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.
$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...SuggestedWork experience placementWork at office- ...Client Service Associate Arlington, Virginia, United States; Herndon, Virginia, United States Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client...SuggestedFull timeTemporary workPart timeWork experience placement
$33.28k - $85k
...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 trusted relationships...SuggestedTemporary workWork at officeLocal area$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$64.1k - $88.1k
...Our Company We’re a diversified financial services leader with more than $1.5 trillion in... ...individual, small business and institutional clients. We are a longstanding leader in... ...loyalty. As a Registered Client Service Associate, you will provide dedicated support to a...SuggestedFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week$64.9k - $78.5k
...POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full...Temporary workWork at officeLocal area- ...Association Headquarters is seeking a highly focused, detail orientated individual to fill our open Client Services Associate position with one of our top client partners. The Client Service Associate is responsible for credentialing day-to-day activities, daily processing...Temporary workWork at officeRemote workFlexible hours
- ...entrepreneurial roots- valuing agility, creativity, and an unwavering client focus. About the Position The Client Relationship Officer... ...roles in the organization. This role is the face of client service excellence and engagement with our Operating Partner Families &...Work at officeLocal areaWork from homeWorldwide
$33.11k - $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 relationships...Temporary workWork at officeLocal area- ...POSITION SUMMARY: 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 agency...Work at officeLocal areaImmediate startMonday to Friday
- ...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,...
- ...JCW Group, a well-established advisory firm, seeks a Client Service Associate to support its advisory team and provide exceptional client service. This role handles account service requests, onboarding, KYC/AML, and coordination with custodians to ensure smooth day-to...
$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$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 Financial...$500 per month
...more. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40... ...11:30am - 8:00pm ET. Things You Get To Do: Assist clients and broker partners by being the first point of contact on service...Remote workHome office- ...Job Description If you're interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the Registered Investment Advisor industry...Work at officeWork from homeMonday to Friday
$90k - $110k
...meaningful impact? At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals live richer lives... ...to join our #OneTeam. As a critical member of the Client Service team, you’ll collaborate closely with lead advisors to ensure clients...Full timeSummer workWork at officeLocal areaImmediate startFlexible hours$65k - $90k
A financial advisory firm is seeking a Client Service Associate in Washington, DC. The role involves onboarding clients, facilitating money movements, and supporting Investment Consultants. The ideal candidate has a Bachelor's Degree in Business or related field and 1-...$33.28k - $85k
Morgan Stanley is seeking a Registered Client Service Associate in Washington, DC. The successful candidate will support Financial Advisors and provide exceptional service to clients. Key responsibilities include managing client interactions, executing transactions, and...- Our client, a well-established Registered Investment Advisor managing significant assets for high-net-worth clients, is seeking a Client Service Associate to support their advisory team. This is a client-facing operational role critical to the firm's day-to-day service...
$55k - $80k
## Registered Client Service Associate-Washington DCApplylocations: DC - Washington - 1899 Pennsylvania Ave NW Ste 1000time type: Full timeposted on: Posted Todayjob requisition id: R-0011716**Job Description Summary**Supports Financial advisors and their prospective and...Work experience placementWork at office$65k - $90k
Client Service Associate, The Wealth Office Client Service Associate, The Wealth Office 2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by Fiducient Advisors. Your actual pay will be based...Full timeWork at officeLocal areaRemote workShift work- ...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
$365k - $420k
...Job Description Job Description Private Client Services Associate Attorney - Midlevel 4–6 Years Experience | Multiple Locations Direct Counsel represents a leading national law firm seeking an experienced Private Client Services Associate Attorney to join...Work at office$365k - $420k
...is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for... ...tax controversy matters before the Internal Revenue Service. We are seeking an experienced associate with at least five years of relevant transactional experience...- 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...
- A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional support to Financial Advisors and their clients. Responsibilities include managing client relationships, facilitating account transactions, and answering inquiries...
- Venn in Washington, DC is seeking a Client Services Associate to support client teams with research and background work. The candidate should possess a 4-year degree and have excellent organizational and communication skills. Responsibilities include compiling research,...Work at office
- Fwainvest in Washington, DC is hiring a Registered Client Service Associate to support financial advisors and clients. The ideal candidate will demonstrate strong communication skills across various platforms and effectively manage detailed tasks. You will handle client...
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