Wealth Client Services Specialist
Dormont Manufacturing Co
Axos Clearing LLC is seeking a Client Service Advocate to provide high-quality service to Registered Investment Advisor (RIA) and Broker Dealer clients. Your role is crucial in ensuring smooth account management and supporting business growth as you engage with various internal teams. The ideal candidate should possess strong communication skills, have a background in financial services, and demonstrate problem-solving abilities. This position offers competitive pay based on experience and includes comprehensive employee benefits. #J-18808-Ljbffr Dormont Manufacturing Co
- ...Farm Family is seeking a Client Support Specialist II for an in-office role. You will be the first point of contact for clients, delivering effective service across inquiries about products and services. Uses active listening to identify reasons for contact and provide...SuggestedWork at office
- ...from anywhere while creating unforgettable travel experiences for clients. Whether booking your own vacations or helping others plan... ...Role Description This is a full-time remote role for a Client Services Associate. The Client Services Associate will be responsible for...SuggestedRemote jobFull time
- ...owned subsidiaries of Clearbrook Group Holdings Inc. Job Title Client Support Specialist II Employment Details Employment Type: Full-Time FLSA... ...are primarily responsible for providing effective customer service to clients in response to inquiries, concerns and requests...SuggestedFull timeWork at officeFlexible hours
$45k - $48k
...Osaic Careers Customer Service Opportunity in Financial Services Client Support Representative Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista: 12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale...SuggestedFull timeWork at office- Overview The Analyst, Client Services Operations is responsible for resolving client issues, supporting incident response activities, and delivering consistent, high‑quality operational support. This role focuses on execution, technical troubleshooting, and customer communication...Suggested
$45k - $70k
...Position Overview We are seeking a dependable and service-oriented Customer Service & Reservations Associate to support client inquiries and assist with reservation coordination. This role focuses on delivering timely support, managing requests, and ensuring all details...Remote workFlexible hours- ...Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every... ...: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental...Contract workPart timeLocal area
$19.82 - $26.16 per hour
...Customer Service Representative As a Customer Service Representative, you will provide superior service to our clients and act as the first point of contact for the investment representatives and clients. As we continue to evolve and live our Orion values, we are looking...Work at office3 days per week- Customer Service Representative (CSR) Location: Omaha, NE Duration: 8 Months (Possible Extension) Work Schedule: 100% Onsite | 5 Days... ...Representatives to support a leading financial services client. The ideal candidate will provide exceptional customer service...Shift workDay shift
$18 - $21 per hour
Randstad is supporting a leading wealth management firm who is looking for Experience Customer Service Representatives who can blend high-level emotional intelligence... ...technical problem-solving to support their financial clients. Shift: Flexibility for an 8 hours shift...Permanent employmentContract workTemporary workWork experience placementMonday to FridayShift work$25k - $35k
...Customer Service Specialist The customer service specialist is responsible for maintaining solid customer relationships by handling personal... ...accuracy and facilitate corrections, as needed, between client and carrier. Perform various administrative tasks in order...Work at officeFlexible hours$18 - $21 per hour
...Experience Customer Service Representative Randstad is supporting a leading wealth management firm who is looking for Experience Customer Service Representatives... ...technical problem-solving to support their financial clients. Shift: Flexibility for an 8 hours shift between...Contract workMonday to FridayShift work$18 per hour
...Job Description Job Description Customer Service Representative – Medical Transportation At EMS, we “Contact Center” differently. We support our customers and clients every step of the way and provide an excellent customer service experience. The Position...Work at office- ...Customer Service Associate II Your positive, friendly disposition and eagerness to get things done make you the right person for our... ...We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental...Contract workPart timeLocal area
- ...A leading insurance provider is seeking a Client Service Consultant II to manage day-to-day administrative services for multiple national accounts. The consultant will ensure exceptional customer service, respond to client requests, and collaborate with internal teams...Work at office
- ...Job Description: The Client Service Consultant II (CSCII) has overall accountability for the day-to-day administrative service support of multiple National Account clients (5,000+lives). The CSC II is part of an overall account team tasked with understanding the customers...Work at officeFlexible hours
- ...Orion Advisor Technology is seeking a Client Experience Technology Consultant to support Summit clients and advisors from our Hybrid office network. The role collaborates with onboarding and product teams to ensure a smooth setup and ongoing success for end users. The...Work at officeLocal area
$30k - $60k
...Job Title: Remote Customer Service Specialist – Hotel Bookings About Us: We are passionate about making travel seamless and memorable. We specialize in tailored travel experiences for leisure clients, with a focus on excellent customer support, personalized hotel recommendations...Remote workFlexible hours- ...the Opportunity Are you passionate about travel, customer service, and helping others create unforgettable experiences? We are... ...individuals to join our growing team as a Travel & Client Experience Specialist. This flexible remote opportunity is ideal for individuals...Full timePart timeRemote workFlexible hours
$17.2 - $23.37 per hour
...delivery of various on-site work assignments, providing customer service and ultimately, customer satisfaction. Your Impact Main... ...customer concerns. - Promptly reviews and responds to management and client requests via emails, phone calls, text messages and verbal. - Strong...Hourly payFull timeWork at office- ...Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement – your pet’s health is our top priority and excellent service is our goal – very seriously. With every...
$19 per hour
...support each other, celebrate wins, and take pride in creating great client experiences. You’ll be surrounded by people who work hard, move... ...the client experience comes to life. As a Part-Time Client Services team member, you’ll support clients across the country through...Hourly payFull timePart timeShift workWeekend workDay shiftAfternoon shift- ...Client Services Account Coordinator At OBI, we are modern marketers. Our passion for using customer insights to drive innovation and deliver on dreams is at the heart of everything we do. We believe our work goes beyond marketing because our employees and our clients...
- ...Client Support Specialist The Client Support Specialist acts as a technical support resource to our clients utilizing ICE Mortgage Technology products, services, platform technologies, and workflows. The Client Support Specialist endeavors to deliver complete resolutions...Work at office
- ...Camirand Travel is seeking a motivated Travel & Client Experience Specialist to join their remote team. This role involves assisting clients with vacation planning, travel research, and providing exceptional customer support throughout their travel experiences. The ideal...Full timePart timeRemote workFlexible hours
- ...interfaces with customers via inbound/outbound calls. This position provides sales, customer service support and resolution of routine problems and questions regarding clients’ products and/or services. About the Role: Do you love talking to people, closing deals...Full timeWork at officeRemote workWork from homeHome officeFlexible hoursWeekend workAfternoon shift
- ...dominates the products in their category – 1 out of 3 being sold by them and taking care of them with one of the highest customer service scores in retail! If you are passionately enthusiastic, endlessly curious, and customer obsessed, say “I do” and apply today! Essential...Part time
- ...Title: Customer Service Specialist (Ecommerce) Job Type: Full-Time, Remote Timings: 9 PM - 4 AM (Pakistan Standard Time) Overview: We’re looking for a customer-focused Customer Service Specialist who can not only handle day-to-day support, but also help us implement AI...Full timeRemote work
- ...and casualty market. Argo offers a full line of products and services designed to meet the unique coverage and claims-handling needs... ...Essential Job Responsibilities Assist Product Systems Specialist in providing business support for the department's Rate, Quote...Work at officeLocal area
$16.66 per hour
...is essential to the success of our retail stores. Customer Service Specialists work closely with wholesale and retail customers to determine... ...to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product...Hourly payContract workPart timeFor contractorsWork experience placementLocal areaAfternoon shift
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