Client Support Associate
AYS Inc
Overview We are currently seeking a highly motivated and customer-focused individual to join our team as a Client Support Associate. In this role, you will be responsible for providing excellent support to our clients and their customers. You will serve as the first point of contact for any inquiries or concerns, and will work closely with our team to ensure timely and effective resolution. Responsibilities Act as the primary point of contact for our clients and their customers, responding to inquiries and providing support via phone, email, and chat Identify and troubleshoot customer issues, providing timely and effective solutions Maintain a thorough understanding of our clients\' products and services, as well as their policies and procedures Collaborate with internal teams to escalate and resolve any complex issues Proactively identify opportunities to improve processes and enhance the customer experience Keep accurate records of customer interactions and provide regular updates to the management team Meet and exceed performance metrics, including response time, resolution time, and customer satisfaction Qualifications Bachelor\'s degree in Business Administration, Marketing, or a related field 1-2 years of experience in customer support or a similar role Excellent communication skills, both written and verbal Strong problem-solving and critical thinking abilities Ability to work in a fast-paced environment and handle multiple tasks simultaneously Proficiency in Microsoft Office and customer support software Experience working with CRM systems is a plus Ability to work independently and as part of a team Willingness to work flexible hours, including weekends and holidays if needed Benefits Competitive salary and benefits package Opportunities for career growth and development A positive and dynamic work environment Training and support to enhance your skills and knowledge The opportunity to work with a diverse and talented team If you are a customer-focused individual with a passion for providing exceptional support, we want to hear from you! Join our team at AYS Inc and make a positive impact on our clients and their customers. Apply now and take the first step towards an exciting and rewarding career. #J-18808-Ljbffr AYS Inc
- ...BRCityAtlantaJob TypeFull Time Your roleThe key tasks of your job as a Client Service Associate/Registered Client Service Associate include the following:... ...about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options...SuggestedWork at officeFlexible hours
- Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management... ...chance to develop your skills in a fast-paced environment, supported by the global resources of one of the world's most respected...SuggestedLocal area
- ...London. The Firm oversees $224 billion in client assets as of June 30, 2026. Position... ...to join its growing team as a Client Associate. The Client Associate will work with our... ...checks, journals, check deposits, etc.) Support marketing efforts by promoting client...SuggestedWork at officeLocal area
- ...Private Wealth Client Associate Atlanta, Georgia To proceed with your application, you must be at least 18 years of age. Acknowledge... .... Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...Bank of America. We are committed to an in‑office culture that supports collaboration, engagement, and career development, while providing...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach...Seasonal workWork at office
$45k - $54k
...Job Description Job Description Most client-facing roles ask you to answer phones and keep a calendar. This one asks you to own... ...collaborative, people-first feel. The Role As Client Experience Associate, you are the first voice clients hear and the first face they...Work at office- ...A respected regional financial institution is seeking a Client Relationship Associate to join its commercial banking team in Buckhead. This is... ...opportunities to strengthen existing client relationships and support new business development efforts. Coordinate with...Local area
$95k - $127.5k
...Description Team Overview BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment... ...The Onboarding Team leads the onboarding of portfolios and supports account maintenance within the retail channel. Onboarding sits...Full timeContract workApprenticeshipWork at officeLocal areaWork from homeFlexible hours1 day per week$107.12k - $160.68k
...objectives. This individual plays a pivotal role impacting the client experience. This role requires internal collaboration partnering... ...of digital platforms (for example, InView) and provide initial support. Qualifications Experience: 6-10 years of relevant experience...Full time- ...Client Service Associate Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth... ...client-ready office environment. Provide administrative support including expense reporting, document coordination, supply...Work at officeLocal area
- ...Job Description Job Description Job Summary This Senior Client Service Associate will primarily assist Wealth Advisor(s). High integrity, attention to detail, excellent communication and enthusiasm for teamwork is key. The ideal candidate will understand that a...Work at office
- ...Overview We’re looking for a Client Services Associate to join our team! In this role, you’ll be the main point of contact for clients, working closely with our Production team to make sure projects run smoothly from start to finish. You’ll help coordinate new projects...Full time
$20 per hour
...Client Services Associate Location: Remote/Hybrid - USA Reports to: Key Account Manager Department Name: Account Management Job Type... ...problems that demand immediate promotion to direct supervisor. Support strategic ongoing initiatives communicated by the direct...Full timeWork at officeImmediate startRemote workWork from homeHome officeWeekend workAfternoon shift- ...Client Service Associate HB Wealth ("HB") is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional... ...administration as well as providing a broad range of support to both their assigned client advisory team and other...Work at officeRemote work
- ...are an established advisory firm, with a 25-year history of supporting clients regionally. Our experienced advisory team needs a strong leader... ...and hiring a highly organized and efficient Client Service Associate to join our team. This position is crucial in supporting the...Work at office
- ...Financial Advisor Support This is an in office position Monday - Friday. Location options are Charlotte, North Carolina, Atlanta, Georgia... ...assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. Essential...Second jobWork at officeMonday to Friday
- ...Client Associate Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional... ...chance to develop your skills in a fast-paced environment, supported by the global resources of one of the world's most respected...Local area
- ...Our client, a nationally ranked, Top 20 CPA firm, are seeking a Senior Associate to join their International Tax team. This firm offer outstanding work- life balance, and excellent opportunities for career progression. The firm have plans for further expansion in 2026...
$50k - $65k
...Client Service Associate Our Sandy Springs, GA office is seeking a Client Service Associate to play a key role in supporting both our high-net-worth clients and our Financial Advisors (FAs). As the primary liaison between clients and the advisory team, you will help...Full timeTemporary workWork at officeFlexible hours$60k - $82k
...Client Services Associate - Atlanta, GA Join our Atlanta Client Services Team as a Client Services Associate, where you'll play a key role in supporting both clients and advisors while keeping day-to-day operations running seamlessly. This is a great opportunity for...Full timeTemporary workWork experience placementSummer workWork at officeImmediate startWork visaMonday to FridayFlexible hours- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...Work at officeLocal area
- Boutique fee-only RIA seeks a highly organized client service and operations professional to work closely with the founder in a high-... ...service requests, shared inbox triage, scheduling, and follow-up Support onboarding, account opening, transfers, rollovers, and...
- ...we work with high net-worth individuals, families, and institutions. We are looking for an experienced and versatile Client Service Associate to support our advisors, our clients, and our continued growth. In addition to having a strong working knowledge of industry software...Work at office
- ...needs. Technical work in the installation, operation, and maintenance of computing systems and associated peripheral devices Perform troubleshooting and provide technical support to students, faculty, and staff Assures that products for installation are available and...Work experience placementWork at officeRemote work
- Client Service Associate / Senior Client Service Associate **Confidential Search | Atlanta, GA (On-site/Hybrid)** A boutique, fee-only Registered... ...the team delivers. What You'll Do - Serve as a primary support partner to one or more Advisors, managing client communications...Work at office
- POSITION SUMMARYRegistered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated... ...and assist with Firm services and solutions that support clients’ needs including banking products and services and...Work at officeLocal area
- The Client Relationship Marketing Associate Director for a large, Communications, Media and Technology (CMT) account, is part of our cross-market CMT... ...market presence with the client. Go to Market Marketing Support & Partnership Activation · Represent marketing in the Accenture...Full timeLive inWork at officeLocal area
- ...We are customer obsessed, innovative, and have the best culture in retail. Join our team today! Position Objective The Support Associate is responsible for supporting a customer and product-focused sales culture where our core principles are at the forefront of all store...Local areaFlexible hoursShift workNight shift
$20.64 per hour
...Passport Support Associate III Category: Administration Main location: United States, Georgia, Atlanta Position ID: J1225-1581 Employment... ...located in our Huntsville, AL office with work performed at client site in Atlanta, GA. Your Future Duties and Responsibilities...Hourly payFull timeContract workWork at officeLocal areaShift work
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