The Client Services position assists the Financial Advisor with various administrative tasks and ... This role provides excellent customer service to team members and customers while demonstrating the ...
The Client Services position assists the Financial Advisor with various administrative tasks and ... This role provides excellent customer service to team members and customers while demonstrating the ...
Customer Service Associate
Birmingham, AL · On-site
$15/hr
Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Customer Service Associate on the ...
Customer Service Associate
Birmingham, AL · On-site
$15/hr
Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Customer Service Associate on the ...
Customer Service Associate
Birmingham, AL · On-site
$15/hr
Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Customer Service Associate on the ...
Customer Service Associate
Birmingham, AL · On-site
$15/hr
Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Customer Service Associate on the ...
Customer Service Associate
Birmingham, AL · On-site
$15/hr
Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Customer Service Associate on the ...
Customer Service Associate
Birmingham, AL · On-site
$15/hr
Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Customer Service Associate on the ...
Client Service Representative, Montgomery, Alabama
Montgomery, AL · On-site
$13.25 - $18/hr
Montgomery Veterinary Associates , Carter Hill , part of the Suveto network of hospitals, is looking for an experienced a Client Services Representative to join our Team! We are proud to serve the ...
Client Service Representative, Montgomery, Alabama
Montgomery, AL · On-site
$13.25 - $18/hr
Montgomery Veterinary Associates , Carter Hill , part of the Suveto network of hospitals, is looking for an experienced a Client Services Representative to join our Team! We are proud to serve the ...
Client Service Representative, Montgomery, Alabama
Montgomery, AL · On-site
$13.50 - $18.25/hr
Montgomery Veterinary Associates , part of the Suveto network of hospitals, is looking for an experienced part-time Client Services Representative to join our Team! We are proud to serve the ...
Client Service Representative, Montgomery, Alabama
Montgomery, AL · On-site
$13.50 - $18.25/hr
Montgomery Veterinary Associates , part of the Suveto network of hospitals, is looking for an experienced part-time Client Services Representative to join our Team! We are proud to serve the ...
Client Service Specialist - Birmingham, AL
$50K - $65K/yr
Client Service Specialist Firm: Freedom Financial Group Location: Birmingham, AL Overview: Are you ... Associate's degree or equivalent work experience required * 1-2 years working alongside a Financial ...
Client Service Specialist - Birmingham, AL
$50K - $65K/yr
Client Service Specialist Firm: Freedom Financial Group Location: Birmingham, AL Overview: Are you ... Associate's degree or equivalent work experience required * 1-2 years working alongside a Financial ...
Dedication to delivering exceptional customer service experiences. Strong communication and ... client service leadership. Don't miss out on this chance to prioritize both your personal and ...
Dedication to delivering exceptional customer service experiences. Strong communication and ... client service leadership. Don't miss out on this chance to prioritize both your personal and ...
Dedication to delivering exceptional customer service experiences. Strong communication and ... client service leadership. Don't miss out on this chance to prioritize both your personal and ...
Dedication to delivering exceptional customer service experiences. Strong communication and ... client service leadership. Don't miss out on this chance to prioritize both your personal and ...
Customer Service Associate
$13.75 - $18.75/hr
Customer Service Associate I (9071-1) Location : 3500 5th St, Northport, AL - 35476 Duration : 3-6 months (Possible Extension) Client : FIS Shift: Primarily 2nd Shift - The schedules will be between ...
Customer Service Associate
$13.75 - $18.75/hr
Customer Service Associate I (9071-1) Location : 3500 5th St, Northport, AL - 35476 Duration : 3-6 months (Possible Extension) Client : FIS Shift: Primarily 2nd Shift - The schedules will be between ...
Food Service - Associate
Birmingham, AL · On-site
$13 - $17/hr
Food Service Associate Who are we: For more than 50 years, SSA has partnered with cultural ... Actively and efficiently responds to guest and client feedback, with report to the supervisor to ...
Food Service - Associate
Birmingham, AL · On-site
$13 - $17/hr
Food Service Associate Who are we: For more than 50 years, SSA has partnered with cultural ... Actively and efficiently responds to guest and client feedback, with report to the supervisor to ...
Food Service - Associate
Birmingham, AL · On-site
$13 - $17/hr
Food Service Associate Who are we: For more than 50 years, SSA has partnered with cultural ... Actively and efficiently responds to guest and client feedback, with report to the supervisor to ...
Food Service - Associate
Birmingham, AL · On-site
$13 - $17/hr
Food Service Associate Who are we: For more than 50 years, SSA has partnered with cultural ... Actively and efficiently responds to guest and client feedback, with report to the supervisor to ...
Food Service - Associate
Birmingham, AL · On-site
$15 - $16/hr
Food Service Associate Who are we: For more than 50 years, SSA has partnered with cultural ... Actively and efficiently responds to guest and client feedback, with report to the supervisor to ...
Food Service - Associate
Birmingham, AL · On-site
$15 - $16/hr
Food Service Associate Who are we: For more than 50 years, SSA has partnered with cultural ... Actively and efficiently responds to guest and client feedback, with report to the supervisor to ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Purpose The Associate Member Services Officer (MSO) is an entry-level position intended to provide team members with foundational knowledge of SECU branch operations. Associate MSOs perform routine ...
Purpose The Associate Member Services Officer (MSO) is an entry-level position intended to provide team members with foundational knowledge of SECU branch operations. Associate MSOs perform routine ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Work From Home - Client Services Associate
Hoover, AL · On-site +1
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Work From Home - Client Services Associate
Hoover, AL · On-site +1
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
$25 - $29/hr
This associate will function as a main point of contact for daily service needs as well as more complex issues. * Drive the execution our Proactive Client Engagement Model by facilitating client ...
$25 - $29/hr
This associate will function as a main point of contact for daily service needs as well as more complex issues. * Drive the execution our Proactive Client Engagement Model by facilitating client ...
CUSTOMER SERVICE ASSOCIATE
Elmore, AL · Remote
$35K - $55K/yr
Grade Potential is the nation's largest provider of in-home tutoring services, with over 20 years ... manage client, tutor, and scheduling information in real time.Team members must be comfortable ...
CUSTOMER SERVICE ASSOCIATE
Elmore, AL · Remote
$35K - $55K/yr
Grade Potential is the nation's largest provider of in-home tutoring services, with over 20 years ... manage client, tutor, and scheduling information in real time.Team members must be comfortable ...
Client Service Associate Entry Level information
Is a customer service associate a good first job?
What is the difference between Client Service Associate Entry Level vs Customer Support Specialist?
| Aspect | Client Service Associate Entry Level | Customer Support Specialist |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer associate degree | High school diploma or equivalent; relevant certifications optional |
| Work Environment | Financial institutions, banks, investment firms | Various industries including tech, retail, telecom |
| Employer & Industry Usage | Commonly used in banking and finance sectors | Widespread across multiple customer-facing industries |
| Search & Comparison Intent | Often compared for entry-level client-facing roles in finance | Compared for customer support roles across industries |
In summary, a Client Service Associate Entry Level typically works within financial institutions, focusing on client relationships and account management, while a Customer Support Specialist has a broader role across various industries, emphasizing troubleshooting and customer assistance. Both roles require strong communication skills but differ in industry focus and specific responsibilities.
Can an associate be entry level?
What jobs pay 4000 a week without a degree?
What is the career path for a client service associate?

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 11 days ago
Job description
- Interact daily on the phone and in person with prospective and existing clients including handling basic inquiries
- Schedule and coordinate meetings and appointments for advisors
- Create and maintain records and files
- Maintain databases and create reports using the Client Relationship Management platform
- Transcribe and prepare correspondence
- Request compliance approval for bulk client communications
- Receive cross-training and assist with other operational functions as required
- Handle or delegate executive Advisor emails
- Coordinate travel arrangements for executive advisor
- Schedule and confirm client meetings with Advisors, clients, and other outside partners
- Schedule executive level leadership meetings
- Generate reports for Advisor and Team
- Regular and timely attendance is required
- Generate birthday card reports and prepare cards for signing and mailing
- Perform other duties as assigned
- Associates degree or 2 years of administrative experience in lieu of degree
- Proficient in Microsoft Office Suite and video conferencing systems
- Ability to work on multiple projects simultaneously while accomplishing daily tasks
- Effective oral and written communication skills and excellent interpersonal skills
- Attention to detail, critical thinker and problem-solving skills
- High standards for integrity, honesty, professionalism, and work ethic
- Commitment to service excellence
- Ability to work independently while demonstrating excellent organization and follow through
- Demonstrates flexible and efficient time management and ability to prioritize workload
- Ability and willingness to move with purpose and a strong sense of urgency
- Self-motivated, positive, and enthusiastic
- Self- starter with a strong desire to exceed expectations and capable of supporting a team
- Maintains confidentiality discretion
- Ability to effectively work in collaboration with others to achieve business objectives.
- Willing to grow and be challenged
- Attend training as requested
- Ability to work in a traditional professional office setting
- Prolonged periods of sitting at a desk and working on a computer
- Advanced computer skills and ability to effectively operate computer equipment, software systems and databases
- Work schedule may vary and is determined by project schedules
- Ability to efficiently operate all job-related office equipment
- Ability to communicate via telephone, computer and work in virtual teams
- Must be able to lift up to 15 pounds at a time
- Ability to travel using personal vehicle to other office locations as needed
About SageSpring:
This is an exciting opportunity to join a Forbes’ Best-In-State Wealth Advisors recipient, and the Tennessean’s Top Workplace for the last five consecutive years (2020-2024). Since 2002, our purpose has remained the same: to educate and guide our clients to reach their highest financial goals. We listen to our clients to understand their lives, creating sensible, holistic financial plans that put their best interests first. Don’t miss your opportunity to work with a high performing team in a positive, energetic environment where you’ll know you’re truly appreciated and making a difference.
Rewards amp; Culture:
- Great Benefits – Including: Health Insurance, Dental, Vision, 401K, Life Insurance, Short-Term and Long-Term Disability, Paid Vacation and Holidays.
- #1 Culture – Join and grow in an award-winning culture where you’ll look forward to Monday.
- Inspiring Leadership – Our leaders truly embody the definition of servant leadership. They inspire our teams to flourish thought an energetic, positive, fun, and highly supportive work environment.
- Team Engagement – Build genuinely special relationships and bonds throughout your team and across the company and partners.
- High Performance - Our motto, “Humble, Hungry, and Smart,” is truly exemplified from the top down.
- Continuing Education - Let us help you transform your career goals and educational accomplishments into opportunities and successes.
- Community Involvement – We’re passionate about supporting our community and encourage each office to choose a charity or cause to champion.
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