Client Services Associate
TradeJobsWorkforce
As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and resolve customer concerns. document customer interactions and update accounts. proactively generate new sales leads. learn full suite of products and services. work closely with warehouse to deal with order and shipping issues. work closely with Finance to provide billing and documentation. ability to work with customers in different time zones. prepare client quotes, proposals and presentations. maintain high level of accuracy and attention to detail. ability to multitask and meet deadlines. provide prompt customer feedback and issue resolution. submit timely activity reports. strong computer skills necessary; familiarity with MS Windows. demonstrated ability to fully understand our full suite of products and pricing. be constantly mindful of schedules and committed to delivering all projects on time. work with internal and external Project Managers to keep all deliverables moving down the pipeline on time. Duties and responsibilities can change depending on business needs.
TradeJobsWorkforce$64.9k - $78.5k
...POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the...SuggestedTemporary workWork at officeLocal area$70k - $115k
...Registered Client Service Associate 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 this role...SuggestedTemporary workWork at officeLocal area- ...Client Services Associate We are looking to fill an immediate need for a Client Services Associate to join our dynamic team. This position favors individuals who have exceptional people skills and a passion for customer service. No prior experience is required; we provide...SuggestedImmediate startFlexible hours
- ...RH Client Services Associate RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable...SuggestedWork at officeLocal area
- ...Job Description Job Description Job Summary The Client Service Associate plays a vital role in supporting Financial Advisors and providing exceptional service to clients within a small, family-owned Raymond James office located in West Seattle. This position serves...SuggestedFull timeWork at officeRemote workMonday to Friday
$90k - $110k
...meaningful impact? At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals live richer lives... ...to join our #OneTeam. As a critical member of the Client Service team, you’ll collaborate closely with lead advisors to ensure clients...Full timeSummer workWork at officeLocal areaImmediate startFlexible hours- ...Job Description If you're interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the Registered Investment Advisor industry...Work at officeWork from homeMonday to Friday
- UBS in McLean, Virginia seeks a Client Associate to keep client records up-to-date and educate clients on our account services. You’ll assist in preparing materials for client meetings and ensure the right documents are collected to open new accounts and service requests...
- ...entrepreneurial roots- valuing agility, creativity, and an unwavering client focus. About the Position The Client Relationship Officer... ...roles in the organization. This role is the face of client service excellence and engagement with our Operating Partner Families &...Work at officeLocal areaWork from homeWorldwide
$65k - $90k
Client Service Associate - Institutional Client Service Associate - Institutional This range is provided by Fiducient Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $65,000.00/yr - $90,000....Full timeWork experience placementWork at officeLocal areaRemote workShift work- A leading financial services firm is seeking a Registered Client Service Associate in McLean, Virginia, to provide exceptional support to clients and Financial Advisors. The ideal candidate will have strong client service and interpersonal skills, with at least two years...
- Summary Provide elevated luxury client service in the gallery by assessing client needs and creating a refined experience. Serve as a primary... ...-person, by phone and email, connecting them with the right Associates and supporting Gallery Partners. Maintain a polished...Work at office
- ...taste on a global level, curating luxury home furnishings and building an ecosystem that positions RH as a thought leader. Client Services Associates are integral to providing luxury service and assessing client needs. This role is ideal for an innovator with a sense of...Work at office
$365k - $420k
...Job Description Job Description Private Client Services Associate Attorney - Midlevel 4–6 Years Experience | Multiple Locations Direct Counsel represents a leading national law firm seeking an experienced Private Client Services Associate Attorney to join...Work at office$365k - $420k
...is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for... ...tax controversy matters before the Internal Revenue Service. We are seeking an experienced associate with at least five years of relevant transactional experience...$52k - $60k
...Compensation is determined based on relevant experience and qualifications. Position Summary We are seeking a Client Support Services Associate for our wealth management Office in Tukwila, WA. If you thrive in a fun, fast-paced, small office environment and enjoy...Full timeWork at office- Fwainvest is seeking a Registered Client Service Associate in Washington, DC. The role involves providing top-notch administrative support to financial advisors and clients, with a focus on communication and organizational skills. The ideal candidate should possess a strong...
$80k - $100k
...Job Description Job Description Client Services Operations Associate Operations Associate, Client Service Location: Seattle, WA (Hybrid) Compensation: $80,000 - $100,000 base salary Employment Type: Full-Time About the Opportunity We are a well-established...Ongoing contractFull timeInternshipWork at officeLocal area- ...Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate provides exceptional office and mail services, delivering operational functions...Full timeTemporary workPart timeWork experience placementImmediate start
- ...The Mission Acorn Financial Services integrates tax strategists, estate planners, and investment... ...to build one unified plan for our clients. Operating at this level of integration... ...infrastructure. As a Mid-Level Client Services Associate, your mission is to own the post-sale...Flexible hoursShift work
$50k - $65k
...providebest-in-class pediatric nursing, therapy, and school-based services. We seamlessly integrate into children's lives by bringing... ...We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine...Full timeWork at office- ...financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our team... ...and functions of our firm. The duties associated with this role include, but are not limited to...Full timeWork at officeMonday to Friday
- ...Job Description Job Description POSITION SUMMARY: The Client Services Associate (CSA) assists with the delivery of WIC services over the phone at a CCI site, to assure the provision of high-quality, cost-efficient, culturally sensitive services that comply with...Work at officeLocal areaImmediate startMonday to Friday
- JCW Group, a well-established advisory firm, seeks a Client Service Associate to support its advisory team and provide exceptional client service. This role handles account service requests, onboarding, KYC/AML, and coordination with custodians to ensure smooth day-to-...
- Global Elite Empire Consultants is looking for passionate individuals who seek a fulfilling career that offers flexibility and growth opportunities. This role allows you to work from home with a flexible schedule, enabling you to balance your personal and professional life...Remote jobWork from homeFlexible hours
- ...Our mission is to enrich the lives of our clients and their families by providing quality independent... ...providing a high degree of attention and service. McDermott Armati Wealth Strategies is seeking a Registered Client Service Associate who shares our vision and mission. This...For contractorsWork experience placementWork at office
- AO Garcia Agency is seeking dedicated individuals for a remote financial services role focused on protecting families. This opportunity allows you to contribute to meaningful outcomes while working from the comfort of your home environment. Interviews will be conducted...Remote job
$70k - $115k
Position Summary Registered Client Service Associates provide exceptional client service to support Financial Advisor(s), Private Wealth Advisor(s), and teams on a daily basis. The role is client‑first, requiring strong interpersonal skills and the ability to assist clients...Temporary workWork at officeLocal area$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$55k - $95k
...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. Leading...Full timeTemporary workWork at officeLocal area
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