Client Service Associate
$45k - $65kGrabJobs
Position Overview: We are seeking a Client Service Associate to support customers with travel coordination, reservation assistance, and overall service excellence. This fully remote role is ideal for individuals who enjoy working with people, staying organized, and ensuring smooth travel experiences from inquiry to confirmation. This is an entry-level opportunity within the travel industry. No prior travel experience is required. Structured onboarding and ongoing support are provided. Key Responsibilities: Assist clients with vacation research, travel options, and itinerary coordination Support the reservation process for flights, hotels, cruises, and vacation packages Communicate professionally with clients regarding travel details and timelines Review booking information for accuracy and completeness Maintain organized client records and documentation Provide follow-up support before and after travel Qualifications: Strong written and verbal communication skills Detail-oriented with solid organizational abilities Comfortable using online systems and digital tools Ability to manage responsibilities independently in a remote environment Previous customer service, hospitality, or administrative experience is beneficial but not required What We Offer: Structured onboarding and training program Access to booking systems and travel supplier resources Flexible remote work environment Supportive and collaborative team culture Ideal Candidate: This role is well suited for individuals exploring a career in the travel industry, professionals transitioning into remote work, or candidates seeking a customer-focused position with growth potential. $45,000 - $65,000 a year We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
- Description: Larson Wealth Partners is a diversified financial services firm that provides a comprehensive array of financial... ...future. We are seeking a talented and resourceful Client Services Associate . The ideal candidate should be able to operate independently...SuggestedTemporary workWork experience placementLocal area
$100k - $115k
...providing complex solutions to Ultra High Net Worth clients.This Barron’s and Forbes ranked team provides financial services primarily to high-net-worth individuals and... ...a proactive, high-energy client service associate who thrives in an entrepreneurial environment...SuggestedPermanent employmentWork at officeLocal area- Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support... ...our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client...SuggestedWork experience placementWork at office
- Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide... ...complex treasury and cash management products and services. As a Client Service Senior Associate within the Commercial Bank, you will resolve client requests...SuggestedWork experience placementWork at office
$80.1k - $128.16k
...better outcomes and a stronger community of associates united by our mission. At Capital, we... ...our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking... ...ones “I can succeed as a Private Client Service Associate at Capital Group.”As the...SuggestedFull timeTemporary workLocal areaFlexible hours$88.08k - $140.93k
...better outcomes and a stronger community of associates united by our mission. At Capital, we... ...our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking... ...ones “I can succeed as a Private Client Services Associate - Outsourced Advisory...Full timeTemporary workLocal areaFlexible hours- ...partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This is an outstanding opportunity for a proven leader who enjoys developing people,...
- ...Reference #343184BRCityFort LauderdaleJob TypeFull Time Key responsibilitiesAre you truly service oriented? Do you know how to take care of people?We’re looking for a Client Service associate to:• Keep management systems up-to-date with client information• Educate clients on...Work at officeFlexible hours
$140k
Job DescriptionClient Service Associate, Investment ServicesUSA RemoteUp to $140,000ShortList 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...Permanent employmentInternshipWork at officeRemote work$85k - $130k
...may be assigned as necessary to ensure the proper operations of the department and the business.Join us as a FX Prime Brokerage Client Services AssociateSitting within our Prime Brokerage Client Service team, you'll be responsible for building and maintaining...Full timeLocal area- Driving seamless compliance and elevating client experiences, Client Service Associates in the Wholesale KYC Organization set the standard for trust and efficiency. With expert collaboration and a sharp eye for detail, they turn regulatory requirements into opportunities...
- 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 Services group, you will play a pivotal...
- 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,...Flexible hours
- 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 relationships by providing...
- ...their newly revamped brokerage business.Must have Series 7 additional licenses are a plus.The role focuses on delivering excellent client service by handling administrative tasks, account management, trade execution, documentation, and communication. The CSA works closely...
- Client Service Associate - Financial PlanningAre you a financial professional with a passion for providing comprehensive wealth management services to high-net-worth clients and institutions? Our client, a distinguished wealth management and registered investment advisory...
- ...of our 100+ offices has its own individual identity, and each also has its own unique rewards.OverviewWe’re looking for a Client Services Associate to join our team! In this role, you’ll be the main point of contact for clients, working closely with our Production team...Full time
$130k - $175k
...product capability to these firms and their clients as well as providing ongoing education,... ...transfer agents, and other third-party service providers relating to client inquiries,... ...prior endeavors. The Investor Services Associate should exhibit strong technical and analytical...Full timeLocal area- ...- so legal teams can focus on the case. About the role:Our clients count on us to make the legal process seamless and efficient... ...are delivered on time and flawlessly accurate. As a Client Services Associate/Representative (Texas), you’ll be the go-to expert for attorneys...Temporary workSummer workLocal areaRemote work
$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 4-6 years of relevant transactional experience in...Full time- ...TBK Bank is seeking a Client Services Associate to handle prompt, accurate financial transactions and build strong customer relationships. You will profile customers, offer appropriate products, and ensure each interaction exceeds expectations as part of our community-...
- ...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...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
- ...Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished appearance, refined taste and a discerning eye for luxury. Responsibilities...Work at office
- ...A multinational financial services company in San Antonio is seeking a Client Service Associate to support sales through exceptional client service. Responsibilities include managing client inquiries, ensuring compliance with KYC/AML regulations, and driving process improvements...
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun Valley...Work at office- ...TalentWealth is seeking an experienced Client Services Associate for a premier independent wealth management firm in Owensboro, KY. Under general supervision, you will support financial advisors, handle client inquiries, process documentation, and assist with data entry...
- ...Qualifications: Dedication to delivering exceptional customer service experiences. Strong communication and interpersonal skills.... ..., and receive mentorship as you advance your career in client service leadership. Don’t miss out on this chance to prioritize...Remote workWork from homeFlexible hours
- ...Client Services Associate / Travel (Remote) About the job Client Services Associate / Travel (Remote) About Us: We are a professional travel services organization dedicated to providing clients with exceptional booking experiences and personalized support. By partnering...Remote workFlexible hours
- ...** 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 Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join...Work experience placementWork at office
- ...collaborating with J.P. Morgan to connect them with exceptional professionals for this role. JOB DESCRIPTION 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...Work at office
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