Customer Service Associate jobs at Jackson Hewitt - 10265 jobs
Entry level tax professional customer service specialist Wal-Mart
Jackson Hewitt 4.1
Customer service associate job at Jackson Hewitt
Benefits:
Employee discounts
Flexible schedule
Training & development
The ideal candidate is a resourceful self-starter who works well independently, and part of a team. Someone who can adapt quickly to changing priorities and loves connecting to clients in a high-energy environment. Situated within one of the largest retailers, Walmart, you'll have the opportunity to tap into a vast customer base and experience the rewards of handling a larger book of business, allowing you the potential to earn higher compensation by adding this side gig - or growing a new career - at Jackson Hewitt.
As a Seasonal Tax Preparer in Walmart, you will:
Work within one of our Walmart kiosk locations
Assist clients via one-on-one tax interviews and answer questions from walk-ins
Proactively engage with Walmart customers and employees
Complete tax preparation training, and demonstrate a willingness to learn
Utilize basic computer skills
Be supported by exceptional leadership and knowledgeable tax preparers, ensuring you're never alone
Experience the best of both worlds: the camaraderie of a team, combined with the autonomy of working independently
No matter your work background or experience level, we welcome you to apply!
Perks:
Hourly pay + competitive bonus program
Flexible Schedule Options - Work that works for you!
Corporate discount program
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)
If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today! Compensation: $14.00 - $18.00 per hour
Working at Jackson Hewitt
Jackson Hewitt is an innovator with nearly 6,000 locations, and we're on a mission to change the face of the tax industry. We are an industry-leading provider of full-service individual, federal, and state income tax preparation with offices across the country. Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so clients get more.
Taxes are fun (really!)
Jackson Hewitt is proud to offer free tax training as well as continuing education for tax preparers across the country. With nearly 6,000 locations to choose from, there's likely a Jackson Hewitt location near you, including at your local Walmart store. Tax preparers have flexible scheduling and various rewards too.
PTIN Certification: Yes
By submitting this form, I hereby acknowledge that most Jackson Hewitt locations are operated by independent franchisees and not Jackson Hewitt or its affiliates. I further acknowledge that franchisees are independent employers and separate companies and employers from Jackson Hewitt Inc., and set their own employment policies and practices. Franchisees are the exclusive employer of their employees and as such are solely responsible for all employment-related matters and decisions in their locations. 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. Jackson Hewitt Inc. will have no obligation or right to control any franchise employment issue relating to employees of a Jackson Hewitt franchisee. By applying for a job at a franchise-operated location, I understand that the information I provide will be forwarded to the franchisee in order for that organization to reach out to me and process and evaluate my application. I acknowledge that Jackson Hewitt will not receive a copy of my employment application and will have no involvement in any employment decisions regarding me, including whether I receive an interview or whether I am hired to work for the franchisee. I understand that I need to contact the relevant franchisee for information about its privacy practices. Any communications opt-out that I submit in any franchisee's job application process is specific to that franchisee and will not be communicated to any other entity.
$14-18 hourly Auto-Apply 16d ago
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Hybrid Mail Services Specialist
Commonwealth of Massachusetts 4.7
Boston, MA jobs
A state government agency is seeking a Mail ServicesAssociate to join the Commonwealth Print and Mail Services Team. The ideal candidate will operate mail equipment, manage deliveries, and maintain postal records. Strong initiative and a collaborative mindset are essential for success in this flexible, hybrid work setting. Applicants must have two years of experience in electronic data processing or equivalent coursework. Comprehensive benefits are included. Background check is required.
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$76k-120k yearly est. 4d ago
IB Associate: Services & Industrials (Chicago)
Piper Sandler & Co 4.8
Chicago, IL jobs
A leading investment bank in Chicago is seeking an experienced Investment Banking Associate to join their Services & Industrials team. This role involves financial analysis, M&A execution, and fostering relationships within an inclusive environment. The candidate should have a bachelor's degree and 2+ years of relevant experience. The position offers a competitive salary range of $135,000 - $225,000 with additional incentive compensation.
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$38k-51k yearly est. 4d ago
Mail Services Associate
Commonwealth of Massachusetts 4.7
Boston, MA jobs
Mail ServicesAssociate (260000A0)
An Official website of the Commonwealth of Massachusetts
About the Operational Services Division (OSD)
The Operational Services Division (OSD) enables state government to obtain the goods and services it needs to serve the people of Massachusetts. OSD ensures that state procurements deliver best value and utilize fair, open, and competitive practices. The agency also helps thousands of businesses offer products and assistance to state agencies, local governments, and other public bodies - creating opportunities that contribute to economic growth and development. We work at the nexus between government and business and are privileged to make connections that support both sectors.
Join our Dynamic Team
OSD's dynamic team is guided by the following values: SERVICE, PARTNERSHIP, CREATIVE‑PROBLEM SOLVING and RESPONSIVENESS. Our flexible, hybrid work environment fosters work‑life balance and collaboration, allowing us to effectively serve our state agency and local government partners so they can achieve their goals on behalf of the people of Massachusetts.
You'll be a great fit for our team if you believe in making state government work better, are forever curious and love building relationships and knowledge with partners in the public and private sectors. We look for people who can take initiative with a strong sense of urgency and enthusiasm, stay current on evolving policies, practices, industry and market trends, and consistently bring fresh ideas that contribute to a culture of innovation.
Key Responsibilities
Demonstration of flexibility in accepting assignments and taking initiative where needed
Operating inserting equipment to ensure output is available in a timely manner
Operating inserting equipment to ensure output is accurate and meets client expectations
Operating all peripheral equipment in the print/mail shop to ensure all product output is accurate and meets quality requirements
Verify jobs are produced in their entirety by comparing product to reports
Breaking down jobs by hand or machine and arranging for distribution of output
Arranging for distribution of output to subsequent processing functions or external points
Document and report all problems with machinery to shift supervisor to minimize downtime and notify vendors if required
Providing general support and assistance to other operators as needed to ensure jobs are produced in a timely manner
Perform standard maintenance on machines to ensure maximum uptime
Follow standard operating procedures
Maintain prompt communication with both coworkers and clients, delivering information clearly and respectfully
Maintain a clean work area and safe work area
Perform detailed review of input/output data for completeness and accuracy
Perform related duties as required
Preferred Qualifications
Basic knowledge of USPS requirements.
Ability to operate various mail service equipment.
Basic knowledge of the methods and techniques used in the operation, adjustment, and care of machines.
Ability to operate computer equipment.
Ability to uncover and report errors and correct them before distribution of output.
Ability to maintain accurate records.
Ability to make periodic reports on the status of work being performed.
Ability to work in a team setting.
DEI Value Statement
Diversity, Equity, and Inclusion are integral to the Operational Services Division's (OSD's) mandate to oversee transparent and equitable practices through a variety of public services and programs within the Commonwealth of Massachusetts. OSD commits to cultivating and nurturing a diverse workforce, which is reflective of the communities we serve and recognized as our greatest strength. Diversity, Equity, and Inclusion are our core principles, guiding us in who we aspire to be in our business operations and partnerships.
Qualifications
First consideration will be given to those applicants that apply within the first 14 days.
Minimum entrance requirements: Applicants must have at least (A) two years of full‑time, or equivalent part‑time, experience in electronic data processing work, the major duties of which included the operation of the console of a computer and/or the peripheral devices used in support of computer operations, or (B) any equivalent combination of the required experience and the substitutions below.
Substitutions:
I. An Associate's degree or higher with a major in the field of data processing may be substituted for one year of the required experience.
II. A diploma for completion of a one year full‑time, or equivalent part‑time, program in a recognized non‑degree granting business or vocational/technical school above the high school level with a major in the field of data processing may be substituted for one year of the required experience.
III. An official transcript from a recognized business or technical/vocational school as evidence of completion of a program consisting of at least 650 hours of instruction in computer programming/operation may be substituted for one year of the required experience.
IV. Graduation from the data processing course of a recognized vocational/technical high school may be substituted for one year of the required experience.
Education toward such a degree or diploma will be prorated on the basis of the proportion of the requirements actually completed.
Special Requirements: None.
Comprehensive Benefits
When you embark on a career with the Commonwealth, you are offered an outstanding suite of employee benefits that add to the overall value of your compensation package. We take pride in providing a work experience that supports you, your loved ones, and your future.
Want the specifics? Explore our Employee Benefits and Rewards!
Equal Opportunity / Affialative Action Employer
An Equal Opportunity / Affialative Action Employer. Females, minorities, veterans, and persons with disabilities are strongly encouraged to apply.
The Commonwealth is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. Research suggests that qualified women, Black, Indigenous, and Persons of Color (BIPOC) may self‑select out of opportunities if they don't meet 100% of the job requirements. We encourage individuals who believe they have the skills necessary to thrive to apply for this role.
Job Details
Location: 200 Arlington Street, Chelsea, MA 02150
Work Schedule: Monday - Friday, 7:00 AM - 3:00 PM EST (schedules may change based on operational needs; after‑hours support may be required)
Salary: $61,081.80 - $85,503.34 annually
Job Posting: Jan 15, 2026
Number of Openings: 1
Application Process
All offers of employment for this position are conditional and subject to passing: a Massachusetts Criminal Background Check (CORI), a security clearance (fingerprinting) consistent with IRS and/or public safety requirements, and security training.
Candidates should submit a resume and cover letter outlining their experience and interest in the position. The Operational Services Division values staff diversity and contributions to an inclusive working and learning environment.
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$61.1k-85.5k yearly 4d ago
Mail Services Associate
Commonwealth of Massachusetts 4.7
Boston, MA jobs
Mail ServicesAssociate - (260000A0)
The Operational Services Division (OSD) enables state government to obtain the goods and services it needs to serve the people of Massachusetts. OSD ensures that state procurements deliver best value and utilize fair, open, and competitive practices. The agency also helps thousands of businesses offer products and assistance to state agencies, local governments, and other public bodies - creating opportunities that contribute to economic growth and development. We work at the nexus between government and business and are privileged to make connections that support both sectors.
Join Our Dynamic Team
OSD's dynamic team is guided by the following values: SERVICE, PARTNERSHIP, CREATIVE‑PROBLEM SOLVING and RESPONSIVENESS. Our flexible, hybrid work environment fosters work‑life balance and collaboration, allowing us to effectively serve our state agency and local government partners so they can achieve their goals on behalf of the people of Massachusetts.
You'll be a great fit for our team if you believe in making state government work better, are forever curious and love building relationships and knowledge with partners in the public and private sectors. We look for people who can take initiative with a strong sense of urgency and enthusiasm, stay current on evolving policies, practices, industry and market trends, and consistently bring fresh ideas that contribute to a culture of innovation.
Role Summary
OSD is seeking to hire a Mail ServicesAssociate to join the Commonwealth Print and Mail Services Team. The Mail ServicesAssociate will operate a mail inserter, catch from the sorter, and keep accurate logs of all postage. The Associate may operate the courier van and/or truck to deliver mail and packages to state agencies and the post office. The incumbent will perform accurate record‑keeping of postal meter logs and production reports. The primary work location is 200 Arlington Street Chelsea, MA 02150. The work schedule is Monday through Friday, 7:00 AM - 3:00 PM EST, with potential after‑hours support as required. All offers of employment are conditional upon passing a Massachusetts Criminal Background Check (CORI), a security clearance (fingerprinting) consistent with IRS and/or public safety requirements, and security training.
Key Responsibilities
Demonstration of flexibility in accepting assignments and taking initiative where needed
Operating inserting equipment to ensure output is available in a timely manner
Operating inserting equipment to ensure output is accurate and meets client expectations
Operating all peripheral equipment in the print/mail shop to ensure all product output is accurate and meets quality requirements
Verify jobs are produced in their entirety by comparing product to reports
Breaking down jobs by hand or machine and arranging for distribution of output
Arranging for distribution of output to subsequent processing functions or external points
Document and report all problems with machinery to shift supervisor to minimize downtime and notify vendors if required
Providing general support and assistance to other operators as needed to ensure jobs are produced in a timely manner
Perform standard maintenance on machines to ensure maximum uptime
Follow standard operating procedures
Maintain prompt communication with both coworkers and clients, delivering information clearly and respectfully
Maintain a clean work area and safe work area
Perform detailed review of input/output data for completeness and accuracy
Perform related duties as required
Preferred Qualifications
Basic knowledge of USPS requirements.
Ability to operate various mail service equipment.
Basic knowledge of the methods and techniques used in the operation, adjustment, and care of machines.
Ability to operate computer equipment.
Ability to uncover and report errors and correct them before distribution of output.
Ability to maintain accurate records.
Ability to make periodic reports on the status of work being performed.
Ability to work in a team setting.
Qualifications
First consideration will be given to those applicants that apply within the first 14 days.
Minimum entrance requirements: Applicants must have at least two years of full‑time, or equivalent part‑time, experience in electronic data processing work, with major duties including the operation of the console of a computer and/or peripheral devices used in support of computer operations, or any equivalent combination of the required experience and the substitutions below.
An Associate's degree or higher with a major in the field of data processing may be substituted for one year of the required experience.
A diploma for completion of a one‑year full‑time, or equivalent part‑time, program in a recognized non‑degree granting business or vocational/technical school above the high school level with a major in the field of data processing may be substituted for one year of the required experience.
An official transcript from a recognized business or technical/vocational school as evidence of completion of a program consisting of at least 650 hours of instruction in computer programming/operation may be substituted for one year of the required experience.
Graduation from the data processing course of a recognized vocational/technical high school may be substituted for one year of the required experience.
Education toward such a degree or diploma will be prorated on the basis of the proportion of the requirements actually completed.
Special Requirements: None.
Comprehensive Benefits
When you embark on a career with the Commonwealth, you are offered an outstanding suite of employee benefits that add to the overall value of your compensation package. We take pride in providing a work experience that supports you, your loved ones, and your future.
Want the specifics? Explore our Employee Benefits and Rewards!
Equal Opportunity / Diversity Statement
An Equal Opportunity / Aff… (briefly keep the main statement) …
The Commonwealth is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. Research suggests that qualified women, Black, Indigenous, and Persons of Color (BIPOC) may self‑select out of opportunities if they don't meet 100 % of the job requirements. We encourage individuals who believe they have the skills necessary to thrive to apply for this role.
Contact
If you have Diversity, Aff… questions or need a Reasonable Accommodation, please contact Diversity Officer / ADA Coordinator: Ashley Pierce - ************.
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$49k-75k yearly est. 4d ago
LLM Customization Lead - NLP Data Scientist
Capital One 4.7
McLean, VA jobs
A leading financial services company seeks an experienced AI/ML specialist to deliver innovative products aimed at transforming customer interactions. The role demands expertise in natural language processing, machine learning, and large language models. Candidates should possess a robust educational background in quantitative fields, significant experience with AWS, and proficiency in programming languages such as Python or R. This position emphasizes continuous learning and implementing advanced technological solutions for enhanced user experiences.
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$79k-108k yearly est. 2d ago
Parts Customer Service Specialist
Spark Talent Acquisition, Inc. 3.8
Elkhart, IN jobs
Parts CustomerService Specialist
Direct Hire
Pay: $60,000 - $65,000
Shift: Monday-Thursday: 8:00 AM - 5:00 PM | Friday: 8:00 AM - 2:30 PM | Weekends: Not required
Industry: Manufacturing / Automotive / Transportation
Environment: Office-based with cross-functional interaction (Manufacturing & Supply Chain)
Position Summary:
Seeking a Parts CustomerService / Order Processing Specialist to join a global manufacturing organization in Elkhart, Indiana. This full-time, on-site role is responsible for managing parts-related customer inquiries, processing orders accurately, and supporting timely fulfillment, billing, and delivery. This position serves as a key point of contact between customers and internal teams to ensure order accuracy and a positive customer experience.
Position Responsibilities:
Order Processing & Fulfillment
Review, process, and enter incoming parts orders accurately and on time using appropriate systems
Verify parts availability based on inventory and lead times
Send order confirmations to customers within 24 hours of order placement
Monitor open orders and proactively address delivery risks or delays
Escalate challenges that may impact customer delivery commitments
Billing & Financial Support
Bill orders using purchase orders, credit cards, and approved payment methods
Support collections efforts related to overdue or past-due invoices as needed
Maintain pricing accuracy and communicate pricing updates to customers to support profitability
CustomerService & Communication
Serve as a parts consultant for customers and distributors, supporting parts inquiries, pricing, and availability
Respond to customer inquiries, concerns, and requests with a same-day response standard
Resolve customer complaints professionally and efficiently
Participate in phone rotation and call tree responsibilities
Maintain strong, positive working relationships with customers and internal teams
Cross-Functional Collaboration
Support Sales with quotes, part numbers, and order-related inquiries
Partner with Procurement to maintain accurate lead times and stocking requirements
Work with Quality and Returns teams to resolve damaged or incorrect shipments
Support quality response activities and continuous improvement initiatives
Data Accuracy, Compliance & Safety
Price list management
Maintain accurate and timely data entry across all required systems
Follow established standards, work instructions, and security protocols
Ensure compliance with company conduct rules, safety procedures, and PPE requirements
Maintain a clean, safe, and organized work environment
Training & Support
Assist with cross-training and coverage within the customerservice team
Support additional projects or tasks as assigned
You inspire us with that:
Strong customerservice mindset with a focus on customer satisfaction
Excellent written and verbal communication skills, including professional phone etiquette
High attention to detail and ability to manage multiple orders simultaneously
Proactive problem-solving skills and ability to prioritize effectively
Ability to collaborate across departments in a fast-paced environment
Proficiency with order processing systems and standard office software
Understanding of billing processes, purchase orders, and credit card transactions
Ability to maintain confidentiality and comply with security standards
Position Requirements:
High school diploma or equivalent required; additional training or certifications a plus
Parts background required; experience in automotive, manufacturing, or a related field preferred
ERP experience preferred (SAP a plus, not required)
Strong Excel and Google Sheets experience (used frequently)
Comfortable working in Google-based tools (Sheets, Meet)
Strong customerservice background
About Spark Talent Acquisition:
Spark Talent Acquisition is a Michigan-headquartered recruiting and staffing company that connects great talent with great employers. We understand that building the right team is vital to success. Listening to our clients and creating customized workforce strategies is at the core of what we do. We pride ourselves in team development as it matches our purpose as an organization to help people grow.
A leading financial institution is seeking a Senior Client Associate in Boston to provide dedicated support to Financial Advisors and clients. The role requires a Bachelor's degree and the ability to handle client onboarding, and interactions while delivering excellent service. Preferred skills include effective communication and proficiency in Microsoft Office tools. Competitive compensation and benefits are included, with a focus on diversity and inclusion in the workplace.
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$69k-103k yearly est. 20h ago
J.P. Morgan Advisors - Senior Client Associate - Boston, MA
Jpmorgan Chase & Co 4.8
Boston, MA jobs
J.P. Morgan Advisors - Senior Client Associate - Boston, MA Job Information
Job Category Client Advisory
Business Unit Consumer & Community Banking
Posting Date 01/09/2026, 10:32 PM
Job Schedule Full time
Job Shift Day
Job Description
J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs.
As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business support to Financial Advisors and their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client contact and will be involved in all activities that touch prospective or existing clients.
Job responsibilities:
Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account‑specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures
Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings
Required qualifications, capabilities, and skills:
Bachelor's degree or equivalent experience
Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
Proven ability to be a self‑starter, act as an end‑to‑end owner of tasks and work independently in a fast‑paced environment
Proactively identify and deliver appropriate solutions that address the needs of our clients
Ability to communicate effectively clients and team members while maintaining professionalism in difficult situations
Preferred qualifications, capabilities, and skills:
Able to adapt and stay abreast of changing technology and regulatory policies
Highly proficient user of Word, PowerPoint, and Excel
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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$69k-103k yearly est. 20h ago
Paraplanner and Client Service Associate
Ameriprise Financial 4.5
Minneapolis, MN jobs
Are you ready to take the next step in your financial services career? Strand and Associates is seeking a motivated and detail-oriented individual for a hybrid Paraplanner and Client ServiceAssociate role to join our team.
This role offers a mix of client-facing responsibilities and behind-the-scenes financial planning support, ideal for someone who is organized, proactive, and excited to contribute to a growing practice.
Key Duties and Responsibilities:
* Client Scheduling and Coordination: Proactively engage clients to schedule meetings and gather client information and documentation ahead of meetings. Manage client records, maintain CRM system and other additional client support as needed.
* Meeting preparation and follow-up: Gather and organize client data for meeting preparation and complete various post-meeting follow ups. Prepare clear, accurate, client-focused meeting summaries. Coordinate with advisors for client follow up tasks, including forms, money movements, and applications.
* Financial Planning Support: Assist advisors with preparing client financial plans including the use of financial planning software and spreadsheets as well as other analytical tools. Gather and organize client data from internal systems and external sources. Ensure compliance with firm policies and requirement in all planning activities.
* Marketing & Communications: Support marketing efforts by drafting and publishing social media content, coordinating digital campaigns, organizing client events, and tracking performance metrics to enhance client and prospect engagement.
* Team Collaboration: Support advisors and other team members to ensure smooth operations and exceptional client service.
Desired Skills & Qualifications:
* Strong organizational and time-management skills.
* Excellent verbal and written communication skills.
* Detail-oriented with a high level of accuracy.
* Strong passion for delivering exceptional client service.
* Bachelor's degree required.
* Minimum of 2 years of experience in the financial services industry preferred.
* Knowledge of client relationship management (CRM) systems preferred.
* Familiarity with financial planning software such as Money Guide and Ameriprise technology systems is a plus.
* Candidates actively pursuing Series 7 and Series 66 licenses are encouraged to apply.
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Base Pay Salary
The salary range will be $60,000-$65,000
Full-Time/Part-Time
Full time
$60k-65k yearly 3d ago
FLOAT MEMBER SERVICE REPRESENTATIVE
Charter Oak Bank 3.4
Waterford, CT jobs
FLOAT MEMBER SERVICE REPRESENTATIVE- HEADQUARTERS
Be a part of the Charter Oak Federal Credit Union Team!
Member Service Representative is responsible for building member relationships by providing outstanding service.
Prior experience in traditional or electronic banking services is required. Successful candidate must possess excellent communication and interpersonal skills. Previous sales experience and the ability to work in a team environment are essential.
Equal Opportunity Employer Veterans/Disabled.
$27k-40k yearly est. 5d ago
Client Service Representative - Floater (Tysons Corner Branch)
Atlantic Union Bank 4.3
Vienna, VA jobs
The position is an all-encompassing role which requires the teammate to deliver best in class client experience, sales/service solutions, as well as handle teller transactions. The Client Services Representative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services.
Position Accountabilities
Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner.
Greet and provide exceptional service in person and by telephone/email.
Provide accurate information regarding Bank services, products, policies and procedures.
Open new Business and Consumer accounts and provide information to new and prospective clients by explaining and cross-selling Bank products and services.
Partner with other lines of business to identify/refer client needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)
Complete forms and other required documents and follow Bank policies and procedures.
Process transactions in person and via telephone/email to include loan payments, account transfers, and address changes.
Perform all duties of a Teller to include:
Provide excellent client experience
Perform basic client and cash transactions
Balance cash each day
Identify referral opportunities to contribute to branch goals
Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures
Identify risk and escalate concerns through proper channels
Develop and maintain knowledge of bank products, services, including other lines of business
Ability to learn and adapt to changing digital channels
* Perform other duties as assigned.
Organizational Relationship
This position reports to Branch location leadership.
Position Qualifications
Education & Experience
High school diploma or equivalent (GED).
One (1) or more years of experience in a client service and/or a cross-trained teller position
Previous cash handling experience preferred
Knowledge & Skills
Excellent customerservice skills
Excellent oral and written communication skills
Ability to exercise sound business judgment
Proficient computer skills
Ability to handle multiple tasks with attention to details
Flexible, able to adapt to change
Shifts may vary for each position offering, depending on business need
Able to stand for extended periods of time and lift objects up to 30 pounds
Some local travel possible
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting *********************************************************
Currently, we are offering a salary range between $19.00 and $23.00 dollars an hour for this role.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
$19-23 hourly 3d ago
Client Service Representative - Floater (Tysons Corner Branch)
Atlantic Union Bank 4.3
Vienna, GA jobs
Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner. Greet and provide exceptional service in person and by telephone/email. Provide accurate information regarding Bank services, Client Service, Floater, Representative, Service, Retail, Business, Client
$27k-36k yearly est. 3d ago
Client Service Representative - Floater (Glen Burnie Branch)
Atlantic Union Bank 4.3
Glen Burnie, MD jobs
The position is an all-encompassing role which requires the teammate to deliver best in class client experience, sales/service solutions, as well as handle teller transactions. The Client Services Representative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services.
Position Accountabilities
Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner.
Greet and provide exceptional service in person and by telephone/email.
Provide accurate information regarding Bank services, products, policies and procedures.
Open new Business and Consumer accounts and provide information to new and prospective clients by explaining and cross-selling Bank products and services.
Partner with other lines of business to identify/refer client needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)
Complete forms and other required documents and follow Bank policies and procedures.
Process transactions in person and via telephone/email to include loan payments, account transfers, and address changes.
Perform all duties of a Teller to include:
Provide excellent client experience
Perform basic client and cash transactions
Balance cash each day
Identify referral opportunities to contribute to branch goals
Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures
Identify risk and escalate concerns through proper channels
Develop and maintain knowledge of bank products, services, including other lines of business
Ability to learn and adapt to changing digital channels
* Perform other duties as assigned.
Organizational Relationship
This position reports to Branch location leadership.
Position Qualifications
Education & Experience
High school diploma or equivalent (GED).
One (1) or more years of experience in a client service and/or a cross-trained teller position
Previous cash handling experience preferred
Knowledge & Skills
Excellent customerservice skills
Excellent oral and written communication skills
Ability to exercise sound business judgment
Proficient computer skills
Ability to handle multiple tasks with attention to details
Flexible, able to adapt to change
Shifts may vary for each position offering, depending on business need
Able to stand for extended periods of time and lift objects up to 30 pounds
Some local travel possible
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting *********************************************************
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
$32k-43k yearly est. 6d ago
Float Member Services Representative
Bridge Credit Union 3.9
Powell, OH jobs
Here at Bridge Credit Union, we strive to serve our communities with excellence at every opportunity by expanding our borders and creating new and improved ways to serve. Without our dedicated staff, we would not be able to reach our goal of great service! If you are looking to expand your knowledge, develop in your career and grow within a rapidly growing company, this opportunity may be for you!
We offer: Affordable health and vision insurance
Free dental insurance
401K plan with up to a 5% match,
Accrued vacation and injury/illness leave
Short-term and Long-term Disability
Life insurance
And more!
Must be willing to travel.
Qualifications:
High school graduate or equivalent.
Required knowledge:
Cash handling..
Good communication skills. Professional appearance, dress, and attitude.
The ability to operate related computer applications and business equipment including adding machine, copy machine, coin and money counting machines, and telephone. Data entry skills.
Work Schedule
Full time position
Monday - Friday 9 a.m. - 5 p.m.
Saturday 9 a.m. - 1 p.m.
Job Description:
Responsible for providing a variety of paying and receiving functions for members in person, via phone, electronically, and through the mail, including but not limited to processing deposits, withdrawals, loan payments, cashiers' checks, money orders, and cash advances. Balances each day's transactions and verifies cash totals. Performs a broad variety of member services functions such as opening and closing accounts, renewing certificates, and assisting members with account inquiries and problems. Answers members' questions regarding Credit Union services provided and performs a variety of account maintenance duties. Actively cross-sells Credit Union services. Performs specific assigned duties and assists other Member Services Representatives/Specialist with duties as required. Serves members promptly and professionally. Acts as a daily vault teller, when needed.
Job Posted by ApplicantPro
$22k-28k yearly est. 6d ago
Client Service Representative - Floater (Reston Branch)
Atlantic Union Bank 4.3
Reston, VA jobs
Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner. Greet and provide exceptional service in person and by telephone/email. Provide accurate information regarding Bank services, Client Service, Floater, Representative, Service, Retail, Business, Client
$29k-39k yearly est. 3d ago
Client Service Representative - Floater (Reston Branch)
Atlantic Union Bank 4.3
Reston, VA jobs
The position is an all-encompassing role which requires the teammate to deliver best in class client experience, sales/service solutions, as well as handle teller transactions. The Client Services Representative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services.
Position Accountabilities
Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner.
Greet and provide exceptional service in person and by telephone/email.
Provide accurate information regarding Bank services, products, policies and procedures.
Open new Business and Consumer accounts and provide information to new and prospective clients by explaining and cross-selling Bank products and services.
Partner with other lines of business to identify/refer client needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)
Complete forms and other required documents and follow Bank policies and procedures.
Process transactions in person and via telephone/email to include loan payments, account transfers, and address changes.
Perform all duties of a Teller to include:
Provide excellent client experience
Perform basic client and cash transactions
Balance cash each day
Identify referral opportunities to contribute to branch goals
Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures
Identify risk and escalate concerns through proper channels
Develop and maintain knowledge of bank products, services, including other lines of business
Ability to learn and adapt to changing digital channels
* Perform other duties as assigned.
Organizational Relationship
This position reports to Branch location leadership.
Position Qualifications
Education & Experience
High school diploma or equivalent (GED).
One (1) or more years of experience in a client service and/or a cross-trained teller position
Previous cash handling experience preferred
Knowledge & Skills
Excellent customerservice skills
Excellent oral and written communication skills
Ability to exercise sound business judgment
Proficient computer skills
Ability to handle multiple tasks with attention to details
Flexible, able to adapt to change
Shifts may vary for each position offering, depending on business need
Able to stand for extended periods of time and lift objects up to 30 pounds
Some local travel possible
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting *********************************************************
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
$29k-39k yearly est. 5d ago
FLOAT MEMBER SERVICE REPRESENTATIVE
Charter Oak Bank 3.4
Niantic, CT jobs
FLOAT MEMBER SERVICE REPRESENTATIVE- NIANTIC
Be a part of the Charter Oak Federal Credit Union Team!
Member Service Representative is responsible for building member relationships by providing outstanding service.
Prior experience in traditional or electronic banking services is required. Successful candidate must possess excellent communication and interpersonal skills. Previous sales experience and the ability to work in a team environment are essential.
Equal Opportunity Employer Veterans/Disabled.
$26k-40k yearly est. 5d ago
FLOAT MEMBER SERVICE REPRESENTATIVE
Charter Oak Bank 3.4
Norwich, CT jobs
FLOAT MEMBER SERVICE REPRESENTATIVE- NORWICH
Be a part of the Charter Oak Federal Credit Union Team!
Member Service Representative is responsible for building member relationships by providing outstanding service.
Prior experience in traditional or electronic banking services is required. Successful candidate must possess excellent communication and interpersonal skills. Previous sales experience and the ability to work in a team environment are essential.
Equal Opportunity Employer Veterans/Disabled.
$27k-39k yearly est. 5d ago
Entry Level Tax Preparer Customer service specialist
Jackson Hewitt 4.1
Customer service associate job at Jackson Hewitt
Benefits:
Employee discounts
Flexible schedule
Training & development
Seeking a job that fits around your life? Look no further! We provide flexible scheduling options, so you can balance work and personal commitments. Embrace the possibilities by adding this side gig or growing a new career at Jackson Hewitt and apply today!
If you join our team as an Entry-Level Seasonal Tax Preparer, you'll conduct one-on-one tax interviews with clients, start to develop your book of business, and provide exceptional customerservice. You will also have the opportunity to expand your skill set with professional development and continuous training.
No matter your work background or experience level, we welcome you to apply!
Perks:
Hourly pay + competitive bonus program
Flexible Schedule Options - Work that works for you!
Corporate discount program
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:
Passion for providing extraordinary customerservice
Excellent communication and interpersonal skills
Ability to thrive in a fast-paced work environment
Basic computer skills
Willingness to learn
If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today! Compensation: $13.00 - $15.00 per hour
Working at Jackson Hewitt
Jackson Hewitt is an innovator with nearly 6,000 locations, and we're on a mission to change the face of the tax industry. We are an industry-leading provider of full-service individual, federal, and state income tax preparation with offices across the country. Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so clients get more.
Taxes are fun (really!)
Jackson Hewitt is proud to offer free tax training as well as continuing education for tax preparers across the country. With nearly 6,000 locations to choose from, there's likely a Jackson Hewitt location near you, including at your local Walmart store. Tax preparers have flexible scheduling and various rewards too.
PTIN Certification: Yes
By submitting this form, I hereby acknowledge that most Jackson Hewitt locations are operated by independent franchisees and not Jackson Hewitt or its affiliates. I further acknowledge that franchisees are independent employers and separate companies and employers from Jackson Hewitt Inc., and set their own employment policies and practices. Franchisees are the exclusive employer of their employees and as such are solely responsible for all employment-related matters and decisions in their locations. 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. Jackson Hewitt Inc. will have no obligation or right to control any franchise employment issue relating to employees of a Jackson Hewitt franchisee. By applying for a job at a franchise-operated location, I understand that the information I provide will be forwarded to the franchisee in order for that organization to reach out to me and process and evaluate my application. I acknowledge that Jackson Hewitt will not receive a copy of my employment application and will have no involvement in any employment decisions regarding me, including whether I receive an interview or whether I am hired to work for the franchisee. I understand that I need to contact the relevant franchisee for information about its privacy practices. Any communications opt-out that I submit in any franchisee's job application process is specific to that franchisee and will not be communicated to any other entity.