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$130k - $150k
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward... ..., we build dynamic relationships with clients, understand their goals, and navigate... ....Position OverviewThe Client Portfolio Associate is a member of the North American Client...SuggestedFull timeWork at officeLocal areaWorldwide$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.BenefitsThis role is currently benefits...SuggestedHourly paySeasonal workWork at officeWork from homeDay shift$25 - $44 per hour
Job Description This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities... ...of their line of business and/or group, and the overall success of the Company. Benefits: This role is currently benefits...SuggestedHourly paySeasonal workShift workDay shift$35.36k - $61.2k
...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...SuggestedHourly payTemporary workWork at officeLocal area$30.77 - $45.67 per hour
...About this role: Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors... ..., training, military experience, education ~ US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series...Ongoing contractWork experience placementWork at officeImmediate start- ...Wealth Management Client Associate Greenwich, Connecticut To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any...Seasonal workWork at officeWork from homeShift workDay shift
- ...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...Full timeSeasonal workWork at officeLocal areaMonday to Friday
$85k - $130k
...here may be assigned as necessary to ensure the proper operations of the department and the business.Join us as a FX Prime Brokerage Client Services AssociateSitting within our Prime Brokerage Client Service team, you'll be responsible for building and maintaining...Full timeLocal area$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$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$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$135k - $200k
...firm is seeking a high-energy, logistics-obsessed Associate to serve as theoperational heart of our Client Service team. In this high-visibility role, you aren... ...track record over industry . We've seen great success with candidates from: Event Management & Logistics...Remote workFlexible hours£70k per year
...Private Client Solicitor/Partner One of the most renowned full service practices in Chester has an exciting opening for a Senior Private... ...issues. You'll play an integral part in the development and success of the wider team. You'll be able to work autonomously with no...Temporary work$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$85k - $95k
...Director Of Operations And Client Service Hightower Westchester is a fast-paced, thriving... .... The Client Service and Operations Associate is a strategic team member responsible... ...Characteristics you will need to be successful in this role: Adaptable. You are comfortable...Permanent employmentWork at officeLocal areaFlexible hours- Private Client Solicitor/Legal Executive - Stamford | 3-5 Years PQE Are you an experienced Private Client Solicitor or Legal Executive with 3-5 years PQE looking to join one of the region's leading law firms? We are currently recruiting for a full-time position at our...Full time
- ...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
$19 - $20 per hour
...Client Services Associate (Reprographics) White Plains, New York, United States Support the Work Behind the Workplace We're seeking a detail-oriented and service-driven Client Services Associate (Copy & Print) to support daily print, reprographics, mailroom, and...Full timeTemporary workPart timeWork at officeImmediate start- ...knowledge of forms and account procedures in order to assist clients Demonstrate initiative and desire to increase knowledge of... ...respect in all situations Database management of contacts and associates Oversee marketing efforts Special projects as assigned...Full timeLocal area
- ...LEW I S & ASSOCIATES is a leader in providing Legal and Administrative staffing services. We are a sole source... ...while incorporating proven, innovative, and successful recruiting techniques. Job Description Our client is a full-service, international law firm that ranks...Work at office
$130k - $215k
...TITLE INSURANCE, NOT PROPERTY, RISK, ETC. INSURANCE!#LI-HYBRIDOur client, a national leader in title insurance and escrow services, is... ...along with a collaborative and solutions‑oriented mindset. The successful candidates will bring strong judgment, customer-centric...Work at officeRemote work$130k - $170k
...of 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... ...Stamford or Hartford office.Key Responsibilities:As an Associate Attorney, you will:Independently manage an...Full timeWork at officeFlexible hours$200k - $300k
...negotiating complex charitable giving agreements. 3. Advising clients on the legal and tax implications of their charitable giving strategies... ...focus on charitable planning. 4. A proven track record of successfully advising clients on charitable planning matters. 5. Excellent...Work at officeFlexible hours- ...estate transactions and land use and development. They will advise clients on federal and state environmental regulations (e.g., CERCLA,... ...and clients, and recognition for contributions to the firm's success. To be considered, please provide a resume, and law school transcript...Temporary workWork at officeLocal areaFlexible hours
- ...of 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
$160k - $200k
...About the job Associate Attorney - Commercial Real Estate Pay: $160,000.00 - $2... ...real estate practice serving sophisticated clients - investors, developers, sponsors, and... ...in its attorneys' growth and long-term success Location: Based in our Greenwich, CT...Work at office$65k - $70k
...About the Role iCapital is looking for a Client Delivery Specialist Associate to join the Data Solutions team. This role will set up and maintain the financial software applications we utilize, assist clients with issues, work on special projects, and help with ad-...Full timeWork at officeRemote work$165k - $170k
...,000.00 - $170,000.00 Salary/yearVerrill is seeking an Associate to join our Private Clients & Fiduciary Services Group in our Greenwich Connecticut... ...organizations, in all aspects of trust and estate work. The successful candidate will collaborate closely with attorneys and...Private practiceWork at office$140k - $170k
...of 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...Full timeWork at officeFlexible hours
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