Client Support Associate
Virtual Vocations Inc
Providing exceptional service and support to clients, the full-time remote Member Experience Associate will address inquiries, maintain accurate records in the client management system, and ensure compliance with regulatory requirements. Key responsibilities: Answer calls and schedule appointments while documenting client interactions Place outgoing calls to provide or obtain information and transfer calls as needed Participate in cross-training and communicate with team members to ensure efficient service delivery Required qualifications: High school diploma or equivalent 2-4 years of related experience Proficiency in MS Office and excellent computer skills Previous insurance or financial experience preferred, but willing to train the right candidate Virtual Vocations Inc
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$25 - $45 per hour
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$25 - $45 per hour
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...Join a diverse team helping high-profile clients understand, analyze, and respond to complex... ...& Private Client Group (GEPC) Senior Associate to join our Business Tax Services practice.Responsibilities:Accountable for supporting and overseeing large outsourcing engagements...Work at officeLocal areaRelocationRelocation package- We are looking to hire a professional Client Development Associate (CDA) who can convert prospects into sales opportunities, manage initial stages... ...of suitable targets, secure sign-ups, logistics support and participation.Liaison between field reps and the other...Full timeWork at officeLocal areaFlexible hours
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...Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard... ...full firm to clients. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Cultivate and enhance new and existing client...Temporary workWork at officeLocal areaWork visa$57.99k - $82.99k
...About this role: Wells Fargo is seeking a Part-Time Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors.... ...Establish and maintain filing and record keeping necessary to support efforts to service and grow client relationships Acts as the...Part timeWork experience placementWork at office$70k - $80k
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...complex solutions to Ultra High Net Worth clients.This Barron’s and Forbes ranked team... ...a proactive, high-energy client service associate who thrives in an entrepreneurial environment... ...standards.Prepare reports and supporting material for prospect and client meetings...Permanent employmentWork at officeLocal area- ...customized and comprehensive solutions to help clients with the many complexities they face by leveraging... ...Bank Digital is seeking a motivated Senior Associate to join our Alternatives Product team. This role supports the development and execution of digital solutions...
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- A financial services firm in New York City is seeking a Client Associate to support Financial Advisors and their clients. This role combines client service, account administration, and brokerage operations and is well suited for someone who understands the importance of...
$70k - $90k
...London. The Firm oversees $228 billion in client assets as of July 31, 2026. Position A... ...individual to join its growing team as a Client Associate.The Client Associate will work withour... ...checks, journals, check deposits, etc.) Support marketing efforts by promoting client...Work at officeLocal area- ...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
- Understand client needs and communicate solutions Coordinate internal resources and next steps Track feedback and relationship activity Key areas of responsibility Meet with or assist clients directly Understand client needs and communicate solutions Coordinate internal...
$102k - $125k
...responsible for managing and driving business with institutional clients through Corporate and Investment Banking products (Global... ...level of client interaction, and improve commercial processes. To support this growth strategy, we are creating a new role within Client...Work at office
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