach, FLPosition TypeFull TimeJob CategoryCustomer ServiceDescriptionJob Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.Job Overview:The Client Services Associate provides...

Description: We are currently seeking a Client Service Associate to join our dynamic team. In this role, you will play a critical part in managing client accounts and relationships, ensuring seamless communication and service delivery.Responsibilities:Serve as the primary point of contact for assigned clients, addressing their inquiries and requests in a...

Description: We are currently seeking a Client Service Associate to join our dynamic team. In this role, you will play a critical part in managing client accounts and relationships, ensuring seamless communication and service delivery.Responsibilities:Serve as the primary point of contact for assigned clients, addressing their inquiries and requests in a...

Hightower's Story: Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its...

Hightower's Story: Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its...

Job DescriptionJob DescriptionLocal financial planning and wealth management firm looking to add a Client Services and Marketing Associate. Full-time salaried role with medical insurance and 401(k) with employer match.Client Service SupportSet up Annual Review appointments for both insurance and investment clientsArrange ZOOM meetingsManage the...

Role: Service Associate 401(k) Client Service Duration: 03 Months with possible extension/hire Pay Rate: $18/Hour Location: 1175 John Street, West Henrietta New York 14586 M-F 8-5pm during training (3 weeks) & then 9-530 after training JOB DESCRIPTION Under a significant level of guidance and direction, provides customer service for one client product....

My client is an SEC-registered RIA with approx $500m AUM. They were founded in 2004 and built on the foundation of bridging contemporary and innovative financial planning and wealth management solutions with the very best in personal care. As the firm continues to expand and grow their AUM, they are looking to bring on a Financial Para Planner to use...

My client is an SEC-registered RIA with approx $500m AUM. They were founded in 2004 and built on the foundation of bridging contemporary and innovative financial planning and wealth management solutions with the very best in personal care. As the firm continues to expand and grow their AUM, they are looking to bring on a Financial Para Planner to use...