Client Services Associate
$20 - $21 per hourApTask
Team Lead Recruitment | Rock Your LinkedIn Profile, Impromptu Speaking Pay Rate: $20-21/hr on w2 Bachelor's Degree is required Base pay range $20.00/hr - $21.00/hr Responsibilities Responsible for evaluating incoming documents and inquiries, performing the associated research, and making a determination of the validity of the action or document. The Representative must develop subject matter expertise across the department and have the ability to apply that knowledge in determining document validity. They are responsible for ensuring that downstream actions such as check and debit card orders or system blocks are executed accurately and efficiently to ensure that the firm is operating in compliance with regulatory rules and regulations. Responsible for handling quality sampling of new account documents processed in other areas and responding to escalated issues from those areas. Technical Skills Computer Literacy Microsoft Office Suite Previous New Account experience is preferred Proven ability to learn other software packages Type a minimum of 35 wpm, Ten key by touch Seniority level Entry level Employment type Contract Job Function Analyst, Accounting/Auditing, and Finance Industries Banking, Investment Banking, and Financial Services #J-18808-Ljbffr ApTask
- ...Flexible Career Opportunity In Client Service Leadership Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance...SuggestedWork from homeFlexible hours
- Client Service Associate - Multi-Family Office A leading boutique multi-family office serving ultra-high-net-worth (UHNW) families and individuals is seeking a Client Service Associate to join its team. The firm provides highly personalized advice and services across...SuggestedWork at office
- ...innovative financial guidance tailored to each client’s unique needs. The firm identifies... ...broad range of investment products and services in a regulated, client-focused... ...Description The Registered Client Service Associate is a full-time, on-site role based in Baltimore...SuggestedFull timeWork at office
- 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...SuggestedWork at officeLocal areaWork visa
$46.5k - $60k
...Client Services Associate Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., an Aon Company, we combine the culture of a boutique...SuggestedWork at office- ...Gallagher Client Service Associate At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting...Work experience placementWork at officeLocal areaShift work
$35.36k - $90k
...POSITION SUMMARY: 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...Full timeTemporary workWork at officeLocal areaWork visa- ...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...Full timeWork at officeLocal areaWork visa
- ...and a leader in innovative insurance solutions, is seeking a Client Relationship Associate (Commercial Lines) to join our award-winning team. This role is essential in fostering exceptional client service by accurately managing insurance documentation, coordinating account...Work at office
$22 - $25 per hour
...Description Build your career at Ram Supply as a Client Success Executive supporting our client service team for our client base in Maryland, Northern VA,... ...School Degree required. College coursework or an associate degree preferred, which may be substituted with 2-4...Hourly payFull timeWork experience placementCasual workWork at officeMonday to Friday$37.13k - $61.88k
...opportunity to contribute to the company’s success. As a Client Experience Associate within PNC's Retail Banking organization, you will be based... ...outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby...Full timeTemporary workPart timeWork experience placementWork at office$35k - $55k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ...communication, people, organizational, and client service skills Attention to detail coupled with the mindset of...Full timeFlexible hours$35k - $55k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our... ...written communication, people, organizational, and client service skills Attention to detail coupled with the mindset of how...Full timeFlexible hours$37.13k - $61.88k
...Client Experience Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all... ...vacation days each year, depending on career level; and years of service. To learn more about these and other programs,...Full timeTemporary workPart timeWork at office$45k - $70k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our... ...written communication, people, organizational, and client service skills Attention to detail coupled with the mindset of how...Full timeFlexible hours$45k - $70k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ...communication, people, organizational, and client service skills Attention to detail coupled with the mindset of...Full timeFlexible hours$25.48 - $36.54 per hour
...Client Associate In Wealth And Investment Management Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part... ...Assist Profit Formula Financial Advisor(s) colleagues with service and operational related activities such as providing service...Work experience placementWork at office$72k - $184.44k
...The Opportunity As a Managed Services - Controllership & Accounting - Senior Associate, you will play a pivotal role in delivering outsourced solutions that help clients streamline operations, reduce costs, and enhance efficiency. You will be involved in executing...Contract workH1b$15 - $17 per hour
...Client Experience & Operations Associate Are you a detail-oriented, customer-focused communicator looking for a dynamic role with real career growth... ...voice of our centerdelivering exceptional inside customer service, managing walk-in clients, and ensuring every order...Hourly payWork at officeLocal area- ...Get AI-powered advice on this job and more exclusive features. A service offering of the law firm Fenwick & West, FLEX by Fenwick... ...in-house counsel. Much like our market-leading, entrepreneurial client base, Fenwick constantly seeks ways to innovate and remain best...Contract workTemporary workFor contractorsInterim roleLocal areaFlexible hours
$60k - $66k
...violence. Our whole-person approach to services provides each survivor with free legal support... ...build stable lives. We translate our client services work into expert training,... ...Education: Bachelor's degree or associate degree with relevant work experience...Work experience placementLive inWork at officeLocal areaFlexible hours- ...Front End Service Team Associate WM Supercenter #3720 3601 Washington Blvd Arbutus, MD 21227-1627 4 open positions CP-3720-9025 $17.00 - $30.00/hr* Part time Shift may start between 4:00am - 9:00am Role Summary Front End Service associates are focused on compliance...Hourly payMinimum wageFull timeTemporary workPart timeShift workWeekend workAfternoon shift
$175k - $225k
...Journal's survey of the nation's largest law firms. Our continued success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to fostering an environment where attorneys are empowered to grow their careers,...Full timeWork at officeFlexible hours$155k - $170k
...disputes. Work on complex, high-value matters for a diverse client base ranging from growing businesses to established enterprises... ...focused on professional growth, teamwork, and outstanding client service. Confidential Employer. Job Description Represent clients in...Full timeContract workWork at office$15 - $16.2 per hour
...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...Hourly payFull timePart timeLocal areaFlexible hoursShift workWeekend workWeekday work$47k - $52k
...finance and love helping people, this could be the perfect opportunity. An Agora Company is searching for a full-time Member Services Associate to join its growing team in a hybrid role, combining both in-office collaboration and work-from-home flexibility. In this...Full timeCasual workWork at officeWork from homeFlexible hours- ...join our firm and contribute to our mission of delivering exceptional client service. This role offers the opportunity to work in a fast-paced environment while gaining valuable experience.The Associate Attorney is responsible for handling bankruptcy matters for the firm...
$60k - $80k
...national law firm, is seeking an experienced litigation Legal Services Assistant to support multiple attorneys in our litigation practice... ...as required Monitor, organize and prioritize ongoing client projects Organize and maintain files, both electronic and physical...Permanent employmentWork at officeLocal areaRemote workNight shift$17.3 - $25.11 per hour
...Support Staff Under limited supervision, performs a variety of clerical activities to support practice operations including customer service, managing telephone calls, scheduling, registration, and copay collections. Education High School or GED equivalency...Work at officeLocal area- ...Customer Engagement - Advocate, Customer Service III Job Location: Baltimore, MD Top 5 Required Skills: Strong Customer Service... ...expertise on benefit administration and serves as the primary client contact for service issue resolution. Builds and cultivates...
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