Client Associate jobs in Sioux Falls, SD
Recently Added Client Associate jobs
Client Service Associate
- Jackson Hewitt - 3561
-
Sioux Falls, SD
FULL_TIME
-
We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today!
Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. 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. Join our team and make a positive impact on our clients' journey with us!
No matter your work background or experience level, we welcome you to apply!
Perks:- Corporate discount program
- Opportunities for advancement within the organization or as a tax pro
- Free tax preparation training and PTIN registration
- Free continuing tax education
- Enrolled Agent materials and testing reimbursement
- Discounted Friends and Family tax returns (terms apply)
What you need:- Strong interpersonal and communication skills
- Experience in a fast-paced retail environment
- Basic computer proficiency and ability to troubleshoot
- Prior customer service or sales experience preferred, but not required
- Willingness to learn and grow in a customer-focused role
If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today! - 28 Days Ago
Client Services Associate
- Plains Commerce Bank, Inc.
-
Sioux Falls, SD
OTHER
- Client Services Associate Position Purpose: This role will be responsible for the onboarding and training of new and existing Windsor clients and will assist with managing the onboarding schedule and ...
- 29 Days Ago
Home Healthcare Worker - Okabena
- MRCI Client Directed Services
-
Okabena, MN
FULL_TIME
- Are you looking for a rewarding career? MRCI is partnering with our clients to hire in-home direct care staff. You will have the opportunity to work with individuals with a range of challenges. Choosi...
- 25 Days Ago
Client Success Associate (Entry level, Remote)
- INFUSE
-
Sioux Falls, SD
FULL_TIME
- The Client Success is responsible for developing customer relationships that promote retention and loyalty. Works closely with customers to ensure that they are satisfied with the services they receiv...
- 30 Days Ago
Client Relations Specialist
- IRA Financial
-
Sioux Falls, SD
FULL_TIME
- Job Overview The Client Relations Specialist is responsible for providing superior client support to all current and potential IRA Financial account holders. They will do this by identifying specific ...
- 15 Days Ago
Client Relationship Manager
- The Goal Family of Companies
-
Sioux Falls, SD
FULL_TIME
- Job Description: The Client Relationship Manager will report to the Director of Client Relationship Management and is responsible for working directly with designated Goal Solutions clients as the pri...
- 18 Days Ago
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0 Client Associate jobs found in Sioux Falls, SD area
Mechanical Engineer
- Gateway Recruiting - Gateway to Global Careers - Contingent, Retained, Contract Recruiting Services
-
Sioux Falls, SD
- This position involves mechanical engineering, as well as project management and business development. Job Responsibilit...
- 4/23/2024 12:00:00 AM
Insurance Sales Representative ($80 - $100K)
- PMA USA (Performance Matters Associates, Inc.)
-
Sioux Falls, SD
- PMA USA (Performance Matters Associates, INC.), is a national company that provides insurance benefits solutions and mar...
- 4/23/2024 12:00:00 AM
Insurance Sales Representative ($80 - $100K)
- PMA USA (Performance Matters Associates, Inc.)
-
Sioux Falls, SD
- PMA USA (Performance Matters Associates, INC.), is a national company that provides insurance benefits solutions and mar...
- 4/23/2024 12:00:00 AM
Account Development Representative
- Humanscale
-
Sioux Falls, SD
- Overview The Account Development Representative position is responsible for growing sales from accounts in their territo...
- 4/23/2024 12:00:00 AM
A few days ago 1490194 Network Engineer - Managed Service Provider $90,000 Base Toronto, Ontari[...]
- Hamilton Barnes Associates Limited
-
Sioux Falls, SD
- A multi-billion dollar global Managed Service Provider is seeking an experienced Network Engineer to work with their glo...
- 4/22/2024 12:00:00 AM
Customer Service Professional 85223
- New York Life
-
Sioux Falls, SD
- **Customer Service Professional 85223** * **Please wait...** **Location:** Sioux Falls, SD, US When you join New York Li...
- 4/21/2024 12:00:00 AM
Remote Customer Service Representative
- Centricity
-
Sioux Falls, SD
- **Location:** Sioux Falls, SD **** ****Things We Value:**** * Acting with the highest level of honesty, trust, character...
- 4/20/2024 12:00:00 AM
Bilingual Customer Service Specialist (Spanish Preferred)
- Sherwin-Williams
-
Sioux Falls, SD
- Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their que...
- 3/26/2024 12:00:00 AM
About Sioux Falls, South Dakota
Sioux Falls (/ˌsuː ˈfɔːlz/) (Lakota: Íŋyaŋ Okábleča Otȟúŋwahe; "Stone Shatter City") is the most populous city in the U.S. state of South Dakota and the 143rd-most populous city in the United States. It is the county seat of Minnehaha County and also extends into Lincoln County to the south, proximate with the Minnesota state line. It is the 47th-fastest-growing city in the United States and the fastest-growing metro area in South Dakota, with a population increase of 22% between 2000 and 2010.
As of 2019, Sioux Falls had an estimated population of 187,200. The metropolitan population of 259,0...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Associate jobs
$48,150 to $63,132
Sioux Falls, South Dakota area prices
were up 0.8% from a year ago
were up 0.8% from a year ago
What does a Client Associate do?
Client Associate
Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, and client-specific requests at various custodians (.
October 26, 2022
Monitors and proactively communicates on-going issues that impact customer satisfaction and helps ensure timely resolution.
November 22, 2022
Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions.
January 22, 2023
Build solid working relationships with team members, acting as a resource for others whenever possible.
March 03, 2023
Manages a large amount of inbound calls or chats in a timely manner related to at least five major areas of the eMoney platform.
April 05, 2023
Works within matrix cross-functional teams to sustain and improve internal processes and procedures.
April 17, 2023
Understand client issues, be responsible for providing timely follow-up to clients and be accountable for client satisfaction through the ownership of the problem.
April 24, 2023
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
May 02, 2023
Demonstrate service delivery excellence by fielding client calls, supporting product transactions, answering questions and finding resolutions to service related issues.
May 06, 2023
Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
May 18, 2023