Client Service Associate- Walmart
Jackson Hewitt Tax Service
Client Service AssociateWe 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 team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times. Join our team and make a positive impact on our clients' journey with us! No matter your work background or experience level, we welcome you to apply!Perks:Include all health or wellness benefits offeredCorporate discount programOpportunities for advancement within the organization or as a tax proFree tax preparation training and PTIN registrationFree continuing tax educationEnrolled Agent materials and testing reimbursementDiscounted Friends and Family tax returns (terms apply)What you need:Strong interpersonal and communication skillsExperience in a fast-paced retail environmentBasic computer proficiency and ability to troubleshootPrior customer service or sales experience preferred, but not requiredWillingness to learn and grow in a customer-focused roleIf you're looking for a rewarding opportunity to learn new skills and make an impact, apply today!Working at Jackson HewittJackson Hewitt is an innovator with nearly 6,000 locations, and we're on a mission to change the face of the tax industry. We are an industry-leading provider of full-service individual, federal, and state income tax preparation with offices across the country. Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so clients get more.Taxes are fun (really!)Jackson Hewitt is proud to offer free tax training as well as continuing education for tax preparers across the country. With nearly 6,000 locations to choose from, there's likely a Jackson Hewitt location near you, including at your local Walmart store. Tax preparers have flexible scheduling and various rewards too.
- ...Client Service Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication... ...Jackson Hewitt location near you, including at your local Walmart store. Tax preparers have flexible scheduling and various...SuggestedLocal areaFlexible hours
- ...Atlanta, Georgia or Orlando, Florida. Responsible for the general servicing and support of the Financial Advisors. This includes... ...assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.Essential Duties...SuggestedSecond jobWork at officeMonday to Friday
- ...Ocio Client Service Associate HB Wealth is seeking an OCIO Client Service Associate to support the firm's Outsourced Chief Investment Officer business and institutional client relationships. This position serves as a key liaison among OCIO advisors, institutional clients...SuggestedWork at officeRemote work
- ...Senior Registered Client Service AssociateSenior Registered 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...SuggestedWork at officeLocal area
- ...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
$23.52 - $39.17 per hour
...you need at LPL Financial to shape your success while helping clients pursue their financial goals.Job Overview:Are you passionate about... ...to ensure timely resolution. Educate clients and advisors on services and technology, including eSignature and paperless options, while...Work at officeWork from home- ...A financial services firm is looking for a Registered Client Service Associate in Atlanta, Georgia. This role focuses on providing exceptional service and support to clients, assisting Financial Advisors, and maintaining client accounts. The ideal candidate has a High...
$22.5 - $30 per hour
...Make an Impact in Foreign Exchange Client ServicesAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses... ...fast-paced environment? Join our Foreign Exchange (FX) Client Services team and become the first point of contact for clients and...Work experience placementWork at officeLocal areaMonday to Friday3 days per week$50k - $65k
...Client Service AssociateOur Sandy Springs, GA office is seeking a Client Service Associate to play a key role in supporting both our high-net-worth clients and our Financial Advisors (FAs). As the primary liaison between clients and the advisory team, you will help manage...Full timeWork at officeFlexible hours3 days per week$57k - $76k
...Love building strong client relationships while keeping the details moving behind the scenes? As a Client Services Associate supporting our Turnkey Asset Management Program (TAMP), you’ll partner with Advisors and external financial professionals to deliver a seamless...Work experience placementSummer workWork at officeWork from homeWork visaMonday to FridayFlexible hours- ...Claims Specialist serves as the advocate and point of contact for client employees and HR contacts on claims issues. The role researches... ...or plan issues and flag them to account teams for renewal and service discussions. Maintain confidentiality of protected health...
- ...Registered Client Service Associate 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...Work at officeLocal area
- ...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...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
$70k - $100k
The Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to a Financial Advisor at NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective clients, anticipate...Temporary workWork at office- ...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... ...loyalty. As a Registered Client Service Associate, you will provide dedicated support to a...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
- ...Client Service Associate Atlanta, GA Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing...Work at officeLocal area
- ...Client Services Associate We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects run smoothly from start to finish. You'll help coordinate...
- ...Agent So Fearth in Atlanta, GA is seeking a client-focused, entry-level Client Service Associate to support clients with questions, manage account information, and coordinate documentation. You will communicate professionally with clients and team members, handle scheduling...Full time
$30 - $35 per hour
...Job Description Job Description Client Location: Marietta, GA (Hybrid – approx. 5... ...objective, and conflict-free wealth advisory services with a proactive, collaborative, and... ...oriented, and professional Client Services Associate to support a dynamic team of two and...Part timeWork at officeRemote workFlexible hours- ...A retail jewelry company based in Atlanta, Georgia is looking for an Administrative Associate to provide crucial support in client interactions and sales transactions. The role involves assisting clients with their needs, handling sales processes, and managing various...Work 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...Full timeWork at officeLocal area
- ...work for the global leader in the language services and technology industry? Are you... ...legal support services. All services and client partnerships are aided by best-in-breed... ...The position of the Client Services Associate is responsible for serving as the first...Permanent employmentFull timeInternshipLocal areaWorldwide
- ...Job Description Job Description The Client Service Associate (CSA) works alongside and supports the activities of our Client Service Executives and Producers in the marketing and sales process for new and renewing business. As a Client Service Associate, you will...
- ...Savant Capital LLC, based in Atlanta, GA, is seeking a Client Services Associate to support our Turnkey Asset Management Program (TAMP). You will be the first point of contact for clients and prospects, assist with account openings, and help ensure a seamless service experience...
$77k - $202k
...ApplicableSpecialismManaged ServicesManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Managed Services, Epic Certified Senior Associate you will support client service engagements by analyzing complex issues, managing assigned workstreams, and developing...Full timeH1b- Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals...Work at officeWorldwideShift work
- ...Registered Service AssociateRegistered Service Associates perform operational support and oversight on behalf of the market as well as general management... ...support)Identify Firm services and solutions that support clients' needs including secure, digital offerings like...Work at officeRemote workHome officeWork visaNight shift
- ...success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to fostering an environment... ...through resolution. Work collaboratively with partners, associates, and support staff in a team-oriented environment....Work at officeFlexible hours
- ...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,...Work at officeFlexible hours
- ...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,...Work at officeRemote workFlexible hoursShift work
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