Client Services Associate
transperfect
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, manage preflight tasks, enter key details into internal systems, and ensure everything is ready for production. Description Respond to client requests for new project initiatives through our centralized technology Collaborate with various members of the production team to assess the scope of work and produce cost and timeline estimates for translation projects and requests Initiate all project related work by providing detailed budget, schedule and instructions to the project team and by anticipating pitfalls or potential roadblocks to successful completion Ensure that any pitfalls are addressed and resolved with the client before being submitted to the production team Where applicable, initiate some project specifics to set the production team/individual project up for success Take a proactive role in learning about clients’ industry, business needs and company culture, educating the project team, and providing a high level of service Monitor and communicate project progress, ensure strict adherence to deadlines and budgets and ultimately produce high quality deliverables Serve as the central point of contact for and liaison between external client contact and internal production staff Set and fulfill client expectations Comply with all ISO regulations, processes and procedures Potentially troubleshoot problem projects Understand and abide by individual project instructions and effectively communicate to the production team Investigate client complaints where applicable Discuss issues with clients and production staff and creatively problem solve to alleviate issues Complete any other tasks that are deemed appropriate for the role as assigned by a manager/supervisor What we offer: Equal opportunities within an environment that celebrates diversity. Possibility to collaborate with the managers and colleagues from different, international locations. Friendly working environment. Opportunities to learn and grow within the Company. Required Experience and Qualifications: Minimum Bachelor’s degree or its equivalent Experience in customer service Experience building relationships with clients and co-workers Desired Skills and Experience: Knowledge of a second language Experience coordinating projects and assignment of resources #J-18808-Ljbffr transperfect
$125k - $200k
...Job Description Job Description Client Service Associate Premier Asset Management firm is looking to hire an Associate to help the Client Service Department achieve their mission by ensuring clients receive exceptional service and that your team is achieving...Suggested- ...Job Description Job Description Position Summary The Client Service Associate is a key member of our wealth advisory team, supporting clients' day-to-day service and account needs. This individual will work closely with Wealth Advisors to manage account...SuggestedWork at office
$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...SuggestedWork at office- UBS is seeking a Registered Client Associate to support a team of Financial Advisors in Westport, CT. You will maintain client records, prepare... ...for meetings, and assist with opening new accounts and service requests. The role requires Series 7 and 66 licenses, 3-5 years...Suggested
- ...environment with growth opportunities. Collaborate on impactful operational and client service projects. Enhance workflows using AI tools and analytical expertise.Job DescriptionClient Service Associate OverviewThe Client Service Associate role focuses on operational and...Suggested
$35.36k - $61.2k
...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...Temporary 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 takes pride in providing personalized, high-quality service. The ideal candidate values professionalism, confidentiality...Permanent employmentTemporary workWork experience placementWork at office
- Client Services Associate 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 takes pride in providing personalized, high-quality service. The ideal candidate values professionalism...
- Our client is an independent RIA in Greenwich, CT serving high-net-worth individuals and families. They are hiring a Client Service Associate to support the advisory team on account operations and day-to-day client requests. This is an operations-heavy seat with direct...
- ...deliver curated investment portfolios, institutional-quality risk management, and tax optimization for our clients. ABOUT THE ROLE The Client Service Associate is a key member of our Client Service Team, with responsibility for client coverage as well as the operational...Full timeWork at officeRemote workFlexible hours
- ...assessment, personally tailored learning programs, and one‑on‑one coaching. Freudigman & Billings seeks a Client Engagement Associate to join our Client Services team. The Client Engagement Associate is a critical member of the team, responsible for creating a seamless...Full timeSeasonal workWork at officeLocal areaMonday to Friday
$55k - $60k
...Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... ...services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Stamford, CT or...Full timePart timeLocal area- ...Richard L. Chilton Jr. CTC offers full-service, bespoke private wealth management services... .... Our mission is to provide our clients with a portfolio of services that capture... ...Position Description The Client Service Associate will work directly with Chilton Client...Work at office
- ...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
- Key Responsibilities Are you truly service oriented? Do you know how to take care of people? Job Type Full Time Job Reference #... ...how to take care of people? We're looking for a Registered Client Associate to: keep management systems up to date with client information...Full timeFlexible hours
$29 - $33 per hour
...independent fiduciary legally bound to act in our clients' best interests — always.* Mercer... ...of metrics – including size, growth, service quality, technology, succession planning... ...Job Summary: The Service Operations Associate I is a critical operational role within...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- 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...
$34.62 - $52.4 per hour
About this role:Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors... ...:Assist Profit Formula (PF) Financial Advisor(s) with sales, service, and operational related activities such as providing service...Ongoing contractFull timeWork experience placementSecond jobWork at officeImmediate start$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... ...communication, people, organizational, and client service skills Attention to detail coupled with the mindset of how...Full timeFlexible hours$32 - $35 per hour
...lead a team in the future. In the meantime, you'll have the full support of our management team as you take ownership of service delivery, client relations, and business development.If you're a self-starter who thrives in both hands-on fieldwork and strategic growth,...Full timeLocal area$135k - $165k
...shape the world we live in. To start a career that is out of the ordinary, please apply...Job DetailsJob Title: Senior Director, Client Service, Media Job Location: Hybrid- Atlanta, Boston, Chicago, New York City, Norwalk About the roleThe Senior Director leads a...Full timeWork experience placementLive inWork at officeFlexible hoursShift work- ...success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to fostering an environment... ..., then we invite you to apply to our Medical Malpractice Associate Attorney position reporting to our White Plains , NY Office...Work at officeFlexible hours
$22 per hour
...Client Success Associate We are seeking a Client Success Associate to join our luxury real estate media team. In this role, you will communicate... ...helpful solutions that ensure they have a great customer service experience with our company. The ideal candidate is...Hourly pay- ...Description Job Description Job Summary We are seeking a Client Success Associate to join our luxury real estate media team. In this role,... ...helpful solutions that ensure they have a great customer service experience with our company. The ideal candidate is...
$17.7 - $22.62 per hour
CLIENT SERVICE COORDINATOR This posting will remain open for a minimum of two weeks from the posting date. A career at Banfield means you... ...numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in...Hourly payMinimum wageFull timeTemporary workPart timeLocal areaFlexible hoursShift workAfternoon shift$26.5 - $45 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- 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...
$19.67 per hour
...Customer Service Specialists work closely with wholesale and retail customers to determine... ...customer concerns and ensure maximum client satisfaction as well as stay up-to-date... ...the applicable geographic differential associated with the location at which the position...Full timeContract workFor contractorsWork experience placementLocal areaAfternoon shift$20.67 per hour
...Customer Service Specialists work closely with wholesale and retail customers to determine... ...customer concerns and ensure maximum client satisfaction as well as stay up-to-date... ...the applicable geographic differential associated with the location at which the position...Contract workPart timeFor contractorsWork experience placementLocal areaAfternoon shift- Client Service Coordinator This posting will remain open for a minimum of two weeks from the posting date. A career at Banfield means you... ...numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in...Local areaShift workAfternoon shift
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