Client Services Associate
$40k - $63kPaydex Technologies
Job Title: Client Services Associate Location: 100% Remote (US-Based) About the Role Paydex Technologies is seeking a 100% remote Client Services Associate based in the United States. In this client relations, account support, and customer success role, you will serve as a primary liaison for our business clients. You will build strong client relationships, address complex inquiries, assist with account management, and coordinate with internal teams to ensure our clients receive an exceptional service experience. Our Culture At Paydex Technologies, we operate with a remote-first, transparency-driven culture where ideas beat hierarchy and clear communication is king. We value continuous learning, work-life integration, and giving our team the autonomy and tools they need to succeed. Responsibilities Build and maintain positive, long-term relationships with business clients through clear and proactive communication. Respond to client requests, account inquiries, and service escalations promptly and professionally. Assist with client onboarding, account setup, and platform walk-throughs to ensure successful adoption. Maintain accurate client records, interaction logs, and account updates within our CRM database. Partner with internal operations, product, and support teams to resolve client issues and deliver tailored solutions. Requirements 1+ years of experience in client services, account support, customer success, or professional services coordination. Excellent verbal and written English communication skills with a strong professional presence. Proven ability to troubleshoot client issues with empathy, high attention to detail, and sound judgment. Proficiency with CRM platforms (e.g., Salesforce, HubSpot), G Suite, Slack, and video conferencing tools. Must be legally authorized to work in the United States without restriction or employer sponsorship. Compensation & Benefits Salary: $40,000 - $63,000 USD per year Health insurance options (medical, dental, and vision) Paid time off (PTO) and paid company holidays 401(k) retirement savings plan with company match Remote work stipend for home office setup and internet #J-18808-Ljbffr Paydex Technologies
$120k - $180k
...Client Service Associate Are you the right candidate for this opportunity Make sure to read the full description below. Premier Asset Management firm is looking to hire an Associate to help the Client Service Department achieve their mission by ensuring clients...Suggested- ...Client Services & Operations Associate Congruent Insurance Solutions (CIS) Westport, CT | Full-Time | On-Site About Congruent Insurance Solutions Congruent Insurance Solutions (“CIS”) is a growing financial services company that works with leading U.S. life...SuggestedFull time
- ...Job Description Job Description Position Summary The Client Service Associate is a key member of our wealth advisory team, supporting clients' day-to-day service and account needs. This individual will work closely with Wealth Advisors to manage account...SuggestedWork at office
$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...SuggestedWork at office- UBS is seeking a Registered Client Associate to support a team of Financial Advisors in Westport, CT. You will maintain client records, prepare... ...for meetings, and assist with opening new accounts and service requests. The role requires Series 7 and 66 licenses, 3-5 years...Suggested
- ...JOB DESCRIPTION: The Visitor Services Associate plays a vital role in creating a positive visitor experience at the Museum by providing... ...and weekend events, serving as the on-site point person for client questions or needs during the event, managing event setup and...Part timeWork experience placementSummer workWork at officeLocal areaAll shiftsShift workAfternoon shiftWeekday work
- Jackson Hewitt - JobID: 100-170050682 [Customer Service Representative] As a Client Support Associate at Jackson Hewitt, you'll: Be the friendly face for all those who visit the offices, ensuring exceptional client experiences and providing essential support; Actively engage...Immediate start
- ...Available | Commission-Based | U.S. Applicants Only The financial services industry is experiencing unprecedented demand. Millions of... ...Recommend customized life insurance solutions that fit each client's goals. Build lasting client relationships through exceptional...Remote workFlexible hours
- Overview SUMMARY: Performs various duties. Reports To Reports To: Director of Dining Services, Assistant Director of Dining Services, Dining Service Managers, Shift Leaders Titles Supervised Titles Supervised: None Hours Hours Per Week: Per Diem Schedule Flex schedule...Daily paidFlexible hoursShift workWeekend workWeekday work
- ...Available | Commission-Based | U.S. Applicants Only The financial services industry is experiencing unprecedented demand. Millions of... ...Recommend customized life insurance solutions that fit each client's goals. Build lasting client relationships through exceptional...Remote workWork from homeFlexible hours
- ...Paydex Technologies is seeking a 100% remote Client Services Associate based in the United States. You will serve as a primary liaison for business clients, building relationships and coordinating with internal teams to deliver exceptional service. The role requires 1+...Remote work
- ...management with one of New England's fastest-growing independent firms. Moneco Advisors is a modern, full-service financial planning firm dedicated to helping clients live their best financial lives. We combine a collaborative culture with sophisticated planning tools...Full timeWork at office
$17 - $21.25 per hour
...appointment scheduling, and prompt, courteous service. In addition to supporting the salon team and resolving client concerns, the Customer Sales and Experience Specialist... .../holidays*, and 401(k) with Company match. All associates are eligible for an associate discount on...Hourly paySeasonal workWorldwide- Wealthspire Advisors in Westport, CT is seeking a Client Service Associate to forge and nurture relationships with clients, advisors, and team members. You will handle money movement requests, account inquiries, check re-orders, and charitable giving confirmations, ensuring...
- Key Responsibilities Are you truly service oriented? Do you know how to take care of people? Job Type Full Time Job Reference #... ...how to take care of people? We're looking for a Registered Client Associate to: keep management systems up to date with client information...Full timeFlexible hours
- Dimensions In Glass is looking for a client service representative to be responsible for interfacing between all employees, customers, office manager, and suppliers. Duties will include Conducting show room business; retail sales, telephone sales, customer service, receiving...Work at officeLocal area
$104.1k
...help people live happy, successful lives, and we believe that client accessibility, integrity, and quality care are what is most important... ...We credential you! Support team for scheduling and client service with extended hours Customized Marketing Autonomy, but with...Private practice- ...Commission-Based | U.S. Applicants Only \n \n The financial services industry is experiencing unprecedented demand. Millions of... ...Recommend customized life insurance solutions that fit each client's goals. \n Build lasting client relationships through exceptional...Remote jobFlexible hours
- ...MassMutual’s largest Independent Financial Services offices in the country, and a leading... ...Barnum Financial Group, we consider our clients’ needs, goals and dreams to be of the highest... ...the submission process across a team of associates. Key areas of responsibility :...Work at officeHome office
$5,000 per month
...Service Advisor The responsibilities of a Service Advisor include greeting customers, listening to their needs, and scheduling appointments... ...Proven record of achieving exceptional customer service and client satisfaction (min.3 years experience in automotive dealership...Live inLocal area- ...with a great passion for helping others. Those with experience in Human Services or those seeking a career change are encouraged to apply for this rewarding position! As a Human Services Associate, you would be watching over and s upporting program participants with...Temporary workWork experience placementRelocation packageMonday to Friday
$18.13 - $21.34 per hour
...Guest Service AssociateOur Guest Service Associate will be responsible for driving top notch guest experience while facilitating the completion of all store-level tasks.At Global Partners, business starts with people. Since 1933, we've believed in taking care of our customers...Local areaFlexible hoursNight shift- ...rewarding, caring, and friendly environment. We are looking for a Client Liaison Associate to join our team. The pay range for this role will depend... ...detail, and organizational skills. Excellent customer service and communication skills. Successful experience planning...Private practiceWork at office
$44k
...Description Job Description CIRI is hiring two Case Managers – TPS Services to join a new program supporting individuals and families who... .../30/27 with possibility of extension. This is a hands-on, client-facing role for someone who enjoys helping people navigate...Temporary workWork at office$20 per hour
We're looking for Customer Advocates with at least 2 years of customer-facing experience to build an exciting career at Carvana - the fastest-growing used automotive retailer in U.S. history and one of the four fastest companies to make the Fortune 500! Whether it's...Hourly paySummer workLocal areaShift workWeekday work- ...Installer Service Specialist The Installer Service Specialist is an experienced and technical parts specialist who services the needs of professional customers through the store's installer counter. This position will oversee and direct the daily activity of the delivery...Local areaRemote workFlexible hours
$38.46 per hour
...employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an... ...Responsibilities Ongoing service and communication with clients, including promoting client/insurer relationship as needed, executing...Contract workLocal area- ...cleaning and infection control procedures of Sodexho Marriott Services and Bridgeport Hospital. EEO/AA/Disability/Veteran Responsibilities... ...., Must pass all pre-employment screenings as required by the client., After initial training, Must demonstrate ability to use...Immediate start
$110k - $135k
...HVAC Service Manager Opportunity Steve Basso Plumbing, Heating & A/C is looking for a full-time HVAC Service Manager in Stratford, CT to lead our HVAC and plumbing operations, mentor talented professionals, and drive results at our brand new shop. If you're an experienced...Full timeWork at officeMonday to Friday$100k - $150k
...Join to apply for the HVAC Service Manager role at Centerline . The HVAC Service Manager leads daily operations of the HVAC Service... ...mission‑critical operations, and partners closely with clients, vendors, and internal teams. Position can be located in MA, CT...Full timeWork at office
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