client services associate

Apex Leaders

<div>Overview &amp; What We Do
Apex Leaders custom-recruits industry experts for our private equity firm clients. Through a bespoke process, we research, vet, and connect our clients with the most relevant, skilled advisors so that they can quickly and confidently navigate investment opportunities.
We are seeking a dynamic and results-driven Research Associate, Client Services who will identify and source specialized advisors, provide strategic research-related insights, and support client project success. This is an excellent opportunity for an individual who enjoys leveraging research and analytical skills to identify and engage specialized advisors, partnering with Client Services Managers, and managing multiple projects with strong organizational and problem-solving abilities.
We are open to this position being based at our headquarters in Boise, ID and can split time working in the office and working remotely, or can be based remotely out of one of the following states: Illinois, Wisconsin, Michigan, Ohio, New York, New Jersey, Texas, Florida, or Nebraska. The Research Associate, Client Services will report directly to the Director of Client Services, and be a member of our Operations team.
Apex Leaders is an equal-opportunity employer and we welcome applicants from all backgrounds. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you&rsquo;re a passionate team player who wants to have an impact on a diverse and dynamic team, we&rsquo;d love to hear from you! 
Our Culture
At Apex Leaders, you are surrounded by collaborative, tenacious teammates who push each other to overcome obstacles, test the status quo, and achieve success every single day. We hire people who work hard and challenge themselves while also having fun along the way.
Our team is dedicated to creating a working environment where employees can grow and thrive. And we pride ourselves on creating an atmosphere that embodies our core values of Team First, Always, Win-Win, Talk to Each Other, Make Change, and Give a Damn. 
What We&rsquo;re Looking For
Your mission as a Research Associate, Client Services is to perform custom research and provide research expertise and forward thinking innovation to the Operations team.
The Research Associate, Client Services conducts company, advisor and industry research to identify relevant individuals, using channels such as professional networks, industry associations, and trade publications. In this role, you will consult and support the Client Services Managers to ensure client projects are successful. You will also work with various members of the team to support ongoing company initiatives, process improvements, and strategic developments that accelerate the growth of Apex Leaders.
This position is a designated growth role with a clear and accelerated career path. Successful individuals will be developed for rapid advancement into a client-facing Client Services Manager role as dictated by business needs.
Additional duties include:<ul><li>
Sourcing relevant leads, consulting on difficult client requests, and supporting client-facing teams to fulfill client requests.</li><li>
Reviewing and analyzing research requests and using a range of resources to identify the most relevant advisors across geographies, industries, and topics for each project.</li><li>
Partnering closely with Client Services Managers to understand the research request, make strategic recommendations and effectively communicate research status.</li><li>
Clearly and openly communicating with coworkers to build and maintain strong relationships.</li><li>
Independently deploying and completing internal operations initiatives.</li><li>
Managing multiple research and operations projects (i.e. Market Maps, Industry Reporting insights) with changing priorities.</li><li>
Embodying the Apex Leaders Core Values with team members, clients, and all other stakeholders.</li></ul> 
What You Will Bring
Education<ul><li>
Bachelor&rsquo;s degree from an accredited undergraduate institution or relevant equivalent experience required</li></ul>
Experience<ul><li>
0-2 years of experience in company or customer operations or a related field</li><li>
A history of academic and/or professional success</li></ul>
Knowledge, Skills, &amp; Abilities<ul><li>
Success starting, managing and completing various projects at the same time</li><li>
Highly organized with great time management skills</li><li>
Effective communication skills</li><li>
Previous R&amp;D or secondary research experience is a plus</li><li>
Experience working successfully independently and with a broader team</li><li>
A knack for creative problem solving and critical thinking</li><li>
An innovative, forward thinking mind-set</li><li>
Exceptional reasoning and judgment</li><li>
Understanding of various business structures and value chains</li><li>
Ability to quickly learn and master new computer systems and software, demonstrating comfort with evolving technologies, including AI-powered tools and platforms.</li></ul> 
The Perks
Our benefits are focused on enabling you to thrive both personally and professionally &ndash; it's about work/life balance, flexibility, and providing opportunities for growth and development. Some of our benefits include:<ul><li>
Competitive compensation: $45,000 - $65,000 annually</li><li>
Hybrid, in office, and remote working options</li><li>
100% employer-paid premiums on medical and dental insurance for the employee</li><li>
Voluntary vision and life insurance options</li><li>
Fitness and wellness reimbursement</li><li>
401K with matching</li><li>
Annual profit sharing program</li><li>
Extensive Paid Time Off (PTO) &ndash; 24 days of PTO + 11 paid holidays</li><li>
6-week paid sabbatical after 5 years of service</li><li>
Paid parental leave</li><li>
Short and long term disability insurance covered fully by the company</li><li>
Ongoing culture, team building, and development events</li><li>
Volunteer initiatives</li><li>
Opportunity for swift advancement into Client Services Manager role</li></ul>
For individuals with disabilities who would like to request an accommodation, please email Emily McClung at emily.mcclung@apexleaders.com.
SJmHyLwd8p</div>

Research Associate, Client Services

Independent Bank Corporation

Are you ready to grow your career in an environment that encourages confidence, clarity, and success? At Independent Bank, our team lives our mission every day:Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is a future where clients approach their finances with confidence and clarity&mdash;and we believe that starts with the team who supports them.Our Retail Career Path was built to do just that&mdash;support you. Whether you're launching a new career in banking or looking to advance your current one, we offer a structured, self-guided journey designed to help you grow professionally and personally. From your first day as a Client Service Associate (CSA), you'll receive the training, mentorship, and tools you need to advance&mdash;with the flexibility to progress at your own pace and increase your earning potential as you go.Client Service Associate As a Client Service Associate (CSA), you are the face of the bank, providing incomparable service to our clients every day, every time. In this position, you will focus on learning and/or reviewing basic banking transactions, and the fundamental banking terms, products, and services offered by Independent Bank. This position is similar to a traditional &ldquo;bank teller&rdquo; or &quot;personal banker&quot; role with self-guided growth opportunities.<ul><li>Assist clients with transaction services and provide solutions in a friendly and efficient manner and with credibility.</li><li>Strengthen your understanding of the basic framework of Independent Bank business accounts.</li><li>Become proficient with regards to conducting different types of transactions for clients.</li><li>Demonstrate Independent Bank digital products and services fluently and possess the ability to assist clients with navigation.</li><li>Begin to recognize opportunities to deliver financial solutions, and meet client needs, with Independent Bank products and services.</li><li>Identify client referral opportunities to appropriate team members.</li><li>Develop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships.</li><li>Ability to have meaningful financial conversations with clients during all interactions.</li><li>Maintain ongoing communication with clients following internal processes and procedures.</li><li>Capable of self-directed development of product knowledge with a continual focus on learning all aspects of product offerings.</li></ul>Why You Should Apply:<ul><li>Competitive hourly pay and great benefits.</li><li>Accommodating and flexible paid time off.</li><li>A knowledgeable, goal-driven, and exciting team of colleagues.</li><li>Numerous advancement opportunities with structured, personalized career paths and mentoring.</li><li>Exposure to different areas of banking and the ability to work with leaders within the industry.</li><li>Extensive training on all areas and aspects of the banking field to help you reach your highest potential.</li><li>Community-focused events and volunteer opportunities.</li></ul>What We&rsquo;re Looking For:<ul><li>High school diploma or equivalent education is required.</li><li>Outstanding client service skills.</li><li>Cash handling experience is preferred, but it is not required as we provide ample training.</li><li>The ability to adapt and adjust to new ideas, processes, workflows, and systems.</li><li>Ability to thrive in a fast-paced and rapidly changing environment while maintaining a commitment to accuracy, timeliness, and client focus.</li><li>Excellent interpersonal, presentation, and communication skills. This includes verbal and non-verbal forms of communication, email and phone etiquette, and the ability to work cohesively as part of a team.</li><li>A strong desire to be a part of the Independent Bank family while contributing to our growth and success.</li></ul>This is an exciting step in a journey to creating a fulfilling and rewarding career at Independent Bank. We are excited to have you join our team!Job Type: Part-timePay: $18.00 per hourBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Flexible schedule</li><li>Paid time off</li><li>Referral program</li><li>Retirement plan</li><li>Vision insurance</li></ul>Work Location: In person

Part Time Client Service Associate (Bank Teller/Personal Banker)

Asset Management Group Inc

About UsWe are a boutique Registered Investment Advisor (RIA). Our team consists of one lead financial advisor supported by two paraplanners, and we provide high-touch wealth management services to a select group of clients.Position OverviewWe are seeking a highly organized and detail-oriented Client Service Associate to support our team. This role is designed to take on administrative and client service responsibilities currently handled by paraplanners, allowing them to focus on financial planning and analysis.This is a critical role focused on organization, execution, and delivering a high-quality client experience.Key ResponsibilitiesClient Service<ul><li>Serve as a point of contact for client requests and follow-ups</li><li>Assist with account opening, transfers, and maintenance</li><li>Coordinate with custodians (Schwab, Fidelity, etc.)</li><li>Prepare client meeting materials and assist with ongoing service needs</li></ul>Administrative &amp; Workflow Support<ul><li>Manage scheduling and meeting coordination</li><li>Maintain CRM (Redtail, Salesforce, or similar) and track tasks</li><li>Ensure workflows and deadlines are completed on time</li><li>Handle paperwork, forms, and documentation processing</li></ul>Team Support<ul><li>Work closely with paraplanners to offload administrative tasks</li><li>Help prepare materials for client meetings and financial plans</li><li>Support internal organization and communication across the team</li></ul>Qualifications<ul><li>2&ndash;5+ years of experience in an administrative, client service, or financial services role</li><li>Strong organizational skills and attention to detail</li><li>Ability to manage multiple tasks and follow through consistently</li><li>Professional communication skills with clients</li><li>Experience in wealth management or financial services preferred</li></ul>Compensation &amp; Benefits<ul><li>Competitive salary ($80k&ndash;$95k) plus bonus</li><li>Profit Sharing</li><li>Incentive Compensation</li><li>Retirement plan and benefits</li><li>Opportunity to grow within a well-established and growing firm</li></ul>Why Join Us<ul><li>Collaborative, team-oriented environment</li><li>Clear role with meaningful impact on team efficiency</li><li>Opportunity to learn and grow in the wealth management industry</li></ul>Pay: $80,000.00 - $95,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Paid time off</li><li>Professional development assistance</li><li>Retirement plan</li><li>Tuition reimbursement</li></ul>Application Question(s):<ul><li>What does great client service look like in a wealth management firm?</li><li>What part of this job do you think is the hardest</li><li>Do you live within a 30 minute drive to Stamford</li></ul>Education:<ul><li>Bachelor's (Preferred)</li></ul>Experience:<ul><li>Financial services: 2 years (Required)</li></ul>Work Location: In person

Client Service Associate / Administrative Coordinator

Jefferies

<div>
 
 
 Client Service Associate (CSA)
 
 
 
 
 
 Role Overview:
 
 
 
 
 Jefferies Wealth Management is seeking a Client Service Associate (CSA) to support Financial Advisors and Relationship Managers in delivering a high‑touch, client‑centric wealth management experience. The CSA will serve as a key point of contact for clients and play a critical role in day‑to‑day account servicing, operational support, and administrative coordination for a growing wealth management practice.
 
 
 This role is ideal for a detail‑oriented professional with strong client service skills, a collaborative mindset, and an interest in building a long‑term career within wealth management.
 
 
 
 
 
 
 
 Key Responsibilities:
 
 
 
 
 
 Client Service &amp; Relationship Support
 
 
 <ul>
 <li>
 Serve as a primary point of contact for clients, responding promptly and professionally to service requests and inquiries.
 </li>
 <li>
 Support Financial Advisors in delivering a seamless and high‑quality client experience.
 </li>
 <li>
 Assist with client onboarding, including account opening documentation, maintenance requests, and periodic updates.
 </li>
 <li>
 Coordinate client meetings, prepare materials, and follow up on action items.
 </li>
 <li>
 Coordination of marketing events and internal expense management and reimbursement.
 </li>
 <li>
 Creating marketing materials that reflect client proposals, and liaising with compliance and design.
 </li>
 <li>
 Coordination of Travel and Entertainment and expense reimbursement.
 </li>
 <li>
 Maintenance of CRM and Calendar information with respect to client interactions.
 </li>
 </ul>
 
 
 
 
 
 Account &amp; Operational Support
 
 
 <ul>
 <li>
 Process account transactions, including money movements, distributions, and transfers, in accordance with firm policies.
 </li>
 <li>
 Monitor account activity and follow up on outstanding items or documentation.
 </li>
 <li>
 Assist with client reporting, statements, and general account inquiries.
 </li>
 <li>
 Partner with internal operations, compliance, and trading teams to resolve issues efficiently.
 </li>
 </ul>
 
 
 
 
 
 Administrative &amp; Practice Management
 
 
 <ul>
 <li>
 Maintain accurate client records and documentation in firm systems.
 </li>
 <li>
 Support practice management initiatives, workflow organization, and process improvements.
 </li>
 <li>
 Assist with preparation of presentations, reports, and client correspondence.
 </li>
 <li>
 Ensure adherence to regulatory requirements, firm policies, and compliance standards.
 </li>
 </ul>
 
 
 
 
 
 Qualifications Required
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree or equivalent professional experience.
 </li>
 <li>
 1&ndash;4 years of experience in wealth management, private banking, financial services, or a client service role.
 </li>
 <li>
 Strong attention to detail and organizational skills.
 </li>
 <li>
 Excellent written and verbal communication skills.
 </li>
 <li>
 Ability to manage multiple priorities in a fast‑paced, client‑focused environment.
 </li>
 <li>
 Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint).
 </li>
 </ul>
 
 
 
 
 
 Preferred
 
 
 <ul>
 <li>
 Experience supporting Financial Advisors or Relationship Managers in a wealth management setting.
 </li>
 <li>
 Familiarity with brokerage and advisory accounts, including custodial and operational processes.
 </li>
 <li>
 Series 7 and Series 66 licenses (or ability to obtain within a specified timeframe).
 </li>
 <li>
 Experience working with high‑net‑worth or ultra‑high‑net‑worth clients.
 </li>
 </ul>
 
 
 
 
 
 Key Competencies
 
 
 <ul>
 <li>
 Client‑first mindset with a high level of professionalism
 </li>
 <li>
 Strong problem‑solving and follow‑through skills
 </li>
 <li>
 Collaborative team player with the ability to work independently
 </li>
 <li>
 Discretion in handling confidential client information
 </li>
 </ul>
 
 
 
 
 New York, NY Full Time Salary Range of $95,000-105,000 (Eligible for Overtime)
 
 
 
 
 
 
 
 
 
 About Us
 
 
 
 Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
 
 
 Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law. The salary offered will take into consideration an individual&rsquo;s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental &amp; vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.
 
</div>

Wealth Management Client Service Associate

High Lantern Group

<div>Senior Associate
Location: Philadelphia or New York City<div> 
High Lantern Group is a strategic communications consultancy partnering with clients to address complex issues across healthcare, life sciences, public policy, and corporate leadership. We work with global companies, nonprofits, and professional organizations to deliver original insights, communications strategies, and stakeholder engagement initiatives that drive meaningful impact.</div><div></div><div> 
HLG is seeking a Senior Associate to join our team in Philadelphia or New York City. This role is ideal for a communications professional with 2-4 years of experience in an agency, consulting, or client services environment and is comfortable managing projects, drafting client deliverables, and coordinating work across teams.</div><div></div><div> 
The successful candidate will play a central role in supporting client engagements across communications strategy, stakeholder engagement initiatives, and content development. This is a client-facing role requiring strong writing skills, excellent organization, and the ability to manage multiple projects while working both independently and collaboratively.</div><div></div> 
Responsibilities<ul><li>
Manage day-to-day execution of client workstreams, ensuring deliverables are completed on time and meet HLG&rsquo;s quality standards.</li><li>
Draft and edit client deliverables including strategy decks, briefing materials, stakeholder communications, reports, and other written content; strong writing skills and attention to detail are a must.</li><li>
Develop first-round drafts of presentations, memos, and written materials for internal and client review, translate high-level direction into concrete changes and improvements.</li><li>
Support client needs through organized and efficient project management, strong interpersonal skills and clear, confident communication.</li><li>
Coordinate project timelines and deliverables while managing multiple concurrent projects.</li><li>
Assist with planning and execution of client meetings, roundtables, and workshops, including agenda development, logistics coordination, and follow-up summaries.</li><li>
Contribute to the development of thought leadership content and communications materials.</li><li>
Support podcast or digital content production, including guest coordination, background research, and draft materials.</li><li>
Conduct research and synthesize complex information into clear, concise materials for clients.</li><li>
Communicate proactively with internal teams to ensure alignment across projects and priorities.</li></ul>
Experience and Attributes<ul><li>
2-4 years of professional experience in communications, consulting, public affairs, agency, or client-service environments.</li><li>
Experience working in client-facing roles and managing deliverables in fast-paced environments.</li><li>
Strong writing and editing skills with experience producing presentations, reports, and communications material, podcast or video production skills are a plus.</li><li>
Demonstrated project management skills, including managing timelines and coordinating across teams.</li><li>
Experience organizing or supporting events such as workshops, roundtables, or stakeholder meetings is a plus.</li><li>
Research skills and ability to synthesize complex information for diverse audiences.</li><li>
Interest in or familiarity with healthcare, life sciences, biotechnology, or pharmaceutical sectors is preferred but not required.</li><li>
Highly organized, proactive, and comfortable managing multiple assignments simultaneously while maintaining attention to detail.</li><li>
Proficiency in Microsoft Office, working knowledge of major AI platforms.</li><li>
Bachelor&rsquo;s degree required.</li></ul><div></div><div> 
We will accept applications until the position is filled. Candidates for this position will be asked to complete a writing test during the hiring process.</div><div> 
</div>About High Lantern Group<div>
With offices in Atlanta, New York, Philadelphia, and Washington, D.C., High Lantern Group combines deep subject-matter expertise in healthcare and life sciences, corporate and social leadership, aging demographics, technology and innovation, and public policy outcomes, delivering integrated strategy, communications, and coalition-building solutions.</div><div></div><div> 
The High Lantern Group team is differentiated by:</div><ul><li>
Excellence-driven performers who set a high bar for themselves, their work and their team.</li><li>
Curious, innovative thinkers motivated by meaningful impact and energized by translating insight into action.</li><li>
Client-centered collaborators who strive to build trusted relationships, communicate with clarity and purpose, and deliver original, tailored solutions to complex challenges.</li></ul><div></div> 
High Lantern Group provides a competitive salary range for our open requisitions. Actual salary is influenced by a wide array of factors including but not limited to skill set, experience, training, education, and other business and organizational needs. The range of starting annual salary for this role is $70,000 - $80,000. Decisions will be determined on a case-by-case basis.
In addition to the base salary, this position is eligible for performance-based incentives and a competitive benefits package.
High Lantern Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, HLG complies with all applicable state and local laws governing nondiscrimination in employment in every location in which the company operates. This policy applies to all terms and conditions of employment including recruiting, hiring, placement, promotion, termination, recall, transfer, leaves of absence, compensation, and training.
High Lantern Group recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to HLG or any employee or owner of HLG without a pre-existing agreement signed by both parties covering the submission with be considered HLG&rsquo;s property and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited, and unapproved submittals and referrals will be considered HLG's property and free of fees.</div>

High Lantern Group - Senior Associate

WithumSmith+Brown

<div><div>Withum is a place where talent thrives - where who you are matters. It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results.

Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You.

Experience the Transformative Power of Withum Plus You - that's the Power in the Plus!
</div>
Withum's Forensic and Valuation Services practice pride themselves in understanding their clients' business strategy and needs; assisting companies in meeting business requirements related to valuation, risk management, transfer pricing, economic analysis, and model validation. Withum professionals help clients make forward thinking decisions about strategy, operations and compliance and create long-lasting value.

We are currently seeking an Associate focused on valuations to facilitate lending decisions to join Withum's Forensic and Valuation Services Group. The Valuation Associate can be based out of any of our U.S. office locations. This is a hybrid position. The in-office expectation is a hybrid schedule (3 days in office expectation per week).
The Associate will work within our Lender Services group performing valuations for banks making both SBA and Commercial lending decisions. Successful candidates will begin their careers focused on Lender Services but will have the opportunity to gain exposure to other facets of our valuation practice. Additionally, Associates assist in projects related to economic and statistical analysis, model validation, database management, and other ad hoc quantitative assignments.

Withum's brand is a reflection of our people, our culture and our strength. We have become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.

How you'll spend your time:
<ul>
<li>Preparing valuation analyses primarily for lending purposes. Additionally, they may assist on valuations for tax purposes, financial reporting and advisory purposes (enterprise values, stock options, warrants, convertible debt, equity allocations across complex capital structures, and other complex securities/derivatives) primarily in Excel dependent upon background and experience</li>
<li>Completing data entry of tax returns and financial statements into Excel models</li>
<li>Assisting in writing and preparing reports, letters, and other client deliverables</li>
<li>Assisting in review of third-party appraisals for audit support purposes</li>
<li>Performing macroeconomic and industry research</li>
<li>Reviewing various agreements, documents, research papers, and market research with the intent of capturing salient points to be used for modeling purposes and clearly communicating the key drivers to others</li>
<li>Assisting in the development, maintenance, and application of various models using Excel</li>
<li>Reviewing and gaining a sufficient understanding of the necessary tax and financial reporting guidance governing the analysis</li>
</ul>
The kinds of people we want to talk to have many of the following:
<ul>
<li>Bachelor's degree in business, economics, finance, mathematics, statistics, accounting, or similar quantitative discipline</li>
<li>Understanding of equity valuation methods such as discounted cash flow, market multiple, and market transaction</li>
<li>1-2 years' relevant experience focused on valuation work</li>
<li>Understanding of financial statements and business tax returns required</li>
<li>Progress towards external designations such as CFA, CVA, CPA/ABV, or ASA a plus</li>
<li>Strong interest in quantitative and economic analysis</li>
<li>Advanced knowledge of Excel preferred</li>
<li>Ability to program in VBA and/or other statistical package a plus</li>
<li>Capacity to work independently on projects</li>
<li>Strong analytical and problem-solving skills, as well as strong verbal and written communication skills</li>
</ul>
The compensation for this position ranges from $65,000-$90,000. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual's skills, experience and qualifications. For additional information on our benefits, visit our website at https://www.withum.com/careers/.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

#LI-MD1

 #LI-Hybrid<div>
WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.</div></div>

Valuation Associate- Lender Services

Gerber Life

Customer Service AssociateOverview: Are you passionate about helping others and providing exceptional service? Join our team as a Customer Service Associate! You'll build strong client relationships by resolving service requests and complaints, ensuring customer satisfaction, and maintaining compliance with regulatory requirements.Responsibilities:<ul><li>Handle inbound to address customer inquiries, process payments, resolve billing issues, and more.</li><li>Provide professional and courteous service, including de-escalating client concerns.</li><li>Research and analyze policy data to resolve client inquiries.</li><li>Maintain accurate information and documentation in administrative systems.</li><li>Identify and mitigate risks, including anti-money laundering and privacy concerns.</li><li>Stay updated on products, state regulations, and procedures.</li><li>Recommend system or procedural improvements.</li><li>Participate in training sessions and team meetings.</li></ul>Qualifications:<ul><li>High school diploma or GED required; some college preferred.</li><li>Proven experience in resolving client problems and providing strong customer service.</li><li>Contact center experience preferred but not required.</li><li>Excellent listening, organization, prioritization, and multitasking skills.</li><li>Strong research, analytical, and problem-solving abilities.</li></ul>Work Environment:<ul><li>Onsite - Call Center</li><li>Regular verbal communication with customers and associates.</li><li>Visual acuity for reading and interpreting documents.</li><li>Ability to prepare written correspondence and reports.</li><li>Logical thinking to define problems and draw valid conclusions.</li><li>Occasional extended hours during peak workloads or special projects.</li></ul>Travel Requirements:<ul><li>No travel required.</li></ul>Job Type: Full-timePay: From $40,000.00 per yearBenefits:<ul><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Parental leave</li><li>Referral program</li><li>Vision insurance</li></ul>Application Question(s):<ul><li>If not located in Fremont, MI- do you live within a commutable distance as this role is required to work onsite daily.</li></ul>Education:<ul><li>High school or equivalent (Required)</li></ul>Experience:<ul><li>Call center: 1 year (Preferred)</li><li>Customer service: 1 year (Required)</li></ul>Location:<ul><li>Fremont, MI 49413 (Required)</li></ul>Ability to Commute:<ul><li>Fremont, MI 49413 (Required)</li></ul>Work Location: In person

CSA - Customer Service Associate

Search 10000+ Client services associate jobs near you this March. New roles added regularly across leading industries. Apply today.