Current jobs related to Client Services Associate - Charleston - Insperity

  • Client Service Associate

    3 weeks ago

    Charleston, West Virginia, United States NAPFA Consumer Group Full time

    Client Service AssociateWe are seeking a dedicated individual to join our team as a Client Service Associate. This role is responsible for managing client interactions, custodial paperwork, and streamlining operational processes to provide exceptional service to our clients.Key Responsibilities:Manage client interactions and provide personalized...

  • Client Services Associate

    4 days ago

    North Charleston, United States South State Full time

    It is the responsibility of the Client Services Associate to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. To follow the policies and procedures of South. State Bank Investment Services ex Client Service, Associate, Financial Consultant, Investment, Client Relations, Operations, Retail, Banking

  • Client Service Coordinator

    3 weeks ago

    Charleston, United States Banfield Full time

    The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clien Client Service, Coordinator, Service, Hospital, Client, Animal Care, Retail, Skills

  • Case Manager

    1 week ago

    Charleston, West Virginia, United States StepStone Family & Youth Services Full time

    Job SummaryWe are seeking a skilled Case Manager to join our team at StepStone Family & Youth Services. The successful candidate will be responsible for coordinating client services, developing and maintaining relationships with referral sources, and ensuring compliance with company policies and regulatory mandates.Key ResponsibilitiesReceives and responds...

  • Client Service Representative

    4 weeks ago

    Charleston, West Virginia, United States Park State Bank Full time

    Job Title: Client Service SpecialistJob Summary:The Client Service Specialist is a vital role at Park State Bank, dedicated to delivering exceptional customer service and support. As a trusted advisor, you will help clients with various banking needs, including account management, financial guidance, and product inquiries.Key Responsibilities:Client Service:...

  • Client Services Representative

    4 weeks ago

    Charleston, West Virginia, United States CAMC Health System Full time

    Job SummaryAs a Client Services Representative at CAMC Health System, you will be responsible for providing exceptional support to our clients by responding to their inquiries, resolving issues, and ensuring seamless communication between our lab services and clients. Your daily tasks will include reviewing client interface queues, correcting errors, and...

  • Client Service Coordinator

    1 month ago

    Charleston, West Virginia, United States Gus Anastopoulo Law Firm Full time

    Job OpportunityWe are seeking a highly motivated and organized individual to fill the role of Client Service Coordinator at our Plaintiff's Personal Injury Law Firm in North Charleston, South Carolina.As a key member of our team, you will be responsible for managing inbound calls, qualifying potential clients, and providing exceptional customer service.Our...

  • Client Services Representative

    3 weeks ago

    Charleston, West Virginia, United States CAMC Health System Full time

    Job SummaryAs a Client Services Representative at CAMC Health System, you will be responsible for providing exceptional support to our clients by responding to their inquiries, resolving issues, and ensuring seamless communication between our lab and their facilities. Your daily tasks will involve reviewing client interface queues, correcting errors, and...

  • Client Services Manager

    2 days ago

    Charleston, West Virginia, United States Supplemental Health Care Corporate Full time

    Job DescriptionWe are seeking a highly motivated and results-driven Client Services Manager to join our team at Supplemental Health Care Corporate. As a key member of our sales and account management team, you will be responsible for growing and developing relationships with new clients and expanding our market presence with existing clients to increase...

  • Office Services Associate

    4 weeks ago

    Charleston, West Virginia, United States IST Management Full time

    Job Title: Office Services AssociateAre you looking for a challenging and rewarding career in facilities management? IST Management is seeking a highly motivated and organized Office Services Associate to join our team.As an Office Services Associate, you will be responsible for providing administrative support to our clients, including mail sorting and...

  • PCSS Client Service Manager

    4 weeks ago

    North Charleston, United States Interim HealthCare Full time

    PCSS Client Services Manager  North Charleston, SC  The PCSS (Personal Care and Support Services) Customer Service Manager is the voice of our customer and employee experience at Interim HealthCare PCSS. The Customer Service Manager is responsible for coordinating quality care for our clients. The CSM will appropriately assign qualified staff, schedule...

  • Client Relations Associate

    2 months ago

    Charleston, South Carolina, United States LB Dantzler - State Farm Agent Full time

    Job OverviewBenefits:Performance-based bonusesCompany eventsAttractive salary packageFlexible working hoursComplimentary snacks and beveragesCareer advancement opportunitiesPaid leaveSigning incentivesProfessional developmentPosition Summary:Are you a personable individual with a passion for customer service? Do you thrive in public-facing roles? If so,...

  • Customer Service Representative

    3 weeks ago

    Charleston, West Virginia, United States CHARLESTON COUNTY HUMAN SERVICES Full time

    Job Summary:We are seeking a highly skilled Customer Service Specialist to join our team at Charleston County Human Services. As a key member of our team, you will be responsible for providing exceptional customer service to clients, assessing and completing applications, and ensuring that our services are delivered in a timely and efficient manner.Key...

  • Administrative Associate

    4 weeks ago

    Charleston, West Virginia, United States Mass., Inc. Full time

    Job Title: Administrative AssociateWe are seeking a highly organized and detail-oriented Administrative Associate to join our Member Services team at Mass., Inc.Job Summary:The Administrative Associate will provide operational support to the Member Services team, ensuring the efficient processing of member requests and the maintenance of accurate records.Key...

  • Customer Service Representative

    1 month ago

    Charleston, West Virginia, United States CHARLESTON COUNTY HUMAN SERVICES Full time

    Job SummaryWe are seeking a highly skilled Customer Service Specialist to join our team at Charleston County Human Services. As a key member of our team, you will be responsible for providing exceptional customer service to clients, assessing and completing applications, and ensuring that our services are delivered in a timely and efficient manner.Key...

  • Client Service Coordinator

    1 month ago

    North Charleston, United States Gus Anastopoulo Law Firm Full time

    Description We are seeking a HIGH ENERGY, creative, and ambitious individual to join our growing Plaintiff's Personal Injury Law Firm. As the Client Services Coordinator, you will manage inbound calls, qualify potential clients, and provide high-level customer service. At the Gus Anastopoulo Law Firm, we provide our team members with an expansive benefits...

  • Marina Services Associate

    2 days ago

    Charleston, West Virginia, United States Aramark Full time

    **Job Summary**The Marina Services Associate is responsible for ensuring guest satisfaction at the marina location by navigating vessels, assisting guests with boat operations, maintaining the dock area(s), cleaning and restocking vessels, and providing general customer service.**Key Responsibilities**Cleans and maintains docks and public areas to ensure...

  • Environmental Services Associate

    2 months ago

    Charleston, West Virginia, United States Bridges Staffing Full time

    Bridges Staffing is seeking a dedicated and detail-oriented Environmental Services Associate to join our client's team at their vibrant aquarium facility. As an Environmental Services Associate, you will play a vital role in maintaining the highest standards of cleanliness and hygiene throughout the aquarium. Your responsibilities will encompass a wide...

  • Sales & Customer Service Associate

    5 months ago

    Charleston, United States Massage Envy Full time

    Overview: Do you have a passion for helping others? At Massage Envy West Ashley, we support and inspire you to be your best while we work together to help clients feel their best. As a team, we're committed to delivering an excellent experience and growing our member base to help more people on their wellness journey. Pay and Perks: Base pay starting at...

  • Food Service Associate

    2 weeks ago

    Charleston, West Virginia, United States Selrico Services Inc. Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Food Service Worker to join our team at Selrico Services Inc. in North Charleston, South Carolina. As a Food Service Worker, you will play a crucial role in providing exceptional food and beverage services to our customers.Key Responsibilities:Set up serving stations, including condiments,...

Client Services Associate

2 months ago

Charleston, United States Insperity Full time

Use the search fields to customize your view of the available positions – both at Insperity and our client companies. Are you passionate about delivering exceptional client service? Do you thrive in a fast-paced, growth-oriented environment? We seek a Client Services Associate to join our client’s dynamic team Our client is an independent, fee-only Wealth Management/Registered Investment Advisor firm (RIA) in Cincinnati, Ohio. We aim to empower our clients to make intelligent financial decisions so they will enjoy secure retirement. Our client deeply values their employees’ time and dedication. They offer a competitive annual compensation ranging from $50K to $70K based on experience, complemented by an extensive benefits package that underscores their commitment to your success. The benefits package includes: Comprehensive health coverage: Medical, dental, and vision insurance Retirement planning: 401(k) with employer matching Financial security: Life and disability insurance, flexible spending, and health savings accounts Time off: Paid time off, holidays, and family leave Additional support: Employee assistance program, professional development, and workplace perks As a Client Services Associate, you must be proactive and detail-oriented, exhibit exceptional organizational skills, maintain professionalism, and thrive in a team-oriented work setting. You will support Wealth Advisors to ensure seamless client services and elevate the client experience. To thrive, you should have: Bachelor’s degree or equivalent experience preferred. 2-3 years of experience in financial services (banking, brokerage, investment, or advisory). Proficient in Microsoft Office, especially Excel and PowerPoint. Solid organizational skills with attention to detail and ability to prioritize tasks. Excellent client-facing, interpersonal, and teamwork skills. Your responsibilities as the Client Service Associate will include: Provide exceptional customer service, promptly addressing client inquiries and needs. Handle all client paperwork, including electronic file organization and account processing. Process client cashiering requests and ensure accurate daily reconciliation of client activities. Prepare critical documents and reports for client meetings, supporting Wealth Advisors. Maintain and manage CRM records, liaising between clients, custodians, and Wealth Advisors. Ready to take your career to the next level? Ready to take the next step in your career? Apply now and become a part of our team that’s dedicated to helping clients achieve their financial goals Our client is an equal opportunity employer that welcomes and encourages diversity in the workplace. It does not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. #J-18808-Ljbffr