client account assistant

Elevare Branding

<div>
 
 Company Description
 
 
 
 Elevare Branding is a dynamic marketing and brand development firm dedicated to helping businesses strengthen their public image and build meaningful connections with their audiences. Our team combines creativity, strategy, and innovation to deliver impactful campaigns that elevate brands across multiple industries. We pride ourselves on a collaborative environment where ideas are valued, professional growth is encouraged, and every team member contributes to delivering exceptional results.
 
 
 
 Job Description
 
 
 
 Elevare Branding is seeking a detail-oriented and proactive
 
 Service Account Assistant
 
 to support our client services team in Atlanta. In this role, you will assist with account coordination, maintain strong communication with internal teams and clients, and ensure that projects and service requests are handled efficiently.
 
 
 The ideal candidate is organized, professional, and motivated to contribute to a fast-paced environment while supporting the success of client accounts and service operations.
 
 
 
 Responsibilities
 
 
 
 <ul>
 <li>
 Assist account managers with daily client service operations and project coordination
 </li>
 <li>
 Maintain accurate records of client communications and account updates
 </li>
 <li>
 Support the preparation of reports, presentations, and client documentation
 </li>
 <li>
 Coordinate internal resources to ensure timely delivery of services
 </li>
 <li>
 Monitor account activity and provide administrative support for ongoing projects
 </li>
 <li>
 Respond to client inquiries and ensure a professional and helpful experience
 </li>
 <li>
 Help maintain organized workflows and ensure deadlines are met
 
 
 </li>
 </ul>
 Qualifications
 
 
 <ul>
 <li>
 Strong organizational and multitasking abilities
 </li>
 <li>
 Excellent written and verbal communication skills
 </li>
 <li>
 Attention to detail and ability to maintain accurate documentation
 </li>
 <li>
 Professional and client-focused approach
 </li>
 <li>
 Ability to work collaboratively within a team environment
 </li>
 <li>
 Proficiency with standard office and productivity tools
 </li>
 <li>
 Strong problem-solving and time management skills
 
 
 </li>
 </ul>
 Additional Information
 
 
 <ul>
 <li>
 Competitive salary ($47,000 &ndash; $51,000 per year)
 </li>
 <li>
 Opportunities for professional growth and career development
 </li>
 <li>
 Supportive and collaborative team environment
 </li>
 <li>
 Skill development and ongoing training opportunities
 </li>
 <li>
 Stable full-time position within a growing organization
 </li>
 </ul>
</div>

Service Account Assistant

Wells Fargo

<div>About this role:
Wells Fargo is seeking a Brokerage Client Assistant &ndash; RCAST &amp; Registered as part of the Remote Client Associate Support Team (RCAST) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:<ul><li>
Support Financial Advisory team and their clients by providing account information or quotes, entering Financial Advisory approved security tickets, and completing various administrative tasks</li><li>
Identify ways to improve Remote Client Associate Support Team (RCAST) Brokerage Client Support processes and offer RCAST Brokerage Client Support work group ideas</li><li>
Perform moderately complex administrative tasks, handle telephone calls and other inquiries for research reports, as well as resolve account issues</li><li>
Establish and maintain files to meet regulatory requirements</li><li>
Create and produce reports as well as databases while establishing and maintaining files and records to support sales efforts</li><li>
Receive direction from supervisors and escalate non-routine questions to more experienced roles</li><li>
Interact with immediate RCAST Brokerage Client Support team and functional area on wide range of information, as well as internal and external customers</li></ul>
Required Qualifications:<ul><li>
2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li><li>
US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration</li></ul>
Desired Qualifications:<ul><li>
Brokerage client support experience</li><li>
Administrative support experience in financial services</li><li>
Experience interacting directly with customers</li><li>
Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills</li><li>
Client service focus with the ability to listen to customer needs and recommend solutions</li><li>
Ability to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environment</li></ul>
Job expectations:<ul><li>
US Only: Obtain and/or maintain appropriate FINRA license(s) is required for ongoing employment in this position. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required</li><li>
Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process</li><li>
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.</li><li>
This position is not eligible for Visa sponsorship</li></ul>
Posting location:<ul><li>
1525 W WT Harris Blvd - Charlotte, North Carolina 28262-8522</li></ul></div>

Brokerage Client Assistant - RCAST Registered

promax technology Pakistan

We are looking for a detail-oriented and motivated Account Assistant to join our teamKey Responsibilities:&middot; Maintain financial records and assist in daily accounting tasks&middot; Prepare invoices, receipts, and vouchers&middot; Assist in bank reconciliations and financial reporting&middot; Manage accounts payable and receivable&middot; Manage online inventory sheetExperience:&middot; Candidates up to 2 years of relevant experience.Requirements:&middot; Bachelor&rsquo;s degree in Accounting, Finance, or related field&middot; Basic knowledge of accounting principles&middot; Proficiency in MS Excel and accounting software&middot; Strong attention to detail and accuracy&middot; Good communication and organizational skillsJob Type: Full-timePay: Rs50,000.00 - Rs60,000.00 per monthWork Location: In person

Account Assistant

rapidsolutions

We are seeking a detail-oriented and motivated Account Assistant to join our finance team. This role is ideal for someone looking to grow their career in accounting and finance, with the opportunity to gain hands-on experience in day-to-day accounting operations.Responsibilities:<ul><li>Assist with data entry, invoicing, and billing processes</li><li>Reconcile bank statements and maintain accurate financial records</li><li>Support month-end and year-end close processes</li><li>Communicate with vendors and clients regarding payments and invoices</li><li>Organize and maintain digital and physical financial files</li><li>Perform other administrative tasks as needed by the accounting department</li></ul>Requirements:<ul><li>Diploma or degree in Accounting, Finance, or related field</li><li>Strong attention to detail and organizational skills</li><li>Basic knowledge of accounting principles and software (e.g., QuickBooks, Excel)</li><li>Ability to manage multiple tasks and meet deadlines</li><li>Excellent communication skills</li><li>CV</li><li>Fluent in English</li><li>Visit visa / Cancel Visa only</li><li>Age Limit : 22 to 35 year</li></ul>Job Type: Full-timePay: AED1,200.00 - AED1,800.00 per monthWork Location: In person

quickwebwizards

We are looking for a Client Communication &amp; Sales Assistant to help manage client conversations and support our growing digital services business.The ideal candidate should have strong written English, professional communication skills, and attention to detail. Your role will be to respond to client inquiries, understand their requirements, and help guide them through our services.You will be working with clients from the US, UK, and international markets, so clear and professional communication is essential.Responsibilities<ul><li>Respond to client messages and inquiries</li><li>Understand project requirements and communicate them clearly to the team</li><li>Provide project updates and maintain professional communication</li><li>Follow up with clients regarding revisions or additional work</li><li>Suggest related services when appropriate</li><li>Maintain organized communication records</li></ul>Requirements<ul><li>Strong written English communication skills</li><li>Professional and polite communication style</li><li>Ability to understand client requirements clearly</li><li>Attention to detail and organization</li><li>Ability to work in a team environment</li></ul>Pay: Rs50,000.00 - Rs100,000.00 per monthApplication Question(s):<ul><li>How many years of experience do you have in sales or client communication? Please briefly explain which part of the sales process you have handled (lead generation, client communication, closing deals, etc.).</li><li>Are you more comfortable communicating with clients through:</li><li>Chat / written communication</li><li>Voice calls</li><li>Both chat and calls</li></ul>Please explain your experience.<ul><li>How would you rate your written English communication skills?</li><li>Do you have any knowledge or experience related to the following services?</li></ul><ul><li>Graphic design services</li><li>Document formatting and editing</li><li>Ebook or book design</li><li>Virtual assistant services</li></ul>Please describe your experience if any.<ul><li>Are you comfortable working 6PM to 3AM?</li></ul>Work Location: In person

Client Communication & Sales Assistant (Onsite)

FranklinCovey

<div>&ldquo;We enable greatness in people and organizations everywhere.&rdquo;
FranklinCovey (NYSE: FC) is the workplace of choice for Achievers with Heart. We are one of the largest and most trusted leadership companies in the world, with directly owned and licensee partner offices in over 160 countries and territories. With more than 2,000 global associates, FranklinCovey transforms organizations by partnering with clients to build leaders, teams, and cultures that get breakthrough results through collective action. Our services and products are primarily delivered through our subscription offerings, which are comprised of the FranklinCovey All Access Pass, which is primarily sold through our Enterprise Division, and the Leader in Me membership, which is designed specifically for our Education Division. Enterprise clients include Fortune 100, Fortune 500, thousands of small and mid-sized businesses, and numerous government entities. FranklinCovey Education has shared our programs, books, and content with thousands of public and private primary, secondary, and post-secondary schools and institutions.
To learn more, visit franklincovey.com
Title: Client Partner Assistant 
Payroll Title: Client Partner Sales Assistant 
Division &amp; Department: Education Sales Support 
Status: Full-Time Exempt 
Reports to: Client Partner 
Location: Remote - Based in Georgia or within reasonable travel distance 
Working Region: Expected hours worked will be within the Eastern time zone (EST) 
Compensation: Anticipated compensation for this position is a base salary of $54-70k*. 
Date Posted: 03/18/2026**
Job Summary 
The Client Partner Sales Assistant is a highly integrated operational and administrative partner to our top-producing Client Partners and Managing Directors. This role extends well beyond traditional administrative support&mdash;serving as a proactive workflow coordinator, communication manager, and behind-the-scenes operator who enables revenue leaders to focus on strategic client relationships, pipeline growth, and high-value activities. This individual demonstrates strong independent decision-making, business judgment, and deep understanding of Sales dynamics. They anticipate needs, manage complex workflows, maintain discipline in Salesforce, and leverage generative AI tools to maximize speed and accuracy across daily tasks. The ideal candidate is organized, technologically adept, relationship-aware, and comfortable navigating fast-paced, high-expectation environments.
Essential Job Functions 
Executive Sales Administrative Support
<ul><li>Provide comprehensive email triage, inbox prioritization, calendar optimization, and document preparation for Client Partners and Managing Directors.</li>
<li>Manage complex scheduling and logistics with clients and internal teams, using sound judgment to balance competing priorities and protect leaders&rsquo; time.</li>
<li>Conduct weekly priority check-ins to align on upcoming deadlines, meeting preparation, travel needs, and operational requirements.</li>
<li>Serve as a polished, professional point of contact for internal and external coordination related to meeting logistics.</li>
</ul>
Sales Operations &amp; Pipeline Support
<ul><li>Own backend administrative processes in Salesforce, including:
<ul><li>Logging meetings and activities</li>
<li>Creating tasks and opportunities</li>
<li>Maintaining workflow and data hygiene</li>
</ul></li><li>Supporting sample and material requests</li>
<li>Maintain awareness of accounts, opportunity stages, and next steps to ensure timely follow-through and forecast accuracy.</li>
<li>May help prepare and reconcile revenue forecasts, reporting, and dashboards using Salesforce, Excel, and PowerPoint.</li>
</ul>
Client Meeting &amp; Project Coordination
<ul><li>Coordinate meeting logistics, agendas, materials, and technology setup to ensure leaders and clients are fully prepared.</li>
<li>Capture meeting notes, document action items, and track follow-up to ensure accountability and momentum.</li>
<li>Collaborate closely with Sales, Operations, and Project teams to support workflow efficiency and client delivery.</li>
</ul>
Process Improvement &amp; AI-Enabled Efficiency
<ul><li>Identify opportunities to optimize administrative processes, reduce redundancy, and improve workflow reliability.</li>
<li>Use generative AI tools (e.g., ChatGPT, Claude, NotebookLM) to accelerate drafting, summarizing, data organization, and task automation.</li>
<li>Create templates, checklists, and streamlined systems that support consistency and scale across the Sales organization.</li>
</ul>
General Administrative &amp; Operational Support
<ul><li>Manage expense reports, special projects, and ad-hoc requests with a high level of accuracy and discretion.</li>
<li>Ensure confidentiality and professionalism in handling sensitive client and internal information.</li>
<li>Assist with ad-hoc requests, expense reports, special projects, and continuous process improvement for administrative systems</li>
</ul>
Basic Qualifications
<ul><li>High school diploma</li>
<li>5+ years of experience in administrative or sales support roles</li>
</ul>
Preferred Skills &amp; Experience
<ul><li>Understanding of generative AI platforms and how to maximize both efficiently and creatively</li>
<li>Strong organizational skills, attention to detail, and adaptability to shifting priorities in a dynamic work environment</li>
<li>Exceptional interpersonal, verbal, and written communication skills.</li>
<li>Advanced proficiency in Microsoft Office Suite (particularly Outlook, Word, Excel, PowerPoint) and communication platforms such as Teams and Zoom</li>
<li>Proficiency with Salesforce, or the ability to quickly achieve operational fluency in the platform</li>
<li>Demonstrated ability to leverage generative AI tools efficiently in professional workflows.</li>
<li>Experience in B2B client service or sales environments is preferred.</li>
<li>Ability to handle sensitive information with discretion and maintain high levels of accuracy</li>
<li>Proactive, resourceful, and able to independently anticipate team needs and suggest workflow efficiencies</li>
</ul>
Benefits include medical, dental, and vision insurance, HSA, employee stock purchasing program, 401(k), paid time off, holiday pay, and more. Please visit https://franklincoveybenefits.com/ for details.
<ul><li>Actual offer may be outside of this range and will be determined by education, experience, knowledge, skills, and abilities, as well as geographic location, internal equity and alignment with market data.</li></ul>
Unless otherwise noted, applications will be accepted for a minimum of three (3) days from the initial published date on the FranklinCovey job board, but the posting may close at any time after the specified duration.
Employer Information
For an overview of our Interview Process, please visit https://franklincovey.com/careers/working-at-franklincovey/.
FranklinCovey is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Please visit https://www.franklincovey.com/careers/notices-and-provisions/ for our full Equal Employment Opportunity policies and Nondiscrimination Provision.
Direct Reasonable Accommodation requests to accommodations@franklincovey.com.
For our Privacy Policy, please visit https://www.franklincovey.com/privacy.
#LI-Remote 
#LI-AT1</div>

Client Partner Assistant

AWS DISTRIBUTION

Job OverviewWe are looking for a detail-oriented and organized IT Accounts Assistant to support our IT and Finance departments. The ideal candidate will be responsible for handling IT-related financial transactions, maintaining accurate records, and assisting with budgeting and procurement processes.Key Responsibilities<ul><li>Process IT-related invoices, purchase orders, and payments accurately and on time.</li><li>Maintain updated records of IT assets, software licenses, and service contracts.</li><li>Assist in IT budgeting, expense tracking, and preparation of financial reports.</li><li>Coordinate with internal teams for IT purchases, renewals, and vendor payments.</li><li>Support internal audits and maintain proper documentation for IT-related expenses.</li><li>Ensure compliance with company financial policies and procedures.</li></ul>Requirements<ul><li>Bachelor&rsquo;s degree in Accounting, Finance, IT, or a related field.</li><li>Previous experience in accounting or IT-related financial management is an advantage.</li><li>Proficiency in MS Office (especially Excel) and accounting software.</li><li>Basic understanding of IT systems, hardware, and software procurement processes.</li><li>Strong analytical, organizational, and communication skills.</li><li>Ability to work independently and meet deadlines.</li></ul>Job Type: Full-timeApplication Question(s):<ul><li>what is your current salary ?</li><li>what is your expected salary ?</li><li>what is your nationality ?</li><li>what is your notice period ?</li><li>how many years of experience in UAE</li><li>How many years of experience in total ?</li><li>what is your current visa status ?</li></ul>

IT Accounts Assistant

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Service Account Assistant

Brokerage Client Assistant - RCAST Registered

Account Assistant

Account Assistant

Client Communication & Sales Assistant (Onsite)

Client Partner Assistant

IT Accounts Assistant