Document Review & Client Services Associate
Jobs for Humanity
This is an entry-level client service-based opportunity designed for individuals who are eager to begin their career, develop new skills, and contribute to a supportive, team-focused culture. If you are someone who enjoys working in a collaborative environment and is looking for an engaging workplace where you can grow and build your career, then look no further! If these details describe what you are looking for in your next career move, we’d love to connect with you to join our team as Operations Specialists. WHAT’S IN IT FOR YOU? Opportunities for career growth and development with free training, job shadowing, internal transfer pathways and mentorship programs Consecutive tenure-based pay increases Strong, collaborative, friendly and social environment where you can find your fit WHAT YOU WILL BE DOING: Entering data Ordering and uploading documents Submitting summary report reviews Reviewing state and federal compliance Handling inbound and outbound calls WHAT WE NEED FROM YOU: Must Have Qualifications: High school diploma or equivalent Comfortable with technology (experience using dual monitors) Process oriented Comfortable talking with clients over the phone Ability to multitask and adapt to change Positive attitude and willingness to learn Strong attention to detail All your information will be kept confidential according to EEO guidelines. #J-18808-Ljbffr
$265k - $320k
...Job Description Private Client Services Associate (Mid-Level to Senior) An established firm based in Los Angeles, California... ...succession planning, and fiduciary matters Draft and review sophisticated estate planning documents, trust instruments, charitable planning...SuggestedFull timeTemporary workPrivate practice$24 - $33 per hour
...company onLinkedIn,X (Twitter)andFacebook. Position Summary The Client Services Associate II is responsible for providing exceptional support to... ...position at Guardant Health, Inc. and how it is used, please review our Privacy Notice for Job Applicants. Please visit our...SuggestedFor contractorsWork experience placementWork at officeRemote workWork from home- ...Remote Financial-Services Role Stop hunting strangers. Start talking to people who already raised a hand. Remote financial-services... ...• On-time follow-up • Clean video presence • Fast learning on tools • Respect for the client Apply now. Zoom interview....SuggestedWork at officeRemote workWork from home
$50k - $85k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor... ...debit)Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity...SuggestedTemporary workWork at officeLocal areaWork visa- Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in Sacramento, CA. The role focuses on building trusted client relationships and handling daily clerical tasks to support account management. Responsibilities...Suggested
$35.12k - $90k
POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs... ...debit) Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity...Temporary workWork at officeLocal areaWork visa$50k - $85k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor... ...debit) Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity...Temporary workWork at officeLocal areaWork visa- Gallagher Benefit Services is seeking a detail-oriented Client Service Associate to support our Employee Benefits brokerage team on a temporary basis. You will assist account teams with client service, benefits administration, open enrollment activities, renewals, carrier...Remote jobTemporary work
- Gallagher is seeking a detail-oriented Client Service Associate to support our Employee Benefits brokerage team on a temporary basis. This remote... ...service activities. You will prepare communications and documents, coordinate with carriers, and ensure accurate data across...Remote jobTemporary work
$22 per hour
...creator of innovative technology that provides value‑added services for collectors worldwide. We grade, authenticate, vault,... ...expectations and answer any questions you have. We’re looking for Client Services Associates / Collectors Concierges to join our Customer Experience...Hourly payFull timeWork at officeRemote workWorldwideFlexible hoursShift work- EPIC Insurance Brokers & Consultants is hiring an Insurance Client Service Coordinator (CSC) in a hybrid role with in-office days in Rancho Cordova, CA or Reno, NV. This entry-level position interfaces with clients and colleagues to deliver service, assist with renewals...Work at office
- Merrill Wealth Management in Fresno, CA is hiring a client service associate to support Financial Advisors, delivering responsive service and customized solutions. You will coordinate client materials, ensure accuracy, and promote bank offerings while maintaining compliance...Work at office
- First Step Communities in Sacramento is seeking Client Support Associates (CSA) to help residents at Stockton Safe Stay, a semi-outdoor program on Roseville Road Shelter. You will monitor guests, provide safety, and connect clients with resources. This in-person, full-time...Full timeWeekend work
- ...California litigation and professional services firm representing businesses, insurers,... ...practical problem-solving, and outstanding client service. As we continue expanding... ...handle meaningful litigation—not just document review Rapidly growing firm with leadership...Temporary work
- ...hyperscaler and enterprise clients. We leverage a nationwide footprint... ...provides software and services to clients in the form of our... ...: As a Customer Support Associate, you'll sit at the intersection... ...timelines, and reporting Documentation & escalation support...Remote workNight shift
$16.9 - $19 per hour
...Seasonal Client Support Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our...Hourly payExtra incomeFull timePart timeLocal areaFlexible hoursShift work$77k - $202k
...OpportunityAs an HCP Engagements - Managed Services - Health PLS, Senior Associate you will support risk and... ...Chain Operations practice, helping clients navigate regulatory requirements and... ...members on task execution, work product review, and method application- Using...Full timeH1b- ...Person | Sacramento, CA Dice Development Group is hiring a Client Marketing Associate to support in-person marketing and sales initiatives on... ...generation and sales conversations Communicate product and service information clearly and professionally Represent client brands...Hourly payFull timeWork at office
- Consular Services - Senior Associate Vialto helps leading organizations identify... ...workforce strategies. We help our clients achieve their goals and... .... - Prepare, coordinate, review, and monitor business visa... ...and supporting documentation. - Serve as a point of contact...Full timeRemote workVisa sponsorshipFree visa
$20 - $25 per hour
...Bilingual Client Relations Associate Department: Intake Employment Type: Full Time Location: California... ...- and show the world how exceptional service really sounds. We're looking for a... ...swiftly. Encourage and manage client reviews across all major platforms to help showcase...Full time$60k - $70k
...: $60,000.00 To $70,000.00 Annually Client Relationship Associate Location: La Jolla, CA Schedule: Full... ...through transition to ongoing service. Develop a strong understanding of each... ...additional Plumb services. Maintain accurate documentation of important client preferences,...Full timeWork at office- ...essential clerical and research functions for the Service Department. You will handle billing, contracts, filing, correspondence, and document control while supporting project managers... ...staff as needed to ensure high-quality client service and efficient operations. #J-18808...
- Vialto Partners in the United States is seeking a Senior Associate for Consular Services to manage business visa and consular matters from initiation... ..., providing consultative guidance and exceptional client service. You will work with clients, embassies, and consulates...Remote job
$29 - $35 per hour
...and claims organizations to review and analyze workers’ compensation... ...requests, account changes, documentation, and follow-up activities are... ...with Sales, Customer Service, Finance, and other internal... ...customer requests and a positive client experience. Provide actionable...Temporary workWork at officeLocal areaRemote workFlexible hours$65k - $80k
...000.00 To $80,000.00 Annually Senior Client Relationship Associate Location: La Jolla, CA Schedule: Full... ...professional advisors. Like all Plumb client-service professionals, the Senior CRA becomes... .... Conducts proactive relationship reviews. Develops strong relationships with...Full timeWork at office$25 - $44 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$21 per hour
...directly contribute to positive change in our clients’ lives and see the impact of your... ...Communities. Job Title:Client Support Associate (CSA) Reports To:Program Manager FLSA... ...in hopes to get them the resources and services they need in hope to end their cycle of...Hourly payFull timeLocal areaShift workNight shiftAfternoon shift$25 per hour
...At Gallagher Benefit Services, you’re a trusted partner... ...decisions. We help clients build better workplaces... ...oriented Client Service Associate to support our... ..., and benefit‑related documents. Supporting benefits... ...management systems. Reviewing eligibility, contribution...Full timeTemporary workWork at officeLocal areaRemote work- ...’VE GOT YOUR NEXT GREAT CAREER OPPORTUNITY! We are a dynamic professional salon service committed to providing guests with a first-class waxing experience. As a Guest Service Associate at European Wax Center, you will use your expertise and product knowledge to ensure...Flexible hoursDay shiftAfternoon shift
$21 - $24 per hour
First Step Communities in Sacramento seeks a Client Support Associate (CSA) to monitor and direct clients at Stockton Safe Stay, ensuring safety, guiding guests through intake and services, and building rapport to help end homelessness. This full-time, in-person role requires...Hourly payFull timeShift workWeekend work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Document Review & Client Services Associate. Be the first to apply!
- document production specialist Sacramento, CA
- document clerk Sacramento, CA
- documentation associate Sacramento, CA
- document administrator Sacramento, CA
- document control assistant Sacramento, CA
- commercial loan documentation specialist Sacramento, CA
- medical file clerk Sacramento, CA
- document reviewer Sacramento, CA
- accounting file clerk Sacramento, CA
- records assistant Sacramento, CA


