Client Services Entry Level Jobs Remote Jobs in Usa

NOTE: THIS IS AN IN-PERSON ROLE

We are seeking dedicated individuals to join our team as a Manager in Training. In this role, you will have the unique opportunity to learn from the best in our company and receive mentorship from our executive leadership team.

As we continue to experience significant growth, we are looking to bring in individuals who are eager to learn, grow, and be mentored into leadership positions within our organization.

We are looking for individuals who are looking for a career. If you are looking for a career that does not have that glass ceiling, this might be the opportunity for you.

Must have a clean background and have your own transportation.

Career Opportunity with a 125+ Year-old company

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• Average 1st Year $75,000-$105,000
  
• Great Retirement Plan
  
• Access to company benefits
  
• Weekly Bonus
  
  

Key Responsibilities:

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• Service existing client base and manage client relationships.
  
• Supervision of team activity and results
  
• Train and develop incoming team members on existing systems.
  
• Daily reporting of field activity using Salesforce-based CRM
  
• Daily focus on client management/growth, training, and leadership development
  

Required Skills / Desired Qualifications:

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• Excellent organizational skills and attention to detail.
  
• Strong interpersonal and communication skills.
  
• Excellent time management skills with a proven ability to meet deadlines.
  
• Strong supervisory and leadership skills.
  
• Ability to prioritize tasks and delegate them when appropriate.
  
• Ability to function well in an occasional high-paced environment.
  
• Passion for helping people and developing relationships.
  
• Sales or customer service experience.
  
• Self-motivated and goal-oriented mindset.
  
• The desire to be active in the community.
  
• Knowledge of CRMs (Salesforce preferred).
  

Why Us?

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• Unlimited Earning Potential: Your dedication determines your earnings.
  

Company Culture:

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• Here people are ambitious but respectful, high-energy, and treat every member like family.
  
• We work hard, play hard, and are looking for someone with that same approach to growing their career that will be a fit for our office culture.
  
• Grow with Us: Dive into continuous learning and development opportunities
  

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Commission - $75,000+

• Be a coachable, organized team member interested in pursuing training development and educational opportunities
  
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
  
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  

• Requires a Bachelor’s degree in business administration, finance, or other related field
  
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
  
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  

Hudnall Capital Advisors helps the needs of Individuals, Families, and Businesses with our planning in: Investment Management, Retirement Planning, Tax Mitigation Strategies, Income Protection, Life Insurance, and Legacy Planning.

We can be different by doing the right thing!

Compensation details: 75 Yearly Salary

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Provide excellent service to our clients and advisors courteously and efficiently, ensuring that the highest standards of confidentiality and integrity are always met. The Client Service Associate (CSA) is critical in working directly under the COO alongside Financial Advisors.

The CSA is a critical role working directly under the Client Service Director alongside Financial Advisors. CSAs do not make investment decisions related to the account's investment but instead work with the Advisor team to ensure funds are invested according to asset allocation and risk tolerance. CSA is responsible for helping the Financial Advisors manage existing relationships. CSAs are responsible for reaching out to schedule financial checkups and addressing all client transactional needs.

Responding to clients' emails, letters, and phone calls. Handling client transactional requests. Solving client-related problems. Providing trade instructions to trade teams. Scheduling existing client meetings.

Scheduling Client Meetings. Facilitating Case Prep Meetings. Disseminating Necessary Actions. Final Oversight of Deliverables.

Ensuring the Completion of Action Items. Processing Data to Provide Deliverables from Meetings. Facilitating Paperwork to/from Clients to Custodians. Following Up with Clients. Collecting Necessary Documents from Clients. Updating Salesforce Data Entries. Ensuring the Delivery of Promises of Financial Advisors (FAs).

Excellent written and verbal communication skills. Detail-oriented. Critical thinking skills. Problem-solving skills. High-level confidentiality. High-level customer service skills. Team player. Responsible and trustworthy. Integrity. Demonstrates analytical ability, good judgment, problem-solving, responsibility, and personal integrity, with the ability to deal with confidential information daily. A self-starter with a strong sense of ownership, upbeat, professional attitude, and demeanor. Must be able to exercise judgment, tact, and diplomacy on behalf of supervisors when dealing with other executives and levels of management.

Proficient in Microsoft Office (Word, PowerPoint, Excel, Outlook). Experience in Salesforce is highly desired. Excellent customer service and good oral and written communication skills. Professional and articulate with strong attention to detail. Ability to work efficiently, effectively, and independently to see projects through to conclusion. Excellent time management, strong organizational skills, and the ability to prioritize multiple tasks and anticipate potential problems.

Professional

Must have a high school diploma. Must have a minimum of 3-5 years of working in the financial industry and maintaining professional interactions in an Administrative/Client Service role.

Bachelor's Degree.

Series 65 (Preferred)

Sponsorship of industry licensing and credentialing. Administrative, marketing, trade execution, and financial planning support for advisors. Personal office space with shared conference and meeting rooms. State-of-the-art tools in CRM, planning software, and behavioral finance. Company-sponsored employee events. Volunteer Time Off. Paid Time Off. Comprehensive health benefits package. Defined Contribution retirement package. A warm, welcoming culture built on teamwork, trust, and encouragement of one another.

Founded in 2007 by three Texas industry veterans. Widely recognized by independent companies for rapid growth and employee satisfaction. PAX advisors are independent advisors and do not offer clients proprietary products.

*Salary is negotiable

Join the team that is focused on being advocates for our clients, and getting them their maximum tax refund, faster, and with fewer associated fees. Stand out as friendly, attentive, and knowledgeable. Jackson Hewitt offers training related to income tax preparation and the delivery of excellent customer service. This position has access to and regularly works with information of a sensitive, highly confidential nature; and regularly deals with diverse matters which require a working knowledge of the business.

Responsibilities:

• Presents the Company's value proposition to clients concerning various company products and services and uses prescribed selling techniques
• Conducts a thorough in-person interview with potential clients, using the company's propriety tax software application
• Delivers exceptional customer service by anticipating customer needs and considers the impact of all decisions/actions on the customer
• Answering client calls via our national call center routing system
• Completes all related tax forms in accordance with policies, and in compliance with legislation and regulations. Furnishes taxpayers with sufficient information and advice to ensure correct tax form completion
• Consults tax law reference materials to determine procedures for preparation of atypical returns
• Answers questions and provide future tax planning to clients
• Reviews financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns
• Researches tax related questions and issues, and responds to clients appropriately and within a timely manner
• Resolves client complaints, or refers situations to supervisor (as appropriate) for resolution
• Audits all tax return forms for accuracy and completeness (i.e., client signatures)
• This position has access to and regularly works with information of a sensitive, highly confidential nature, and regularly deals with diverse matters which require a working knowledge of the business

Required Qualifications:

• Top candidates for this position will have retail experience providing exceptional client service and performing multiple tasks in a fast paced environment
• Hands-on marketing with surrounding businesses, including office visits to promote brand awareness and new clientele
• High School Degree or equivalent
• 1+ years experience preferably in sales, service and tax preparation
• Good communication, interpersonal and customer services skills
• Basic knowledge of computer functions and math required
• Ability to lift a maximum of 25 lbs
• Strong attention to detail and accuracy
• Ability to work under pressure, in a fast-paced working environment

Compensation: $12.00 - $15.00 per hour

Entry-Level Real Estate Agent – Build Your Foundation the Right Way

Who you start with in real estate makes a difference. This opportunity is designed for newly licensed or entry-level agents who want structure, mentorship, and daily guidance instead of trying to figure everything out alone.

You’ll learn how to focus on the activities that actually drive production — prospecting, strong communication, consistent follow-up, and building real client relationships. With step-by-step coaching and clear expectations, you’ll develop the habits and confidence needed to create long-term success instead of relying on trial and error.

You’ll work inside a collaborative team environment where accountability and growth are part of the culture. The goal is simple: help you build consistency early so you can scale faster over time.

First-year earning potential when goals are met: $140,000+

What you’ll gain:

• Hands-on mentorship from active, producing agents
• Training focused on communication, conversion, and client service
• Proven systems that support organization and daily structure
• A team culture built around accountability and collaboration
• A clear path for continued growth and advancement

What you’ll be doing:

• Generating and following up with leads
• Attending regular training and coaching sessions
• Setting appointments for buyers and sellers
• Nurturing relationships through phone, email, and follow-up systems
• Managing and updating client information in the CRM
• Tracking activity and progress toward team goals

If you’re motivated, coachable, and ready to build your real estate career with the right foundation, apply today and connect with our team.

$115,000 - $195,000 yearly

• Assist clients in buying, selling, and renting properties by providing expert advice and guidance.
• Conduct property showings and open houses to showcase listings and attract potential buyers.
• Develop and maintain a strong network of contacts within the real estate industry to generate leads and referrals.
• Utilize our proven systems and tools to manage client relationships and ensure a seamless transaction process.
• Collaborate with team members to share insights, strategies, and support for mutual growth and success.
• Stay informed about market trends and local real estate developments to provide clients with up-to-date information.
• Participate in ongoing training and mentorship programs to continuously enhance your skills and knowledge base.

• Experience in customer service or sales, demonstrating strong interpersonal skills.
• Ability to communicate effectively, both verbally and in writing, to build rapport with clients.
• Proven track record of being self-motivated and driven to achieve personal and team goals.
• Familiarity with real estate principles and practices, or a willingness to learn quickly.
• Ability to manage time efficiently and prioritize tasks in a fast-paced environment.
• Strong problem-solving skills to address client needs and provide solutions.
• Comfortable using technology and digital tools to manage client relationships and transactions.

Our mission is to create an environment where driven real estate professionals are supported, challenged, and inspired to grow. We help individuals build strong, sustainable businesses while living balanced, purpose-driven lives through accountability, leadership, and intentional action.

Compensation details: 115 Yearly Salary

PI1159595869b8-3631

Entry Level Business Management

We are looking to train an entry level manager from the ground up to act as the first point of contact with new customers, answer their queries and increase client satisfaction.

If you enjoy coming up with effective solutions and working toward achieving goals, this job is right for you. You will use your communication skills to identify and address clients’ needs while representing our company in a positive way. Previous customer service experience will be an advantage.

Ultimately, you will contribute to building profitable, long-term relationships with our clients to reach our business objectives.

Responsibilities

• Gather information on assigned clients
• Contact clients to understand their needs
• Provide after-sales support to retain customers
• Ensure prompt and accurate answers to clients’ queries
• Build strong client relationships, through regular communication
• Report on the status of accounts
• Suggest company products/services that maximize client satisfaction
• Communicate product and pricing details clearly
• Promote new products/services to existing customers

Requirements and skills

• Strong (verbal and written) communication skills with an ability to build relationships
• Effective presentation and negotiation skills
• High degree of professionalism
• Good time-management skills with a problem-solving attitude
• Must be authorized to work in the USA
• Bachelor's Degree preferred
• Currently in NYC area and ready to work immediately

Thank you for your interest!

Job Description

A Real Estate Agent plays an essential role in a real estate transaction. In this role, you will advocate for your clients by understanding their preferences, representing them when negotiating a sale and assisting them with every detail of their home purchase and sale. Real estate is an exciting industry that is constantly evolving, and we need someone who is creative, enthusiastic and willing to think outside of the box to give their clients the best real estate experience possible.

You would fit this role as an Entry-Level Real Estate Agent if you love to come up with creative solutions to make yourself stand out in a thriving real estate market. As this is an entry-level position, prior real estate experience is not required. We will provide you with training and resources to prepare you to become a successful agent. Real Estate offers a lot of independence, so if you are a self-starter and enjoy flexibility, this position could be a good fit for you.

Real Estate Agents receive compensation based on their transaction volume. When a sale or purchase is achieved, you will receive a competitive commission. The more sales you close, the more commission you earn. Real Estate Agents often earn more than $100,000 a year, but it can take a couple years to reach that goal as you build your client portfolio.

Regulatory Notice: While a real estate license is not required to apply, you must obtain a real estate license before officially being hired. To earn a real estate license you will need to complete real estate classes (online or in-person) offered by an accredited learning institution and pass a state licensing exam. To learn more about the real estate licensing process, apply now and our recruiting team will provide additional details.

Job Responsibilities

As a Real Estate Agent, you will...

* Help clients price their property and get it ready to put on the market

* Stay updated on your local real estate market so you can offer clients an accurate comparison of home sales in their area

* Arrange home showings and open houses

* Advertise your real estate services to the local community

* Represent your clients' best interests during contract negotiations

* Communicate with clients regularly and check in on their needs

* Create marketing strategies so clients can sell their home quickly and profitably

* Develop strategies to obtain referrals and build your client portfolio

As a broker, we will...

* Walk you through the process of obtaining a real estate license

* After obtaining your license, we offer training, resources and support to help you become the best real estate agent you can be

* Accommodate a flexible work schedule to help you establish a healthy work/life balance

* Offer competitive compensation rates

About Carpenter Realtors

With 34 offices throughout central Indiana, Carpenter Realtors helps Indiana families buy and sell homes quickly and hassle-free. Since 1970, we have been helping Indianapolis clients with all of their real estate needs. Our real estate buying and selling services are designed to make buying or selling an Indianapolis-area home easier, quicker, and more rewarding.

Working Here

At Carpenter Realtors, we treat our agents like partners. Our offerings cover training, management support, competitive compensation, the latest tech offerings, international relocation services, exclusive multi-media advertising for your listings and personal promotion, flexible lead management offerings and complete market coverage. We sell more Indianapolis and central Indiana homes because we provide our associates with more technology, more marketing support and greater competitive advantages.

Our Equal Opportunity Promise

We are committed to fair hiring practices and operate as an equal opportunity employer. We do not discriminate on the basis of race, sexual orientation, age, marital status, religion, or nation of origin. We pride ourselves as being exceptional leaders and members of our community and we're committed to treating all our potential employees with the same level of care and respect.

Industry

Real Estate Nexp

ENTRY LEVEL ACCOUNT MANAGER: YOUR PEST-BUSTING PEOPLE SKILLS WANTED!

Got the knack for building relationships and a secret desire to banish creepy crawlies from the world? As an Entry Level Account Manager, you'll be mentored by the best in the business, learning how to nurture client relationships and ensure their pest control needs are met with precision and panache. This isn't just a job; it's a launchpad for a rewarding career where your people skills are as valuable as your strategic thinking.

If you're looking for a workplace where you can make a real impact, where every successful pitch means one less ant invasion, and where your efforts directly contribute to peace of mind for our clients, you've found your hive. At Highland Management Group, we value creativity, tenacity, and a good sense of humor (because let's be honest, you need one when dealing with bed bugs).

Entry Level Account Manager Responsibilities:

• Learn to cultivate and maintain strong relationships with existing and potential residential clients, understanding their unique pest control challenges and offering tailored solutions
• Acquire and practice effective sales methodologies, including lead generation, proposal presentation, objection handling, and closing deals
• Learn to accurately identify various pest issues in residential settings, recommending appropriate and compliant treatment plans
• Proactively address client concerns, provide timely updates, and follow up to guarantee complete satisfaction with services rendered
• Become proficient in using customer relationship management software to track client interactions, schedule appointments, and manage sales pipelines efficiently
• Work closely with the pest control service team and fellow Entry Level Account Managers to ensure seamless communication and execution of treatment plans
• Continuously research and learn about new pest control methods, regulations, and industry best practices
• Contribute to the company's growth by working towards and exceeding individual and team sales goals
• Actively participate in a structured mentorship program, absorbing knowledge on pest control techniques, client management systems, and company sales strategies

Entry Level Account Manager Qualifications:

• Strong interpersonal and communication skills
• A genuine desire to help people and solve problems
• Excellent active listening and empathy
• Demonstrated ability to learn quickly and adapt to new information
• Resilience and a positive attitude in the face of challenges
• Basic computer proficiency and willingness to learn new software
• Reliable transportation to and from our office and designated territories
• Ability to work independently and as part of a team

Intrigued by our Entry Level Account Manager program? We'd love to hear your story!

This role offers a commission-based structure with no limits on how much you can earn. The advertised pay range is based on actual average annual earnings in this position. Full training is provided in order to launch your career with us.