Client Services Associate

Job DescriptionJob DescriptionWe are seeking a full-time Client Services Associate who is career-minded and possesses unmatched people skills. This is an entry-level opening NOT in a call center environment. As a result of clients placing a high value on the more personalized and direct approach and excellent customer service delivered by the customer...

About UsBdt & Associates Inc is a dynamic organization that values excellence and professionalism. We are seeking a high-caliber Client Service Representative to join our team.This role offers an excellent opportunity for a motivated individual to grow with our company and contribute to delivering exceptional client service. As a vital member of our team,...

Job DescriptionJob DescriptionWe are immediately hiring a Client Service Associate to work on our newest project working with a premier technological giant that has created The Future of Home Internet. These brand-new products are being released in the surrounding San Jose area, and our team is tasked to bring them to market. The Client Service Associate...

Job OverviewThe Salvation Army is seeking a skilled and compassionate Client Services Associate to join our team. As a Client Services Associate, you will be responsible for providing exceptional customer service to our clients, ensuring their needs are met, and promoting a positive experience. Your primary responsibilities will include:* Greeting clients...

We are seeking a motivated and enthusiastic Client Service Representative to join our team. This entry-level position is perfect for individuals looking to start their career in customer service and build valuable skills in client relations. As a Client Service Representative, you will play a vital role in ensuring client satisfaction and supporting our...

Our client is seeking a full-time Client Service Associate. This role focuses on back-office administrative tasks with some direct client interaction via email and calls. Responsibilities: Manage client service requests, including account maintenance, ACH transfers, and ACAT processing. Support ~200 clients by assisting with paperwork, document...

RCS Wealth Management Group is looking for an organized and meticulous individual to fill the role of Client Services Associate. As a key member of our team, you will be responsible for performing a variety of administrative tasks, including filing, data entry, and preparing correspondence. You should possess excellent communication skills, both written and...

About the job Registered Client Service Associate Job TypeFull TimeYour roleAre you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Service Associate to:keep management systems up-to-date with client informationeducate clients on account services and capabilitieshelp with the preparation of reports and...

Job DescriptionJob DescriptionWe are seeking an experienced, organized, and customer focused Client Service Representative to join our team. The Client Service Representative is responsible for providing exceptional customer service to our clients, addressing customer inquiries and resolving issues. The ideal candidate has strong problem-solving skills, and...

About the job Registered Client Service Associate Job Type Full Time Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Service Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of...

Our client is seeking a full-time Client Service Associate. This role focuses on back-office administrative tasks with some direct client interaction via email and calls.Responsibilities:Manage client service requests, including account maintenance, ACH transfers, and ACAT processing.Support ~200 clients by assisting with paperwork, document submissions, and...

BBR Partners is searching for a Client Service Associate to serve as a vital member of the team, delivering superior client service externally to clients and third parties (i.e., custodians and accountants), as well as internally at the firm. Responsibilities include processing cash & security transfers, establishing new accounts at various custodians,...

BBR Partners is searching for a Client Service Associate to serve as a vital member of the team, delivering superior client service externally to clients and third parties (i.e., custodians and accountants), as well as internally at the firm. Responsibilities include processing cash & security transfers, establishing new accounts at various custodians,...

BBR Partners is searching for a Client Service Associate to serve as a vital member of the team, delivering superior client service externally to clients and third parties (i.e., custodians and accountants), as well as internally at the firm. Responsibilities include processing cash & security transfers, establishing new accounts at various custodians,...

Who We Are At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 25-year history of consistent growth and success, we are an independent wealth and asset management firm with close to $11 billion in assets under advisement. Headquartered in Washington, with a team of over 100 professionals, we are...

Vets Hired: A Client-Centric ApproachVets Hired is dedicated to delivering unparalleled client service. We recognize the importance of building strong relationships with our clients and strive to exceed their expectations in every interaction.As a Registered Client Service Associate, you will play a vital role in maintaining these relationships by ensuring...

Do you want a career with a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients while also developing skills to build a unique and rewarding lifelong career. We hire from all...

Registered Client Services Associate - Remote Opportunity Series 7 license requiredSan Jose, CA Metro Area**To be eligible for this position, you must reside within 90 miles of the San Jose, CA area and hold an active Series 7 licenseAre you ready to elevate your career in the financial services industry? Join our client’s dynamic team as a Registered...

Job DescriptionJob DescriptionWe value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service has overall improved the quality of our...

At H&R Block, we value our clients and strive to deliver exceptional service.About the RoleAs a Receptionist, you will be responsible for answering phone calls, greeting clients, and matching them with the right tax professional.You will also schedule clients according to their preferences and ensure seamless transitions when clients exit the...