Client Success Associate
Realty Plans
Job Summary We are seeking a Client Success Associate to join our luxury real estate media team. In this role, you will communicate with customers to identify their needs, process requests, escalate complaints, and provide helpful solutions that ensure they have a great customer service experience with our company. The ideal candidate is friendly, computer savvy, and is able to remain calm under pressure. Responsibilities Receive a high volume of inbound calls and emails Identify the reason for the customer’s call, collect relevant information, and provide solutions Schedule and manage field technicians (photographers) Use best practices in customer service techniques to develop rapport and build relationships with customers Document all customer interactions Attend trainings to maintain up-to-date skills and knowledge Qualifications High school diploma/GED (College Degree Preferred) Previous experience as a Customer Service Representative or in a similar role Comfortable using computers and customer management software Excellent phone and verbal communication skills Understanding of active listening techniques Ability to work well under pressure Highly organized with the ability to prioritize projects and manage time effectively Benefits/Perks Competitive Compensation with Annual Pay Increases and Bonuses Paid Time Off Career Growth Opportunities Weekly Team Building Lunches and Events #J-18808-Ljbffr Realty Plans
$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 with customers to identify their needs, process requests, escalate complaints, and provide helpful solutions that ensure...SuggestedHourly pay$25 - $44 per hour
...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... ...contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits...SuggestedHourly paySeasonal workWork at officeShift workDay shift$85k - $105k
...Client Engagement Associate Valitana is a rapidly growing FinTech company delivering cutting-edge SaaS solutions to institutional investors. Founded... ...at the intersection of financial technology and customer success. The individual in this role will develop a deep...SuggestedWork at officeRemote work- ...programs, and one‑on‑one coaching. Freudigman & Billings seeks a Client Engagement Associate to join our Client Services team. The Client Engagement... ...pieces fit together. Think Sudoku, Tetris, or chess — success comes from seeing the big picture while managing the smallest...SuggestedFull timeSeasonal workWork at officeLocal areaMonday to Friday
$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... ..., making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program...SuggestedFull timeFlexible hours$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... ..., making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program...Full timeFlexible hours$58k - $115k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth... ...relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills...Temporary workWork at officeLocal area$43.8k - $65.5k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can...Work at officeImmediate startFlexible hours$27.88 - $39.9 per hour
About this role: Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more... ...to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In...Full timeWork experience placementWork at office- ...RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Westport, CT to support financial advisors and clients with account questions, documentation, transfers, and trades. This role emphasizes a client-first approach and adherence to compliance...
- ...Job Description Job Description Private Client Trusts & Estates Associate Attorney – Stamford, CT Direct Counsel is seeking a Private Client... ...transfer strategies , including estate, tax, business succession, and asset protection planning The firm offers a hybrid...Private practiceRemote work2 days per week
- ...Overview Are you truly service oriented? Do you know how to take care of people? We’re looking for a Client Associate to support our team in Westport, CT. Responsibilities Keep management systems up-to-date with client information Educate clients on account services and...Full timeWork at office
$25 - $44 per hour
...leading provider of comprehensive wealth management and investment products and services. This position is responsible for providing client service support to one or more Financial Advisors (FAs). You will act as the primary point of contact within Merrill, addressing...Hourly paySeasonal workShift workDay shift- ...legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Seasonal workWork at officeWork from homeShift workDay shift
$78.32k - $109.28k
...The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing...- ...Citigroup Inc. in the United States is seeking a Licensed Client Service Associate. This developing professional role blends in-depth specialty knowledge with solid industry standards, showing how the team and area collaborate to achieve subfunction objectives. It applies...
$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...Work at office$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...$100k - $120k
...flow insights, and portfolio management tools that empower our clients to make faster and more informed decisions while improving operational... .... Position Overview We are seeking a Client Services Associate to join our Vantage Client Services team. In this role, you...Work at officeRemote work- ...making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in our Stamford,CT branch office. The primary responsibilities include servicing clients...
$200k - $300k
...and negotiating complex charitable giving agreements. Advising clients on the legal and tax implications of their charitable giving... ...strong focus on charitable planning. A proven track record of successfully advising clients on charitable planning matters. Excellent legal...Permanent employmentLocal areaFlexible hours$1,000 per month
...hearing from you! About The Personal Injury Associate Attorney will be responsible for... ...premises liability cases. Work closely with clients, team and partners to develop factual and... ...to elevate team and organizational success. Free Workouts: Free access to GreenTree...Casual workWork at office$1,000 per month
...The Personal Injury Associate Attorney will be responsible for litigating personal injury... ...premises liability cases. Work closely with clients, team and partners to develop factual... ...leadership to elevate team and organizational success. Free Workouts: Free access to GreenTree...Casual workWork at office$160k - $200k
...a robust commercial real estate practice serving sophisticated clients — investors, developers, sponsors, and franchise operators Handle... ...and genuine investment in its attorneys' growth and long-term success Location: Based in our Greenwich, CT office, this role...Work at office$75k - $85k
...permanent, full-time position that offers an exciting opportunity to make a significant impact within a growing organization. The successful candidate will be responsible for overseeing the company's financial data and compliance by maintaining accurate books on...Permanent employmentFull timeLocal area$140k - $170k
...the nation’s largest law firms. Our continued success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to... ...we invite you to apply to our General Liability Associate Attorney position in our Stamford, CT or Hartford...Full timeWork at officeFlexible hours$140k - $170k
...the nation’s largest law firms. Our continued success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to... ...we invite you to apply to our General Liability Associate Attorney position in our Stamford, CT or Hartford...Full timeWork at officeFlexible hours- ...the nation’s largest law firms. Our continued success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to... ...invite you to apply to our Medical Malpractice Associate Attorney position reporting to our White Plains,...Work at officeFlexible hours
- ...attorneys work collaboratively across multiple practice areas to provide outstanding client service while fostering a culture of mentorship, professional growth, and long-term success. We value initiative, integrity, and teamwork, giving our attorneys the opportunity to...Work at officeRemote work
- ...business litigation, the firm focuses on achieving successful, efficient, and cost-effective outcomes for its clients. Known for an innovative approach to resolving... ...with a growing law practice for a full-time Associate Attorney role located in White Plains, NY. The attorney...Full time
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