1,919 Results for Client Service Associate Jobs in Norfolk, VA

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Sales Support Representative

Exton, PA
onsite
Permanent / Full Time
- USD / Yearly
Our client is looking to staff a customer-focused and highly organized Sales Support Representative to facilitate order management, maintain strong client relationships, and support day-to-day activities of the sales team. This role requires someone who can manage multiple customer requests, coordinate order processing and delivery schedules, and use sound judgement to resolve issues while maintaining a high standard of service. The ideal Sales Support Representative will detail-oriented, customer-focused, and capable of managing multiple priorities with accuracy and meeting service expectations. What you get to do everyday· Provide administrative support to sales team· Fulfill customer inquiries· Serve as liaison between sales team, clients, and internal departments· Manage and update customer accounts and CRM systems· Resolve pricing issues/errors· Build strong customer relationships· Review and analyze customer feedback· Track sales leads, monitor progress, and ensure follow-up· Provide customer quotes and pricing· Troubleshoot data performance inquiries
2026-10-15T18:18:41Z

Sr Customer Contact Center

Stoneham, MA
onsite
Permanent / Full Time
60000.00 - 61000.00 USD / Yearly
We are looking for an experienced customer contact center specialist to support clients with a wide range of banking service needs. This position focuses on delivering responsive, accurate assistance across digital and traditional service channels while maintaining a high standard of service. The ideal candidate brings strong financial services experience, sound operational judgment, and a commitment to creating positive customer experiences. Responsibilities: • Guide customers in using digital banking resources, including online and mobile platforms, to help them complete everyday banking activities confidently. • Respond to client questions promptly and handle account-related requests with accuracy, discretion, and attention to detail. • Process routine banking transactions while ensuring service quality, compliance, and a positive customer experience. • Support customer interactions across both face-to-face and remote channels, adapting communication style to meet individual needs. • Maintain strict adherence to security protocols, internal policies, and regulatory standards during every customer interaction. • Collaborate with team members to resolve service issues efficiently and contribute to smooth day-to-day contact center operations. • Represent the organization in customer- and community-facing activities that strengthen client relationships and brand presence.
2026-10-23T14:48:44Z

Associate Director, Family Office

Boston, MA
onsite
Permanent / Full Time
110000.00 - 150000.00 USD / Yearly
I’m partnering with a leading wealth management firm to identify an experienced professional for an exciting Associate Director opportunity supporting high-net-worth and ultra-high-net-worth clients. This individual will play a key role in managing complex client relationships, coordinating across investment, advisory, and service teams, and delivering a highly personalized family office experience. Key Responsibilities:Manage complex client relationships and coordinate comprehensive wealth management and family office services.Oversee portfolio administration, asset transfers, cash management, liquidity needs, and investment implementation.Support financial, tax, retirement, and estate planning initiatives, including annual tax reporting and ad hoc client requests.Lead client meeting preparation, reporting, onboarding, and ongoing account administration while ensuring exceptional service delivery.Collaborate with investment professionals and internal stakeholders to enhance client experience and streamline service delivery. Qualifications:8+ years of experience in wealth management, family office services, estate planning, and/or tax planning.Strong understanding of investment portfolios, financial planning, and complex client service needs.Bachelors degree and Series 65 or equivalent qualification required.Excellent organizational, communication, project management, and analytical skills.Advanced degrees or certifications such as CFP, CFA, CPA, MBA, or JD are a plus. This is an excellent opportunity for a detail-oriented professional who enjoys working with sophisticated clients, managing complex financial needs, and delivering a high-touch, personalized service experience.
2026-10-20T20:58:47Z

Temporary Receptionist

Dallas, TX
remote
Temporary / Contract
19.00 - 25.00 USD / Hourly
We are seeking reliable, professional, and customer-focused Receptionists available for temporary assignments with our clients. These opportunities can range from same-day coverage and one-week assignments to several weeks or months, depending on client needs.This role is ideal for individuals who enjoy meeting new people, adapting quickly to different office environments, and providing exceptional front desk support.Key Responsibilities<ul><li>Greet and assist visitors, clients, and vendors in a professional manner.</li><li>Answer and route incoming phone calls using multi-line phone systems.</li><li>Manage incoming and outgoing mail, deliveries, and packages.</li><li>Maintain a clean and organized reception area.</li><li>Provide administrative support including data entry, filing, scanning, and document preparation.</li><li>Schedule appointments, conference rooms, and meetings as needed.</li><li>Assist with office projects and general office support duties.</li><li>Handle confidential information with professionalism and discretion.</li></ul>Schedule<ul><li>Monday-Friday opportunities</li><li>Part-time and full-time assignments available</li><li>Same-day, next-day, and short-term placement opportunities</li><li>Flexible scheduling options based on availability</li></ul>Why Consider Temporary Work?<ul><li>Gain exposure to a variety of industries and office environments.</li><li>Build your professional network and administrative experience.</li><li>Earn income while exploring long-term career opportunities.</li><li>Many assignments can lead to contract-to-hire opportunities.</li></ul>
2026-11-11T16:07:42Z

Associate Advisor

San Ramon, CA
remote
Permanent / Full Time
80000.00 - 100000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Advisor | Wealth Management Firm | San Ramon Join a growing, relationship-driven wealth management firm serving successful individuals, families, and businesses. This is a high-visibility role working closely with senior advisors and leadership, with broad exposure across financial planning, investments, operations, and client service. Ideal for someone looking to deepen their financial planning experience and grow toward a client-facing role. Supportive leadership, strong work/life balance, and company support for licensing and professional development. Responsibilities<ul><li>Support senior advisors with financial planning and investment strategy</li><li>Build financial plans and prepare for client meetings</li><li>Participate in client meetings and manage follow-up</li><li>Support client onboarding and ongoing relationship management</li><li>Review client financial information and prepare planning materials</li><li>Handle account openings, transfers, and client paperwork</li><li>Support insurance planning and coordinate with custodians/external partners</li><li>Maintain CRM records and improve planning workflows</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T22:18:42Z

Associate Advisor

Danville, CA
remote
Permanent / Full Time
80000.00 - 100000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Advisor | Wealth Management Firm | San Ramon Join a growing, relationship-focused wealth management firm serving successful individuals, families, and business owners. The firm offers a collaborative environment with direct access to senior advisors, meaningful client exposure, and a strong commitment to professional development. This is an excellent opportunity for someone looking to accelerate their financial planning career and grow into a more client-facing advisory role. You'll work closely with experienced advisors, gain exposure to financial planning, investments, and relationship management, and receive support for licensing, professional development, and long-term career growth. Responsibilities<ul><li>Support advisors with financial planning and investment strategy</li><li>Build financial plans and prepare for client meetings</li><li>Participate in client meetings and manage follow-up action items</li><li>Support client onboarding and ongoing relationship management</li><li>Analyze client financial information and prepare planning recommendations</li><li>Assist with account openings, transfers, and client service requests</li><li>Coordinate insurance planning and work with custodians and external partners</li><li>Maintain CRM records and help improve planning processes</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-06T03:08:45Z

Client Service Coordinator

Irvine, CA
onsite
Temporary / Contract
30.00 - 34.00 USD / Hourly
We are looking for a proactive Client Service Coordinator to provide onsite support in Irvine, California for a busy brokerage team. This Long-term Contract position is ideal for someone who can stay organized, communicate confidently with clients and internal partners, and manage transaction-related work with limited supervision in a fast-moving environment. The role supports team members with different working styles, so success will require adaptability, sound judgment, and strong follow-through. Responsibilities: • Coordinate client and brokerage transactions from initiation through closeout, keeping activities on schedule and ensuring each stage is completed accurately. • Draft, organize, and process contracts, forms, and supporting transaction records while maintaining complete and up-to-date documentation. • Provide day-to-day administrative assistance to assigned brokers, anticipating needs and helping keep operational tasks on track. • Review and submit vouchers, commissions, and related payment materials with careful attention to timing and accuracy. • Monitor transaction status, maintain reporting details, and update records to support visibility into milestones and deliverables. • Serve as a detail-focused point of contact for clients and stakeholders, sharing updates clearly and responding to inquiries in a timely manner. • Manage multiple priorities independently in an onsite, fast-paced setting where team members may be traveling or working away from the office. • Ensure files, correspondence, and transaction information are organized in a manner that supports compliance, accessibility, and efficient follow-up.
2026-11-10T14:08:44Z

Associate Wealth Advisor

Danville, CA
remote
Permanent / Full Time
80000.00 - 100000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Advisor | Wealth Management Firm | San Ramon Join a growing, relationship-driven wealth management firm serving successful individuals, families, and businesses. This is a high-visibility role working closely with senior advisors and leadership, with broad exposure across financial planning, investments, operations, and client service. Ideal for someone looking to deepen their financial planning experience and grow toward a client-facing role. Supportive leadership, strong work/life balance, and company support for licensing and professional development. Responsibilities<ul><li>Support senior advisors with financial planning and investment strategy</li><li>Build financial plans and prepare for client meetings</li><li>Participate in client meetings and manage follow-up</li><li>Support client onboarding and ongoing relationship management</li><li>Review client financial information and prepare planning materials</li><li>Handle account openings, transfers, and client paperwork</li><li>Support insurance planning and coordinate with custodians/external partners</li><li>Maintain CRM records and improve planning workflows</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-06T03:08:45Z

Associate Wealth Advisor

San Ramon, CA
onsite
Permanent / Full Time
80000.00 - 100000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Advisor | Wealth Management Firm | San Ramon Join a growing, relationship-driven wealth management firm serving successful individuals, families, and businesses. This is a high-visibility role working closely with senior advisors and leadership, with broad exposure across financial planning, investments, operations, and client service. Ideal for someone looking to deepen their financial planning experience and grow toward a client-facing role. Supportive leadership, strong work/life balance, and company support for licensing and professional development. Responsibilities<ul><li>Support senior advisors with financial planning and investment strategy</li><li>Build financial plans and prepare for client meetings</li><li>Participate in client meetings and manage follow-up</li><li>Support client onboarding and ongoing relationship management</li><li>Review client financial information and prepare planning materials</li><li>Handle account openings, transfers, and client paperwork</li><li>Support insurance planning and coordinate with custodians/external partners</li><li>Maintain CRM records and improve planning workflows</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-23T13:28:45Z

Associate Wealth Advisor

San Mateo, CA
remote
Permanent / Full Time
80000.00 - 95000.00 USD / Yearly
Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly! 💰 Associate Wealth Advisor | $80K–$95K + Discretionary Bonus📍 Hybrid🚀 Growing Wealth Management Firm | Financial Planning | Client Advisory | Career Growth I'm working with a growing wealth management firm that helps successful individuals, families, and business owners navigate their financial futures through personalized financial planning and investment strategies. They're looking for an Associate Wealth Advisor to work directly alongside senior advisors, supporting financial planning, investment management, and client relationships. This is more than a traditional client service role. You'll be involved in building financial plans, analyzing client portfolios, participating in client meetings, and helping drive the overall client experience. The opportunity offers excellent exposure to all aspects of wealth management, hands-on mentorship from senior leadership, and the potential to eventually manage your own client relationships. 💡 What You'll Do<ul><li>Partner directly with senior advisors to support financial planning and wealth management initiatives</li><li>Build customized financial plans and investment strategies using industry-specific planning software</li><li>Participate in client meetings, prepare agendas, take notes, and manage follow-up action items</li><li>Review financial documents, including income, expenses, insurance policies, and investment information</li><li>Analyze financial data and spreadsheets, identify discrepancies, and ensure accuracy across client accounts</li><li>Support insurance planning, including life, disability, and long-term care proposals</li><li>Manage client onboarding, account openings, transfers, and ongoing account maintenance</li><li>Maintain CRM records and coordinate with custodians, broker-dealers, and external partners</li><li>Help improve financial planning workflows, client reporting, and overall operational processes</li></ul>
2026-11-09T18:38:41Z

Associate Wealth Advisor

San Jose, CA
remote
Permanent / Full Time
80000.00 - 95000.00 USD / Yearly
Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly! 💰 Associate Wealth Advisor | $80K–$95K + Discretionary Bonus📍 Hybrid🚀 Growing Wealth Management Firm | Financial Planning | Client Advisory | Career Growth I'm working with a growing wealth management firm that helps successful individuals, families, and business owners navigate their financial futures through personalized financial planning and investment strategies. They're looking for an Associate Wealth Advisor to work directly alongside senior advisors, supporting financial planning, investment management, and client relationships. This is more than a traditional client service role. You'll be involved in building financial plans, analyzing client portfolios, participating in client meetings, and helping drive the overall client experience. The opportunity offers excellent exposure to all aspects of wealth management, hands-on mentorship from senior leadership, and the potential to eventually manage your own client relationships. 💡 What You'll Do<ul><li>Partner directly with senior advisors to support financial planning and wealth management initiatives</li><li>Build customized financial plans and investment strategies using industry-specific planning software</li><li>Participate in client meetings, prepare agendas, take notes, and manage follow-up action items</li><li>Review financial documents, including income, expenses, insurance policies, and investment information</li><li>Analyze financial data and spreadsheets, identify discrepancies, and ensure accuracy across client accounts</li><li>Support insurance planning, including life, disability, and long-term care proposals</li><li>Manage client onboarding, account openings, transfers, and ongoing account maintenance</li><li>Maintain CRM records and coordinate with custodians, broker-dealers, and external partners</li><li>Help improve financial planning workflows, client reporting, and overall operational processes</li></ul>
2026-11-09T18:43:42Z

Client Service Coordinator (General) - Level 1

Social Circle, GA
onsite
Temporary / Contract
26.00 - 27.00 USD / Hourly
. This long-term contract position offers the opportunity to work closely with customers and internal teams to address requests, share updates, and keep client programs running smoothly. The role is best suited for someone who communicates clearly, stays organized, and is comfortable handling administrative and service-related tasks in a structured environment. Responsibilities:• Build and maintain strong client relationships through regular communication, timely follow-up, and careful resolution of routine and escalated concerns.• Manage client support activities such as onboarding assistance, account administration, reporting coordination, and program-related requests.• Collaborate with service operations and other internal partners to help meet account expectations and maintain agreed service performance.• Gather customer needs and relay important details to the appropriate internal teams while helping address service issues and identify improvement opportunities.• Coordinate system setup, user access, usability support, and client training to help ensure a smooth customer experience.• Prepare and distribute standard operating procedures, reports, data summaries, and dispatch-related updates for assigned accounts.• Lead scheduled client check-in calls to provide status updates, answer questions, and share relevant program information.• Offer day-to-day guidance and basic training support to teammates when questions arise around processes or tools.• Complete assigned tasks by following established procedures, escalating issues when needed, and working under close supervision to deliver accurate results.
2026-11-11T17:13:46Z

General Liability Litigation Attorney

Melville, NY
onsite
Permanent / Full Time
115000.00 - 160000.00 USD / Yearly
Our client, a growing litigation and insurance defense practice, is seeking a motivated and skilled General Liability Litigation Associate with 1–10 years of experience to join its team. The ideal candidate will have experience handling general liability and insurance defense matters, a strong foundation in civil litigation, and a commitment to delivering high-quality legal representation and exceptional client service. This is an excellent opportunity to work on a diverse range of complex litigation matters while collaborating with experienced attorneys in a collegial, team-oriented environment. The associate will have the opportunity to further develop their litigation, negotiation, and trial advocacy skills while taking on increasing responsibility for case management and client representation. Key Responsibilities<ul><li>Manage a caseload of general liability and insurance defense matters from inception through resolution.</li><li>Handle all phases of civil litigation, including pleadings, discovery, depositions, motion practice, mediation, arbitration, and trial preparation.</li><li>Conduct legal research and draft pleadings, motions, memoranda, discovery responses, and other litigation-related documents.</li><li>Represent clients in depositions, court appearances, conferences, mediations, and other proceedings, commensurate with experience.</li><li>Evaluate liability, damages, and litigation exposure, and develop effective case strategies.</li><li>Maintain regular communication with clients, insurance carriers, claims professionals, opposing counsel, and other relevant stakeholders.</li><li>Prepare case evaluations, status reports, litigation budgets, and recommendations concerning settlement and case resolution.</li><li>Negotiate settlements and participate in alternative dispute resolution proceedings.</li><li>Collaborate with partners, associates, and support staff to achieve favorable client outcomes.</li><li>Maintain accurate time records and comply with applicable billing, reporting, and case-management requirements.</li></ul>
2026-10-30T13:38:45Z

Client Services Coordinator

Sacramento, CA
onsite
Temporary / Contract
23.00 - 24.75 USD / Hourly
We are looking for a Client Services Coordinator to provide dependable administrative and front office support for a contract position based in Sacramento, California. This role will help maintain a welcoming office environment, coordinate daily operational needs, and support client-facing activities with care and attention to detail. The ideal candidate is organized, service-oriented, and comfortable managing multiple priorities across scheduling, documentation, events, and vendor-related tasks. Responsibilities: • Welcome visitors and clients, manage front desk activity, and ensure a welcoming and detail-focused office experience. • Prepare, edit, and organize business documents, presentations, spreadsheets, and correspondence using Microsoft Office applications. • Support document execution processes by sending, tracking, and maintaining files through AdobeSign or DocuSign. • Monitor office and kitchen inventory, place supply orders, and keep shared spaces stocked and organized. • Coordinate meetings and events by arranging meals, preparing conference rooms, and handling on-site logistics. • Submit invoices accurately through Coupa and follow internal procedures for timely processing. • Assist with administrative tasks related to contracts, records, and document management as needed. • Partner with team members during the onboarding period to learn workflows and provide smooth coverage throughout the assignment.
2026-11-11T16:53:45Z

Customer Service Specialist

Eagan, MN
onsite
Temporary / Contract
20.00 - 22.00 USD / Hourly
We are looking for a Customer Service Specialist to support customers by delivering responsive service, resolving questions, and ensuring a positive experience throughout every interaction. This role combines customer support, problem-solving, and administrative responsibilities while working closely with internal teams to ensure customer needs are met efficiently and professionally. The ideal candidate is proactive, organized, and enjoys building strong relationships while providing high-quality service in a fast-paced environment. Responsibilities<ul><li>Assist customers with questions, requests, and service-related concerns through phone, email, and other communication channels.</li><li>Investigate and resolve customer issues by identifying solutions and coordinating with internal departments.</li><li>Maintain accurate records of customer interactions, updates, and follow-up activities.</li><li>Process customer requests, documentation, and account changes while ensuring accuracy and compliance with company procedures.</li><li>Track open requests and ensure timely resolution of outstanding items.</li><li>Support scheduling, coordination, and administrative processes related to customer service operations.</li><li>Contribute to a positive customer experience by demonstrating professionalism, patience, and attention to detail.</li></ul>
2026-11-05T16:23:43Z

Sales Assistant

North Miami, FL
onsite
Temporary / Contract
18.00 - 20.00 USD / Hourly
We are looking for a polished and customer-focused Sales Assistant to support a luxury showroom in North Miami, Florida. This long-term contract-to-hire position is ideal for someone who enjoys working in a high-end client environment and can assist with sales support, order coordination, customer communication, and showroom operations. The person in this role will work closely with the sales team and clients to help ensure orders, follow-ups, and day-to-day showroom needs are handled smoothly and professionally.Schedule: Candidates must be available to work on Saturdays as part of their regular schedule. Responsibilities:<ul><li>Support the sales team with customer inquiries, order updates, and follow-up.</li><li>Assist clients in the showroom and provide a polished, professional customer experience.</li><li>Enter and maintain accurate customer and order information in company systems.</li><li>Track orders, shipments, deliveries, and backorders.</li><li>Communicate with customers regarding order status, delivery timelines, and general questions.</li><li>Assist with billing, invoices, and order documentation.</li><li>Coordinate with internal teams and vendors to help ensure orders are processed accurately and on time.</li><li>Help maintain an organized and presentation-ready showroom environment.</li><li>Assist with scheduling, follow-ups, and general administrative support for the sales team.</li><li>Support additional showroom and sales-related needs as they arise.</li></ul>
2026-11-06T22:08:44Z

Associate Advisor

Walnut Creek, CA
onsite
Permanent / Full Time
120000.00 - 140000.00 USD / Yearly
Anisa Henry is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Associate Advisor📍 Walnut Creek, CA (Hybrid)🏢 Client-Focused Wealth Management Firm💰 Competitive Base + Bonus Anisa is partnered with a client-focused wealth management firm seeking an Associate Advisor to join its growing team. In this role, you'll partner closely with experienced Financial Planners to help develop and maintain comprehensive financial plans addressing retirement, tax, estate, and investment strategies for affluent clients. The position offers hands-on exposure to client relationships, financial planning technology, and complex wealth management scenarios while providing a clear path toward advancement into a Lead Advisor role. Responsibilities: Client & Meeting Support <ul><li>Prepare meeting materials and supporting documentation</li><li>Participate in client meetings and document follow-up items</li><li>Handle routine client communications and service requests</li><li>Follow up on documents, signatures, and outstanding items</li><li>Provide backup support to Lead Advisors as needed</li></ul>Financial Planning<ul><li>Gather and maintain client financial information</li><li>Prepare and update financial plans with Lead Advisor guidance</li><li>Support planning analyses across retirement, tax, estate, and insurance</li><li>Coordinate information with internal and external specialists</li><li>Identify missing information, inconsistencies, and implementation needs</li></ul>Coordination & Execution <ul><li>Turn client decisions into clear next steps</li><li>Track requests, paperwork, and internal deliverables</li><li>Maintain accurate records, notes, tasks, and deadlines</li><li>Follow up on outstanding items and escalate delays</li><li>Help keep recurring client service activities on schedule</li></ul>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry.
2026-11-12T21:38:43Z

Customer Success Associate

Tarrytown, NY
onsite
Temporary to Hire
22.00 - 25.00 USD / Hourly
We are seeking a customer-focused professional to support client relationships and deliver an exceptional customer experience via a contract-to-hire position. This role will serve as a key point of contact for customers, helping to ensure a smooth onboarding process, ongoing engagement, and long-term satisfaction. Responsibilities:<ul><li>Build and maintain strong relationships with clients and serve as a trusted resource.</li><li>Support customer onboarding, training coordination, and account management activities.</li><li>Respond to customer inquiries and collaborate with internal teams to resolve issues.</li><li>Monitor customer satisfaction and identify opportunities to strengthen client engagement.</li><li>Maintain accurate customer information and activity within CRM systems.</li><li>Partner with cross-functional teams to support retention and growth initiatives.</li></ul>
2026-11-02T22:03:49Z

CSA for Established Wealth Management Firm

San Francisco, CA
remote
Permanent / Full Time
100000.00 - 120000.00 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Robert Half is partnering with an established and reputable Registered Investment Advisor (RIA) in San Francisco is seeking a Client Associate to join its team. The firm is known for its commitment to delivering high-quality investment management and personalized client service. This is an excellent opportunity to join a collaborative, professional environment where attention to detail, integrity, and a proactive approach are valued. Position OverviewThe Client Associate will play an important role in supporting the firm's day-to-day client service and operational activities. This individual will work closely with clients, internal team members, and external custodians to help ensure a seamless client experience and efficient account operations.The ideal candidate has at least three years of experience in client service or investment operations, preferably within an RIA or investment management firm. They are highly organized, technology-savvy, dependable, and comfortable handling confidential client and financial information. An understanding of cybersecurity risks and best practices is a strong plus. Key Responsibilities<ul><li>Provide day-to-day client service and operational support, responding to client requests and helping ensure a high level of service.</li><li>Support mutual fund-related servicing and operational activities, ensuring transactions and account-related requests are handled accurately and efficiently.</li><li>Coordinate with custodians and other external service providers to resolve account issues, process requests, and maintain accurate client records.</li><li>Assist with the preparation of client meeting materials, presentations, and supporting documentation.</li><li>Support account maintenance, documentation, and other administrative processes related to client relationships.</li><li>Identify opportunities to improve internal workflows, procedures, and operational efficiencies.</li><li>Handle sensitive client and financial information with the highest level of professionalism, discretion, and confidentiality.</li><li>Maintain awareness of technology and cybersecurity best practices to help protect client information and firm data.</li></ul>
2026-11-13T08:09:01Z

Associate Financial Advisor

San Francisco, CA
onsite
Permanent / Full Time
80000.00 - 110000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Wealth Advisor | Wealth Management | San Francisco; Hybrid; 3 days A growing independent wealth management firm is expanding its team. Known for delivering thoughtful, personalized financial guidance, the firm offers an environment where employees are highly valued, supported, and given meaningful exposure to comprehensive wealth planning. This is an exciting opportunity to work alongside experienced advisors, build deep client relationships, and gain hands-on exposure across financial planning, investment operations, and wealth management strategy. The firm offers a hybrid schedule, competitive compensation with bonus potential, strong benefits, educational support, and clear long-term growth opportunities within a high-performing, team-oriented environment. Responsibilities<ul><li>Prepare and update financial plans using planning software</li><li>Support advisors with comprehensive financial planning and client service</li><li>Participate in client meetings and maintain ongoing client relationships</li><li>Assist with account administration, investment service requests, and portfolio maintenance</li><li>Help improve workflows, processes, and client service delivery</li><li>Collaborate with advisors and internal specialists to support client goals</li><li>Stay current on compliance requirements, firm policies, and industry trends</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn
2026-11-06T14:48:43Z

Customer Care Associate

Derry, NH
onsite
Permanent / Full Time
- USD / Yearly
We are looking for a Customer Care Associate to support customers with responsive, thoughtful service in a high-volume environment in Derry, New Hampshire. This position is ideal for someone who enjoys solving a wide range of questions, managing administrative tasks accurately, and creating positive interactions at every stage of the customer experience. The role offers the opportunity to build strong product and process knowledge while contributing to efficient day-to-day support operations. Responsibilities: • Respond to customer questions and service requests with professionalism, urgency, and attention to detail. • Create positive experiences by resolving issues clearly and following through on each interaction from start to finish. • Build a strong understanding of customer workflows and service expectations to provide accurate support. • Monitor shipment activity across multiple carriers and communicate status updates as needed. • Maintain organized records and complete administrative tasks that support customer care operations. • Apply sound judgment and problem-solving skills to handle a variety of inquiries in a fast-moving setting. • Continuously expand knowledge and use new information to improve future customer interactions.
2026-10-29T19:44:07Z

Member Service Representative

Albany, NY
onsite
Temporary / Contract
19.00 - 21.00 USD / Hourly
We're partnering with a highly respected nonprofit organization that is actively growing its Member Support team. If you're looking for more than just your next job, this role offers long-term career growth, exceptional benefits upon permanent hire, and the opportunity to work for an organization that makes a meaningful impact in the community! What You'll Be Doing:• Assisting members in person, over the phone, and via online communication• Answering questions and resolving service-related issues• Processing transactions and maintaining accurate records• Identifying member needs and recommending solutions• Building strong customer relationships• Working as part of a collaborative, customer-focused team We're Looking For People Who:• Enjoy helping others and creating a positive experience• Build relationships easily and communicate effectively• Thrive in a fast-paced environment• Demonstrate professionalism, reliability, and a willingness to learn• Bring flexibility and dependability to the team• Want an opportunity to grow with a respected organization What You'll Need:• Customer service experience or other people-focused experience• Strong communication and problem-solving skills• Comfort learning new systems and technology• Ability to multitask while maintaining accuracy and professionalism Schedule: Consistent two-week rotating schedule with a mix of day and evening shifts, plus alternating Saturdays-7:00 AM - 5:00 PM (Day)-9:00 AM - 7:00 PM (Evening)-8:00 AM - 2:00 PM (Saturday)-Schedules provided in advance-Predictable rotating schedule-Alternating Saturday coverage-Potential scheduling flexibility as needed Great Backgrounds Include:• Customer Service• Retail• Hospitality• Banking• Call Center• Administrative Support Why This Opportunity Stands Out:• Temp-to-hire with long-term potential• Strong training and career development opportunities• Supportive culture and team environment• Opportunity to work for a highly recognized organization with a longstanding commitment to the communities it serves Transportation-Friendly: Locations are accessible via the CDTA bus line, making commuting convenient for those who utilize public transportation. Interested? We'd love to tell you more! Call Parker Huguley or Mary Christman @ 518-462-1430 We look forward to speaking with you!
2026-11-12T15:53:45Z

Client Service Coordinator (General) - Level 1

Indianapolis, IN
remote
Temporary / Contract
23.00 - 25.00 USD / Hourly
We are looking for a Client Service Coordinator to support daily service operations at an in-person site in Indianapolis. This long-term contract position is ideal for someone who enjoys a client-facing environment, can manage multiple tasks independently, and communicates effectively with both vendors and internal partners. The role focuses on coordinating site activities, maintaining accurate asset and inventory information, and helping ensure laboratory support services run smoothly. Responsibilities:• Coordinate vendor visits by arranging schedules, confirming site access, and supporting timely completion of service activities.• Escort external service providers through laboratory and controlled areas while following site protocols and safety expectations.• Maintain accurate records for assets, inventory, and service-related updates, including additions, changes, and removals.• Work with internal teams to address client service needs and help keep operational requests moving forward efficiently.• Support corrective and preventive maintenance activity coordination to help minimize disruptions to site operations.• Monitor daily tasks with a high level of organization and follow-through while working independently within a team environment.• Use Microsoft Office tools to document activity, track requests, and communicate updates clearly to stakeholders.• Provide attentive front-line service to clients, vendors, and colleagues through responsive and courteous communication
2026-10-21T18:38:45Z

Senior Associate

Chicago, IL
remote
Permanent / Full Time
125000.00 - 140000.00 USD / Yearly
The salary range for this position is $125,000 - $140,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this role please send your resume to [email protected]. The #1 thing on everyone's mind right now: ‘Where can I find a fresh start?’. NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. Job Description:<ul><li>Assist in preparation and review of Federal, State and Local individual, partnership, S-corporation, and trust income tax projections and returns</li><li>Preparation and review of financial and investment deliverables</li><li>Execute a client service plan on complex engagements and work closely with the Directors in exceeding our client's expectations</li><li>Engage in planned and impromptu financial conversations with clients</li><li>Initiate continuous improvement through leverage of new or existing technology</li><li>Manage workflow of associates and administrative staff in conjunction with Director input</li></ul>
2026-10-23T15:18:44Z

Client Care Coordinator

Ridgefield, CT
onsite
Temporary to Hire
21.00 - 22.00 USD / Hourly
We are looking for a Client Care Coordinator to support a non-profit organization in Ridgefield, Connecticut by delivering responsive, compassionate service to clients and their families. This contract-to-permanent opportunity is ideal for someone who excels at communication, organization, and building trust while coordinating care needs. In this role, you will help maintain accurate client records, support caregiver-client alignment, and contribute to a positive service experience from initial follow-up through ongoing care coordination. Responsibilities: • Maintain consistent communication with clients and families to confirm satisfaction, identify changing needs, and resolve concerns in a timely manner. • Collect, review, and update medical and personal details in client records while handling sensitive information with discretion and regulatory awareness. • Partner with clients and caregivers to align each family with the most appropriate caregiver based on care requirements, preferences, and availability. • Organize schedules and facilitate clear communication between clients and caregivers to promote dependable, uninterrupted service. • Work closely with internal team members to strengthen service delivery practices and improve the overall client experience. • Provide day-to-day assistance to clients and family members with empathy, professionalism, and a solutions-focused approach. • Monitor ongoing care arrangements and escalate issues when needed to help ensure quality support and continuity of care.
2026-11-09T16:24:04Z

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1919 results for Client Service Associate in Norfolk, VA