Client Service Associate
$39k - $43kAlphabe Insight
Client Service Associate IGL 4 US is seeking a Client Service Associate to join our Cincinnati team. In this role, you will support clients throughout their experience with the company, answer questions, provide information, assist with service-related requests, and help ensure every interaction is handled professionally and efficiently. This position is ideal for someone who is organized, approachable, solution-oriented, and interested in building valuable communication and client service skills. Responsibilities Assist clients with questions, requests, and general service needs Provide accurate and professional information regarding company services Maintain clear and friendly communication with clients Help resolve concerns and identify appropriate solutions Maintain organized client information and service records Coordinate with team members to ensure client needs are addressed efficiently Follow up with clients when necessary Support daily client service and administrative operations Contribute to maintaining a positive and professional client experience Develop strong knowledge of company services and internal processes Qualifications Strong verbal and written communication skills Professional and positive attitude Strong interpersonal and customer service skills Ability to remain organized while managing multiple responsibilities Good problem-solving and decision-making abilities Comfortable working independently and as part of a team Attention to detail and ability to follow established procedures Willingness to learn and develop new skills Reliable, adaptable, and motivated to grow professionally Additional Information Competitive salary of $39,000 $43,000 per year Full-time employment Professional training and skill development Opportunities for career growth and advancement Supportive and collaborative work environment Opportunity to strengthen communication, client relations, and problem-solving skills Hands-on experience within a growing organization Potential to take on additional responsibilities as you develop within the company
- Job Reference #338745BRCityCincinnatiJob TypeFull Time Key responsibilitiesA Client Service Associate serves as the first point of contact when a client calls to reach their advisor. Their primary responsibility is to handle requests (disbursements, investment changes,...SuggestedFlexible hours
$65k - $75k
...committed to providing thoughtful advice that always puts our clients’ best interests first. We are intentionally a small,... ...rely on our team for proactive, highly personalized service. As our Client Service Associate, you'll play a key role in delivering the exceptional...SuggestedWork experience placementWork at officeRemote workHome officeMonday to Friday- ...Senior Registered Client Service Associate Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals...SuggestedWork at officeLocal area
- ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...success meets success. What You'll Be Doing The Client Service Associate performs a variety of administrative functions in...SuggestedPart timeWork at office
- ...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...SuggestedWork at officeLocal area
- UBS in Cincinnati seeks a Registered Client Associate to serve as the primary contact for clients, manage scheduling, and prepare materials... ...Bachelor’s degree, active Series 7 and 66 licenses, and 3+ years in client service within financial services. #J-18808-Ljbffr UBS
- Bartlett Wealth Management is seeking a Client Service Associate to join the client service team and support Wealth Advisors, Financial Planners, and clients. The role centers on client service, onboarding, and facilitating smooth transfers and communications while maintaining...Work at office
- ...poster from Morgan Stanley Talent Acquisition Specialist - Ultra High Net Worth at Morgan Stanley POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams...Full timeWork at officeLocal area
$50k - $54k
Overview As our firm continues to grow, we are seeking a Client Service Associate to join our team in Cincinnati, OH . This role is ideal for a polished professional who thrives in a fast-paced environment, enjoys building long-term client relationships, and takes pride...Work at officeAfternoon shift- Paychex is seeking a customer service professional to support clients by phone, email, chat, and other channels. You will follow up on items to meet service levels and document all client interactions. You will use systems like HRIS, Salesforce, Flex, Core Advanced, and...Full timeFlexible hours
- ...provide broad admin support for trust accounts where the bank acts as trustee, agent or custodian. You will deliver high-level client service, assist in data reports, and support compliance processes. The role requires a high school diploma and 5+ years of client servicing...Work at office
$20 per hour
...Job Description Why You’ll Love this Guest Experience Associate Job! Deliver First-Class Service in a Luxury Hospitality Environment If you thrive... ...to create deep, meaningful relationships with our clients by going that extra mile in the form of unparalleled,...Local areaShift work- ...Description Job Description This position is a member of the client service team and works closely with Wealth Advisors, Financial... ...client service, retention, and business growth. The ideal associate will: Act as the primary point of contact and demonstrate...Work experience placementFlexible hours
- ...others? If you answered “ yes ” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Covington site. In this full-... ...progress to more sophisticated calls related to our clients 401K plans. In the subsequent months, you...Hourly payFull timeWork at officeMonday to FridayShift work
- ...BRCityCincinnatiJob TypeFull Time Key responsibilitiesUBS Financial Services is looking to hire an Investment Associate to join the portfolio management team of a large... ...with financial advisory team members to ensure client assets are invested in line with investment...Work at officeFlexible hours
$60k - $63k
...Service Associate Cincinnati, Ohio, United States Allworth Financial is an independent investment financial advisory firm that specializes... ...short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement....Full timeContract workTemporary workPart timeInternshipWork at officeFlexible hours- ...experienced Trust Administrative Assistant to support trust accounts as trustee, agent or custodian. You will deliver high-level client service to beneficiaries and assist with data collection, reporting, and compliance. This role requires strong analytical and...
$60k - $63k
...investment planning solutions and advice to help clients achieve their goals and plan strategically... ...Barron's Top 40 RIA in 2024. SUMMARY: Our Service Team consistently strives for service excellence. The Service Associate - Client Support is responsible for providing...Full timeContract workTemporary workPart timeFor contractorsFor subcontractorInternshipWork at officeFlexible hours- ...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...Weekend workAfternoon shift
$55k - $75k
...Automotive Service Advisor Are you a customer-focused automotive enthusiast looking to join a winning team? Performance Kings Honda... ...Automotive Service Advisor to deliver exceptional service to our valued clients. Compensation: $55,000 to $75,000 Annually | Experience...Temporary workLive inLocal area- ...Outside Services Associate The Outside Services Associate will be part of the team responsible for managing the 3rd party services. They will mainly be transporting materials to and from the service providers. Duties/Responsibilities: Organizes and stages parts...Shift work
- ...Are:Accenture is a global professional services company with leading capabilities in digital... ...and human ingenuity every day, serving clients in more than 120 countries. We embrace... ...equivalent (6 years) work experience. If an Associate's Degree, 3 years of work experience is...Full timeWork experience placementLive inWork at officeLocal area
- ...Culinary And Nutritional Service Associate I Or II It's fun to work in a company where people truly believe in what they're doing! Our intention is to have employees who are passionate about making their personal mission statement come to life each day at work! Be...Local areaWeekend workAfternoon shift
$60k - $63k
...term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. Summary: Our Service Team consistently strives for service excellence. The Service Associate Client Support is responsible for providing...Full timeTemporary workWork at office- Accenture is a global professional services company with leading capabilities in digital,... ...and human ingenuity every day, serving clients in more than 120 countries. We embrace the... ...(minimum 12 years) work experience. (If Associate’s Degree, must have minimum 6 years work...Full timeWork experience placementLive inWork at officeLocal areaShift work
- ...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...Full timePart timeLocal areaFlexible hoursShift workWeekend workWeekday work
- ...At Your Service Center Colleague Be Part of an Amazing Story Macy's is more than just a store. We're a story. One that's captured the hearts and minds of America for more than 160 years. A story about innovations and traditionsabout inspiring stores and irresistible...Full timePart timeAll shiftsFlexible hoursShift workNight shiftAfternoon shift
- ...Service Associate III Stock Yards Bancorp, Inc. (NASDAQ: SYBT), parent company of Stock Yards Bank & Trust Company, with offices in Louisville... ...to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person...Temporary workWork at officeFlexible hours
- ...Service Advisor The mission of the Service Department is to deliver highly efficient and elevated Service Counter experiences.... ...elevated service to support loyal, enduring relationships with the client. As a Service Advisor, you will deliver Everyday Luxury experiences...
- ...committed to delivering justice and full compensation for our clients. Based in Cincinnati, OH, we advocate for individuals and families... ..., organized, and timely case files Provide exceptional client service and keep clients informed throughout their case Contribute to a...Full time
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