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.
$16 - $40.87 per hour
...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...SuggestedHourly payTemporary workWork at officeLocal area$16 - $40.87 per hour
...Client Service Associate 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...SuggestedHourly payTemporary workWork at officeLocal area$40k - $50k
...families. The firm offers comprehensive financial planning services designed to help clients achieve long-term financial security and meet their life... ..., detail-oriented Client Service/Financial Planning Associate to manage our daily operations and support our advisory...SuggestedFull timeWork at office$60k - $90k
...0,000.00/yr Additional compensation types Annual Bonus Direct message the job poster from GemHarvest Executive Recruiting Client Services Associate Overview Boutique Wealth Management Firm in Dallas, TX serving high net worth clientele seeks a Client Services Associate...SuggestedFull time- ...thrive on providing exceptional customer service, and we look for friendly professionals... ...banking, payments, and factoring services.Client Services AssociateAre you a customer-... ...strong relationships? As a Client Services Associate, you'll be at the forefront of our...SuggestedLocal area
- ...the FHLB value proposition by presenting the Bank's products and services in a manner that increases the inherent business value of its... ...procedures. Recognizes the need to escalate for troubleshooting Client Services issues in a timely manner. Manages the flow of...Work experience placementWork at officeFlexible hoursWeekend workAfternoon shift
$77k - $102k
...topics. For nearly 20 years, we've helped clients access knowledge on demand from experts,... ..., and hungry to grow fast , our Associate role at Third Bridge could be your next... ...offering a career launchpad . As a Client Services Associate, you'll develop the...Work experience placementInternshipWorldwideFlexible hours- ...Client Service Associate ShortList is recruiting for a Client Service Associate for a specialist investment advisory firm with an established client base of credit unions and banks across the United States. The Client Service Associate will sit at the centre of the...InternshipWork at officeRemote work
- ...Texas Capital Bank seeks an Operations Associate – Client Service Officer in Richardson, TX to serve as the primary operational contact for commercial banking clients. You will coordinate onboarding, account maintenance, and timely execution of client instructions, working...
- Job Summary & ResponsibilitiesPrime Services delivers financing, clearing, and risk management... ..., and OTC markets. Analysts and Associates serve as the primary point of contact for... ...accounting and operations professionals at these clients managing client relationships,...
- ...In search of individuals with customer service skills attention to details and communication skills to assist clients with booking vacations cruises hotels resorts Car rentals theme park tickets and many other travel experiences. No prior travel industry experience required...Full timePart timeRemote workFlexible hours
- ...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...Full timeWork at officeLocal area
- ...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 capabilities of...Full timeWork at officeLocal areaWork visa
- ...Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California, with... ...Our Dallas, Texas office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and...Full timeWork at office
- ...Client Support Associate Elevare Branding is seeking a Client Support Associate to join our team in Dallas, TX. This role is ideal for individuals... ...supporting internal teams to maintain high standards of service and communication. Responsibilities Serve as a...Full time
- ...RegularCategory: Customer ServicesIndustry: Real EstatePosted: 2026-08-14 Position summary The Private Client Associate Account Executive provides day-to-day account servicing support to Account Executives and service teams. This role is responsible for processing policy...
- ...dedicated to serving investors, partners and clients through expertise in investment,... ...trust and high performance.Transwestern Services turns strategy into reality with consistency... ...:POSITION SUMMARYThe Client Accounting Associate is responsible for the accurate and timely...Weekly payFull timeWork at officeShift workDay shift
$53k - $77k
...About the role: The Client Success team follows a Client for Life Philosophy, and individuals... ...value far exceeding their investment. Associates seek to understand and surface client's... ...clients, proving the concept of Gartner services, and stimulating client engagement of...InternshipWorldwideFlexible hours- ...Job Description Job Description Operations & Client Service Associate About Scherer Financial Advisory Services is a well-established RIA in the Dallas/Plano area. We work with pre-retirees, retirees, and high-net-worth households whose financial lives have...Work at office
$77k - $202k
...Description & SummaryThe OpportunityAs an HCP Engagements - Managed Services - Health PLS, Senior Associate you will support risk and compliance work within our Business & Supply Chain Operations practice, helping clients navigate regulatory requirements and strengthen internal...Full timeH1b- ...opportunities to collaborate on meaningful work with clients in a variety of industries and work together with other associates across practices. You’ll not only be able to... ...Works effectively in teams to provide quality service to clients Gains a comprehensive understanding...Local areaImmediate start
$22 per hour
...Solutions is the largest tech-enabled managed services organization serving leading law firms,... ...and advisory services that enable clients to modernize operating models, reduce cost... ...Description The Office Services Associate position will be a highly visible point...Hourly payWork at office- ...Service Associate – Client SupportAllworth Financial is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate...Full timeContract workPart timeInternshipWork at officeFlexible hours
$16.5 - $17.2 per hour
...Merchandising Services Associate 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...Hourly payFull timePart timeLocal areaFlexible hoursWeekend workWeekday work$87.36k - $131.04k
...United StatesSalary: $87 360,00 - $131 040,00Category: Private Client Coverage, WealthCompany: CitiThis is a seasoned professional role... ...constant communication. Provides the highest level of customer service and teamwork.Ensure all documentation is current, accurate, and...Full time$20.5 per hour
...pm EST (Mandatory and Voluntary OT Offered) **Saturday and Sunday Overtime offered up to Double Time on Sundays** Title: Client Service Representative Key Responsibilities Deal directly with internal and external customers via telephone, email, and live chat...Hourly payTemporary workWork at officeMonday to FridayWeekend work- ...is simple — to make every visit the best hour of our client’s month. Our Spa Sales Associates are the first and last impression for every guest, and... ...the opportunity to earn bonuses through great customer service and sales. We are looking for someone friendly, dependable...Hourly payFlexible hoursWeekend workDay shiftAfternoon shift
$130k - $190k
...liability, and general liability. Join a team that values strong writing, independent judgment, responsiveness, and excellent client service. Opportunities for continued professional growth, increasingly sophisticated case responsibility, and bonus potential....Immediate startRemote work- ...Wealth Management Client Associate Dallas, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
- ...Commercial Term Lending Team Client AssociateAre you a self-starter with a passion for... ...nation's #1 multifamily lender as a Client Associate on our multifamily lending sales team,... ...estate firm or other area of financial services (Investment Management, Commercial Banking...Work at office
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