Client Services Associate
Hellosunshinetravels
Hello Sunshine Travels is a growing travel business dedicated to helping individuals turn their passion for travel into income. We specialize in providing the tools, training, and support for motivated individuals to become successful booking agents. Our mission is to empower self-driven, travel-loving entrepreneurs to work from anywhere while creating unforgettable travel experiences for clients. Whether booking your own vacations or helping others plan theirs, our team members enjoy the freedom of being their own boss while earning income doing what they love. We are currently expanding and seeking passionate people who are: Excited about travel Ready to transform their vacations into a business opportunity At Hello Sunshine Travels, we believe travel should not only be an adventure it can also be a paycheck. Role Description This is a full-time remote role for a Client Services Associate. The Client Services Associate will be responsible for handling customer inquiries and providing exceptional customer support. Daily tasks will include responding to emails and phone calls, resolving client issues, assisting with travel bookings and reservations, and ensuring overall customer satisfaction. The associate will also work closely with the finance team to process payments, provide budgeting assistance, and manage invoices. Qualifications Client Services and Customer Service skills Customer Support and Communication skills Basic knowledge of Finance and related processes Proven ability to multitask and handle multiple client interactions simultaneously Strong problem-solving skills and a detail-oriented mindset Experience in the travel or hospitality industry is beneficial #J-18808-Ljbffr Hellosunshinetravels
- ...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the...SuggestedWork experience placementWork at office
$65k - $85k
...AGW Capital Advisors is a private wealth management firm in Tampa, FL. We are seeking a Client Service Associate to join our team to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients...SuggestedWork at officeMonday to Friday- ...across the country in hiring top professionals to join their practices. Our client in Tampa is seeking an experienced and exceptionally sharp, motivated, and detail-oriented Client Service Associate to join their team to provide proactive in-office support to financial...SuggestedWork at office
$55k - $60k
...comprehensive financial planning and investment management to clients. Instrumental Wealth recently celebrated our third... ...Growing mentality, Integrity, and Fun! Job Summary The Client Service Associate plays a critical role in delivering exceptional client experiences...SuggestedFull timeLocal areaMonday to FridayDay shift$65k - $85k
...AGW Capital Advisors is a private wealth management firm in Tampa, FL. We are seeking a Client Service Associate to join our team to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients...SuggestedWork at officeMonday to Friday- ...options are Brooksville or Tampa FL. Responsible for the general servicing and support of the Financial Advisors. This includes... ...assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. Essential...Work at office
- ...Instrumental Wealth, based in Tampa, FL, is seeking a Client Service Associate to deliver exceptional client experiences and support advisors. This full-time role involves client onboarding, account maintenance, and workflow management. The ideal candidate will have at...Full time
- A leading financial services firm in Tampa, FL is seeking a Client Associate to support high net worth clients. This full-time role involves maintaining client information, educating clients on services, and assisting in reports for meetings. The ideal candidate should...Full timeWork at office
- ...strategic thinker who is passionate about delivering exceptional support for Clients in Security Services, Custody Client facing, then this is the Job for you. As a Client Service Associate II in our Security Services Custody Client Facing team , you will provide Institutional...
- A global financial services firm in Tampa is seeking a Business Development Associate to support Financial Advisors and enhance client relationships. The successful candidate will have over 5 years in relevant fields, strong interpersonal skills, and an active Series 7...
- A leading financial services firm is looking for a Client Service Associate II to join their Securities Services Custody Client Facing team. The ideal candidate will provide exceptional client support to institutional investors, ensure seamless communication, and assist...
- ...Are you a forward-thinker, skilled in creative problem-solving? If so, the Morgan Stanley Virtual Client Solutions team is seeking a Registered Client Service Associate in our Tampa, FL office to help effectively educate, service, and lead clients in best managing their...Work at officeWorldwide
- POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Work at officeLocal area
- Position Summary Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Work at officeLocal area
- Overview Are you ready to make an impact in Securities Services? Join our Custody Client Facing team and help deliver exceptional support to institutional... ...client focus will drive results. As a Client Service Associate II in our Securities Services Custody Client Facing team...Worldwide
- ...advisors and their prospective and existing clients and other branch staff team members.... ...years of rich history and recognition for service and excellence in the Financial Services... ...a dynamic Registered Client Service Associate who is a motivated, detail oriented and...Work experience placementWork at office
- ...Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including...
- ...Client Service Associate II - Corporate Action Be part of a world-class team at JPMorgan Chase's Corporate & Investment Bank Securities Services, Custody Middle Office. Drive innovation and operational excellence while supporting institutional investors in global markets...Work at office
- ...Client Service Associate Messa Sync is a fast-growing logistics and operations company committed to delivering excellence, efficiency, and reliability in every project. Our team is built on dedication, collaboration, and a drive to exceed expectations. We take pride...Full timeWork at office
- ...Client Service Associate II - Corporate Action Be part of a world-class team at JPMorgan Chase's Corporate & Investment Bank Securities Services, Custody Middle Office. Drive innovation and operational excellence while supporting institutional investors in global markets...Work at office
- ...Job Title Client Service Associate II Job Description Are you ready to make an impact in Securities Services? Join our Custody Client Facing team and help deliver exceptional support to institutional investors worldwide. Be part of a collaborative, innovative...Worldwide
- At J.P. Morgan (JPM), we are committed to delivering exceptional client service. As a Client Service Manager - Associate in Securities Services, you will support and work on initiatives to help drive client satisfaction. As a Client Service Manager (CSM) in Securities...
- At J.P. Morgan (JPM), we are committed to delivering exceptional client service. As a Client Service Manager - Associate in Securities Services, you will support and work on initiatives to help drive client satisfaction. As a Client Service Manager (CSM) in Securities Services...
- Raymond James Financial, Inc. is seeking a Registered Client Service Associate in Tampa, Florida. This role involves providing essential administrative support to financial advisors and clients, ensuring accurate management of client accounts, and facilitating client interactions...
- Fwainvest in Tampa, Florida is seeking a Registered Client Service Associate to support financial advisors and clients. The role involves onboarding new clients, managing accounts, and providing high-quality administrative support. Ideal candidates should have effective...
- 711 MS Smith Barney, LLC is searching for a dedicated Client Service Associate in Tampa, Florida. The role centers on providing exceptional service to clients while supporting Financial Advisors and Wealth Advisors. A successful candidate will have strong interpersonal...Work at office
- A leading financial institution is seeking a Client Service Manager - Associate in Securities Services in Tampa, Florida. In this role, you will support client satisfaction initiatives by managing relationships and governance for a book of clients. You will need at least...
- JPMorgan Chase & Co. is seeking a Client Service Manager - Associate in Tampa, Florida. The role involves supporting a client service team, ensuring client satisfaction, and managing relationships. Ideal candidates should possess a Bachelor’s degree and have 3-5 years...
- ...Deep Blue Investment Advisors Position: Client Associate Reports to: Director of Client Service & Advisory Work Location: On Site, Tampa, Florida Supervisory: No ABOUT US Deep Blue Investment Advisors (“DBIA”) is an SEC-registered investment advisory...Daily paidWork at officeLocal areaShift work
- Join a forward-thinking financial institution as a Registered Client Service Associate in Tampa. This dynamic role offers a unique opportunity to connect with clients, guiding them through their financial journeys while providing exceptional service. You'll collaborate...
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