Company Description At Planning Capital Management, our purpose is simple - To support our clients ... client service, assisting with financial data management, and taking an active part in developing ...

65 Capital One Client Services Associate Jobs Hiring Near You
Company Description At Planning Capital Management, our purpose is simple - To support our clients ... client service, assisting with financial data management, and taking an active part in developing ...
Client Services Associate
Tempe, AZ · On-site
SAGE Counseling is actively recruiting for Full-Time Client Service Associates to provide support for admitting clients to SAGE by: * Appointment scheduling * Processing treatment referral * Data ...
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Client Services Associate
Tempe, AZ · On-site
SAGE Counseling is actively recruiting for Full-Time Client Service Associates to provide support for admitting clients to SAGE by: * Appointment scheduling * Processing treatment referral * Data ...
We are seeking Client Services Associates / Travel to join our growing team. This opportunity is ideal for motivated individuals who thrive in a client-focused environment and are eager to build a ...
We are seeking Client Services Associates / Travel to join our growing team. This opportunity is ideal for motivated individuals who thrive in a client-focused environment and are eager to build a ...
Client Services Associate
King Of Prussia, PA · On-site
$25 - $29/hr
Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...
Client Services Associate
King Of Prussia, PA · On-site
$25 - $29/hr
Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...
Client Services Associate
Dallas, TX · On-site
Recognized as one of the few remaining firms dedicated exclusively to value investing, Barrow ... Barrow Hanley stewards the capital of corporate, public, multi-employer pension plans, mutual funds ...
New
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Client Services Associate
Dallas, TX · On-site
Recognized as one of the few remaining firms dedicated exclusively to value investing, Barrow ... Barrow Hanley stewards the capital of corporate, public, multi-employer pension plans, mutual funds ...
New
Client Services Associate/Trader
Chapel Hill, NC · On-site
$50K - $65K/yr
Client Service Associate/Trader I. MISSION The Client Service Associate at Hilltop Wealth Advisors is an integral part of our team serving as the true connection between our clients, and the entire ...
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Client Services Associate/Trader
Chapel Hill, NC · On-site
$50K - $65K/yr
Client Service Associate/Trader I. MISSION The Client Service Associate at Hilltop Wealth Advisors is an integral part of our team serving as the true connection between our clients, and the entire ...
The Client Service Associate is responsible for the overall support to the Client Services ... Associates degree (A.A) from two-year College; plus, one to two years related experience and/or ...
The Client Service Associate is responsible for the overall support to the Client Services ... Associates degree (A.A) from two-year College; plus, one to two years related experience and/or ...
Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...
Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...
Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...
Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...
Client Services Associate
$45 - $47/hr
Immediate need for a talented Client Services Associate . This is a 09+ months contract opportunity with long-term potential and is located in JACKSONVILLE FL & ST LOUIS MO(Hybrid). Please review the ...
Client Services Associate
$45 - $47/hr
Immediate need for a talented Client Services Associate . This is a 09+ months contract opportunity with long-term potential and is located in JACKSONVILLE FL & ST LOUIS MO(Hybrid). Please review the ...
Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...
Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...
Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...
Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...
Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...
Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...
Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...
Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...
Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...
Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...
Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...
Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...
Client Services Associate
Colorado Springs, CO · On-site
$70K - $90K/yr
... $1 trillion in assets. We're committed to creative problem-solving, excellent service, and a ... What You'll Do As a Client Services Associate, you'll immerse yourself in the world of fixed-income ...
Client Services Associate
Colorado Springs, CO · On-site
$70K - $90K/yr
... $1 trillion in assets. We're committed to creative problem-solving, excellent service, and a ... What You'll Do As a Client Services Associate, you'll immerse yourself in the world of fixed-income ...
Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...
Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...
Client Services Associate
$22.64/hr
The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Mailroom Associate provides exceptional mail and shipping ...
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Client Services Associate
$22.64/hr
The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Mailroom Associate provides exceptional mail and shipping ...
Client Services Associate
Naperville, IL · On-site
$70K - $90K/yr
... $1 trillion in assets. We're committed to creative problem-solving, excellent service, and a ... What You'll Do As a Client Services Associate, you'll immerse yourself in the world of fixed-income ...
Client Services Associate
Naperville, IL · On-site
$70K - $90K/yr
... $1 trillion in assets. We're committed to creative problem-solving, excellent service, and a ... What You'll Do As a Client Services Associate, you'll immerse yourself in the world of fixed-income ...
Capital One Jobs Information
What is it like to work at Capital One?
What makes Capital One an attractive place to work?
Do workers at Capital One get paid breaks?
82% of people say they get paid breaks.
Based on data from 62 people who took the Breakroom Quiz between July 2025 and July 2026.
Does Capital One pay people when they’re sick?
83% of people say they would get paid if they were sick but scheduled to work.
Based on data from 66 people who took the Breakroom Quiz between July 2025 and July 2026.
At Capital One, are sick days and vacation days separate paid time off?
85% of people say they have to use vacation days when they’re out sick.
Based on data from 67 people who took the Breakroom Quiz between June 2025 and June 2026.
Is the health insurance from Capital One affordable enough for their workers?
90% of people say the health insurance costs are okay
Based on data from 58 people who took the Breakroom Quiz between June 2025 and June 2026.
Do people get paid time off at Capital One?
96% of people say they get paid time off.
Based on data from 68 people who took the Breakroom Quiz between July 2025 and July 2026.
How far ahead of time do people find out their work schedule?
- 39% of people with changing schedules find out their shifts one week or less ahead of time.
- 11% of people with changing schedules find out their shifts two weeks ahead of time.
- 13% of people with changing schedules find out their shifts three weeks ahead of time.
- 37% of people with changing schedules find out their shifts four weeks or more ahead of time.
Based on data from 46 people who took the Breakroom Quiz between December 2024 and April 2026.
Do workers at Capital One worry about hours?
86% of people report they don’t worry about getting enough hours.
Based on data from 44 people who took the Breakroom Quiz between April 2025 and April 2026.
Do Capital One workers get to choose the shifts they work?
36% report that they don’t have enough control over which shifts they work.
Based on data from 39 people who took the Breakroom Quiz between April 2025 and April 2026.
How easy is it for Capital One workers to change shifts?
42% of people report that it’s hard to change shifts if they need to.
Based on data from 33 people who took the Breakroom Quiz between April 2025 and April 2026.
How easy is it to get time off at Capital One?
78% of people report it’s easy to get time off.
Based on data from 63 people who took the Breakroom Quiz between July 2025 and July 2026.
Do Capital One managers change schedules at the last minute?
91% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 46 people who took the Breakroom Quiz between April 2025 and April 2026.
Do jobs at Capital One spill into time workers aren’t paid for?
7% of people report that their job takes up time that they don’t get paid for.
Based on data from 44 people who took the Breakroom Quiz between April 2025 and April 2026.
How easy is it to take sick days at Capital One?
73% of people report that it’s easy to take time off if they are sick.
Based on data from 63 people who took the Breakroom Quiz between July 2025 and July 2026.
Is a Capital One job good for students?
91% of students report this is a good place to work if you’re studying.
Based on data from 22 people who took the Breakroom Quiz between December 2024 and June 2026.
Is working at Capital One good if you’re a parent or caregiver?
80% of people who care for a child or other relative report this is a good place to work.
Based on data from 35 people who took the Breakroom Quiz between June 2025 and June 2026.
Do people at Capital One feel treated with respect by their managers?
86% of people say they’re treated with respect by their managers.
Based on data from 64 people who took the Breakroom Quiz between July 2025 and July 2026.
Do people at Capital One get to take their breaks without interruption?
88% of people report that they get to take their breaks without interruption.
Based on data from 60 people who took the Breakroom Quiz between July 2025 and July 2026.
Is it stressful to work at Capital One?
77% of people say they often feel stressed out at work.
Based on data from 64 people who took the Breakroom Quiz between July 2025 and July 2026.
Do people at Capital One enjoy their jobs?
42% of people report they don’t enjoy their job.
Based on data from 60 people who took the Breakroom Quiz between June 2025 and June 2026.
Do people at Capital One recommend working with their team?
59% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 68 people who took the Breakroom Quiz between July 2025 and July 2026.
Do people get enough training when they start at Capital One?
73% of people report they got enough training when they started working here.
Based on data from 66 people who took the Breakroom Quiz between July 2025 and July 2026.
Do people get support to advance at Capital One?
In the last year, 68% of people report being given support to advance their career here.
Based on data from 59 people who took the Breakroom Quiz between July 2025 and July 2026.
Do people think Capital One’s headquarters understands what’s happening where they work?
74% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 61 people who took the Breakroom Quiz between June 2025 and June 2026.
Do workers feel well informed about how Capital One is doing?
39% of people feel that they aren’t kept well informed about how the company is doing as a whole.
Based on data from 62 people who took the Breakroom Quiz between July 2025 and July 2026.

Full-time
Medical, Dental, Vision, Retirement, PTO
Posted 8 days ago
Job description
At Planning Capital Management, our purpose is simple - To support our clients in making the best financial decisions possible. We know that in order to best support our clients, we need a team of dedicated professionals. Come be a part of our team!
The main purpose of this role is to provide support to the advisor, planner, and the firm's client base. This is accomplished through handling administrative office functions, delivering excellent client service, assisting with financial data management, and taking an active part in developing the role. The person in this position must be friendly and genuinely interested in the business, agenda, and needs of others, including the company, its management, the team, and especially the company's customers. Detail work is a major focus of the job, and those details need to be handled quickly, correctly, and efficiently. The ideal candidate will be able to thrive in a small company environment, with a desire to enhance responsibilities and advance their role as the company grows.
The focus of this position is working with and through others, building and maintaining relationships, and working closely and accurately within established guidelines.
Responsibilities
Provide professional support to clients and advisors as needed
Field client phone calls, take messages, and provide resolution
Manage client correspondence and process daily mail
Support the financial planning process during the data collection and data entry phases
Handle implementation of new accounts, transfer sequences, and check processing
The job involves managing work with and through others, following up carefully, closely, and cheerfully is required to ensure both correct work and maintenance of the relationships.
Assist in the billing and reporting of client accounts
Provide inside sales and relationship management support for the advisor
Facilitate in meeting preparation and welcoming clients to the office
Maintain office calendar, scheduling, and internal communications
Communicate with vendors in resolving issues
- The person in this position must be friendly and genuinely interested in the needs of others, including the company, the team, and especially the company's customers.
- Must be smart and motivated!
- Proficiency in Microsoft Office, preferably with Excel experience.
- Socially-focused with a "how can I help you?" attitude.
- Adherence to established guidelines and procedures.
- It is important to involve others in the decision-making; there is a need to build consensus rather than make decisions alone.
- Team environment: leader must be willing to jump in and roll up his/her sleeves to help out when necessary.
- Strong, friendly follow-up necessary on tasks delegated to ensure proper results.
- Familiarity with CRM systems, Junxure a plus.
- Knowledge of financial planning software is a plus, specifically eMoney.
- Proven record of providing exceptional client service.
- Ability to work both independently and in a team-oriented environment.
- Organization skills, attention to detail, and the ability to multi-task are all a must.
- Good written and verbal communication skills.
Pay and benefits are very competitive based on industry standards, with salary and bonus depending on experience. Benefits include dental, vision, healthcare, and 401(k). Continuing education, training requirements and other advancement opportunities are also supported. Time off is accounted for on an all-purpose PTO basis.