2026
client services associate jobs
Newcap, Inc. —Crandon, WI
The Whole Family Approach is a family-led strategy that provides adults and children with the tools they need to set and meet goals together as a family.
$17 - $19 an hour
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Marsh McLennan Agency-Northwest —Walla Walla, WA
Marsh McLennan Agency’s Business Insurance team is looking for a passionate and people-oriented customer service professional to develop, implement and deliver…
$39,000 - $72,700 a year
1d
Lake Ridge Bank —New Glarus, WI
Process all transactions that come through the CSA area including but not limited to cashing checks, performing withdrawals, making deposits, processing loan…
Estimated: $30.5K - $38.7K a year
Green Future Wealth Management —Lebanon, NH
Schedule, organize, and confirm appointments, meetings, and phone calls with current and prospective clients. Maintain files and other clerical tasks.
$20 - $24 an hour
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Physicians First Messages —Remote
Communicate regularly with clientele to address and answer questions, record feedback, and ensure satisfaction. Customer service: 1 year (Preferred).
$40,000 - $50,000 a year
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2d
TSW Wealth Management —Framingham, MA
Communicate daily directly with clients over the phone, via email, and in person to help with service requests, answer questions, and problem-solve across a…
$75,000 - $90,000 a year
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12h
Arthur Alley —Remote
Coordinate and fulfill project administration with the client and consultant including data entry, acknowledgments, reports, agendas, memos, assignment lists,…
$22 - $25 an hour
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1d
Bridgehaven Financial Advisors —Warren, NJ
Bachelor's degree in business, finance or related field is preferred. Communicate via telephone and email to address client issues.
$60,000 - $70,000 a year
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Mingus Mountain Youth Treatment Center —Prescott Valley, AZ
*Education: *Has a bachelor's degree in a field related to behavioral health *OR *an associate's degree and at least two years of full-time behavioral health…
$17.30 - $20.30 an hour
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Stephens Wealth Management Group —Flint, MI
You will serve as the front-line representative of the organization to clients; build strong working knowledge of each client and their needs; assist clients…
Estimated: $84.6K - $107K a year
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9d
BolyːWelch —Lake Oswego, OR
In this role, you’ll be relied on as a central support for high-profile clients. Additionally, you’ll index client documentation, execute trades, and perform…
$75,000 - $85,000 a year
Grimes & Company —Westborough, MA
Assist Administrative Coordinator in answering and directing phone calls, depositing client checks into investment accounts, and processing incoming and…
$52,000 - $57,000 a year
THE APPLIED COMPANIES —Reno, NV
Answer inbound phones and email inquiries and route to appropriate staff and team members. Understanding the appropriate paperwork and procedures necessary to…
$21 - $23 an hour
CH Carolina Herrera —Livermore, CA
For the company clientele, providing excellent customer service and driving customer loyalty. Processing transactions accurately and efficiently.
$18 - $21 an hour
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Evolent Health —Remote
Graduate of an accredited pharmacy technician program - Preferred. You’ll collaborate with the training team to update and enhance training materials and keep…
$25 an hour
12h
Aspire Wealth Partners —Tucson, AZ
Provide support for our Administrative team, answering calls, filling in when necessary, and covering lunches. Monitor trade orders including sell-stop orders.
$50,000 - $60,000 a year
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Waveland Family Office, LLC —Deerfield, IL
WFO is a Registered Investment Advisor that represents various high net worth families and provides traditional family office services such as investment…
$65,000 - $75,000 a year
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2d
CRA Financial —Northfield, NJ
Prepare and process all paperwork for client transactions, including but not limited to opening new accounts, closing accounts, scanning documents, transferring…
$45,000 - $50,000 a year
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8d
Tekrek Solutions Inc —Raleigh, NC
Answers inquiries and resolves issues, updating department records or systems accordingly, in alignment with service standards and business goals.
$29 - $31 an hour
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7d
RIA Recruiting —Remote
Maintain client eMoney connections and data and troubleshoot with clients as needed. Process client service tasks that clients request and as they come in…
$55,000 - $65,000 a year
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