63 financial services client services assistant jobs


Vice President - Client Services

(us)

Confidencial

A company is looking for a Vice President - Client Services. Key Responsibilities: Lead client relations, operational effectiveness, revenue generation, and client retention Establish and maintain client account plans to achieve client...


Customer Service Account Manager

(us)

Confidencial

A company is looking for a Customer Service Rep - Account Manager. Key Responsibilities: Provide exceptional customer service and support to clients Resolve technical issues and educate clients on using the hiring software Collaborate with...


Client Experience Associate

(us)

Confidencial

A company is looking for a Client Experience Associate Key Responsibilities: CX Operations: Responding to and managing client experience inquiries in various channels Ad-Hoc Tasks: Completing ongoing clerical, administrative, and routine tasks...


Customer Service Representatives

TX - Dallas, TX (us)

Mad Mobile

Job Responsibilities ? Greet customers upon arrival, answer customers� questions and provide information with the help of service advisors, estimat...


Commercial Customer Service Associate

(us)

Confidencial

A company is looking for a Commercial Customer Service Associate - REMOTE in PST or MST. Key Responsibilities: Responsible for small to medium accounts Main contact for day to day customer needs Develop and maintain good working relationships...


VP Client Experience

(us)

Confidencial

A company is looking for a Vice President, Client Experience for a remote position in the United States. Key Responsibilities: Provide strategic leadership over all client accounts Lead agency?s service delivery process and client...


Online Customer Service Trainee

(us)

Confidencial

A company is looking for an Online Customer Service Trainee. Key Responsibilities: Provide world-class customer service through inbound phone calls Handle customer inquiries about insurance policies and troubleshoot issues Obtain and maintain...


Legal Services Staff Attorney

(us)

Confidencial

A legal organization is seeking a Legal Services Project Staff Attorney. Key Responsibilities: Provide direct supervision support to pro bono attorneys, interns, and volunteers Support the Legal Information Helpdesk and Prison Mail Response...


Financial Analyst FP A

(us)

Confidencial

A company is looking for a Financial Analyst, FP&A. Key Responsibilities: Build and maintain forecasting models for costs of goods sold (COGS) planning and optimization Develop and manage inventory targets in collaboration with...


Financial Aid Advisor

(us)

Confidencial

A company is looking for a Financial Aid Advisor for a remote project in the United States. Key Responsibilities: Assist students with completing the 2023-2024 FAFSA and submitting required documents Ensure compliance with FSA rules and...


Principal Product Manager CRM Servicing Solutions

(us)

Confidencial

A company is looking for a Principal Product Manager of CRM & Servicing Solutions. Key Responsibilities: Establish product roadmaps and release plans that meet customer outcomes Lead customer advisors in product portfolio committees to...


Senior Financial Analyst FP A

(us)

Confidencial

A company is looking for a Senior Financial Analyst, FP&A. Key Responsibilities: Maintain and improve company-wide financial model, providing regular analysis and reporting Own headcount and personnel cost planning process, forecasting...


Content Entry Assistant

(us)

Confidencial

A company is looking for a Content Entry Assistant for a remote client services position. Key Responsibilities: Transfer web page content under supervision to ensure high quality results Adjust content for readability and SEO optimization...


Virtual Assistant to CFO

(us)

Confidencial

A company is looking for a Virtual Assistant to CFO. Key Responsibilities: Email inbox management Edit and format documents Book travel and manage reimbursement requests Required Qualifications: 4 years of Virtual Assisting experience...


Executive Assistant Sales Coordinator

(us)

Confidencial

A company is looking for an Executive Assistant and Sales Operations Coordinator. Key Responsibilities: Provide administrative support to the Director of Partnerships Support team and client communications Assist the sales team with various...


Criminal Defense Virtual Assistant

(us)

Confidencial

A company is looking for a Criminal Defense Virtual Assistant Key Responsibilities: Maintain communication with clients and provide case updates promptly Process criminal cases for trial preparation including legal documents, data entry, and...


Associate Advisory Operations

(us)

Confidencial

A company is looking for an Associate, Advisory Operations. Key Responsibilities: Client relationship management of a multi-location practice Assisting with transaction processing and trade execution Supporting various client and...


Commercial Contracts Lawyer

(us)

Confidencial

A company is looking for a Commercial Contracts Lawyer. Key Responsibilities: Reviewing and negotiating engagement letters and commercial contracts Managing and deepening client relationships Collaborating with team members and assisting in...


US-qualified Contracts Attorney

(us)

Confidencial

A company is looking for a US-qualified Lawyer / Contracts Attorney for a remote position. Key Responsibilities: Reviewing and negotiating investment-related contracts Managing and deepening client relationships Collaborating with team members...


Investor Relations Account Manager

(us)

Confidencial

A company is looking for an Investor Relations Account Manager. Key Responsibilities: Serve as the main contact for investor relations account management Maintain relationships with high-net-worth individuals and provide excellent customer...


Operating Executive - US

(us)

Confidencial

A company is looking for an Operating Executive in the US. Key Responsibilities: Ownership of P&L, strategic planning, and financial performance analysis Driving revenue growth through sales strategies and client relationship...


Engagement Leader

(us)

Confidencial

A company is looking for an Engagement Leader. Key Responsibilities Lead client engagements and develop team members Build and expand client relationships Coach and mentor client staff and team members Required Qualifications Masters level...


Senior Internal Auditor

(us)

Confidencial

A company is looking for a Senior Internal Auditor. Key Responsibilities: Develop audit scope, perform internal audit procedures, and prepare reports Guide and review work performed by internal audit staff Identify audit findings, develop...


Customer Care Specialist

(us)

Confidencial

A company is looking for a Customer Care Specialist. Key Responsibilities: Answer incoming calls and assist customers with orders, product inquiries, and billing Guide customers through troubleshooting and usage of products/services Update...


Surplus Lines Manager

(us)

Confidencial

A company is looking for a Surplus Lines Manager. Key Responsibilities: Supervise Filing Services Team Leads and ensure timely and accurate completion of state regulatory surplus lines tax filings Monitor team progress and productivity to...


Solutions Consultant - FP A

(us)

Confidencial

A company is looking for a Solutions Consultant - FP&A. Key Responsibilities: Conduct personalized product demos, Proofs of Concept, and hands-on workshops to support the sales cycle Present industry-specific expertise to potential...


Customer Strategy Manager

(us)

Confidencial

A company is looking for a Customer Strategy Manager. Key Responsibilities: Maintain ownership of 12-20 large and mid-level accounts, building consultative relationships with clients Act as a strategic collaborator for clients, providing...


Principal Market Research Analytics

(us)

Confidencial

A company is looking for a Principal (Market Research & Analytics). Key Responsibilities: Drive business development activities and work with clients on commercial analytics Solve client business issues by leveraging expertise in...


Treasury Operations Manager

(us)

Confidencial

A company is looking for a Treasury and Payout Operations Manager. Key Responsibilities: Manage daily cash and FX movements between global accounts Oversee merchant account balances and funds transfers to global client base Maintain...


Institutional Giving Consultant

(us)

Confidencial

A company is looking for an Institutional Giving Consultant Key Responsibilities: Advise clients in ongoing relationship management for portfolios of current and prospective institutional funders Plan, manage, and execute foundation,...