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
- ...Job Description Job Description 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 to multi-task Strong verbal...SuggestedWork at office
- Corient Private Wealth LLC. is seeking a Client Service Specialist I in Columbus, OH, to support advisory teams by managing client data and executing fund transfers. The candidate will maintain CRM systems and interact with various departments to ensure seamless operations...SuggestedFull time
- ...someone who thrives in a welcoming, customer service-oriented environment with excellent... ...enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Client Service Associate and be the friendly face for all those who...SuggestedHourly payFlexible hours
- TwinThread is seeking a Management Associate to support the Head of Client Service Asset Management. You will collaborate with senior leaders to execute strategic projects while solving business challenges. Your key responsibilities include defining project needs, analyzing...Suggested
- ...projects and partner with senior leaders to solve critical business challenges in Asset Management. As a Management Associate supporting the Head of Client Service Asset Management - Americas, you will work with senior leaders and internal business managers to execute key...SuggestedImmediate start
$24.95 - $39.87 per hour
...Self-review of tasks performed, including client deliverables Manage and prioritize... ...related to client information Client Services Administration Serve as a liaison between... ...workload with other client service associates Review agreements and be familiar with...Flexible 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...
- ...Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’... ...Gallagher. Overview At Gallagher, we’re looking for a Client Service Associate to join our Commercial team. In this role, you’ll help clients...Full timeWork experience placementLive outWork at officeLocal areaFlexible hoursShift work
- ...Internal Client Advisor Associate JPMorgan Asset Management helps institutional and individual clients from all over the globe meet their financial... ...the JPMorgan value proposition Provide superior client service by being responsive, thoughtful and making the clients'...
$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...Hourly payPermanent employmentPart timeWork at officeImmediate startFlexible hours- ...Job Description The J.P. Morgan Wealth Management Service Center Team: Our investment professionals work in a team based, call center environment assisting clients and prospects with investment account service requests and inquiries over the telephone and serve as experts...Monday to FridayShift work
- ...Private Client Associate The Private Client Associate provides support services for Private Banking. Duties include business processing, customer service interactions, and bank operations tasks. Customer Service Skills Must have strong interpersonal and communication...Work experience placementWork at office
- ...with Chase Business Bankers. You will deliver a differentiated set of tools and insights that enable the individual to help their client's build stronger retirement plans that lead to better outcomes for participants. Job Responsibilities Drive 401(k) pipeline and...
$45k - $65k
...experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks... ..., Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem...Work experience placementWork at office$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- ...looking for a Financial Administrative Associate to support their growing team. You will... ...assist in maintaining relationships with clients and handling various paperwork related to... ...communication skills, experience in customer service, and the ability to manage multiple...
$20 - $24 per hour
...modernized technology platforms, elevated technology support, and valuable insights, empowering our clients to excel in what they do best. The Office Services Associate position will be a highly visible point of contact to our internal and external guests in the...Hourly payWork at officeLocal area- ...analyzing metrics, and collaborating across one of the world's most innovative financial organizations. Senior Product Associate - Branch Network - Client Central You will contribute to the team by leveraging your expertise in product development and optimization to make...
$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
- ...Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunityand we're inviting you to take yours... ...is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store...Part timeSeasonal workWeekend workAfternoon shift
$65k - $80k
Ashton Thomas Private Wealth is seeking a Private Wealth Client Associate to join a successful and growing advisory team serving high-net-worth... ...client assets and provides comprehensive wealth management services, including investment management, financial planning,...Work at officeLocal area- Ashton Thomas Private Wealth is seeking a Private Wealth Client Associate in Columbus, Ohio. This role is vital in delivering high-touch client experiences and supporting Financial Advisors. The ideal candidate has a background in wealth management, strong attention to...
$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- ...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
$15 per hour
...Center & Ohio Village, Columbus, OH Position Summary Visitor Services Associates support the visitor service experience at the Ohio History... ...benefits, communicating this clearly to visitors and event rental clients. Support retail operations, including daily management of...Permanent employmentPart timeWork experience placementWork at officeImmediate start$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$16.59 - $24.89 per hour
...Ohio State University Physicians, Inc is seeking Patient Support Associates (PSAs) to join our dynamic team in Columbus, Ohio. PSAs will... ...role requires a high school diploma and one year of customer service experience. A competitive pay range of $16.59 to $24.89 per hour...Hourly pay$16.59 - $24.89 per hour
...Ohio State University Physicians, Inc. is looking for a Patient Support Associate to join their team in Columbus, Ohio. The role involves coordinating patient support services, including answering calls, scheduling appointments, and managing patient records in a dynamic...Hourly pay- ...Job Purpose:The Assistant Service Manager is responsible for overseeing and assisting in the managing of the service department to ensure efficient and effective service delivery to clients. This role involves coordinating service activities, managing a team of service...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Associate. Be the first to apply!
- client account associate Columbus, OH
- client services associate Columbus, OH
- client relationship associate Columbus, OH
- environmental services attendant Columbus, OH
- entry level service advisor Columbus, OH
- service lot attendant Columbus, OH
- retail service associate Columbus, OH
- service advisors Columbus, OH
- toyota service advisor Columbus, OH
- veterans service officer Columbus, OH


