Client Services Associate
$20 - $22.22 per hourCompunnel Inc.
Overview The role supports the Beneficiary Services team, handling client accounts during the inheritance process. Responsibilities include asset transition coordination, client support, and compliance oversight. The specialist will work closely with internal teams and clients to process documentation, resolve inquiries, and ensure regulatory alignment. Key Responsibilities One-on-one client support throughout inheritance/beneficiary process Process service requests and maintain accurate case records Ensure compliance with SEC/FINRA regulations Prevent fraud through identity verification Coordinate with internal departments in a virtual branch setting Qualifications 3–4 years of financial services experience preferred Strong client service, communication, and problem-solving skills Proficient in Microsoft Office Series 7 and 66 licenses preferred (or 63 & 65) Seniority level Associate Employment type Contract Job function Administrative and Other Industries Banking, Investment Banking, and Financial Services Base pay range: $20.00/hr - $22.22/hr Direct message the job poster from Compunnel Inc. Referral notes: Referrals increase your chances of interviewing at Compunnel Inc. by 2x #J-18808-Ljbffr Compunnel Inc.
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- ...Gallagher is seeking a Client Associate to support account teams and deliver exceptional service to Gallagher’s clients. You will learn on the job, gaining knowledge of the client service cycle and the benefits landscape while working with experienced teammates. You will...Suggested
- ...Client Service Associate We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. In this role, you will be the primary point of contact for our advisors and their clients, delivering outstanding support and ensuring a seamless...SuggestedFull timeWork at office
- ...you are looking for a dynamic environment where you can grow your career in financial services, we would love to hear from you. The Role We’re hiring a Client Service Associate to support our advisors and help deliver an exceptional client experience. This role...SuggestedWork at office
- ...Introduction At Gallagher Benefit Services, you’re a trusted partner to organizations navigating... ...important people decisions. We help clients build better workplaces, where people... ...think of Gallagher. Overview As the Client Associate you will develop industry knowledge and...SuggestedWork at officeLocal areaShift work
$12 per hour
...Service Associate South Jordan, UT: S Jordan Pkwy / Bangerter Hwy EōS Fitness is bold, upbeat, and motivating. Not only in our fitness routines, but in our work environment as well. Like our members, our employees know how to rise to a challenge and handle it head...Hourly payDaily paidFull timePart timeFlexible hoursWeekend workAfternoon shift- ...Your Impact at Lowe's As a Lowe's Merchandising Services Associate, you are a key connection point between Merchandising and Store Operations, allowing us to deliver a great shopping experience in every Lowe's store. If you want to build eye-catching displays and...Full timePart timeLocal areaFlexible hoursShift workWeekend workWeekday work
$21 - $22 per hour
...the Opportunity Are you passionate about helping customers and interested in building a career in financial services? Russell Tobin is hiring Client Support Service Professionals to join a respected financial services team in South Jordan, UT . This opportunity...Hourly payContract workLocal area$21 - $22 per hour
...the Opportunity Are you passionate about helping customers and interested in building a career in financial services? Russell Tobin is hiring Client Support Service Professionals to join a respected financial services team in South Jordan, UT . This opportunity...Hourly payContract workLocal area$21 - $22 per hour
...the Opportunity Are you passionate about helping customers and interested in building a career in financial services? Russell Tobin is hiring Client Support Service Professionals to join a respected financial services team in South Jordan, UT . This opportunity...Hourly payContract workLocal area$20 - $21.99 per hour
...20.00/hr - $21.99/hr Senior Recruitment Associate at Russell Tobin Location: South Jordan... ...Hybrid Work Flexibility: After 6 months of service, enjoy a hybrid schedule that balances... ...and convenience. Job Responsibilities for Client Support Service Professional: Provide...Contract workWork at officeRemote work$16 - $18 per hour
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...Job Summary The Retail Service Associate supports the store team in delivering a best‑in‑class customer experience across mobile, operational, and transactional activities. This role serves as a go‑to technical and operational resource, helping to maintain a clean and...Work experience placement$17.85 per hour
...to our remarkable people, who bring cutting-edge products and services to life for millions of customers every day. If you share in our... ...career at Comcast. Job Summary The Retail Service Associate supports the store team in delivering a best-in-class customer...Work experience placement$15 - $18.69 per hour
...If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE COORDINATOR This posting will remain open for a minimum of two weeks from the...Hourly payMinimum wageFull timeTemporary workPart timeLocal areaFlexible hoursShift workAfternoon shift- ...wrongful death. Our attorneys represent clients in a wide range of matters, including motor... ...exceptional, "white glove" client service and treating every client as a valued partner... ...reimbursement Position Summary The Associate Attorney will work full-time in our office...Full timeTemporary workWork at office
- ...will manage and support day-to-day operations for a portfolio of client accounts, ranging from small to large groups. You will... ...ensure smooth processes, accurate data, and exceptional client service. Key Responsibilities: Manage daily communication with...
- ...Global Elite Empire Consultants seeks motivated individuals for a flexible, work-from-home role in client service leadership. Enjoy a remote schedule that fits your life while contributing to a supportive team and a results-driven environment. You'll gain mentorship...Remote workWork from homeFlexible hours
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- ...Global Elite Empire Consultants is seeking a customer service leader who thrives in a flexible, work-from-home environment. You will guide teams, champion excellence, and drive growth while balancing personal and professional commitments. This role emphasizes mentorship...Remote workWork from homeFlexible hours
- ...Global Elite Empire Consultants offers a flexible, work-from-home opportunity focused on client service leadership. You will balance leadership duties with delivering exceptional customer experiences while benefiting from a supportive environment and growth opportunities...Remote workWork from homeFlexible hours
- Zions Bancorporation is one of the nation’s premier financial services companies operating as a collection of great banks under local brands... ...for managing and growing a portfolio of Commercial Card clients across the Bancorp while serving as a trusted advisor and primary...Local areaFlexible hours
- ...Account Modification requests. Provide exceptional customer service to internal partners. Research and resolve issues and deficiencies... ...10 or Series 4 and 24 required. Excellent interpersonal and client service skills. Strong written and verbal communication...Full time
- ...At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit...Local area
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- ...solutions and technology. A growing, Houston-based professional services firm, G&A Partners is currently seeking an Account Manager G&A... ...Summary Assists in all benefits department functions. Develops good client relationships and gives outstanding customer service....Temporary workWork at officeLocal area
- ...Customer Service Specialists work closely with wholesale and retail customers to determine... ...customer concerns and ensure maximum client satisfaction as well as stay up-to-date... ...the applicable geographic differential associated with the location at which the position...Full timeContract workFor contractorsWork experience placementLocal areaAfternoon shift
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