Client Relations Associate
$65k - $85kGFI Team Ikigai
Client Relations Associate at GFI-Team Ikigai About Us Welcome to GFI-Team Ikigai, an organization devoted to revolutionizing financial literacy across the globe. We are passionate about empowering communities with innovative financial solutions and educational resources that transform financial journeys. Our entrepreneurial spirit and commitment to a flexible work environment allow our team to make significant contributions with limitless growth potential. Join us and be part of a dynamic team where your impact is profound! Why This Role Is Unique The Client Relations Associate is pivotal in fostering strong, lasting relationships with clients and facilitating exceptional service. Your role encompasses nurturing client satisfaction, resolving issues, and contributing to client retention and business growth. As an associate, you stand not only as a point of contact for our valued clients but as an advocate for their needs within GFI-Team Ikigai. This is an opportunity to develop your business acumen within a supportive and growth-focused framework. Your Core Objectives Client Satisfaction: Achieve high client satisfaction through excellent service and prompt resolution of inquiries and complaints. Relationship Building: Develop and maintain rapport with clients to foster trust and loyalty. Growth Facilitation: Identify potential opportunities for upselling and cross-selling aligned with client needs and objectives. Collaborative Engagement: Work alongside cross-functional teams to address client queries and ensure seamless service delivery. Defining Success Together Become a trusted expert providing long-term support as client needs evolve. Expand and nurture a client base centered on acquisition and relationship-building. Deliver exceptional client experiences resulting in positive feedback and satisfaction. Enhance leadership abilities by mentoring peers and improving team capabilities. Who We're Looking For Visionary communicators with exceptional verbal and written skills. Detail-oriented individuals with a strong understanding of client relationship management. Entrepreneurially-minded professionals ready to create a meaningful impact. Proactive problem solvers with a continuous improvement mindset. Perks and Benefits Cultivate personal growth in a culture dedicated to development with potential earnings ranging from $65k to $85k annually for part-time positions, with prospects for full-time roles. Enjoy a flexible work environment rich with advancement opportunities. Access both part-time and full-time career paths with GFI-Team Ikigai. #J-18808-Ljbffr GFI Team Ikigai
$65k - $85k
...Client Relations Associate at GFI-Team Ikigai About Us Welcome to GFI-Team Ikigai, an organization devoted to revolutionizing financial literacy across the globe. We are passionate about empowering communities with innovative financial solutions and educational resources...SuggestedFull timePart timeFlexible hours$40k - $60k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ...you need to succeed? Must‑have Bachelor's degree or job‑related experience. Strong soft skills including verbal and...SuggestedFull timeFlexible hours$40k - $60k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ...to succeed? Must-have * Bachelor's degree or job-related experience * Strong soft skills including verbal and...SuggestedFull timeFlexible hours$40k - $60k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our... ...you need to succeed? Must-have Bachelor's degree or job-related experience Strong soft skills including verbal and written...SuggestedFull timeFlexible hours$60k - $75k
...Client Service Associate Flourish Wealth Management is a dynamic and growing independent, fee-only boutique wealth management firm based in Edina... ...(e.g., Schwab) to open accounts and troubleshoot account-related issues and ensure compliance with regulatory and firm policies...SuggestedWork at office2 days per week3 days per week- ...Client Service Associate Luminate Bank is more than a bankwe're Banking Brighter by making financial success simple, accessible, and rewarding... ...requests, including updates, problem resolution, and fraud-related inquiries with a high level of care and urgency Proactively...Work at officeFlexible hours
$45k - $70k
...communication skills, as well as industry knowledge, to help clients obtain their financial goals and plan for the future. You... ...do you need to succeed? Must‑have 3+ years of Client Associate experience or related industry experience Series 7 and 66 (or 63/65) Advanced understanding...Full timeFlexible hours$25 - $44 per hour
...education, 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....Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Private Wealth Client Associate Minneapolis, Minnesota 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 workWork at officeWork from homeShift workDay shift
$75k - $95k
...Client Associate (Wealth Management) Location: Carlson Towers, Minnetonka, MN Type: Hybrid, Flexible Experience: 4+ years of Wealth Management... ..., distributions, beneficiary updates, and other service‑related changes with accuracy and attention to detail Coordinate and...Flexible hours$25 - $44 per hour
...education, 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....Hourly paySeasonal workWork at officeWork from homeShift workDay shift$40k - $65k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ...need to succeed? Must-have Bachelor’s degree or job-related experience Strong soft skills including verbal and...Full timeFlexible hours$25 - $44 per hour
...Bank of America seeks a motivated individual for a client service support role within Merrill Wealth Management in Minneapolis. The position involves assisting Financial Advisors and delivering excellent client service by addressing client needs and ensuring operational...Hourly pay- ...to assist Financial Advisors and provide clients with quality service. Follows... ...James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and... ...1) or more years securities industry or related work experience preferred, or an equivalent...Work experience placementWork at office
- ...plans, and foundations. Orgel Wealth Management is seeking a Client Service Associate who can provide exemplary customer service to our clients... ...supports advisors by ensuring that all operational and service-related tasks are executed with precision, urgency, and care....Contract workWork at office
$25 - $44 per hour
...education, 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....Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Advisor (RIA) based in Edina, MN. We serve a select group of high-net-worth client families through a personalized, Family Office model, and as we grow, we're adding a Client Operations Associate / Manager to our team. This isn't a back-office role. You'll work side...Work at office
- ...Join our team as a Client Operations Associate and become the backbone of our sales operations. You'll handle a wide range of tasks from processing sales orders and invoices to managing returns. Your attention to detail will shine as you calculate freight costs and coordinate...Full timeSummer workCasual workWork at officeRemote workWeekend work
$55k - $70k
...A wealth management firm in Minnesota seeks a Client Service Associate to enhance client experiences by providing exemplary customer service. The role requires managing routine account transactions, supporting relationship managers, and ensuring high standards of care...Work at office$185k - $250k
...building lasting relationships with our clients, our professionals take the time to listen... ...a whole. We are seeking a Senior Associate or Lateral Attorney for our downtown... ...communication skills to advise on issues related to structuring transactions, negotiating...Work at officeRemote work$195k - $235k
...division. The Attorney represents and counsels clients, drafts documents, and conducts legal... ...capital funds. Offer legal services related to securities law compliance, capital markets... ...rights. Compensation and Benefits Associate compensation includes a base salary (based...Work at officeFlexible hours$20.99 - $31.49 per hour
...Experience • One to two years of work experience as Patient Financial Advocate, Patient Registration, Patient Accounting, or a related health care field. • Prior experience in customer service, especially in front end patient interactions regarding financial processes...Full timeContract workPart timeFor contractorsWork experience placementFor subcontractorWork at officeRemote workShift workWeekend work- ...relationships Excellent verbal and written communication skills Self-motivated & comfortable working independently Health-related sales experience is preferred but not required Additional Details: ~ Comprehensive, on-demand training offered ~100% commission...Work at office
$32 - $34 per hour
...immigration options, eligibility requirements, and legal processes to clients in clear and accessible ways. Prepare and submit immigration... ...petitions, Employment authorization, Travel documents and related benefits. Complete USCIS forms and supporting documentation accurately...Hourly payPermanent employmentFull timePart timeCasual workLive outWork at officeAfternoon shift- ...two years of experience in case management, social services, or related field Knowledge of local and/or tribal community resources... ...other relevant software (Ex. Epic, Microsoft Office Suite, etc. Associate’s degree or equivalent from a two-year college or technical...Full timeWork at officeLocal areaFlexible hours
- ...creating opportunities for your own professional and financial growth. We are seeking motivated individuals to join our team as a Client Sales Associate, a role focused on helping clients navigate important financial decisions through personalized guidance and relationship-...Remote jobFlexible hours
- ...committed to the LegalCORPS Core Values: Client-focused Collaborative Culturally... ...across the state; Provide trainings and related resources to non-profit entities; Draft... ...without regard to age, race (including traits associated with race), color, creed, religion, disability...Work at officeLocal area2 days per week3 days per week
$15 - $20 per hour
...achieve success? If you’re nodding and smiling and all but shouting “YES!” then keep on reading, because the Farrell’s Client Success Sales Associate position might be just the spot for you! We’re looking for someone who is driven as well as approachable... Someone...Part timeShift work$19.57 - $22.3 per hour
...Qualifications: Relevant education, professional experience, or lived experience in psychology, social work, human services, or a related field preferred. One or more years of experience providing direct crisis response services in a trauma-informed setting. •...Temporary workWork at officeImmediate startRelocation packageShift workNight shift$125k - $135k
...growing practice. This role offers the opportunity to represent clients through divorce, custody, support, and other family law matters... ...prenuptial and postnuptial agreements, property division, and related estate planning considerations Job Details Qualifications...Local area
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