The Client Service Associate role at a leading independent investment management firm involves partnering with the portfolio management team, operations, trading, and distribution to provide a best-in-class service experience for all clients. This contract role, lasting 3+ months, is hybrid, requiring onsite work for three days a week in either New York City or Seattle. The position focuses on new account set up, change requests, and processing cash raises across RIA & BD clients, supporting various client types including direct/retail investors, broker dealer platforms, institutions, and advisors.

Client Service Associate - Portfolio Management

Client Service Associate

We are seeking a motivated Client Service Associate to join our dynamic team at Phaxis. The ideal candidate will have experience in financial services (RIA/Broker Dealer) and a passion for delivering exceptional client service in a team-oriented environment. This is a contract role focused on managing new account setup, handling change requests, and processing cash raises for RIA and client accounts, engaging with various client types, and providing high-touch, white-glove service through timely and professional client communications.

A large securities client is seeking a contract to hire Client Service Associate to support Financial Advisors and senior level management by providing sales and administrative support. This role involves maintaining client account information, coordinating client review meetings, organizing calendars, processing financial documents, and ensuring high-quality customer interaction.

LabCorp is seeking a Client Services Representative to join their Contact Center team in San Diego, CA. This remote position requires 6-8 weeks of onsite training in San Diego and involves working with physician offices, hospital laboratories, patients, and internal customers to ensure all client needs are addressed accurately and efficiently. The role includes providing product education, handling a variety of questions, and ensuring a world-class customer experience.

Client Services Rep-NA577

Client Services Representative

The Customer Service Associate at Walgreens is responsible for delivering a distinctive and delightful customer experience through engaging with customers, resolving issues, and providing efficient checkout service. This role involves registering sales, recommending items for sale, maintaining store cleanliness and merchandising, and ensuring compliance with state and local laws regarding regulated products. The position requires flexibility to work evenings and weekends.

Customer Service Associate - Temporary

Customer Service Associate

A Customer Care Associate at AIDA Healthcare is responsible for providing excellent customer service to all customers, including Case Management and Social Work staff, IT staff, Post-Acute Intake and Admission staff, Physicians, and fellow coworkers. This role involves supporting customers through various channels, maintaining a customer-first mentality, and quickly learning AIDA’s products to assist with navigation and technical investigations.

Customer Care Associate

This position is primarily responsible for supporting the outside sales team, contractors, and property owners by handling communication with distributors and customers via phone and email, processing purchase orders, sample requests, and returns, conducting follow-up calls, maintaining accurate data entry, and managing customer and sales data in the database. The role also involves resolving delivery issues, initiating claims for damaged or lost shipments, processing credit/debit requests, supporting marketing initiatives, and acting as a liaison between Sales Representatives and internal departments to ensure timely and professional communication and enhance customer satisfaction.

Customer Experience Associate - Fully Remote After Training

Customer Experience Associate

The Customer Service Associate at WesBanco Bank, Inc. is a key member of the contact center, responsible for resolving inbound customer requests related to bank products and services. This role is crucial for providing professional and courteous customer support, often being the primary interaction a customer has with the bank for support. The position is remote, within the bank's footprint, and may occasionally require in-person meetings.

Customer Service Associate - Customer Service Center

The Client Services Assistant at Sound is responsible for a wide variety of administrative duties relevant to the program needs of the organization. This role involves front office and reception duties, insurance verification, scheduling, collecting co-pays, processing mail, and providing administrative support. The position requires strong communication skills, proficiency in Microsoft Office, and the ability to work independently with minimal supervision. The role is on-site in Seattle, WA, and offers a supportive work environment focused on diversity, equity, justice, and inclusion.

Client Services Assistant - Lake City

Client Services Assistant

A highly respected, successful defense firm in LA is seeking an associate for their consumer warranty and automotive product liability practice. The role involves a variety of legal tasks including depositions, law and motion, and discovery. This position is fully remote with the exception of occasional in-person appearances. Candidates must be barred in California and in good standing with the State Bar.

Associate REMOTE Lemon Law Defense

Associate

The Customer Service Associate at Goodwill interacts with customers and donors in a courteous and professional manner, resolving problems, providing information, cashiering, and performing other customer service actions. This role is crucial in maintaining a high level of customer service and satisfaction, ensuring a positive experience for both customers and donors.

As a Contact Center Associate at BECU, you will be the friendly and knowledgeable voice that our members rely on, providing exceptional service and guiding them through complex issues with professionalism and efficiency. This role involves managing high call volumes, gaining a deep understanding of BECU's products and services, engaging members to introduce them to new offerings, and resolving issues creatively. You will also stay informed on state and federal laws and regulations, adhere to policies, handle escalations professionally, and recommend service enhancements.

Contact Center Associate

K&L Wine Merchants is seeking a Customer Service Associate for a remote role. The ideal candidate will have excellent people skills, a passion for wine, spirits, and beer, and the ability to provide superior customer service via phone, email, and chat. This role involves handling a high volume of customer interactions, processing transactions, and contributing to the company's website with product reviews and other content.

Customer Service Associate - remote CA

The Marketing & Customer Service Associate will work alongside the Marketing & Customer Service team, focusing on promoting clients' deals to new potential leads. This role involves attending business and sales meetings, traveling to potential leads, participating in networking events, and staying current on industry trends. The position requires a motivated individual who is willing to contribute to the team and help the business flourish.

Marketing & Customer Service Associate

This part-time position provides administrative support to Legacy West Financial Consultants, focusing on enhancing the member experience through various tasks including answering phones, meeting/greeting members, handling mail, ordering supplies, and utilizing Thrivent Financial systems. The role requires a friendly, upbeat demeanor and is critical to maintaining the practice's operational efficiency.

Client Support Associate

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Client Processing Associate Jobs in Seattle, WA Hiring Now

Client Service Associate - Portfolio Management

Client Service Associate

Client Service Associate

Client Services Rep-NA577

Customer Service Associate - Temporary

Customer Care Associate

Customer Experience Associate - Fully Remote After Training

Customer Service Associate - Customer Service Center

Client Services Assistant - Lake City

Associate REMOTE Lemon Law Defense

Customer Service Associate

Contact Center Associate

Customer Service Associate - remote CA

Marketing & Customer Service Associate

Client Support Associate