20 Best client services associate jobs (Hiring Now!)

Client Service Coach
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
Quick Apply
Client Service Associate
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
Quick Apply
Client Service Associate
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
Quick Apply
20h
Registered Client Service Associate (Sales Assistant)
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
Quick Apply
Client Care Technician II
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
Quick Apply
Private Wealth Client Associate
Ashton Thomas Private Wealth —Helena, MT
A successful candidate will possess impeccable attention to detail, as well as the ability to develop and maintain collaborative relationships both internally…
$55,000 - $70,000 a year
Quick Apply
Client Service Associate
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
Client Services Associate
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
Quick Apply
Client Services Associate
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
Quick Apply
2d
Senior Client Service Associate
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
Quick Apply
9d
Senior Client Service Associate
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
Family Office Associate, Client Services
Streamline Family Office Inc. —Medfield, MA
Download transactions from bank/credit cards and categorize. _*Streamline curates integrated infrastructure for ultra-wealthy families to maximize strategic…
$65,000 - $80,000 a year
Quick Apply
Accounting Associate - Client Accounting Services
Johnson O'Connor —Wakefield, MA
The Accounting Associate is responsible for a range of client services within our Client Accounting Services Department including accounts payable, client…
Estimated: $51.1K - $64.7K a year
Quick Apply
Client Care Associate/Leveraging Liaison
Cape Cod Veterinary Specialists —Buzzards Bay, MA
CCA duties include checking people in and out, directing phone calls, and data entry. The CCA is an invaluable team member who communicates with the clients,…
$18 - $22 an hour
Quick Apply
5d
Client Service Associate
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
Quick Apply
Client Services Associate
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
Quick Apply
8d
Client Services Associate
Bailey Wealth Services —Everett, WA
O Handle routine matters for client accounts, including processing name and address changes, account applications and bank authorizations, answering client…
Estimated: $50K - $63.3K a year
Quick Apply
10d
Client Services Associate
First Federal Bank of Louisiana —Alexandria, LA
Processes direct deposits, ACH drafts, transfers, incoming and outgoing wires; completes internal verification of deposits. High school diploma or GED.
Estimated: $33.2K - $42.1K a year
Quick Apply
1d
Client Services Associate
Salt Creek Wealth Advisors —Hutchinson, KS
Proficiency in customer relationship management tools. Familiarity with SaaS platforms for efficient client service delivery.
From $15 an hour
Quick Apply
12d
Client Portfolio Associate - Global Equities - Retail & Institutional Distribution
Franklin Templeton Investments —Illinois
Support field sales Client Portfolio Managers in covering Tier 1 retail territories. Understanding of vehicles available and technical differences.
$70,000 - $80,000 a year

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Client Service Coach

Newcap, Inc. - Crandon, WI

Quick Apply

Job Details

Full-time $17 - $19 an hour

Benefits

Wellness program
403(b) matching
Health savings account
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Employee assistance program
Vision insurance
401(k) matching
403(b)
Life insurance
Retirement plan

Qualifications

Motivational interviewing
Counseling
Organizational skills
Associate's degree
Communication skills

Full Job Description

Job Title

Client Service Coach

Salary

$35,360 – 39,520 annual (paid on an hourly basis)

Full-time

Qualifications

Experience working with low income and homeless individuals and families is desired.
Associate degree in Social Services, Counseling, Education or other relevant discipline. A combination of education, training and life experience may be substituted.

Summary of the Role

The Client Service Coach is responsible for providing crisis services to clients at Newcap. This position is responsible for providing Housing and Urban Development (HUD) services, working with street outreach programs, providing advocacy, Coordinated Entry, and intake processing. Additionally, they will assist in planning, developing and organizing outreach events that raise visibility and create relationships with clients and community agencies. Client Service Coaches will coordinate with assigned coaches, Content Specialists, Funder Experts, and Outcome Directors.

The individual must demonstrate strong written and verbal communication skills, organizational skills, and the ability to exercise good judgment in a variety of situations. Knowledge of agency and local resources available to clients. Ability to make independent decisions based on understanding of agency requirements and limitations.

Newcap, Inc.

Crandon

Summary of the Organization

Newcap is a community action agency equipping low- and moderate-income residents with the tools and potential for achieving economic security and long term personal and professional success. We are seeking to add a Client Service Coach to our portfolio at Newcap.

Newcap, where we are embracing a Whole Family Approach. Meeting families not where they are – but where they dream. 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. This model uses a holistic approach partnering with the family to address their needs and make progress on their goals; this partnership increases the likelihood of long-term success for everyone involved. By using the WFA, family members work together to support each other's goals and achieve long-term change and stability. Every family brings strengths, and every family knows best what it needs. We support and cheer them on.

We use the Family-Centered Coaching approach at Newcap which means we recognize the complexity of people's lives. We continually strive to understand the impacts of institutional discrimination, the implicit bias within organizations and systems, and how those factors influence our work to develop and deliver services. We value humility and ask questions before assuming we know what's right for someone else. Flexibility and the ability to respond to changing conditions with questions and curiosity are key to how we coach and build trusted relationships with clients and each other. We respect each individual and work with them on their own defined goals – not on what we think is best for them.

This coaching method uses techniques from goal setting, motivational interviewing, and strength-based training to help coaches work with households to address the needs of the whole family, when and how they need support. Using a flexible approach helps coaches establish trust and rapport through a parent’s progressive stages of change, FCC recognizes that families need different things at different times.

Instead of focusing solely on setting goals, it allows coaches to address unique situations and life crises as they come up.

A coaching culture builds on individuals' strengths, we focus on what is working well and build from there, together. We strive for collaborative, transparent, relationships with everyone in our community. We recognize that our own individual experiences may be very different from others and we approach each person with respect. Embracing a coaching culture in our organization enables us to be more effective, create a larger impact, and facilitate long-term positive outcomes for the families and communities we serve.

You will not be bored with us! This individual must demonstrate strong problem-solving skills, the ability to multi-task, effectively communicate with our participants, staff, board members, and community partners. Must have the ability to professionally represent our agency and have a sense of humor because while we take what we do seriously, we love to laugh at ourselves. Well, and each other.

Why Join Newcap?

Newcap, Inc. is a private non-profit Community Action Agency whose mission since 1965 is to move people from poverty to opportunities and economic security while enhancing community development. This means you not only make a living, but you get to do goodtoo. If you have ever wanted to make a difference every day, this is the place for you.

Community Action changes people’s lives, embodies the spirit of hope, improves communities, and makes America a better place to live. We care about the entire community, and we are dedicated to helping people help themselves and each other.

Baseline Core Competencies Required for Position

Problem Solving Skills- the ability to identify problems with team and leaders to brainstorm and analyze answers and implement the best solutions.
Attention to Detail- Accomplish/complete a task while demonstrating a thorough concern for all the areas involved, no matter how small. This means monitoring and checking work or information, while organizing time and resources efficiently.
Proactivity- When a problem arises, look for potential solutions right away instead of waiting for direction. Strive for the best possible outcome and put extra thought and effort into each task they complete.
Process Improvement- identifying, analyzing, and improving upon existing processes and procedures within Newcap for optimization and to meet new program requirements or standards of quality for services provided.
Communication (Upward/Downward/Sideways)-

o Downward: Appropriate transmission of information from higher to lower levels of the organization.

o Upward: communication that travel from staff member to leader (This is necessary not only to determine if staff members have understood information sent downward but also to meet the ego needs of staff).

o Horizontal: Enhance Coordination across departments and locations.

Accountability- Take responsibility for performance and service outcomes and communicate honestly with team members and leaders.
Critical Thinking- Sorting among useful and arbitrary details to produce a big-picture perspective that leads to an impactful decision or solution to a problem.
Flexibility- Willingness and ability to adapt to change, particularly regarding how and when work gets done.

Benefits:

You bring the skills, experience, and awesome attitude – what do we give back?

In addition to being part of a $25 million (and growing) 10 county organization where over 97% of our 150+ staff say “we makes a substantive difference in our community,” We offer:

· Full-time, stable, year-round work.

· Flexible workweek

· Over 4 weeks of paid time off in year one

· 16 paid holidays

· Medical insurance with no or very low premiums for you AND your family (they are our family too)

· HSA contributions for those enrolled in HSA eligible plans (must establish HSA account)

· Dental insurance that has no premium with proof of two dental cleanings (per participant) per year

· 403b Retirement plan with company match and 100% vesting from first contribution

· Vision insurance

· Wellness program

· Disability coverage

· Employee assistance program

· Ongoing training and education

· Employee and family events

· Family friendly, family minded organization … and the people who work here

Job Type

Work location:

Crandon

Job Type: Full-time

Pay: $17.00 - $19.00 per hour

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Health insurance
Health savings account
Life insurance
Paid time off
Retirement plan
Vision insurance

Schedule:

Day shift
No weekends

People with a criminal record are encouraged to apply

Ability to Relocate:

Crandon, WI 54520: Relocate before starting work (Required)

Work Location: In person

Quick Apply

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