Client Service Associate
TradeJobsWorkforce
As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and resolve customer concerns. document customer interactions and update accounts. proactively generate new sales leads. learn full suite of products and services. work closely with warehouse to deal with order and shipping issues. work closely with Finance to provide billing and documentation. ability to work with customers in different time zones. prepare client quotes, proposals and presentations. maintain high level of accuracy and attention to detail. ability to multitask and meet deadlines. provide prompt customer feedback and issue resolution. submit timely activity reports. strong computer skills necessary; familiarity with MS Windows. demonstrated ability to fully understand our full suite of products and pricing. be constantly mindful of schedules and committed to delivering all projects on time. work with internal and external Project Managers to keep all deliverables moving down the pipeline on time. Duties and responsibilities can change depending on business needs.
- ...Private Wealth Management Registered Client Service Associate Join to apply for the Private Wealth Management Registered Client Service Associate role at Morgan Stanley Private Wealth Management Registered Client Service Associate 3 days ago Be among the first 25 applicants...SuggestedFull timeWork at officeLocal area
- ...Client Service Associate 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...SuggestedWork at officeLocal area
- ...Hanley enjoys a boutique culture with a singular focus to assist clients in meeting their investment objectives. Barrow Hanley stewards... ...Qualifications 3+ years of experience in institutional client services or portfolio management support required. Bachelor’s degree required...SuggestedWork at office
- ...Senior Client Service Associate Lead with purpose. Partner with impact. The Senior Client Service Associate reports to the Operations Manager. Your role will be critical in leveraging the Operations Manager's time as efficiently as possible. You will use your excellent...Suggested
- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...Suggested
$45k - $50k
...best-in-class pediatric therapy , nursing, and school-based services. We seamlessly integrate into children’s lives by bringing... ...balance. We are looking for a critical thinker and proactive Client Service Associate in our Dallas, TX office that shares our dedication to...Full timeWork at office- ...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...Work at officeLocal area
- ...Client Services Associate/Representative (Texas) Our clients count on us to make the legal process seamless and efficient from scheduling court reporters and legal videographers to ensuring transcripts are delivered on time and flawlessly accurate. As a Client Services...Temporary workLocal area
- ...Client Onboarding Associate Novatech is a Managed Office Provider, offering a comprehensive portfolio of IT, Print, Cloud and Security solutions... ...make necessary adjustments Providing outstanding customer service to our clients Inventory management Demonstrates strong technical...Work at office
- ...Established RIA is searching for a motivated individual to collaborate closely with clients while providing essential support to their advisory team. Responsibilities : Facilitate the onboarding process for new clients and accounts, including the completion of client...Work at office
$60k - $90k
...0,000.00/yr Additional compensation types Annual Bonus Direct message the job poster from GemHarvest Executive Recruiting Client Services Associate Overview Boutique Wealth Management Firm in Dallas, TX serving high net worth clientele seeks a Client Services Associate...Full time$10k
...Do you want a career with a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients while also...Work at officeWork from home- ...Our goal is to provide clarity and valuable insights to our clients so they can make smart decisions about their finances and focus... ...in all different stages of life. This full-time Client Services Associate role is located on-site in Dallas, TX. Role Description The...Full timeWork at office3 days per week
- ...innovative individuals to help take the team to the next level. Typical day-to-day tasks include: Conducting virtual consultations with clients. Assessing clients’ needs and imparting knowledge on solutions. Cultivating lasting client relationships through consistent,...Weekly payWork from homeFlexible hours
- ...meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives... ...to join our #OneTeam. As a critical member of the Client Service team, you will work closely with lead advisors to ensure...Hourly payFull timeSummer workWork at officeLocal areaImmediate startMonday to FridayFlexible hours
- ...people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and... ...YOU WILL FULFILL YOUR POTENTIALWe’re looking for an Associate to be part of our best-in-class Service Team within...Work experience placement
- A leading financial institution located in Dallas is seeking a motivated Client Associate to provide exemplary client service in a dynamic environment. Candidates must possess the appropriate FINRA licenses or obtain them after hiring. The role emphasizes building and...Work at office
$75k - $95k
...Job Description Job Description Senior Client Accounting Services (CAS) Associate Position Overview Company: Established Regional CPA Firm Location: Dallas Metroplex (Hybrid) Salary: $75,000 - $95,000 Experience: Senior Level About the Role...Ongoing contractWork at officeLocal areaRemote workWork from homeRelocation- Job Summary & ResponsibilitiesPrime Services delivers financing, clearing, and risk management... ..., and OTC markets. Analysts and Associates serve as the primary point of contact for... ...accounting and operations professionals at these clients managing client relationships,...
- ...Client Support Associate Elevare Branding is a forward-thinking company dedicated to helping brands grow through strategic marketing, customer... ...supporting internal teams to maintain high standards of service and communication. Responsibilities Serve as a primary...Full time
- ...motivated and ambitious individuals to join our growing team as a Client Relations Associate. This role is ideal for candidates who enjoy working with... ...providing personalized solutions Deliver exceptional service throughout the customer experience Support client...Full timeImmediate start
- ...Job Description Job Description Operations & Client Service Associate About Scherer Financial Advisory Services is a well-established RIA in the Dallas/Plano area. We work with pre-retirees, retirees, and high-net-worth households whose financial lives have...Work at office
- ...opportunities to collaborate on meaningful work with clients in a variety of industries and work together with other associates across practices. You’ll not only be able to... ...Works effectively in teams to provide quality service to clients Gains a comprehensive understanding...Local areaImmediate start
$20 - $25 per hour
...modernized technology platforms, elevated technology support, and valuable insights, empowering our clients to excel in what they do best. The Office Services Associate position will be a highly visible point of contact to our internal and external guests in the...Hourly payFull timeWork at officeLocal area- ...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...Seasonal workWork at officeWork from homeShift workDay shift
- ...The Role As a Client Experience Associate, you are at the core of Farther’s client service and operations, delivering a flawless wealth management experience for advisors and clients. You’ll support that seamless experience by executing the financial operations required...
- ...entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type... ...with you. The Role As a Client Experience Associate, you are at the core of Farther’s client service and operations, delivering a flawless wealth management...Work experience placement
- ...TravisMathew Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunityand we're inviting you... ...Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail...Weekend workAfternoon shift
- ...A leading investment firm in Dallas is seeking an experienced Investment Associate for its Retail Investments team. The role focuses on underwriting, structuring, and executing acquisitions, with an emphasis on developing relationships within the industry. Candidates should...
$53k - $80k
...Client Success Associate The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner... ...for onboarding clients, proving the concept of Gartner services, and stimulating client engagement of products that are used...InternshipWorldwide
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