Client Support Associate
Jackson Hewitt Tax Service
Jackson Hewitt - JobID: 100-168290572 [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 with clients; Confirm appointments; Follow up with past and potential clients; Distribute marketing materials; Keep clients engaged during wait times...Hiring Immediately >>
$65k - $82k
...Position : Client Associate (Wealth Management) Location : Beaverton, Oregon Work Model : Full-Time | In-Office Monday-Friday Firm : NBC... ...join our close-knit team. This position plays a key role in supporting daily office operations, retirement plan administration, and...SuggestedFull timeWork at officeMonday to Friday$30 - $45 per hour
...Client Service Associate (Remote) Capitol Family Office is a fully remote boutique financial advisory firm serving successful business owners... ...Associate to join our team. This is a fast-paced role supporting both firm partners, with a focus on day-to-day execution,...SuggestedFor contractorsWork at officeRemote workMonday to Friday- ...NBC Capital Advisors, based in Beaverton, Oregon, is hiring a Client Associate for full-time, in-office work. The successful candidate will... ...exceptional client service, manage office communication, and support retirement plan administration. The role requires strong customer...SuggestedFull timeWork at office
$21.25 - $28.32 per hour
...and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our... ...to the firm's record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating...SuggestedTemporary workWork at officeLocal area- ..., processing, operational, administrative and customer service support to Financial Advisors of U.S. Bancorp Advisors. Performs administrative... ...to the firm’s record‑keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating...SuggestedWork at office
- ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach...Seasonal workWork at officeWork from homeShift workDay shift
$70k - $80k
...firm manages over $10.6 billion for 1000 clients, including individuals and families;... ...About the Position The Client Relationship Associate (CRA) position is a full-time, on-site position... ..., transfers) Provide administrative support to portfolio managers as needed Build...Full timeWork at officeRemote work$38k - $60k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ...a timely manner. Provide administrative and operational support to one or more Financial Advisors (FA) and/or the Branch...Flexible hours$70k - $80k
...Providing exceptional service to our clients starts with investing in exceptional people... ...each other. The Senior Client Service Associate Role The Client Service Associate... ...responsibility for account servicing. The CSA supports the team's Wealth Management Associates...Temporary workWork at officeWork from homeMonday to Friday- The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service... ...appointments, marketing, accounts payables, receivables, supporting receptionist as needed Understand the client’s overall business...Internship
$70k - $85k
...Client Service Associate The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client...Local areaFlexible hours$30 - $32 per hour
...professionals for this role. Desktop Support Specialist Req number: R8146 Employment... ...a global services firm with over 9,000 associates worldwide and a yearly revenue of $1.3... ...to power the possible for our clients, colleagues, and communities. As a privately...Hourly payFull timeApprenticeshipWork at officeLocal areaWorldwide- ...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...Work at officeLocal area
- ...Position Summary Registered Service Associates perform operational support and oversight on behalf of the market as well as general management support... ...for Firm services and solutions that support clients’ needs including secure, digital offerings within Morgan...Work at officeRemote workHome officeNight shift
$70k - $80k
...Job Summary Take the next step in your wealth management career as our client’s next Senior Client Service Associate. In this role, you will be highly detail-oriented as you prepare and process documentation related to client onboarding and maintenance, perform client...Temporary work- ...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Part timeWork at officeLocal area
- ...A leading financial services firm based in Lake Oswego, Oregon, is seeking a Registered Client Service Associate to enhance client relationships and support Financial Advisors. The successful candidate will possess strong interpersonal skills and a detail-oriented mindset...
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County... ...The primary role is to provide client service management support to our clients and operational support to advisor teams....Work at office- ...families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with... ...all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trust worthiness....Remote workWork from home
- ...Position Objective The Support Associate is responsible for supporting a customer and product-focused sales culture where our core principles are at the forefront of all store operations. This is achieved through performing various sales operations functions, including...Local areaFlexible hoursShift workNight shift
- ...We are customer obsessed, innovative, and have the best culture in retail. Join our team today! Position Objective The Support Associate is responsible for supporting a customer and product-focused sales culture where our core principles are at the forefront of all store...Local areaFlexible hoursShift workNight shift
- ...team, dedicated to a styling and social experience that inspires women to express their individuality. Position Objective The Support Associate is responsible for supporting a customer and product-focused sales culture where our core principles are at the forefront of all...Local areaFlexible hoursShift workNight shift
- ...Our products are sold by Sseko Fellows, a bright and bold community of dreamers and doers, who are using their passion and smarts to support female scholars across the globe, save the planet, and earn an income to pursue their own dreams. Job Description The Merchandise...Seasonal workLocal areaImmediate startRemote work
- ...our fashion-obsessed team, dedicated to a styling and social experience that makes women feel beautiful. POSITION OBJECTIVE The Support Associate is responsible for supporting a customer and product-focused sales culture where our core principles are at the forefront of...Local areaFlexible hoursShift workNight shift
- ...Insight Global is hiring an Archive Support Generalist to support the historical archives department of our leading Retail client in Beaverton, OR. We are looking for self-starters with an interest in operations, the history of sport and culture, and project management...Contract workInternship
- A travel service provider located in Beaverton, Oregon, is looking for a Travel Customer Representative to support clients throughout their travel journeys. The ideal candidate will have excellent communication and customer service skills and be comfortable with technology...Remote workFlexible hours
$20 per hour
...Community Organization (IRCO) in Beaverton, OR, is hiring a Housing Case Manager Support Specialist for Washington County. This on-call, hybrid role supports the Senior Housing Program with client contact, paperwork, and field-based tasks. Starting wage is $20 per hour,...Hourly payPart timeInterim role- ...experience, providing enhanced value that delivers results for our clients and partners. We're on the lookout for passionate individuals... ...and make a significant impact. Job Overview The Retail Support Specialist (RSS) delivers hands-on, frontline support to AT&T customers...Flexible hoursAfternoon shift
$20 - $22 per hour
...Administrative Support Specialist - Inside Sales Team Location: Beaverton, OR | Status: Full-Time | Pacific Office Automation , the largest independently-owned document imaging and technology dealer in the nation, is looking for an organized, detail-oriented...Full timeWork at office$40k - $60k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ..., commissions, and stock where applicable Leaders who support your development through coaching and managing...Full timeFlexible hours
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