Client Services Associate
ApTask
Team Lead Recruitment | Rock Your LinkedIn Profile, Impromptu Speaking Pay Rate: $19-22/hr on w2 Top Skills Sought: Exceptional attention to detail Dependable and service-oriented mindset Self-motivated with the ability to work independently Proven ability to thrive in a fast-paced environment Qualifications: 1–2 years of experience in financial services and/or customer service Strong interest in long-term career growth and professional development Key Responsibilities: Engage internal clients through both inbound and outbound phone communications Serve as the primary point of contact, providing ongoing support throughout the account opening process and full account lifecycle Deliver consistent, world‑class service to internal stakeholders Build and maintain strong relationships while offering solutions aligned with internal policies and procedures Identify, address, and resolve issues in a timely and effective manner Demonstrate adaptability and maintain high performance in a fast‑paced, evolving environment Seniority level: Entry level Employment type: Contract Job function: Finance, Customer Service, and Accounting/Auditing Industries: Financial Services, Banking, and Investment Banking #J-18808-Ljbffr
- ...Insight Global is looking for a Client Service Associate to be a key asset to a Wealth Management firm in Westerville, OH. This role will work closely with their Advisors + Internal Support Team to help service and support clients with a variety of needs. Responsibilities...Suggested
- ...Dental insurance Health insurance Paid time off Vision insurance Job Description: Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience. Qualifications: • Organized, detail oriented and ability...SuggestedWork at office
$20 - $25 per hour
...Part-Time Client Services Associate 25 hrs/week • Tuesday-Thursday/Flexible • 9:00 AM - 5:00 PM • In Office Who Are We? Harmony Wealth Advisors is a Worthington-based, independent investment and wealth management practice providing fiduciary, fee-based active...SuggestedHourly payPart timeWork at officeImmediate startFlexible hours- JPMorganChase is seeking a Private Client Investment Associate in Westerville, Ohio. This role involves providing operational support and enhancing client relationships within our Consumer Banking division. You will collaborate with Advisors to manage client accounts, ensure...Suggested
- ...Client Service Leadership Opportunity Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional...SuggestedWork from homeFlexible hours
- ...Financial Services Position Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold... ...all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trustworthiness....Remote workWork from home
$50k
...Job Description Job Description Client Service Manager/Administrative Assistant *Candidates without prior financial services or wealth management experience are unlikely to be a fit* Dublin, OH | Full-Time (In-Office) About Us At Ameriprise Financial, we...Full timeWork at officeHome office- ...Morgan to connect them with exceptional professionals for this role. JOB DESCRIPTION As a Client Account Manager, you will act as a point of contact for daily servicing needs of our clients and develop an understanding of the unique requirements of clients across...Flexible hours
- ...innovative financial organizations. As a Senior Product Associate within the Branch Network - Client Central team, you'll contribute to the team by... ...ABOUT US Chase is a leading financial services firm, helping nearly half of America's households and...
$65k
...Asset Management - Internal Client Advisor - Associate Columbus, OH, United States Job Information Job Identification 210640823 Job Category Client Sales Business Unit Asset & Wealth Management Posting Date 07/01/2025, 07:50 PM Locations 1111 Polaris Pkwy, Columbus, OH...Full time$24 per hour
...support, and valuable insights, empowering our clients to excel in what they do best. The Hospitality Associate serves as a highly visible point of contact for... ...experience by coordinating meetings, conference room services, catering, and workplace hospitality while...Hourly payFull timeWork at officeLocal areaMonday to Friday- ...Private Wealth Client Associate Columbus, Ohio To proceed with your application, you must be at least 18 years of age. Acknowledge... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
$25 - $44 per hour
...is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. This role is responsible for providing client service support to multiple Financial Advisors (FAs) and serves as the most frequent...Hourly paySeasonal workWork from homeShift workDay shift- ...basics of what it takes to deliver Operational Excellence. As a Client Success Associate, you will be responsible for the daily operations of... ...navigate issues that occur to provide best-in-class customer service Determine how to maximize profitability with the freight that...Work experience placementCasual workLocal areaRelocationRelocation packageMonday to Friday
$21.75 - $44.5 per hour
...our 80-year history, delivering excellent service through innovation has been a core part... ...of our industry. Job Description: The Client Engagement Specialist (CES) plays a pivotal... ...the applicable geographic differential associated with the location at which the position...Hourly payContract workWork at officeLocal areaRemote workWorldwideShift work$33.75k - $56.25k
...opportunity to contribute to the company's success. As a Client Experience Associate within PNC's Retail Branch Banking organization, Lockbourne... ...outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...collaborating with J.P. Morgan to connect them with exceptional professionals for this role. JOB DESCRIPTION As a Service Design Senior Associate in Consumer Banking Deposits, you will play a pivotal role in shaping end-to-end customer experiences, by leveraging...
- ...professionals for this role. JOB DESCRIPTION Join our dynamic team to redefine service design, fostering innovative and inclusive customer experiences. As a Service Design Senior Associate in Cash & Check Management (CACM), you will play a pivotal role in developing...
$70.5k - $81.5k
...for this role. Have your FINRA Series 7 and 63 and a passion for serving others? Join our team of “crew” as a Client Service Excellence Center associate! About this Job: At Vanguard, we have a client-first mentality that we live and breathe every day through our...Remote work- ...Germain Toyota of Columbus Service Advisor Columbus, OH At Germain, our mission is to attract, develop and retain exceptional people... ...in the service lane and are the first point of contact for the client as it relates to their vehicle status, repairs and diagnostics....Local areaImmediate start
- ...Member Services Associate We improve life and we're here to serve. What you do is something special and contributes towards improving health within your community. Power Wellness serves hospitals, healthcare systems, universities and community colleges with varying...Contract workShift work
$16.59 - $24.89 per hour
...various benefits depending on your employment status. Responsibilities The PSAs will coordinate and provide patient support services such as answering phones, directing calls, greeting patients/visitors, maintaining patient medical records via EMR or paper charts...Work at officeFlexible hours- ...You will handle administrative tasks, process resident payments, and assist with daily operations while delivering strong customer service. A high school diploma and basic computer skills are preferred for this role. Benefits include pay-on-demand access, insurance coverage...Part time
- ...accordingly Co-Pays: Collects co-payments according to insurance plan information and type of service. Collates all copays and completes associated documentation Balances at end of work day to include reconciliation of monies taken matches EOD report...Work at office
- ...Job Description The Surety Client Advocate oversees all account management activities to reach strategic client service, retention and sales objectives. In this role you will work closely with the other members of the client service and broking teams to ensure the...Temporary workFor contractorsWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
$20 per hour
...Office Services Associate The State Teachers Retirement System of Ohio (STRS Ohio) is seeking an associate to join the Office Services team. Established in 1920 and serving Ohio's educators, STRS Ohio is one of the nation's largest retirement systems, serving nearly...Casual workWork at officeLocal areaMonday to Friday$47k - $51k
...impactful experiences while maintaining the highest standards of service and efficiency. Job Description Park 6 Logistics is... ...and customer-focused Service Account Coordinator to support client accounts and ensure seamless communication between customers and...Full time- ...time off Vision insurance Wellness resources VETERINARY CUSTOMER SERVICE REPRESENTATIVE (CSR) We are looking for talented, outgoing, smart, and happy veterinary professionals to join our Client Service team as a part of the face of Cryan! Do you love working with...Full timePart timeFlexible hours
- ...Client Service Representative – CareVet of Columbus CareVet of Columbus is growing, and we're excited to welcome a compassionate, service-oriented Client Service Representative to our team. Under the new leadership of Dr. VanGundy, Medical Director, our hospital...
- ...Join a Collaborative and Respected Legal Team – Legal Services Assistant Opportunity in Columbus! Aspen Careers is partnering with a highly... ...law firm with a strong reputation for professionalism and client service Support attorneys working on sophisticated commercial and...Work at office1 day per week
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