Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Success Associate

Realty Plans

Job Description

Job Description

Job Summary
We are seeking a Client Success Associate to join our luxury real estate media team. In this role, you will communicate with customers to identify their needs, process requests, escalate complaints, and provide helpful solutions that ensure they have a great customer service experience with our company. The ideal candidate is friendly, computer savvy, and is able to remain calm under pressure. 

Responsibilities 
  • Receive a high volume of inbound calls and emails 
  • Identify the reason for the customer’s call, collect relevant information, and provide solutions
  • Schedule and manage field technicians (photographers)
  • Use best practices in customer service techniques to develop rapport and build relationships with customers
  • Document all customer interactions
  • Attend trainings to maintain up-to-date skills and knowledge
Qualifications
  • High school diploma/GED (College Degree Preferred)
  • Previous experience as a Customer Service Representative or in a similar role
  • Comfortable using computers and customer management software
  • Excellent phone and verbal communication skills
  • Understanding of active listening techniques
  • Ability to work well under pressure
  • Highly organized with the ability to prioritize projects and manage time effectively
Benefits/Perks
  • Competitive Compensation with Annual Pay Increases and Bonuses
  • Paid Time Off
  • Career Growth Opportunities
  • Weekly Team Building Lunches and Events
Vacancy posted 10 days ago
Similar jobs that could be interesting for youBased on the Client Success Associate in Stamford, CT vacancy
  • $22 per hour

     ...Client Success Associate We are seeking a Client Success Associate to join our luxury real estate media team. In this role, you will communicate with customers to identify their needs, process requests, escalate complaints, and provide helpful solutions that ensure... 
    Suggested
    Hourly pay

    Realty Plans

    Stamford, CT
    22 hours ago
  •  ...Job Description Job Description Job Summary We are seeking a Client Success Associate to join our luxury real estate media team. In this role, you will communicate with customers to identify their needs, process requests, escalate complaints, and provide helpful... 
    Suggested

    Realty Plans

    Stamford, CT
    5 days ago
  • $130k - $150k

    At Franklin Templeton, we believe success is built through powerful partnerships. As a forward...  ..., we build dynamic relationships with clients, understand their goals, and navigate...  ....Position OverviewThe Client Portfolio Associate is a member of the North American Client... 
    Suggested
    Full time
    Work at office
    Local area
    Worldwide

    Franklin Templeton

    Stamford, CT
    4 days ago
  • $25 - $44 per hour

     ...Job Description This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities...  ...of their line of business and/or group, and the overall success of the Company. Benefits: This role is currently benefits... 
    Suggested
    Hourly pay
    Seasonal work
    Shift work
    Day shift

    Bank of America

    Stamford, CT
    22 hours ago
  •  ...About this role:Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors...  ..., training, military experience, educationUS only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series... 
    Suggested
    Ongoing contract
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Darien, CT
    4 days ago
  • $35.36k - $61.2k

     ...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth...  ...trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal... 
    Hourly pay
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Old Greenwich, CT
    3 days ago
  •  ...programs, and one‑on‑one coaching. Freudigman & Billings seeks a Client Engagement Associate to join our Client Services team. The Client Engagement...  ...pieces fit together. Think Sudoku, Tetris, or chess — success comes from seeing the big picture while managing the smallest... 
    Full time
    Seasonal work
    Work at office
    Local area
    Monday to Friday

    Freudigman & Billings, LLC

    Westport, CT
    3 days ago
  •  ...Wealth Management Client Associate Stamford, Connecticut To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Stamford, CT
    22 hours ago
  • $85k - $130k

     ...here may be assigned as necessary to ensure the proper operations of the department and the business.Join us as a FX Prime Brokerage Client Services AssociateSitting within our Prime Brokerage Client Service team, you'll be responsible for building and maintaining... 
    Full time
    Local area

    NatWest Group

    Stamford, CT
    4 days ago
  • $55k - $90k

     ...integral part of our branch serving financial advisors and our clients.  As a Client Associate/Registered Client Associate, become a trusted resource to...  ..., making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program... 
    Full time
    Flexible hours

    Royal Bank of Canada

    Stamford, CT
    more than 2 months ago
  • $100k - $120k

     ...flow insights, and portfolio management tools that empower our clients to make faster and more informed decisions while improving operational...  ...dealers. Position Overview We are seeking a Client Services Associate to join our Vantage Client Services team. In this role, you... 
    Work at office
    Remote work

    VALITANA

    Stamford, CT
    2 days ago
  • $135k - $200k

     ...firm is seeking a high-energy, logistics-obsessed Associate to serve as theoperational heart of our Client Service team. In this high-visibility role, you aren...  ...value track record over industry . We've seen great success with candidates from: Event Management & Logistics... 
    Remote work
    Flexible hours

    Career Group

    Westport, CT
    3 days ago
  •  ..., we have an enthusiasm for helping our clients, taking care of our employees, building...  ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will...  ...workforce are directly linked to our success. We are an equal opportunity employer and... 

    JP Morgan Chase

    West Harrison, NY
    1 day ago
  • $43.8k - $65.5k

     ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you... 
    Work at office
    Immediate start
    Flexible hours

    Stifel

    White Plains, NY
    2 days ago
  • $58k - $115k

     ...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth...  ...relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills... 
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Purchase, NY
    1 day ago
  •  ...Our client is seeking a Client Service Associate. The ideal candidate is highly organized, detail-oriented, polished, and comfortable balancing confidential executive support responsibilities with day-to-day client service needs. This is an onsite position based in Fairfield... 
    Work at office

    The Right Click, Inc.

    Darien, CT
    22 hours ago
  •  ...Overview Are you truly service oriented? Do you know how to take care of people? We’re looking for a Client Associate to support our team in Westport, CT. Responsibilities Keep management systems up-to-date with client information Educate clients on account services and... 
    Full time
    Work at office

    UBS

    Westport, CT
    2 days ago
  •  ...Job Description Job Description Private Client Trusts & Estates Associate Attorney – Stamford, CT Direct Counsel is seeking a Private Client...  ...transfer strategies , including estate, tax, business succession, and asset protection planning The firm offers a hybrid... 
    Private practice
    Remote work
    2 days per week

    Direct Counsel

    Stamford, CT
    5 days ago
  • £70k per year

     ...Private Client Solicitor/Partner One of the most renowned full service practices in Chester has an exciting opening for a Senior Private...  ...issues. You'll play an integral part in the development and success of the wider team. You'll be able to work autonomously with no... 
    Temporary work

    G2 Legal

    Port Chester, NY
    1 day ago
  • $90k

     ...We are currently seeking a professional Client Engagement Associate for a very busy finance office. Deliver a welcoming, professional first impression for all visitors and callers while creating a seamless client experience from arrival to departure. Orchestrate front-... 
    Work at office

    CFO Systems Recruiting Division

    Westport, CT
    3 days ago
  •  ...legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Stamford, CT
    7 days ago
  •  ...Citigroup Inc. in the United States is seeking a Licensed Client Service Associate. This developing professional role blends in-depth specialty knowledge with solid industry standards, showing how the team and area collaborate to achieve subfunction objectives. It applies... 

    Citigroup Inc

    Rye, NY
    3 days ago
  • $70k - $90k

     ...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun... 
    Work at office

    Vodia Ventures

    Westport, CT
    3 days ago
  • $78.32k - $109.28k

     ...Licensed Client Service Associate The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and... 
    Full time

    Citigroup Inc

    Rye, NY
    22 hours ago
  • $125k - $200k

     ...Job Description Job Description Client Service Associate Premier Asset Management firm is looking to hire an Associate to help the Client Service Department achieve their mission by ensuring clients receive exceptional service and that your team is achieving... 

    Hedge Fund

    Westport, CT
    13 days ago
  • $130k - $215k

     ...TITLE INSURANCE, NOT PROPERTY, RISK, ETC. INSURANCE!#LI-HYBRIDOur client, a national leader in title insurance and escrow services, is...  ...along with a collaborative and solutions‑oriented mindset. The successful candidates will bring strong judgment, customer-centric... 
    Work at office
    Remote work

    Client Growth Resources

    Stamford, CT
    2 days ago
  • $130k - $170k

     ...of the nation’s largest law firms.Our continued success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to...  ...Stamford or Hartford office.Key Responsibilities:As an Associate Attorney, you will:Independently manage an... 
    Full time
    Work at office
    Flexible hours

    Wilson Elser

    Stamford, CT
    4 days ago
  • $200k - $300k

     ...and negotiating complex charitable giving agreements. Advising clients on the legal and tax implications of their charitable giving...  ...strong focus on charitable planning. A proven track record of successfully advising clients on charitable planning matters. Excellent legal... 
    Permanent employment
    Local area
    Flexible hours

    Australia-Employment

    Stamford, CT
    4 days ago
  • $1,000 per month

     ...The Personal Injury Associate Attorney will be responsible for litigating personal injury...  ...premises liability cases. Work closely with clients, team and partners to develop factual...  ...leadership to elevate team and organizational success. Free Workouts: Free access to GreenTree... 
    Casual work
    Work at office

    Chaffin-Luhana-LLP-2

    Stamford, CT
    2 days ago
  •  ...of the nation’s largest law firms.Our continued success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to...  ...invite you to apply to our Medical Malpractice Associate Attorney position reporting to our White Plains,... 
    Work at office
    Flexible hours

    Wilson Elser

    Stamford, CT
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Success Associate. Be the first to apply!