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
- ...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
$70k - $85k
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. This role will...Suggested$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- ...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
- ...work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Private Client Services Account Associate at Marsh McLennan Agency (MMA). MMA provides business insurance, employee health & benefits, retirement, and private...Work at officeLocal areaNight shift
$70k
A leading global wealth management firm is seeking a Client Service Associate to join its centralized team in Wilmington, Delaware. This role supports Ultra High Net Worth (UHNW) clients on the West Coast and offers a long-term career path with opportunities for continued...Permanent employmentTemporary workWork experience placementShift work$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- Client Central - Product, Senior Associate Columbus, OH, United States Job Information Job Identification 210741432 Job Category Product Management Business Unit Consumer & Community Banking Posting Date 05/12/2026, 01:58 PM Locations 1111 Polaris Pkwy, Columbus,...Full timeShift work
$25 - $44 per hour
...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...Hourly paySeasonal 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
- ...Overview of the Assistant Manager of Sales and Service role You will support the management... ...while serving as a role model for sales associates in sales generation and service by... ...Philosophy· Ensure timely resolution of client service issues including delivery/pick-up...Full timePart timeH1bLocal areaHome officeRelocation packageFlexible hoursShift workWeekend work
$25 - $38.46 per hour
...10 West Second Street, Dayton Ohio Job Summary The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field team... ...client onboarding, proactive outreach and providing top-tier service. The CRA identifies and anticipates client needs and...Hourly payWork experience placementWork at officeFlexible hoursNight shift- ..., 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...
$16.93 - $25.39 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- ...Germain Toyota of Columbus Automotive Service Advisor Columbus, OH At Germain, our mission is to attract, develop and... ...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
$16.27 - $24.4 per hour
...employee, you will be eligible for these various benefits depending on your employment status. Responsibilities The Patient Services Associate is responsible for coordinating and providing patient support services such as answering phones, directing calls, greeting...Work at officeFlexible 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$15 - $28 per hour
..., Closing Location Walmart Supercenter #5857 50 E SCHROCK RD, WESTERVILLE, OH, 43081, US Job Overview Front End Service associates are focused on compliance and customer service. They smile, greet and thank customers, process returns / refunds, and carry out...Hourly payMinimum wageFull timeTemporary workPart timeShift work- ...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 portfolios...Contract workShift work
$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$48k - $52k
...Job Description As a Service Account Coordinator , you will serve as a key point of contact for client accounts, ensuring smooth communication, efficient coordination, and exceptional customer satisfaction. You will work closely with internal departments to support...Full timeWork at office- **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 implement...Full timePart timeLocal areaFlexible hoursShift workWeekend workWeekday work
- ...and Account Modification requests.Provide exceptional customer service to internal partners.Research and resolve issues and deficiencies... ...9/10 or Series 4 and 24 required.Excellent interpersonal and client service skills.Strong written and verbal communication skills.Ability...
- ...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
$163.4k - $322.1k
...? Deloitte’s Enterprise Operations as a Service (EOaaS) practice helps organizations transform... ..., and managed services. We support clients across finance and supply chain, as well... ...the applicable geographic differential associated with the location at which the position...Full timeWork at officeLocal area- Responsibilities Coordinate and provide patient support services Greet patients and visitors Register and check-in patients Answer patient calls and relay messages Perform check-out processes and co-pay collections Monitor lengths of patient wait Track and record...
$45k - $70k
...Position Overview We are seeking a dependable and service-oriented Customer Service & Reservations Associate to support client inquiries and assist with reservation coordination. This role focuses on delivering timely support, managing requests, and ensuring all details...Remote workFlexible hours$19 per hour
...Preference for 1 of the following criteria: College Degree or Previous contact center experience Position Description Client Support Service Professionals handle incoming phone calls regarding various service inquiries on Brokerage accounts. Calls will need to...
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