Client Services Associate
TradeJobsWorkForce
As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and resolve customer concerns. document customer interactions and update accounts. proactively generate new sales leads. learn full suite of products and services. work closely with warehouse to deal with order and shipping issues. work closely with Finance to provide billing and documentation. ability to work with customers in different time zones. prepare client quotes, proposals and presentations. maintain high level of accuracy and attention to detail. ability to multitask and meet deadlines. provide prompt customer feedback and issue resolution. submit timely activity reports. strong computer skills necessary; familiarity with MS Windows. demonstrated ability to fully understand our full suite of products and pricing. be constantly mindful of schedules and committed to delivering all projects on time. work with internal and external Project Managers to keep all deliverables moving down the pipeline on time. Duties and responsibilities can change depending on business needs.
$65k - $90k
...Client Service Associate - Institutional Client Service Associate - Institutional This range is provided by Fiducient Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $65,000.00/yr...SuggestedFull timePart timeWork experience placementWork at officeLocal areaRemote workShift work$74.39k - $103.81k
...The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing...Suggested$55k - $75k
...advisors and their prospective and existing clients and other branch staff team members.... ...years of rich history and recognition for service and excellence in the Financial Services... ...a dynamic Registered Client Service Associate who is a motivated, detail oriented and...SuggestedWork experience placementWork at office$32.9k - $90k
...POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted...SuggestedTemporary workWork at officeLocal area$55k - $65k
...Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized...SuggestedInternshipWork at officeLocal areaRemote work2 days per week- ...Job Description Beloform Craft is seeking a motivated and customer-focused Client Service Associate to join our growing team in Washington, DC. In this role, you will serve as a key point of contact for clients, providing outstanding support, building strong relationships...Full timeWork at office
- ...Client Associate At Goetzman Nau Financial Partners our collaborative team caters to our clients with a high level of care and specialized... ...communicator. Essential Duties and Responsibilities Service daily client inquiries over the phone and in-person,...For contractorsWork at office
$55k - $75k
## Registered Client Service Associate- Bethesda, MDApplylocations: Bethesda, Maryland - United Statestime type: Full timeposted on: Posted Todayjob requisition id: R-0011732**Job Description Summary**Supports Financial advisors and their prospective and existing clients...Work experience placementWork at office$33.28k - $85k
...POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build...Temporary workWork at officeLocal area- ...Client Services Associate The Client Services Associate (CSA) assists with the delivery of WIC services over the phone at a CCI site, to assure the provision of high-quality, cost-efficient, culturally sensitive services that comply with all Federal, State, and local...Work at officeLocal areaImmediate startMonday to Friday
- ...Appian Wealth, a Northwestern Mutual client is hiring a Client Service Associate with experience in wealth management, financial planning, or paraplanning to support client relationships and deliver comprehensive financial plans. Job description: The Client Service Associate...Work at officeLocal area
$60k - $80k
...Chevy Chase Trust Client Services Associate Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C.,...Work experience placementWork at office$50k - $65k
...providebest-in-class pediatric nursing, therapy, and school-based services. We seamlessly integrate into children's lives by bringing... ...We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine...Full timeWork at office- Client Services Associate Venn Strategies is a full‑service government and public affairs firm based in Washington, DC. Responsibilities Compile background research on client‑relevant topics and policy matters. Compose memos for staff and client teams on key hearings...
- ...Fwainvest is seeking a Registered Client Service Associate in Washington, DC. The role involves providing top-notch administrative support to financial advisors and clients, with a focus on communication and organizational skills. The ideal candidate should possess a...
- ...financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our team... ...and functions of our firm. The duties associated with this role include, but are not limited to...Full timeWork at officeMonday to Friday
- Raymond James is seeking a dynamic Registered Client Service Associate in Bethesda, Maryland. This role involves providing essential administrative support to Financial Advisors and clients, ensuring high quality interactions and client satisfaction. The ideal candidate...
$70k - $115k
...Position Summary Registered Client Service Associates provide exceptional client service to support Financial Advisor(s), Private Wealth Advisor(s), and teams on a daily basis. The role is client‑first, requiring strong interpersonal skills and the ability to assist clients...Temporary workWork at officeLocal area- ...Client Service Associate Potomac, MD Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate...Work experience placementWork at office
- ...taste on a global level, curating luxury home furnishings and building an ecosystem that positions RH as a thought leader. Client Services Associates are integral to providing luxury service and assessing client needs. This role is ideal for an innovator with a sense of...Work at office
$34.32k - $90k
...POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing...Full timeTemporary workWork at officeLocal area$50k - $60k
...Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... ...services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Washington D.C. The...Full timePart timeLocal area$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through...Temporary workWork at officeLocal area- A leading financial services firm is seeking a Registered Client Service Associate in McLean, Virginia, to provide exceptional support to clients and Financial Advisors. The ideal candidate will have strong client service and interpersonal skills, with at least two years...
$50k - $65k
...aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments... ...to explore a career with us. As a member on the Client Services team, you'll play a pivotal role by partnering with the...- ...Client Services Associate We are looking to fill an immediate need for a Client Services Associate to join our dynamic team. This position favors individuals who have exceptional people skills and a passion for customer service. No prior experience is required; we provide...Immediate startFlexible hours
$50k - $83k
...Job Description What is the opportunity? Join RBC and help clients thrive and communities prosper. You will embrace RBC Wealth... ...serving financial advisors, clients and the team. The Branch Service Manager (BSM) is a player-coach role, acting as the primary liaison...Full timeWork at officeFlexible hours- ...someone who thrives in a welcoming, customer service-oriented environment with excellent... ...building strong relationships with clients, then look no further and apply today!... ...our team as a Seasonal Client Support Associate and be the friendly face for all those...Extra incomeFull timePart timeLocal areaRelocation packageFlexible hoursShift work
- ...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 Seasonal Client Support Associate and be the friendly face for all those...Full timePart timeSeasonal workRelocation packageFlexible hoursShift work
$20 - $22 per hour
Office Services Associate Washington, District of Columbia, United States Job Overview The Office Services Associate will focus on Print & Production Services. This individual will provide exceptional client-facing support within a prestigious law firm environment. This...Temporary workWork at officeImmediate start
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