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
$65k - $80k
...Capital Asset Management is a wealth management firm in Columbus, OH and we are seeking a Client Service Associate to join our team. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning...SuggestedWork at officeMonday to Friday- ...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...SuggestedWork at office
- Capital Asset Management in Columbus, OH is seeking a Client Service Associate to join our wealth management team. You will assist in providing excellent service to our clients, lead new client onboarding, and coordinate proactive client touchpoints. Responsibilities include...Suggested
$27.2k - $37.4k
...Client Service Associate Do you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service...SuggestedFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week$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...SuggestedFull timeWork at officeHome office- ...Job Description Job Description Client Service Associate – Global Investment Firm (Delaware) Location: Wilmington, DE (Hybrid) Job Type: Full-Time | Experienced Industry: Investment Management / Wealth Management About the Firm ISC’s team of Financial...Full timeWork at office
- ...seeking dedicated individuals for a remote, work-from-home financial services role aimed at protecting families. The position offers... ...company committed to integrity and making a lasting impact on clients. Interviews will be conducted via Zoom, and the role emphasizes...Remote jobWork from home
$65k - $80k
...Capital Asset Management is a wealth management firm in Columbus, OH and we are seeking a Client Service Associate to join our team. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning...Full timeWork at officeMonday to Friday- ...Internal Client Advisor JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their... ...the JPMAM value proposition. Provide superior client service by being responsive, thoughtful, and focusing on clients' needs...
- ...Internal Client Advisor JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their... ...the JPMAM value proposition. Provide superior client service by being responsive, thoughtful, and focusing on clients' needs...
- ...Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail... ...investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates,...
- ...Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail... ...investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates,...
- A leading recruitment firm in Columbus, Ohio, is seeking a Team Lead Recruitment who will engage internal clients and provide exceptional service throughout the account lifecycle. The ideal candidate has 1-2 years of experience in financial services or customer service,...Contract work
- ...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
- ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Seasonal workWork at officeWork from homeShift workDay shift
- ...Description Job Description The next Columbus Client Success cohort start date is in January... ...Excellence. As a Client Success Associate, you will be responsible for the daily... ...occur to provide best-in-class customer service Determine how to maximize profitability...Work experience placementCasual work
- JPMorgan Chase & Co. Wealth Management is seeking a Voice of Client Senior Associate to own VoC reporting and translate client insights into actionable recommendations. You will partner with Research, Data & Analytics, Product, and business teams to ensure client perspectives...
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you...
- ...Germain Toyota of Columbus Automotive Service Advisor Columbus, OH At Germain, our mission is to attract, develop and retain exceptional... ...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 area
- ...Automotive Service AdvisorGermain Toyota of ColumbusColumbus, OHAt Germain, our mission is to attract, develop and retain exceptional... ...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
$20.8 - $33.8 per hour
...Healthcare Service Associate Explore your next opportunity at a Fortune Global 500 organization. Envision innovative possibilities, experience... ...consistency, flexibility and visibility are delivered to our clients through our customer first approach. For us, it's more than a...Weekly payPermanent employmentTemporary workWork experience placementFlexible hours- ...Westerville, Ohio, is looking for enthusiastic Universal Associates who engage clients warmly and provide tailored financial recommendations. This... ...satisfaction and requires a strong background in customer service. The ideal candidate will possess a high school diploma, exceptional...Work at office
$47k - $51k
...Service Account Coordinator Park 6 Logistics is a dynamic and growth-focused organization committed to delivering exceptional operational... ...and customer-focused Service Account Coordinator to support client accounts and ensure seamless communication between customers...Full time- ...Position Overview AO Globe Life is looking for a Virtual Member Services Associate to support individuals, families, labor union members,... ...members as they explore insurance options. You will meet with clients virtually, help identify their needs, and provide clear...Local areaRemote work
- ...Job Description Job Description Residential Services Associate-Mental Health Group Homes Conexio Care—Residential Services Associate... ...Ambassador is a member of the clinical team who assists clients and guests in gaining access to safe, timely, and quality services...Full timeSelf employmentLocal areaRelocation package
- ...Event Services Associate 1 Provides support to the Ticket Office on game day and in the office with day-to-day tasks. They are expected at all times to communicate effectively, provide a high standard of customer service, adhere to NCAA regulations, and uphold Ohio...Work at officeShift workNight shiftWeekend workDay 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
- ...inspire hope. We learn, grow, and achieve more – in our careers and in our communities.Job Description Summary:Environmental Service Associates are dedicated to cleaning and maintaining defined areas of the organization. Provide customer service to all customers by cleaning...Local areaShift work
- Responsibilities Coordinate and provide patient support services Answer phones and direct calls Greet patients and visitors Maintain patient medical records via EMR or paper charts Assist with patient scheduling Perform office functions and handle patient payments Monitor...Work at office
- Job Summary The Treasury Management Service Specialist II delivers high-touch onboarding, implementation, maintenance, and advanced service support for Business Banking and Commercial clients with complex treasury needs. This role includes responsibility for managing multi...Full timeH1bWork at officeRemote workWork from homeFlexible hours
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