UNKNOWN

FEED

Client Service Operations Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. It is critically important to produce high quality results with every customer interaction because our organizational results play a key role in client acquisition and existing client retention, which can help secure and build revenue opportunities for Fidelity.

We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses.


Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.

Fidelity Investments

NQ Service Delivery Manager

Appcast Exclusive 1

PART_TIME

The Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.

HOUR

FedEx connects people and possibilities through our worldwide portfolio of shipping, transportation, e-commerce and digital supply chain services. For decades, we’ve been innovating to deliver more for you. Strengthening supply chains with our global network. Simplifying logistics. Enhancing tracking and visibility. And using data from every journey to make your experience better. Our people are the foundation of our success, and FedEx has consistently ranked among the world’s most admired and trusted employers. We inspire our global workforce of more than 575,000 team members to remain absolutely, positively focused on safety, the highest ethical and professional standards, and the needs of their customers and communities.

FedEx

Retail Customer Service Associate

The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company’s customers, staff, employees, vendors, contractors, and the general public. The wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs.

Sherwin-Williams

Bilingual Store associate (Spanish)

Appcast PX 2

ADAPTED_NOW

We accomplish this through our total dedication to our clients and field associates, our over 15 years of experience, a strong and diverse poor of medical professionals, and the high level of loyalty of our internal staff. Allied Resources Medical Staffing (ARMStaffing) places the most qualified medical professionals in the industry, including: local and travel contract, temp-to-perm, per diem, and direct-hire personnel.

WEEK

ARMStaffing

Travel NICU RN - $2,505 per week

One Red Cent - Marketplace

Allied Resources Medical Staffing (ARMStaffing) places the most qualified medical professionals in the industry, including: local and travel contract, temp-to-perm, per diem, and direct-hire personnel. We accomplish this through our total dedication to our clients and field associates, our over 15 years of experience, a strong and diverse poor of medical professionals, and the high level of loyalty of our internal staff.

Travel LTAC RN - $1,743 per week

Travel PCU Registered Nurse - $1,803 per week

HCM WEALTH ADVISORS & CPAs Client Service Associate — Job Posting HCM Wealth Advisors & CPAs is an independent, fee-only Wealth Management/Registered Investment Advisor firm (RIA) located in Cincinnati, Ohio. We are a digital-forward firm, and this role plays a key part in keeping client paperwork, digital forms, and tax documents moving through an efficient, largely paperless workflow.

HCM Wealth Advisors & CPAs

Client Services Associate

ea_via_bold

FULL_TIME

Specifically, with regard to employees of franchisees, such franchisees, and not Jackson Hewitt, will have exclusive control over all employment-related decisions, including decisions concerning hiring, firing, wages, conditions of employment, discipline, staffing, or any other day-to-day employment issue. In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times.

Jackson Hewitt - 2790

Client Service Associate

Jackson Hewitt - 1766

A Senior Client Service Associate (SCSA) plays a critical role in supporting financial advisors by delivering exceptional client service, managing complex administrative tasks, and ensuring operational excellence across the team. As a Senior Client Service Associate, you will: Client Relationship Management: Serve as the primary point of contact for clients regarding account inquiries, service requests, account maintenance, and administrative needs.

Nicolet National Bank

Senior Client Service Associate

CSA's also support financial advisors and team by preparing reports, scheduling client meetings, opening and processing new accounts, handling client service requests, fielding client phone calls and questions, and completing other projects and duties as assigned. A Client Service Associate (CSA) plays a critical role in supporting financial advisors by delivering exceptional client service, managing administrative tasks, and ensuring operational efficiency.

In this role, you will assist clients with travel planning, provide excellent customer service, and help coordinate memorable travel experiences. We are looking for motivated and service-oriented individuals to join our growing travel team as a Client Service Associate – Travel .

Homebasedcareersintravel

Client Service Associate – Travel (Remote)

Performs day-to-day trust administration functions on assigned accounts accurately and by necessary deadlines (i.e., open accounts, close accounts, asset maintenance, process bills, cash receipts, NTAC'S/discretionary's etc.); interfaces with centralized support areas such as Fiduciary Control Group, Trust Risk Management, Trust Operations, Trust Tax, Revenue Administration and Trust Real Estate to ensure completion. The KPB Client Service Associate works in a Salesforce task environment to provide trust administration to support the assigned Trust Officer(s)/ Fiduciary Strategist to effectively manage accounts while maintaining an optimal level of client service.

KeyCorp

KPB Client Service Associate - Fiduciary Strategist Trust Support

Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs Work Experience . Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty.

PNC Bank

Client Experience Associate

Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

YEAR

The PNC Financial Services Group Inc

This role oversees staff performance, operational effectiveness, and process improvement while leading the strategic vision for service operations, aligning priorities, improving efficiency, and supporting a differentiated client experience. Provides oversight of core client service workflows, including new account openings, transfers, money movements, custodial paperwork, and ongoing client service activities.

Bartlett Wealth Management

Director, Client Services (Wealth Management)

Workable

This position is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a critical role in supporting client service, retention, and business growth. Proficiency with Microsoft applications, including Outlook, Word, and Excel with advanced skills for exporting and merging information into documents and a demonstrated ability to use/learn advanced software, systems, and devices.

Client Relationship Associate

Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development).

VCA Inc

Client Service Representative

Provides coaching to Caregivers to ensure high quality client care and escalates ongoing concerns with Caregiver performance to the Caregiver management team. This includes, but is not limited to, in person meetings, maintaining accurate records, completing required training within specified timeframes, and adhering to state-specific guidelines to support individuals effectively and responsibly.

Help at Home

Client Service Supervisor

[AW]-iCims

Limited knowledge of NYS WCB regulations as they affect our business and client issues, and client needs; Works with manager to increase knowledge in NYS WCB regulations thus building and maintaining positive ongoing client relationships. Sitting for prolonged periods of time, frequently standing, walking distances up to one mile, bending, crouching, kneeling, reaching, occasionally lifting 25lbs, extensive typing, picking up and holding small objecting and otherwise using primarily the fingers rather than the entire hand.

Client Service Associate Jobs in Mason, OH

NQ Service Delivery Manager Fidelity Investments

Retail Customer Service Associate FedEx

Bilingual Store associate (Spanish) Sherwin-Williams

Travel NICU RN - $2,505 per week ARMStaffing

Travel LTAC RN - $1,743 per week ARMStaffing

Travel PCU Registered Nurse - $1,803 per week ARMStaffing

Client Services Associate HCM Wealth Advisors & CPAs

Client Service Associate Jackson Hewitt - 2790

Client Service Associate Jackson Hewitt - 1766

Senior Client Service Associate Nicolet National Bank

Client Service Associate Nicolet National Bank

Client Service Associate – Travel (Remote) Homebasedcareersintravel

KPB Client Service Associate - Fiduciary Strategist Trust Support KeyCorp

Client Experience Associate PNC Bank

Client Experience Associate The PNC Financial Services Group Inc

Director, Client Services (Wealth Management) Bartlett Wealth Management

Client Relationship Associate Bartlett Wealth Management

Client Service Representative VCA Inc

Client Service Supervisor Help at Home

Client Service Representative I - SSL Matrix Absence Management

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