Wealth Client Services Specialist
PowerToFly
A global financial services company is seeking Client Service Associates to provide exceptional service and support to Financial Advisors. The ideal candidate will have strong organizational skills, advanced proficiency in Microsoft Office, and a client-first mindset. Responsibilities include managing client relationships, executing transactions, and supporting team marketing strategies. A high school diploma is required, and a college degree is preferred. The successful candidate will enjoy a diverse workplace with comprehensive employee benefits. #J-18808-Ljbffr PowerToFly
$55k - $85k
Morgan-Stanley is seeking a Client Service Associate to provide exceptional service and support to Financial Advisors and clients. The role involves developing trusted relationships and managing various client inquiries, transactions, and support duties. This position...Suggested$35k - $70k
Morgan-Stanley is looking for a Client Service Associate in Roseville, California. The role involves supporting Financial Advisors in client service tasks and requires excellent interpersonal and organizational skills. Candidates should have a high school diploma, with...Suggested$24.36 - $36.67 per hour
About The Role As a Client Specialist at Baird, you’ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You... ...contribute to the success of Baird’s Private Wealth Management business, where true wealth...SuggestedHourly payWork experience placementWork at office- A financial services firm in Roseville, California is seeking a Client Specialist to deliver exceptional service and support to Financial Advisors. Responsibilities include managing client onboarding, assisting with account operations, and organizing events. The ideal candidate...SuggestedHourly payWork at office
- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Suggested
- ...phone, screening calls and transferring calls appropriately ~ Conducting business in a service orientated manner that is attentive, respectful, friendly and kind when serving clients and colleagues ~ Maintaining relationships with clients, prospects, vendors, venues,...Work at office
$50k - $85k
A leading financial services firm is seeking Client Service Associates in California to provide exceptional support to Financial Advisors and Wealth Advisor teams. The role involves managing client relationships, assisting with transactions, and providing administrative...- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
- ...Weu2019re seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include... ...: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy,...Contract workPart timeLocal area
- ...Customer Service Representative The customer service representative will be responsible for answering client inquiries, provide product information, and help the customer by being informative, empathetic, and eager to quickly solve a customer's problem. Must be willing...Remote workWork from homeFlexible hours
- Primemerica is seeking a Financial Services Representative to help clients achieve financial security through tailored solutions. This role offers remote and hybrid opportunities, with extensive training and mentorship from experienced professionals. The ideal candidate...Remote job
- A veterinary specialty hospital is seeking an Overnight Veterinary Client Service Representative. In this full-time overnight role, you will provide exemplary customer service while handling front-desk operations, educating clients about services, and processing appointments...Full timeNight shift
- A veterinary specialty hospital in Roseville is seeking a Client Service Representative to provide exceptional customer service and manage front desk operations in a busy environment. Responsibilities include greeting clients, managing appointments and emergencies, processing...
$22 - $30 per hour
...Overnight Veterinary Client Service Representative Veterinary Specialty Hospital of Roseville is open 24 hours a day and is staffed by... ...Representative, Sunday - Wednesday. About the Role: The Client Care Specialist will demonstrate exceptional customer service skills at all...Hourly payFull timeShift workNight shift$22 - $26 per hour
...Client Service Representative Veterinary Specialty Hospital of Roseville Position: Client Service Representative Pay Range: $22$26 per hour Schedule: Per diem Who We Are: Veterinary Specialty Hospital of Roseville is a 24-hour emergency and specialty hospital...Hourly payDaily paid- ...Independent Client Services Consultant (Remote) About the job Independent Client Services Consultant (Remote) We are bringing on Independent Client Services Consultant (Remote) to join our remote team. You will assist clients with planning, booking, and support throughout...Remote work
$17 - $21.25 per hour
Salon Customer Experience Specialist The Customer Sales and Experience Specialist is the first and last... ...appointment scheduling, and prompt, courteous service. In addition to supporting the salon team and resolving client concerns, the Customer Sales and Experience Specialist...Hourly paySeasonal workWorldwide$22 per hour
...Full Time Counter Customer Service Associate Heritage Landscape Supply Group is seeking a Full Time Counter Customer Service Associate... ...exceptional customer service by effectively interacting with clients through phone, email, and in-person consultations, maintaining...Bi-weekly payHourly payWeekly payFull timeTemporary workLocal areaMonday to FridayFlexible hours- ...assist each member in receiving their specific benefits. Qualifications: Ability to build rapport with members Customer service skills Time management Basic computer knowledge What we offer: Full time work from home Benefits: Medical &...Full timeRemote workWork from homeFlexible hours
- Domino's - - Responsibilities: Operate all equipment; Receive and process telephone orders; Stock ingredients from delivery area to storage, work area, walk-in cooler; Prepare product; Ability to enter orders using a computer keyboard or touch screen
$27 - $29 per hour
...Job Title Essential Functions: Handle inquiries from Quest client base and Quest IT Department. Including providing quotes,... ...and Qualifications: Minimum 2 years' experience in Customer Service in the Technology field. Ability to handle and prioritize client...Weekend work- ...7796 Sunrise Blvd, Citrus Heights, California 95610 Shift Availability. Days & Evenings & Overnight Time Type. Part time. Customer Service Representative. We want you to join our team as a Customer Service Representative. If you have t Customer Service Representative, Customer...Part timeShift workNight shiftAfternoon shift
$20 - $24 per hour
...Customer Service Representative We're thrilled that you are interested in joining us here at the Amynta Group! BTIS is seeking a Customer Service Representative to join our Auto team in the Rocklin, California office to play a key role in supporting our nationwide...Hourly payWork at officeRemote work$16.5 - $18.5 per hour
...Customer Service Representative Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative. As a Customer Service Representative, you will work as part of a supportive team...Hourly payStart working todayLocal area- ...Responsibilities: Greet customers, run the register, cashier, make purchase suggestions; Maintain store appearance and provide fast and friendly service; Interact with customers daily as part of a team to accomplish daily tasks; Provide regular and predictable onsite attendance; Work...
- A financial services company in Roseville is seeking an Operations & Customer Support Specialist to ensure smooth internal operations and deliver exceptional customer service. In this in-office role, you will assist with administrative tasks and provide support to the...Work at office
$75k - $85k
...introduce energy saving technologies and environmental standards that are new to the United States, along with the superior level of service that home buyers have come to expect from Woodside Homes. To you, our customers, our promise remains unchanged: every decision we...Full timeFor subcontractorFlexible hours- Customer Service Representative Responsibilities include but aren’t limited to: Presenting all promotional materials to customers Explaining services and pricing in order to achieve high customer satisfaction, which can lead to increased revenues Maintaining marketing programs...Work at office
$20 - $25 per hour
...seeking a detail-oriented Operations & Customer Support Specialist. This in-office role involves customer service, administrative support, and assisting the IT team.... ...team and help deliver excellent service to clients while ensuring smooth internal operations. #J-18808...Hourly payWork at office$15 - $18 per hour
...Customer Service Specialist Start your career in property management with a role designed to help you grow! We're seeking a Customer Service Specialist who is passionate about creating positive resident experiences and is ready to take the first step into the multifamily...Weekend workDay shiftAfternoon shift
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