Client Services Associate
Hellosunshinetravels
Overview Hello Sunshine Travels is a growing travel business dedicated to helping individuals turn their passion for travel into income. We specialize in providing the tools, training, and support for motivated individuals to become successful booking agents. Our mission is to empower self-driven, travel-loving entrepreneurs to work from anywhere while creating unforgettable travel experiences for clients. Whether booking your own vacations or helping others plan theirs, our team members enjoy the freedom of being their own boss while earning income doing what they love. About the role Role Description This is a full-time remote role for a Client Services Associate. The Client Services Associate will be responsible for handling customer inquiries and providing exceptional customer support. Daily tasks will include responding to emails and phone calls, resolving client issues, assisting with travel bookings and reservations, and ensuring overall customer satisfaction. The associate will also work closely with the finance team to process payments, provide budgeting assistance, and manage invoices. Responsibilities Handle customer inquiries and provide exceptional customer support. Respond to emails and phone calls in a timely and professional manner. Resolve client issues and ensure overall customer satisfaction. Assist with travel bookings and reservations. Collaborate with the finance team to process payments, provide budgeting assistance, and manage invoices. Qualifications Client Services and Customer Service skills Customer Support and Communication skills Basic knowledge of Finance and related processes Proven ability to multitask and handle multiple client interactions simultaneously Strong problem-solving skills and a detail-oriented mindset Experience in the travel or hospitality industry is beneficial #J-18808-Ljbffr
- ...Client Service Equity Swap Associate II Join our dynamic team as a Client Service Equity Swap Associate II and become a vital part of our mission to elevate client experiences. As a Client Service Equity Swap Associate II within Equity Derivatives and the Prime Financial...Suggested
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...SuggestedWork at office
$31.53 - $38.5 per hour
...About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration... ...than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice,...SuggestedHourly payFull timePart timeH1bWork at officeHome officeVisa sponsorship- ...Ameriprise Financial in Monterey, CA is seeking a client-service oriented professional to support the Ameriprise Advisor Group. The role involves assisting advisors in servicing clients, preparing financial plans, conducting investment research, and processing trades...SuggestedWork at office
$24.81 - $41.35 per hour
...high quality operational support to Financial Advisors and their clients, as well as other team members. Responsibilities Responsible... ...assigned Financial Advisor(s). Serves as first point of contact to service a high volume of daily interactions, including basic inquiries,...SuggestedHourly payFull timeWork experience placementWork at officeLocal areaWork from homeWork visaMonday to FridayFlexible hours- ...Overview Connecting clients to markets - and talent to opportunity. With 5,400+ employees... ...and providing world-class products and services to all types of investors.Whether you want... ...and client-focused Client Onboarding Associate to join our Managed Accounts Team. This...Work at officeRelocation
$75k - $90k
...advisors focus on financial planning and client relationships, our operational... ...possible. We believe exceptional client service extends beyond conversations with advisors... ...start to finish. As our Client Service Associate, you'll wear two equally important hats....Work experience placementWork at officeRemote work- ...Marsh McLennan Agency in Raleigh, NC is seeking a Client Support Associate on the Business Insurance team to deliver prompt, courteous service to clients and colleagues. You will support the team with processing policy changes, certificates and evidence of property insurance...
- ...the end of the day, TBK means striving for excellence, while delivering with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals. Position Summary Responsible...Local areaShift work
$16.54 - $22.67 per hour
...with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping... ...achieve their financial goals. Position Summary As a Client Services Associate (part-time), you’ll have the opportunity to build professional...Hourly payPart timeLocal areaShift work$96k - $127k
...topics. For nearly 20 years, we’ve helped clients access knowledge on demand from experts,... ...person, 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 commercial...Work experience placementInternshipWorldwideFlexible hours- ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and... ...success meets success . What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA...Work at office
- ## Registered Client Service Associate (Shreveport, LA)Applylocations: Shreveport, Louisiana - United Statestime type: Full timeposted on: Posted Todayjob requisition id: R-0012569**Job Description Summary**Supports Financial advisors and their prospective and existing...Work experience placementWork at office
$16.54 - $22.67 per hour
...with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping... ...transactions and building strong relationships? As a Client Services Associate, you'll be at the forefront of our commitment to exceptional...Hourly payLocal area$65k - $80k
...Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem...Work experience placementWork at office- ...schedule designed to help you balance personal and professional growth. You will be part of a supportive environment that values customer service excellence and strong communication. Join a team where leadership and mentorship are encouraged, and where professional development...Remote jobFlexible hours
- ...Are Do you want to work for the global leader in the language services and technology industry? Are you interested in helping international... ...and training, and legal support services. All services and client partnerships are aided by best-in-breed software platforms, specialized...InternshipLocal area
- ## Registered Client Service Associate (Shreveport, LA)Applylocations: Shreveport, Louisiana - United Statestime type: Full timeposted on: Posted Todayjob requisition id: R-0012569**Job Description Summary**Supports Financial advisors and their prospective and existing...Work experience placementWork at office
$16.54 - $22.67 per hour
...with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping... ...transactions and building strong relationships? As a Client Services Associate, you'll be at the forefront of our commitment to exceptional...Hourly payLocal area- Alpaca is seeking a Registered Brokerage Client Service Associate to support broker partners and clients in the Pacific Timezone. You will be the first contact for service needs, process operations such as ACATs, and coordinate across internal teams to resolve issues....Remote workShift work
$500 per month
Registered Brokerage Client Service Associate - Pacific Timezone Who We Are: Alpaca is a US-headquartered, global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Amongst our subsidiaries, Alpaca is...Remote jobHome office- Client Service Associate - Argent Wealth Management Waltham, MA, USA Job Description Posted Tuesday, August 11, 2026 at 5:00 AM Your Future Team Investments, estate, tax and financial planning - all under one roof. Argent Wealth Management is an independent-minded business...Permanent employmentWork at officeLocal area
$35 - $38 per hour
...unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North... .... THE OPPORTUNITY We are seeking an experienced Client Service Associate to join our Commercial Lines team. Our service team plays a vital...Work at officeLocal areaFlexible hours$29.9k - $41.15k
...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... ...and we are looking for a Client Service Associate to join our operations team! The Client...Full timePart timeWork at officeHome office$19 - $20 per hour
Job Title: Client Services Associate Position Overview: The Client Services Associate/Hospitality & Workplace Operations Associate is responsible for maintaining a clean, efficient, and welcoming environment across conference spaces, workplace areas, restrooms, pantries...Hourly payTemporary workWork at officeImmediate startDay shift- TBK Bank is hiring a Client Services Associate to drive accurate financial transactions and build strong customer relationships. You will profile customers, offer tailored banking products, and ensure every interaction enhances loyalty and cross-sell potential. The role...Local area
$50k - $60k
...Job Description Job Description Client Service Associate Employment Type ~ Full-Time (40+ hours ) Benefits Offered ~ Dental, Life, Medical, Paid Time Off, Retirement, Vision Compensation ~$50,000 to $60,000 per year Location : Short...Full timeTemporary workWork at officeRemote workWork from home- ...Job Description Join our dynamic team as a Client Service Delivery Associate II and become a vital part of our mission to elevate client experiences. As a Client Service Delivery Associate II within JPMorganChase, you will play a pivotal role in enhancing our client...
- ...Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail... ...investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates,...
- ...on the details - so legal teams can focus on the case. About the role:Providing our clients with exceptional service is the foundation of our business. The Client Scheduling Associate (Corporate Services) manages all aspects of deposition scheduling, creating a positive...Temporary workFor subcontractorSummer workLocal areaRemote work
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