Client Success Associate
JGSM
CLIENT SUCCESS REPRESENTATIVE Looking for a career where you can work with people and make a difference? We are looking for a motivated and personable Client Success Representative to join our growing team. This is a great opportunity for someone who enjoys helping people, building relationships, and working in a fast-paced team environment. Responsibilities: Communicate with new and existing clients Build and maintain strong client relationships Assist clients with questions, concerns, and account needs Provide exceptional customer service and follow up with clients Identify opportunities to improve the client experience Work with the sales and management teams to meet company goals Maintain accurate client information and follow-up records We're Looking For Someone Who: Has excellent communication and people skills Is friendly, professional, and dependable Is motivated and eager to learn Has a positive attitude and strong work ethic Can work independently and as part of a team Has customer service or sales experience (a plus, but not required) What We Offer: Paid training No experience necessary Advancement and career growth opportunities Performance-based incentives Supportive team environment Opportunities to develop sales, communication, and leadership skills If you're a people person who is motivated to grow and build a rewarding career, we'd love to meet you! #J-18808-Ljbffr
- ...plans to continue to significantly grow year over year. Our success is a testament to our remarkable team and what we are... ...basics of what it takes to deliver Operational Excellence. As a Client Success Associate, you will be responsible for the daily operations of existing...SuggestedWork experience placementCasual workWork at officeLocal areaRelocationRelocation packageDay shift
- Experienced Client Relations Associate - Financial Industry Independent investment firm AGW Capital Advisors is adding a new experienced client... ...who works at AGW has a seat at the table and a hand in our success. We empower our teams with industry‑leading resources in...SuggestedFull timeWork at office
- ...Client Experience Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all... ...valued and have an opportunity to contribute to the company's success. As a Client Experience Associate within PNC's Retail...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- ...while partnering closely with internal stakeholders. As a Client Data Associate in the AML Escalations Team, you will play a key role in reviewing... ...bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value...SuggestedWork experience placementWork at office
$65k - $80k
...Client Service Associate Independent financial planning and investment management firm in Tampa, FL is seeking a permanently remote full-time... .... Work-life balance, teamwork, and enabling everyone's success are core priorities here. In this client service role, you'...SuggestedFull timeWork experience placementWork at officeRemote workWork from homeMonday to Friday- ...support for motivated individuals to become successful booking agents. Our mission is to... ...creating unforgettable travel experiences for clients. Whether booking your own vacations or... ...-time remote role for a Client Services Associate. The Client Services Associate will be...Full timeRemote work
- ...assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL... ...document fulfillment. Ensure new business paperwork is accurately successfully submitted. This includes preparing forms to be presented to...Temporary workWork at officeShift workDay shift
- ...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... ...you the tools and knowledge you will need to be successful in this role. This training will also encompass...Work at officeWorldwide
- 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...
- JPMorgan Chase in Tampa, FL is seeking a Client Service Associate II to join our Securities Services Custody Client Facing team. You will provide institutional investors with access to global markets for settlements, safekeeping, and asset servicing of securities, plus...
$22.5 - $30 per hour
...adherence to the firm’s record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating... ...brokerages services, internal policies, procedures, and all associated regulatory requirements Experience with the policies, processes...Temporary workLocal area- Join a dynamic team at JPMorgan Chase, where your project coordination skills will help deliver innovative solutions for a diverse client base in Securities Services. Be part of a global organization that values collaboration, excellence, and client impact. As a Client...
- ...POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing...Work at officeLocal areaWork visa
- ...Client Services Associate Location: Tampa, FL (Hybrid) Employment Type: Full-Time Join a Growing Wealth Management Firm Independent Financial Partners (IFP) is one of the nation's leading independent wealth management platforms, supporting hundreds of financial...Full time
$60k - $65k
...The Client Service Associate – Registered provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support...Work at office- U.S. Bank seeks a capable administrative and client-service professional to support Investment Relationship Managers in handling sales, processing and client communications. You will help organize meetings, prepare investment proposals, and manage routine correspondence...
$10k
...Client Service Associate Now hiring for 2027 start dates! Investing can be one of the most important and nerve-racking aspects of people's lives. At Fisher Investments, we believe your career goals and your desire to help others should go hand-in-hand. As a Client...Work at officeImmediate startWork from home- ...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 I in our Securities Services Custody Client Facing team, you will provide Institutional...
$60k - $65k
Cary Street Partners Financial seeks a Client Service Associate - Registered to support the Wealth Management Group. You will assist with opening new accounts, account maintenance, and daily client operations, while liaising with clients, employees, and vendors. Required...- ...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
- Cary Street Partners LLC in Tampa, FL is seeking a Client Service Associate - Registered to support the Wealth Management Group. You will open and maintain client accounts, reconcile custodial data, interact with clients, advisors, and custodians, and help prepare proposals...
- ...ready to make an impact in Securities Services? Join our Custody Client Facing team and help deliver exceptional support to... ...thinking and client focus will drive results. As a Client Service Associate II in our Securities Services Custody Client Facing team, you will...Worldwide
- Testing Site - JPMC is seeking a Client Service Associate to join our Securities Services Custody Client Facing team in the Tampa region. You will provide institutional clients with access to markets globally for settlements, safekeeping, and asset servicing. Responsibilities...
- Cary Street Partners LLC in Tampa, FL, seeks a Client Service Associate - Registered to support the Wealth Management Group and Financial Advisors with account openings, maintenance, and client operations. The role involves handling client interactions, maintaining files...
- Position Summary Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing...Work at officeLocal areaWork visa
- A leading investment bank is seeking a Client Service Associate for its Tampa, FL branch. In this role, you will provide administrative support, manage client interactions, and perform special projects. Candidates should possess a Bachelor’s degree, have 1-2 years of relevant...
- Morgan Stanley in Tampa seeks a Registered Client Service Associate to help shape the client experience through elevated care and engagement. You will assist with onboarding, account maintenance, and processing requests, while leveraging the firm’s services and digital...
- Morgan Stanley in Tampa seeks a Registered Client Service Associate to support client relationships, process requests, onboard accounts, and assist Financial Advisors in delivering a high standard of service. The role emphasizes accuracy, compliance, and proactive client...Work at office
- ...Chase & Co. in the United States is seeking an Investment Professional for the U.S. Private Bank to provide daily support in managing client relationships and coordinating with colleagues across markets to drive growth and service excellence. The role requires licensing (...
$14 per hour
...our customers. Essential Functions: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily... ...and services to and develop relationships with potential clients. Handle all administrative aspects of the sale, including,...Hourly payWeekly payFull timePart timeLocal areaAfternoon shift
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