Client Services 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. TradeJobsWorkForce
- ...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the...SuggestedWork experience placementWork at office
- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...SuggestedWork at officeLocal area
- ...Client Service Associate Concenture Wealth Management is a Houston-based wealth management team focused on helping individuals, families, and professionals simplify financial decisions, clarify their goals, and move forward with confidence. The team takes a personalized...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- ...investment management partner to financial intermediaries and the clients they serve. Rooted in faith, Crossmark provides a full suite... .... Position Description/Background: The Client Service Associate (CSA) supports the administration and operations of new and existing...SuggestedFull timeWork experience placementLive inWork at office
- ...Senior Client Service Associate Founded in 1983, Westwood offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries. The firm specializes in several distinct investment capabilities: U.S. Value Equity...Work at officeImmediate startVisa sponsorship
$49k - $54k
...Client Service Associate Catch Vibe Voice is a forward-thinking communications and client-engagement firm dedicated to delivering exceptional business solutions. We focus on helping organizations elevate their outreach, strengthen customer relationships, and expand...Full time$39k - $41k
...a focus on excellence, integrity, and personalized service, we ensure the perfect match for every client and candidate. At NextShining., we are committed to... ...seeking a motivated and personable Client Service Associate to join our team in Houston, TX. In this role,...Full time- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...Work at office
- ...Description Working with the Commercial Lines Account Manager in the management of assigned client accounts. This involves responsibility for every aspect of an account, from daily servicing, billing and invoicing, issuance of certificates and ID cards, assisting with claims,...
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...Work at office
- Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a portfolio of large corporate or financial institution clients. As a Client Service Account Manager...Flexible hours
- ...POSITION SUMMARY Registered 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...Full timeWork at officeLocal area
- ...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. Leading...Full timeWork at officeLocal areaWork visa
- keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other... ...team in the River Oaks office. As a Client Associate, you’ll be an integral part of our team, participating...Full timeWork at officeFlexible hours
$87.36k - $131.04k
...United StatesSalary: $87 360,00 - $131 040,00Category: Private Client Coverage, WealthCompany: CitiThis is a seasoned professional role... ...constant communication. Provides the highest level of customer service and teamwork.Ensure all documentation is current, accurate, and...Full time- ...Wealth Service Associate Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great... ...The Wealth Service Associate (often referred to as CASA's Client Account Service Associate) plays a pivotal role in delivering...Work experience placementWork at officeLocal areaRemote workFlexible hours
- ...Registered Wealth Management Client Associate Houston, Texas To proceed with your application, you must be at least 18 years of age.... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
$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... ...Summary: The Service Operations Associate I is a critical operational role within...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work closely...Local 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
- ...Job Description Job Description We are searching for a Client Connection Associate with strong interpersonal skills who will staff our Front... ...# Ensure friendly and client/visitor centered customer services at the front desk including questions about activities on...Work at officeShift work
- ...neighborhoods by providing loans, investments, and services for low- and moderate-income households... ...and workforce housing. CDB's clients include for-profit and not-for-profit developers... .... As a Community Development Banking Associate within our Commercial Real Estate team,...Permanent employment
- ...Overview of the Assistant Manager of Sales and Service roleYou will support the management team... ...while serving as a role model for sales associates in sales generation and service by... ...Philosophy· Ensure timely resolution of client service issues including delivery/pick-...Full timePart timeH1bLocal areaHome officeRelocation packageFlexible hoursShift workWeekend work
- ...Job Description Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity...Local area
$72k - $184.44k
...LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Managed Services - Controllership & Accounting - Senior Associate, you will play a pivotal role in delivering outsourced solutions that help clients streamline operations, reduce costs, and enhance efficiency. You...Full timeContract workH1b$17.88 - $24.28 per hour
...Office Services Associate RRD provides marketing, packaging, print, and business services to the world's most respected brands. The company... ...adding value in providing daily back office services for our client and teams. Services include but are not limited to...Hourly payWork at officeMonday to FridayShift work- ...Mail Services AssociateNow is a great time to join our growing company! The Millennium Group (TMG) is an award-winning business process... ...rather than just a job. With a team of over 1,500 nationwide associates, TMG is seeking an individual who can uniquely contribute to...Work at officeFlexible hours
- ...fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in... ...more than just a job.How Will You Make an Impact? Participate on client engagements where you will develop an understanding of the...Full timeInternshipWork at officeLocal area
- ...mail, document scanning, reception, and related office support services for Fortune 500 companies, professional service firms, and... ...rather than just a job. With a team of over 1,500 nationwide associates, TMG is seeking an individual who can uniquely contribute to our...Hourly payFull timeWork at office
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