Client Services Associate
Hello Sunshine Travels
Client Services Associate
Kissimmee, Florida, United States
About the Job
Hello Sunshine Travels is a growing travel business dedicated to helping individuals turn their passion for travel into income. We specialize in providing the tools, training, and support for motivated individuals to become successful booking agents.
Our mission is to empower self-driven, travel-loving entrepreneurs to work from anywhere while creating unforgettable travel experiences for clients. Whether booking your own vacations or helping others plan theirs, our team members enjoy the freedom of being their own boss while earning income doing what they love.
We are currently expanding and seeking passionate people who are:
Self-motivated
Excited about travel
Ready to transform their vacations into a business opportunity
At Hello Sunshine Travels, we believe travel should not only be an adventure it can also be a paycheck.
Role Description
This is a full-time remote role for a Client Services Associate. The Client Services Associate will be responsible for handling customer inquiries and providing exceptional customer support. Daily tasks will include responding to emails and phone calls, resolving client issues, assisting with travel bookings and reservations, and ensuring overall customer satisfaction. The associate will also work closely with the finance team to process payments, provide budgeting assistance, and manage invoices.
Qualifications
- Client Services and Customer Service skills
- Customer Support and Communication skills
- Basic knowledge of Finance and related processes
- Proven ability to multitask and handle multiple client interactions simultaneously
- Strong problem-solving skills and a detail-oriented mindset
- Experience in the travel or hospitality industry is beneficial
$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...SuggestedHourly payFull timeLocal area$34.32k - $90k
POSITION SUMMARY 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 in this role build...SuggestedFull timeTemporary workWork at officeLocal area$18.5 - $19.5 per hour
Job Title: Client Services Associate Reports To: The Client Services Associate will report to the Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate provides exceptional office and mail services, delivering operational...SuggestedFull timeTemporary workWork experience placementWork at officeImmediate startRelocation$60k - $80k
...Ameriprise Financial, we’re not just in the business of helping clients with their financial goals - we also help our advisors and... ...Role We are seeking a highly organized, client-focused Client Service Associate (CSA) / Team Lead to join our growing wealth management...SuggestedFull timePart timeWork at office$62.6k - $86k
...Company We’re a diversified financial services leader with more than $1.5 trillion in assets... ..., small business and institutional clients. We are a longstanding leader in financial... ...and we are looking for a Client Service Associate to join our operations team! The Client...SuggestedFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week$80k - $105k
...Group offers a diverse range of financial services, including banking, leasing, securities,... ...corporate, institutional, and municipal clients. It connects a diverse client base to... ...Performs a variety of client service functions associated with supporting the strategic...Work at officeLocal areaRemote workWork from homeWorldwide- ...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 the full capabilities...Part time
- ...Senior Registered Client Service Associate Ashton Thomas is seeking a Senior Registered Private Wealth Client Associate to join our growing team in Boston, MA. We specialize in delivering sophisticated investment management and comprehensive financial planning solutions...Full time
$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...Full timePart timeWork experience placementWork at officeLocal areaRemote workShift work- ...Friday. Location is in Allentown, PA. 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...Second jobWork at officeMonday to Friday
- ...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...Work at officeLocal area
$35.21k - $90k
...POSITION SUMMARY 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 in this role build...Temporary workWork at officeLocal area- ...UMB Financial Corporation is looking for an Institutional Custody Client Service Administrator in Kansas City, MO, to support large institutional custody clients. In this hybrid role, you will serve as the primary contact for clients, utilizing Excel for tracking and...
$78.32k - $109.28k
...The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing...$16 - $40.87 per hour
...Provide Service Coverage For a FA/PWA/team Including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA/team Answering general non-investment related...Hourly payWork at officeLocal area- ...Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including Client Service, Registered...Immediate start
- ...leading firm? Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings,...Full timePart timeHome office
- ...Edward Jones in Rockford, IL seeks an experienced professional to deepen relationships with existing clients and gather suitability data to open new accounts. You will research portfolio performance, costs, and asset allocation, making coordinated recommendations to the...
$70k - $90k
...Relocation Stipend will be given by the client Job Position: Registered Client Service Associate Salary Range: $70K-90K + Discretionary bonus + Benefits Primary Duties Serve as a point of contact for an assigned book of client households Pro-actively communicate with...Relocation- ...Bachelors Degree and Min 2 years + experience! Assist Financial Advisors by providing day to day client support and operational service on all Investment Advisory Program and client-directed accounts, to affluent individuals and their families within the Bank's Personal...
- ...Essential Duties and Responsibilities Services basic inquiries and scheduling of meetings with prospective and existing clients Respond to client inquiries regarding accounts, transactions, and general service matters Process account openings, transfers, rollovers, beneficiary...Work at office
- AO Garcia Agency seeks dedicated individuals for a work-from-home opportunity in financial services. This role focuses on helping families secure their financial futures with integrity and compassion. Candidates should possess strong communication skills and a genuine...Work from home
- ...** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join...Work experience placementWork at office
- ...seeking motivated individuals for a work-from-home role in financial services, focused on protecting families and providing clear,... ...balancing personal commitments with a meaningful career helping clients plan for their financial futures. The team emphasizes integrity...Remote workWork from home
$70k - $80k
...Your role Are you truly service oriented? Do you know how to take care of people? Were looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports...Full timeWork at officeFlexible hours$15 per hour
...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 the full capabilities...Hourly payTemporary workWork at officeLocal area$32.21 - $44.27 per hour
...Company We're a diversified financial services leader with more than $1.5 trillion in... ..., small business and institutional clients. We are a longstanding leader in financial... ...loyalty. As a Registered Client Service Associate, you will provide dedicated support to a...Hourly payFull timePart timeWork at officeHome office$50k
...Scottsdale Start Date: 09/28/2026 Time Type: Full‑Time; Hybrid (In‑Office 3 days/Remote 2 days) Responsibilities Deliver exceptional service by quickly responding to broker inquiries via phone or email, making it easy for them to work with us. Provide support for billing...Daily paidFull timeWork at officeImmediate startRemote workHome officeShift work3 days per week- ...Threadneedle group is seeking a Registered Client Service Associate to join our team in Midvale, Utah. This role involves providing dedicated support to top advisors, preparing financial materials for client meetings, and helping build and maintain strong client relationships...Full time
- ...investment management, and retirement planning services to individuals, families, and businesses... ...to integrity, transparency, and client-centered service, Stonebrook empowers its... ...seeking an in-person Registered Client Associate to join our team in Boca Raton, Florida....Local areaImmediate start
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