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.
- ...Client Service Associate Beloform Craft is committed to delivering exceptional customer experiences through professionalism, innovation, and a people-first culture. We believe that outstanding service starts with talented individuals who are passionate about helping...SuggestedFull timeWork at office
- ...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...SuggestedImmediate startFlexible hours
$5,000 per month
...We’re looking for an ambitious candidate to work in DSPolitical’s Client Services team for the 2026 Election Cycle!! As a Client Services Associate, you are responsible for maintaining strong relationships with clients, providing administrative and campaign execution support...SuggestedWork at officeRemote workWork from homeMonday to FridayAfternoon shift- ...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...SuggestedFlexible hours
- ...Morgan Stanley is seeking a Registered Client Services Associate to support Financial Advisors and Private Wealth Advisors. You will help build client relationships, process transactions, and manage account documentation with a focus on accuracy and service excellence....SuggestedWork at office
$70k - $115k
...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- ...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
$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- 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...
$60k - $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 advice...Full timeInternshipWork at officeLocal areaRemote work2 days per week- ...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
- ...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
$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- ...Our mission is to enrich the lives of our clients and their families by providing quality independent... ...providing a high degree of attention and service. McDermott Armati Wealth Strategies is seeking a Registered Client Service Associate who shares our vision and mission. This...For contractorsWork experience placementWork at office
- ...wealth management firm with established marketing, new client acquisition, and client servicing processes that has been in business for 30 years. Our... ...years (by 2035). Position Summary The Client Services Associate (CSA) is responsible for delivering white-glove, concierge...
- ...A financial services firm located in Fairfax, Virginia is seeking a Registered Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. Ideal candidates will have at least 3 years of experience in wealth management, a Bachelor...
$74.39k - $103.81k
...Licensed Client Service Associate 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 a good understanding of how the team and...Full time$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 advice...InternshipWork at officeLocal areaRemote work2 days per week$34.32k - $90k
...POSITION SUMMARYRegistered 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...Temporary workWork at officeLocal area- ...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
$50k - $65k
...Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to...- ...Partners our collaborative team caters to our clients with a high level of care and... ...our team grows, we are seeking a Client Associate who aligns with our vision and values. The... .... Essential Duties and Responsibilities Service daily client inquiries over the phone and...Work at office
- ...asset management. Chevy Chase Trust offers clients direct access to decision-makers and is... ...to inventive thinking and client service. Our global, macroeconomic outlook means... ...motivated and detail-oriented Client Services Associate to join our team. This role is essential...Work experience placementWork at office
- ...A financial services firm is seeking a professional for wealth management support. Responsibilities include servicing client inquiries, processing account requests, and maintaining accurate CRM records. Ideal candidates have a bachelor’s degree and a minimum of 3 years...
- ...wealth management firm serving individuals, families, and businesses for over 36 years, is currently seeking an experienced Client Service Associate to join our growing and ever‑evolving team at our Bethesda location. Key Responsibilities Call, text, and email clients or...Full timePart timeWork at office
$65k - $85k
...planning firm exclusively serving retirees and soon-to-be retirees in the greater DC Metro area. We are seeking an experienced Client Service Associate to join our team. This role is ideal for a polished professional who thrives in a fast-paced environment and enjoys...Work at office$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...Work experience placementWork 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$34.32k - $90k
POSITION SUMMARYRegistered 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...Temporary workWork at officeLocal area$5,000 per month
...We’re looking for an ambitious candidate to work in DSPolitical’s Client Services team for the 2026 Election Cycle!! As a Client Services Associate, you are responsible for maintaining strong relationships with clients, providing administrative and campaign execution...Full timeWork at officeRemote workWork from homeMonday to FridayAfternoon shift
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