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1,683 Client servicing associate jobs in United States

  • Lucidspire Private limited Bangalore
    Virtual Insurance Associate (Entry Level)
    United States
    $65K - $75K (Employer provided)
    Communicate with clients through phone, email, and communication platforms. Review and maintain accurate client records in internal systems.…
    22d
  • Huguenin Kahn Logo
    Huguenin Kahn
    5.0
    Associate Attorney - California
    Irvine, CA
    $130K - $180K (Employer provided)
    Dual licensure in Arizona, Nevada and/or Texas is a plus, but not required. 5+ years of civil litigation experience. Real estate and business disputes.…
    30d+
  • Insurance Centers of America, Inc
    Client Service Associate - Personal Lines (Licensed)
    Colorado Springs, CO
    $60K - $70K (Employer provided)
    Insurance Centers of America is an independent retail insurance agency serving individuals, families, and businesses with personal and commercial insurance……
    30d+
  • Wilcox Financial / Wilcox Sports Management
    Registered Client Service Associate
    Toledo, OH
    Series 63, 65 and/or 66 as required by state. Onboard and maintain client accounts, including collecting client information and required documentation in a……
    10d
  • LOGS Legal Group Logo
    LOGS Legal Group
    3.3
    Associate Attorney-VA/MD
    Herndon, VA
    $90K - $133K (Glassdoor est.)
    Working collaboratively with experienced attorneys and supported by a skilled operational team under the guidance of a managing attorney, this role offers the……
    30d+
  • Shadowbox Design Management, Inc.
    Shop Associate for Event Production Company
    Bethpage, NY
    $60K - $75K (Employer provided)
    Skills that are not a prerequisite of the position but are considered useful include computer aided drafting, soldering, carpentry, and truck loading and/or……
    16d
  • Stonebridge Financial Partners
    Client Service Associate
    Troy, MI
    $65K (Employer provided)
    Serve as backup for Office Administrator tasks, including answering phones, sorting mail, and greeting clients. Demonstrated exceptional client service skills.…
    30d+
  • LOGS Legal Group Logo
    LOGS Legal Group
    3.3
    Associate Attorney - NY
    Rochester, NY
    $85K - $100K (Employer provided)
    Preferred: Multi-state licensure, bankruptcy or collections experience, federal licensure. Provide legal oversight and collaborate with support staff.…
    30d+
  • O'Neill Asset Management LLC / Mark McNamee CPA Inc.
    Financial Advisor - Associate
    South Bend, IN
    $70K (Employer provided)
    Series 63 and Series 65 license or Series 66 license. Series 6 or 7 license. Indiana Variable Life & Annuity Line of Authority license.…
    9d
  • Atlantic Wealth Advisors
    Client Service Associate
    Glastonbury, CT
    $65K (Employer provided)
    Maintain appropriate turnaround time for incoming items (e.g., 24 hours for checks). Prepare and send outgoing mail/process all incoming mail.…
    30d+
  • Pathlight Advisors
    SERIES 7 REQUIRED - Registered Client Service Associate
    Scottsdale, AZ
    $60K (Employer provided)
    Must possess a valid driver’s license and have reliable transportation. This includes answering inbound calls and email requests, scheduling and gathering……
    30d+
  • R. Kent Harris & Associates, LTD
    Senior Client Service Associate
    Englewood, CO
    $70K - $91K (Employer provided)
    Bachelor’s degree in a business-related field preferred. Coach and develop team members; establish clear expectations, emphasizing accountability, conduct……
    30d+
  • Willamette Wealth Partners
    Associate Advisor - Servicing Advisor
    Eugene, OR
    $70K - $85K (Employer provided)
    Bachelor’s degree, preferably in business or related field. Series 65 licensed or equivalent. Review follow-up communication and assist in implementation of……
    7d
  • LOGS Legal Group Logo
    LOGS Legal Group
    3.3
    Associate Attorney-NC
    Charlotte, NC
    $67K - $94K (Glassdoor est.)
    Working collaboratively with experienced attorneys and supported by a skilled operational team under the guidance of a managing attorney, this role offers the……
    30d+
  • LOGS Legal Group Logo
    LOGS Legal Group
    3.3
    Associate Attorney - Creditors Rights
    United States
    $80K - $100K (Employer provided)
    Bonus qualifications: Multi-state licensure, bankruptcy or collections experience, federal licensure. Inclusive & Collaborative: We celebrate fresh perspectives……
    30d+
  • Top Rank Advisors, LLC
    Financial Advisor - Associate
    Raleigh, NC
    $50K - $60K (Employer provided)
    Insurance licensing strongly preferred *(Series 65 – or insert specific licensing here)*. If you’re looking for the tools, resources, and freedom to build a……
    30d+
  • PropertyRate, LLC
    Customer Service Associate
    Orange, CA
    $18.50 - $21.00 Per Hour (Employer provided)
    Initiating outbound calls to service providers to secure status updates on current orders and update clients or their borrowers on order progress;…
    30d+
  • Wells Fargo Logo
    Wells Fargo
    3.5
    Customer Service Associate Licensed
    Minneapolis, MN
    $67K (Employer provided)
    In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply.…
    15d
  • Stronghaven
    Investment Operations Associate / Associate Wealth Advisor - licensed candidates preferred
    Greenwood Village, CO
    $67K - $80K (Employer provided)
    We support licensing, continuing education, and professional development. Continuing education and licensing support. Open and onboard new client accounts.…
    24h
  • Dakota Financial, LLC
    Collections Associate
    Richardson, TX
    $60K - $70K (Employer provided)
    Manage collection calls with confidence and professionalism, including controlling conversations, de-escalating difficult interactions, and maintaining a……
    30d+
  • Sovereign Family Office
    Client Service Associate
    Golden, CO
    $55K - $72K (Employer provided)
    Serve as a front-line point of contact for client questions regarding account status, transfers, and paperwork. Support fee billing calculations and invoicing.…
    10d
  • Hospitality Asset Management Logo
    Hospitality Asset Management
    Group Sales Associate
    Camp Hill, PA
    $45K (Employer provided)
    Manage all aspects of group meetings, including space allocation, room blocks, catering, and event details to ensure seamless execution and guest satisfaction.…
    30d+
  • Leading Advisor Inc.
    Associate Financial Advisor (Entry-Level | Service Track)
    Belle Plaine, IA
    $50K - $80K (Employer provided)
    *Supportive Infrastructure:* Includes administrative support, marketing tools, and financial planning systems to help you succeed.…
    30d+
  • SS&C Logo
    SS&C
    3.1
    Associate Manager
    Windsor, CT
    $64K - $99K (Glassdoor est.)
    FINRA Series 6 or 7 license preferred but not required. Ensure accurate and timely delivery of investor statements, capital calls, distribution notices, and……
    30d+
  • Macquarie Group Logo
    Macquarie Group
    3.6
    Analyst/Associate, Software and Services M&A
    United States
    $110K - $175K (Employer provided)
    2 days of paid volunteer leave and donation matching. You will also be expected to participate in the full execution of advisory, capital raising and principal……
    30d+
  • Electrical Distributing Logo
    Electrical Distributing
    1.0
    Credit Associate
    Portland, OR
    $24.00 Per Hour (Employer provided)
    Monitor accounts receivable aging reports and identify delinquent accounts, address with the customer, document all correspondence and phone calls.…
    3d
  • Charles Schwab Logo
    Charles Schwab
    3.7
    Associate, Core Service - International Client Services (Mandarin and/or Cantonese)
    Phoenix, AZ
    $52K - $56K (Employer provided)
    2+ years of college study in finance, economics, business administration, or related area; bachelor’s degree is preferred. Health, dental, and vision insurance.…
    9d
  • Innovative Wealth Building
    Associate Financial Advisor
    California, MD
    $60K - $70K (Employer provided)
    Associate or bachelor’s degree in finance, business, economics, or a related field preferred. Series 6, 7, 63, and/or SIE license, or willingness to obtain……
    30d+
  • Charles Schwab Logo
    Charles Schwab
    3.7
    Associate, Electronic Communications - International Client Services (Mandarin and/or Cantonese)
    Austin, TX
    $25.96 - $28.37 Per Hour (Employer provided)
    Flexible and able to work on chats/secure messages as business needs change. Current and active series 7/63 licenses OR ability to obtain within 6 monthsof……
    9d
  • Holiday Inn Express Logo
    Holiday Inn Express
    3.4
    Hotel Sales Associate
    Fishkill, NY
    $22.00 - $26.00 Per Hour (Employer provided)
    Politely and professionally answer the telephone and greets clients. Also expected to uphold and maintain standards of guest service as well as go above and……
    30d+

Lucidspire Private limited Bangalore

Virtual Insurance Associate (Entry Level)

United States
$65K - $75K (Employer provided)