Client Service Associate
$13.25 - $18.25/hr
The Client Service Associate will play a key role in delivering a first-class experience to the ... and manage office service subscriptions and vendor relationships Provide comprehensive ...
$13.25 - $18.25/hr
The Client Service Associate will play a key role in delivering a first-class experience to the ... and manage office service subscriptions and vendor relationships Provide comprehensive ...
$13.25 - $18.25/hr
The Client Service Associate will play a key role in delivering a first-class experience to the ... and manage office service subscriptions and vendor relationships Provide comprehensive ...
... The Office Services Associate is responsible for adding value in providing daily back office ... Answer telephone, emails, and place service calls when needed. * Interact with clients in person ...
Quick apply
... The Office Services Associate is responsible for adding value in providing daily back office ... Answer telephone, emails, and place service calls when needed. * Interact with clients in person ...
Miami, FL · On-site
$21/hr
... The Office Services Associate is responsible for adding value in providing daily back office ... Answer telephone, emails, and place service calls when needed. * Interact with clients in person ...
Miami, FL · On-site
$21/hr
... The Office Services Associate is responsible for adding value in providing daily back office ... Answer telephone, emails, and place service calls when needed. * Interact with clients in person ...
... The Office Services Associate is responsible for adding value in providing daily back office ... Answer telephone, emails, and place service calls when needed. * Interact with clients in person ...
... The Office Services Associate is responsible for adding value in providing daily back office ... Answer telephone, emails, and place service calls when needed. * Interact with clients in person ...
Orlando, FL · On-site
$15 - $18.75/hr
As a Client Services Associate , you'll support daily office operations through mail handling, print services, and workplace coordination. From managing deliveries to maintaining essential supplies ...
Orlando, FL · On-site
$15 - $18.75/hr
As a Client Services Associate , you'll support daily office operations through mail handling, print services, and workplace coordination. From managing deliveries to maintaining essential supplies ...
$13.50 - $18.75/hr
Client Service Associate (Mail and Office) Orlando, Florida, United States Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership Schedule: Monday-Friday | 8:00 AM ...
$13.50 - $18.75/hr
Client Service Associate (Mail and Office) Orlando, Florida, United States Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership Schedule: Monday-Friday | 8:00 AM ...
$15 - $18.75/hr
As a Client Services Associate , you'll support daily office operations through mail handling, print services, and workplace coordination. From managing deliveries to maintaining essential supplies ...
$15 - $18.75/hr
As a Client Services Associate , you'll support daily office operations through mail handling, print services, and workplace coordination. From managing deliveries to maintaining essential supplies ...
Jacksonville, FL · On-site
$27/hr
Proficiency in Microsoft Office Suite ... Strong communication and customer service skills. * Excellent organizational and multitasking ...
Jacksonville, FL · On-site
$27/hr
Proficiency in Microsoft Office Suite ... Strong communication and customer service skills. * Excellent organizational and multitasking ...
Jacksonville, FL · On-site
$27/hr
Proficiency in Microsoft Office Suite ... Strong communication and customer service skills. * Excellent organizational and multitasking ...
Jacksonville, FL · On-site
$27/hr
Proficiency in Microsoft Office Suite ... Strong communication and customer service skills. * Excellent organizational and multitasking ...
Miami, FL · On-site
$20 - $22/hr
Perform work in office services, primarily reprographics, mail and intake functions according to ... Answer telephone, emails, and place service calls when needed. * Interact with clients in person ...
Miami, FL · On-site
$20 - $22/hr
Perform work in office services, primarily reprographics, mail and intake functions according to ... Answer telephone, emails, and place service calls when needed. * Interact with clients in person ...
Miami, FL · On-site
$20 - $22/hr
Perform work in office services, primarily reprographics, mail and intake functions according to ... Answer telephone, emails, and place service calls when needed. * Interact with clients in person ...
Miami, FL · On-site
$20 - $22/hr
Perform work in office services, primarily reprographics, mail and intake functions according to ... Answer telephone, emails, and place service calls when needed. * Interact with clients in person ...
Perform work in office services, primarily reprographics, mail and intake functions according to ... Answer telephone, emails, and place service calls when needed. * Interact with clients in person ...
Quick apply
Perform work in office services, primarily reprographics, mail and intake functions according to ... Answer telephone, emails, and place service calls when needed. * Interact with clients in person ...
Sales Associate - $14/hr to start PLUS commissions! | Charlotte, NC | Value City & American Signa...
Tampa, FL · On-site
$13.75 - $19/hr
The Customer Service Associate is responsible for executing all office operations. Some of the functions the Customer Service Associate will perform: * Embodies our values: Adventure Guides, Serve ...
Sales Associate - $14/hr to start PLUS commissions! | Charlotte, NC | Value City & American Signa...
Tampa, FL · On-site
$13.75 - $19/hr
The Customer Service Associate is responsible for executing all office operations. Some of the functions the Customer Service Associate will perform: * Embodies our values: Adventure Guides, Serve ...
Sales Associate - $14/hr to start PLUS commissions! | Charlotte, NC | Value City & American Signa...
Jacksonville, FL · On-site
$12.25 - $17/hr
The Customer Service Associate is responsible for executing all office operations. Some of the functions the Customer Service Associate will perform: * Embodies our values: Adventure Guides, Serve ...
Sales Associate - $14/hr to start PLUS commissions! | Charlotte, NC | Value City & American Signa...
Jacksonville, FL · On-site
$12.25 - $17/hr
The Customer Service Associate is responsible for executing all office operations. Some of the functions the Customer Service Associate will perform: * Embodies our values: Adventure Guides, Serve ...
Sales Associate - $14/hr to start PLUS commissions! | Charlotte, NC | Value City & American Signa...
Jacksonville, FL · On-site
$13 - $17.75/hr
The Customer Service Associate is responsible for executing all office operations. Some of the functions the Customer Service Associate will perform: * Embodies our values: Adventure Guides, Serve ...
Sales Associate - $14/hr to start PLUS commissions! | Charlotte, NC | Value City & American Signa...
Jacksonville, FL · On-site
$13 - $17.75/hr
The Customer Service Associate is responsible for executing all office operations. Some of the functions the Customer Service Associate will perform: * Embodies our values: Adventure Guides, Serve ...
Sales Associate - $14/hr to start PLUS commissions! | Charlotte, NC | Value City & American Signa...
Tampa, FL · On-site
$13.75 - $19/hr
The Customer Service Associate is responsible for executing all office operations. Some of the functions the Customer Service Associate will perform: * Embodies our values: Adventure Guides, Serve ...
Sales Associate - $14/hr to start PLUS commissions! | Charlotte, NC | Value City & American Signa...
Tampa, FL · On-site
$13.75 - $19/hr
The Customer Service Associate is responsible for executing all office operations. Some of the functions the Customer Service Associate will perform: * Embodies our values: Adventure Guides, Serve ...
As a Client Services Associate , you'll support daily office operations through mail handling, print services, and workplace coordination. From managing deliveries to maintaining essential supplies ...
Quick apply
As a Client Services Associate , you'll support daily office operations through mail handling, print services, and workplace coordination. From managing deliveries to maintaining essential supplies ...
$14.50 - $19.75/hr
In-office, Monday, Wednesday, Friday | 8:30 AM - 5:30 PM About the Role We are seeking a Client Service Associate to join our team in a part-time, in-office role. This position is ideal for someone ...
$14.50 - $19.75/hr
In-office, Monday, Wednesday, Friday | 8:30 AM - 5:30 PM About the Role We are seeking a Client Service Associate to join our team in a part-time, in-office role. This position is ideal for someone ...
$14.75 - $19.75/hr
Communicate clearly with teammates to ensure smooth hand-offs and continuity of service. * Other ... Indeed Search Keywords Office Associate, Office Assistant, Customer Service Associate, Storage ...
$14.75 - $19.75/hr
Communicate clearly with teammates to ensure smooth hand-offs and continuity of service. * Other ... Indeed Search Keywords Office Associate, Office Assistant, Customer Service Associate, Storage ...
$14 - $18.50/hr
Our Service Associate reports directly to the Operations Manager and is responsible for providing ... Proficiency in MS Office and familiarity with gym management software. * Strong organizational and ...
$14 - $18.50/hr
Our Service Associate reports directly to the Operations Manager and is responsible for providing ... Proficiency in MS Office and familiarity with gym management software. * Strong organizational and ...
| Aspect | Office Service Associate | Receptionist |
|---|---|---|
| Credentials | High school diploma or equivalent; some roles may require certifications in office administration | High school diploma or equivalent |
| Work Environment | Office settings, supporting administrative and clerical tasks | Front desk, greeting visitors, answering calls |
| Employer & Industry | Corporate offices, healthcare, legal firms | Corporate offices, hotels, medical clinics |
| Common Tasks | Managing mail, office supplies, basic administrative support | Welcoming visitors, answering phones, scheduling appointments |
The Office Service Associate and Receptionist roles both operate in office environments and require similar educational backgrounds. However, Office Service Associates typically handle broader administrative support tasks, while Receptionists focus on front-desk duties like greeting visitors and managing calls. Both roles are essential for smooth office operations and are often found in similar industries.
$13.25 - $18.25/hr
Other
Retirement
Posted 25 days ago
A boutique Registered Investment Advisor (RIA) located in Tampa is seeking a full-time Client Service Associate for a non-sales, non-advisory role. This position is ideal for someone who values teamwork, integrity, attention to detail, and a proactive approach. The Client Service Associate will play a key role in delivering a first-class experience to the firm's clientele by supporting the dedicated team and ensuring smooth day-to-day operations-an excellent opportunity to contribute meaningfully in a professional, client-focused environment.
Responsibilities:
Serve as the primary point of contact for clients, managing a high volume of interactions via phone, in-person meetings, virtual platforms, and mail
Respond to client inquiries and provide support with account-related tasks in a timely and professional manner
Accurately open and maintain accounts and service requests using a variety of technology platforms
Guide clients through the onboarding process and assist them in navigating firm tools and resources
Process client paperwork and service requests, and coordinate outgoing communications and mailings
Oversee accounts payable and manage office service subscriptions and vendor relationships
Provide comprehensive administrative and organizational support to a team of three professionals
Ensure compliance with internal policies and industry regulations by maintaining proper documentation and records
Maintain and update client information and files with a compliance audit mindset
Serve as a liaison for IT
Requirements:
3+ years of client service experience within the financial services industry
Proficiency with CRM software; experience with Advyzon, Fusion, and TradePMR is a plus
Excellent organizational skills with the ability to manage multiple tasks while maintaining strong attention to detail
Strong communication and active listening skills, paired with a tech-savvy mindset
Demonstrated professionalism and discretion when handling sensitive client information
FINRA SIE and/or Series 65 plus (must be willing to obtain)
Proficiency in Microsoft Office Suite, with the ability to quickly learn and adapt to new software tools
The firm offers a competitive base salary, opportunities for growth, 401(k) match and more.
Sourced by ZipRecruiter
Finance and insurance
11 - 50 Employees
Chicago, IL, US
1992