Client Service Associate Jobs

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1000+ Client Service Associate jobs found on Monster.

Jobs 1 to 20 of 93567
Company Profile Threshold Group was created in 1999 when George F. Russell, Jr., and his late wife, Jane T. Russell, sold Frank Russell Company (now Russell Investments). Today, Threshold helps multigenerational families and foundations ignite the full potential of their multifaceted portfolio of assets – including financial wealth, relationships, learning and community – to lead more fulfilling ...
Please do not submit your resume if you do not have wealth management or financial institution work experience. Job Purpose: Assist and Support Senior Trust Officers in the daily performance of duties and servicing of client relationships. Duties and Responsibilities: Communicate clearly and effectively with clients (e.g. account owners, trust beneficiaries and internal portfolio managers) on a...
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...
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...
About Xcenda Xcenda, a business unit of AmerisourceBergen Corporation, is an integrated, world-class health care consulting organization focused on value, reimbursement and patient access. For more than 2 decades, Xcenda has helped global biopharmaceutical companies as well as emerging early-phase firms successfully commercialize innovative medical treatments and technologies in complex and ...
HFG, a part of Kemmons Wilson Companies, seeks an experienced and skilled Executive Assistant to support the President of the company and provide service to key clients of the company. Experience in the life/health insurance/ employee benefits industry would be ideal. Outgoing personality, administrative excellence and team orientation are essential traits. HFG is a 30+ year old insurance/employe...
Do you want to be part of a services company with both a proven record of success and planned growth? TriNet is a leading provider of a comprehensive human resources solution for small to medium-sized businesses. We enhance business productivity as a human resources partner, managing HR so clients can focus on operating and growing their core business. Our HR solution includes payroll processing, ...
Summary This role is a great opportunity for an experienced Client Services Associate looking to work for a leading global investment bank in San Diego, CA. Client Details Our client is a leading global investment bank, looking to fill a Client Services role in their San Diego office. Description Work with the branch management team in order to find new market research Resolve client inquiri...
Company Confidential Houston, TX, 77065
Training program for sales or administration career. Help our office format financial plans for prospective clients detailing current cash flow projections and providing alternate solutions for clients to realize future financial goals. Accept and process deposits, withdrawals and payments for various investment accounts and handle other over the counter and mail transaction processing as needed. ...
Job Description Well established, successful, wealth management and financial planning firm needs a Client Services Associate to assist the principals/brokers in all aspects of their business. Responsibilities include the following: · Interact directly with clients, vendors and various internal departments. Responsible for researching and resolving issues in a timely manner and communicating to ...
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...
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! Dimension Marketing 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 ...
CORPORATE & INVESTMENT BANK São Paulo, CA
Job Description Responsibilities - Interfaces with complex clients & internal service partners to advocate client needs and solutions; - Experienced on Financial Institutions and Corporate relationship, products and services - Uses thorough product knowledge to resolve unique or challenging issues on an individual needs basis ; - Escalates issues when necessary; - May act as a senior point o...
You're ambitious and confident, ready for a challenge and looking for the right opportunity. You want a career with a company that enables you to achieve your highest potential while rewarding you for your efforts. Ameriprise Auto & Home Insurance is a division of Ameriprise Financial, a FORTUNE 500 ® company, and one of the fastest growing insurance companies in the country. Through our exclusive...
Position Description: Are you a team player who aspires to do more with your career? Are you looking for 'more' than just administrative work? Do you want to manage client accounts but would rather not work in a call center or sales role? Do you have experience building and maintaining relationships with existing clientele or have experience in a consultative customer service environment? Are you...
N. Wasserstrom & Sons, a leader in foodservice equipment manufacturing and distribution, seeks a “top talent “Client Servicesto join the team in Columbus, OH. N. Wasserstrom & Sons began as a local, family-run business and has steadily grown to become one of the largest suppliers of food service products. With over a century of experience and a team of over 1200 dedicated associates, Wasserstrom ...
Job Title: Service Manager Reports to: Service Management Operations Manager Location: Quest HQ Days / Hours of Work Monday – Friday 8am – 5pm and as assigned Revision Date: 09/16/2014 JOB SUMMARY: The Service Manager is responsible for proactively managing relationships with assigned clients, and providing the highest level of customer satisfaction of all aspects of service delivery E...
Company Overview: Odessa Technologies, Inc. is a lease management consulting company exclusively focused in the leasing industry. The company is headquartered in Philadelphia, USA with offices in Bangalore, India, and has a total staff of 400 employees. Since its incorporation in 1998, Odessa has emerged as a global leader in lease management software technologies; the company’s flagship suite Le...
Description At Conifer Health Solutions, we offer the strength and stability of Tenet Healthcare, a Fortune 500 company, with the ingenuity and energy of a healthcare independent. We are a healthcare solutions company born from the healthcare industry. We take care of hospital business, so hospitals can focus on caring for patients. Ready to be part of our solutions? Welcome to a company that giv...
Do you want to work for one of the country's top financial planning firms that stands for:1. Improving our clients lives 2. Improving each other's lives 3. Every day works on improving number 1 and 2. All United Capital employees share three main things in common: 1. Loyal - caring and protective 2. Humble - learning and growing 3. Responsible - we do what we say United Capital Financial Ad...

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Customer Service Career Tools

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$16,640.00 - $52,000.00
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(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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