Client Service Associate Jobs

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1000+ Client Service Associate jobs found on Monster.

Jobs 1 to 20 of 108405
Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perf...
Seeking a professional, high energy, results oriented, patient liason for our fast expanding health and wellness business. Must be self-motivated, organized, and an articulate communicator with outstanding telephone and computer skills. We are seeking someone who is a team player with a contagious positive attitude possessing the ability to handle patient issues with leadership initiative. Flexibi...
Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures andtechnology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perfo...
Purpose: To ensure retention of clients through caring and timely response to their needs and to support Client Service Manager. Core Activities: Order financial updates & review for accuracy and ensure they are in file for client's annual review. Follow up on client and carrier calls in a timely manner and document in Sales Force. Complete all forms (beneficiary, address etc.) and fax to appr...
Client Service Associate/ Marketing Assistant/ Receptionist Ideal candidate is responsible for working with our clients to handle all of their service needs ranging from changing beneficiary, changing retirement income source, assisting with investment trading, etc. This is a great opportunity for a service oriented, people person. This position plays a key role in our operation in working...
Description The CSA EAA will be working with the Managing Director of a large, multi-faceted institutional consulting and wealth management team at one of the largest financial services firms in the industry. The CSA EAA will be responsible for performing an array of administrative functions requiring confidentiality, initiative and sound decision making for the managing director and his team. Yo...
Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perf...
The Job Window has an exciting opportunity available for a personable and upbeat candidate looking to boost their experience in customer service & client relations as an associate or start their entry level career in the marketing, advertising & sales fields! This immediate full time opening for a Customer Service & Client Relations Associate, being made available by our client (a trendy and prog...
Client Service Associate Financial services firm seeks detail-oriented client centered professional to assist Financial Advisor. Business office exp., college degree, and Industry Licenses prefd. Email: w.howton@ morganstanley.com Posting provided by:...
The Job Window has an exciting opportunity available for a personable and upbeat candidate looking to boost their experience in customer service & client relations as an associate or start their entry level career in the marketing, advertising & sales fields! This immediate full time opening for a Customer Service & Client Relations Associate, being made available by our client (a trendy and prog...
CLIENT SERVICE ASSOCIATE POSITION SUMMARY Key company position providing support for Financial Advisors with daily operations and client service. Involves the opening and maintenance of client accounts and a wide variety of administrative support duties. Responsibilities include but are not limited to: word processing, preparing mailings, filing, answering the phone, maintaining client database,...
CLIENT SERVICE ASSOCIATE Answer multiple line telephone, respond to customer inquiries, perform various administrative duties. Knowledge of administrative/clerical procedures and business principles. Have current computer technology. Hours are Mon. thru Fri. 10:00 to 4:45 with benefits. Send resume by mail to Stifel, 6569 Clark Rd, Paradise CA 95969 Attn: KE or email to: *****...
Edelman Financial, one of the nation’s largest and most well-known financial planning firms, is seeking a skilled Client Service Associate for our Bethesda, MD location. The Client Service Associate provides full support to one or more Financial Planner, ensuring client satisfaction through direct -contact with clients, vendors, and other operational employees, while adhering to regulatory standa...
About Equinix Equinix, the leading global interconnection platform, is the world's largest data center provider. We accelerate business performance by connecting companies to their customers and partners inside the world's most networked data centers. This is why more than 4,700 of the world's leading companies trust us to provide a place where they can grow their businesses. Our dream is to inte...
Client Service Associate Self-motivated person to work as assistant to an established Account Vice President and Certified Financial PlannerTM at UBS Financial Services in the Kansas City metro. The position focuses on financial planning and client communication with no direct sales. The candidate does not need a financial planning background, but must have a desire and passion to learn. Primar...
CUSTOMER SERVICE EXPERIENCE WANTED! Customer Service Associate Position Open! If you have great people skills and enjoy working with the public, we want to meet you! Iron City Executives is seeking a full-time Customer Service Associate who is career minded and posses unmatched people skills. This is an entry level opening NOT in a call center environment. As a result of clients placing a high...
Company Confidential Naselle, WA, 98638
CUSTOMER SERVICE EXPERIENCE WANTED! Customer Service Associate Position Open! Guaranteed Hourly, Bonuses, Travel Opportunities! If you have great people skills and enjoy working with the public, we want to meet you! Clover Rose Marketing is seeking a full-time Customer Service Representative who is career minded and posses unmatched people skills. This is an entry level opening NOT in a call c...
Are you motivated, team-oriented and committed to providing a superior level of customer service? Do you have an interest in learning about mutual funds and retirement plans, or deepening your existing knowledge? Client Services Representatives at Capital Group are strong problem-solvers and possess a genuine desire to help our shareholders and financial advisors. There is no sales involved in th...
To apply to this position you need to email your resume directly to ***** In the subject line type “Client Service, Associate” Our client is a registered investment advisor specializing in global listed real estate and infrastructure securities as well as corporate and securitized credit strategies. The Firm is seeking an individual to join the Client Service team in its C...
As a Registered Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You per...

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Customer Service Career Tools

Sales Assistant

Salaries

$16,640.00 - $52,000.00
Typical Salary for Sales Assistant
(610 Respondents)
Source: Monster.com Careerbenchmarking Tool

Education / Training

Bachelor's
38%
Some College Coursework Completed
25.8%
High School
15.1%
Associates
11.3%
Master's
4%
Certification
2%
(450 Respondents)
Source: Monster.com Careerbenchmarking Tool

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