Client Services Associate
NomadesDigitais
What You\'ll Own You\'ll manage customer inquiries from start to finish across phone, email, and online portals, ensuring every request is handled professionally and tracked through resolution. You\'ll coordinate with vendors, update internal systems, resolve billing questions, and keep customers informed throughout the service process while maintaining accurate documentation. What We\'re Looking For 2+ years of experience in customer service, client services, or customer support Experience managing high volumes of customer inquiries, tickets, or service requests Strong English communication skills (written and verbal) Excellent organizational skills with the ability to manage multiple priorities Proficiency with Microsoft Office, including Excel Strong problem-solving skills and a customer-first mindset Comfortable working independently in a remote environment during U.S. business hours Nice to Have Bachelor's degree Experience coordinating vendors or service providers Experience with work order systems, CRMs, or ticketing platforms Previous experience supporting U.S.-based customers or teams #J-18808-Ljbffr NomadesDigitais
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$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...SuggestedFull timePart timeWork at officeHome office- ...resolve billing questions, and keep customers informed throughout the service process while maintaining accurate documentation. What We\'re Looking For 2+ years of experience in customer service, client services, or customer support Experience managing high volumes of...Work at officeRemote work
$55k - $75k
...advisors and their prospective and existing clients and other branch staff team members.... ...years of rich history and recognition for service and excellence in the Financial Services... ...a dynamic Registered Client Service Associate who is a motivated, detail oriented and...Work experience placementWork at office- ...Client Service Delivery Associate II 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...
- ...Financial Services Position Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold... ...all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trustworthiness....Remote workWork from home
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$500 per month
Careers / Alpaca / Registered Brokerage Client Service Associate - Pacific Timezone Registered Brokerage Client Service Associate - Pacific Timezone Posted 1 day ago Your Role: This is an opportunity to join a Fintech firm specializing in many facets of the broker-dealer...Remote workHome office- 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
$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,...Hourly payFull timePart timeH1bWork at officeHome officeVisa sponsorship$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- 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
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$73k - $102k
...aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’... ...invite you to explore a career with us. As an Executive Client Service Associate, you will be part of the Client Services Team and provide full...- 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
- Raymond James is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. You will handle inquiries, schedule meetings, onboard new clients, and maintain accurate records. The role requires strong communication...
- ...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,...
- ...of talented individuals. We are currently recruiting for a Client Solutions Associate/Purchasing Agent role in our Santa Ana, CA location.... .... The role requires flexibility to shift between customer service and purchasing responsibilities based on business needs and...Full timeWork at officeShift work
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- ...is a leading algorithmic trading firm and trusted electronic market maker, providing liquidity, technology and prime services to institutional clients and trading venues globally. The firm offers full-service prime brokerage and execution via its cutting-edge proprietary...
- ...global environment? Join our Markets Asset Services team and help shape the future of asset... ...passionate about delivering first-class client experiences. Your expertise will... ...operational excellence. As an Trading Services Associate in Securities Operations within Markets...Work at office
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