Client Success Associate
$22 per hourRealty Plans
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 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
Compensation: $22.00 per hour
Who We Are
At the age of 17, Hicham Bensaoui moved from Morocco to the USA to follow his dream. He always had a passion for photography; what began as a hobby shooting landscape and portraits quickly turned into picking up work for fashion, weddings, and event photography. Soon after, he began his journey as a Real Estate Photographer, Videographer and Editor which quickly became his main focus. Hicham and his wife, Julia, realized there was a need in the real estate industry for consistent media quality and support. Fully committed, they put in long hours every day to grow the company and the team to what it has become today. We opened our doors in 2014 under the name CT Plans. Our name changed to Realty Plans in 2022, but our core values have always stayed the same: quick turnaround, top quality, and a reliable support team to cater to the needs of our clients. We cover Residential, Commercial, Agent and Town services across the Northeast.
Work With Us
Join our team to help shape the future of real estate digital marketing tools. Our Core Values:
- Real
- Equal
- Driven
- Honest
- Inspired
- Purposeful
- ...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
$26.5 - $45 per hour
...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... ...contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- ...COLTER LEWIS INVESTMENT PARTNERS LLC Client Service Associate Industry: Wealth Management Location: Greenwich, CT (walking distance... ...excellence. ● You take pride in what you do, your successes and successes of the overall team and firm. ● You are exceptionally...SuggestedFull timeWork at officeRemote workFlexible hours
- ...Collaborate on impactful operational and client service projects. Enhance workflows... ...expertise.Job DescriptionClient Service Associate OverviewThe Client Service Associate role... ...situations and deliver results.Eagerness to learn, adapt, and contribute to team success.Suggested
$35.36k - $61.2k
...POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth... ...trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal...SuggestedTemporary workWork at officeLocal areaWork visa- Our client is seeking to add a Client Services Associate to their firm. They are a small, family-owned investment company managing over $1B in assets that... ...contact ****@*****.***. Pay offered to a successful candidate will be based on several factors...Permanent employmentTemporary workWork experience placementWork at office
$35.36k - $61.2k
...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 workWork at officeLocal areaWork visa- ...Registered Wealth Management Client Associate Greenwich, 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...Seasonal workWork at officeWork from homeShift workDay shift
- ...know how to take care of people? We're looking for a Registered Client Associate to: keep management systems up to date with client... ...diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our...Full timeFlexible hours
- ...Client Engagement Associate Our fundamental belief at Freudigman & Billings is that children learn best in the context of supportive relationships... ...pieces fit together. Think Sudoku, Tetris, or chess — success comes from seeing the big picture while managing the...Full timeSeasonal workWork at officeLocal areaMonday to Friday
- ...Provide client service support to potentially multiple Financial Advisors Support enterprise strategic objectives, operational excellence goals, and client advocacy within the Financial Advisor’s business Customize solutions based on specific client and advisor needs...Seasonal workWork at office
- ...RBC Wealth Management in Stamford, CT, is hiring a Client Associate/Registered Client Associate to serve financial advisors and clients with a client-first, compliant, and collaborative mindset. You will handle account documentation, onboarding, and routine support tasks...
$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 timeLocal area$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 timeFlexible hours- ...how to take care of people? We're looking for a Registered Client Associate to: keep management systems up to date with client information... ...skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our...Full timeFlexible hours
$49k - $65k
...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 can...Work at officeImmediate startFlexible hours$62.4k - $66.56k
...Client Service Associate NorthCoast Asset Management, is looking for a Client Service Associate to join their team. This role will report directly to the Senior Director of Operations and work closely with the marketing and operations team. This role is fully in-office...Work at officeLocal area- ...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
- ...Responsibilities Serve as the primary point of contact for institutional clients, providing responsive and high-touch service. Manage client inquiries, account requests, and operational issues while coordinating with internal teams to ensure timely resolution....Full time
$80k - $110k
...Westchester-based family wealth management firm, is seeking a Client Service and Operations Associate to support high-touch client service, account... ...Salary Range: $80,000 and $110,000 per year The successful candidate is also eligible for annual discretionary bonus...Full timeWork at office- ...Client Services & Operations Associate Congruent Insurance Solutions (CIS) Westport, CT | Full-Time | On-Site About Congruent Insurance Solutions... ..., analytics or other quantitative fields; Customer success or client service; Financial services or fintech;...Full time
- ...Naples, New York and Palm Beach. Our mission is to provide our clients with a portfolio of services that capture superior long-term... ...first. Position Description The Client Service Associate will work directly with Chilton Client and Wealth Advisors to deliver...Work at office
- ...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 practiceRemote work2 days per week
- ...TouchCare makes navigating healthcare more convenient and stress-free for its users. Client Success Advocate TouchCare Position Summary The Client Success Associate (CSA) plays a critical role in supporting TouchCare's employer clients and ensuring a seamless...Contract workWork at office
$85k - $110k
...Client Services & Operations Associate - Wealth Management (Westchester County) Our client, a boutique wealth manager in Westchester County, is looking to add a Client Services & Operations Associate to their growing team. This person will play a key role in supporting...Full time- ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...continuing education requirements We’ll help you Build a successful career at Bank of America through world-class training and...TraineeshipWork experience placementWork at officeLocal areaImmediate startShift workDay shift
- Wealthspire Advisors in Westport, CT is seeking a Client Service Associate to forge and nurture relationships with clients, advisors, and team members. You will handle money movement requests, account inquiries, check re-orders, and charitable giving confirmations, ensuring...
- ...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 workWork at officeWork from homeShift workDay shift
$225k - $300k
...Connecticut land use and zoning practice. \n Leverage your existing client relationships and $500K+ portable book of business while... ...with demonstrated client origination and business development success. \n ~ Significant experience appearing before Connecticut municipal...Work at officeFlexible hours$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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Success Associate. Be the first to apply!





