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
$34.62 - $52.4 per hour
About this role:Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors... ..., training, military experience, educationUS only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series...SuggestedOngoing contractFull timeWork experience placementWork at officeImmediate start$26.5 - $45 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 officeWork from homeShift workDay shift$26.5 - $45 per hour
...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... ...of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible...SuggestedHourly paySeasonal workWork at officeWork from homeShift 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...SuggestedTemporary workWork at officeLocal areaWork visa- ...institutions to support portfolio reporting, data aggregation, onboarding, and client delivery across both traditional and alternative investments. The team is hiring at both the Associate and AVP levels, depending on experience. This is a strong opportunity for candidates...SuggestedFull timeWork at officeRemote work
- ...private and public market investment strategies for high-net-worth clients. The firm manages relationships tied to well over $200 billion... ...organization is seeking a Financial Data & Client Solutions Associate to join its Data Solutions team. The position blends finance and...Full time
- ...Our client is an independent RIA in Greenwich, CT serving high-net-worth individuals and families. They are hiring a Client Service Associate to support the advisory team on account operations and day-to-day client requests. This is an operations-heavy seat with direct...Full time
$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- ...how to take care of people? We're looking for a Registered Client Associate to: keep management systems up to date with client information... ...skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our...Full 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. Benefits A comprehensive Total Rewards...Full timeFlexible hours$62.4k - $66.56k
...Job Description Summary: NorthCoast Asset Management, is looking for a Client Service Associate to join their team. This role will report directly to the Senior Director of Operations and work closely with the marketing and operations team. This role is fully in-office...Work at officeLocal area$49k - $65k
...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- Client Delivery Specialist - Associate / AVP - Full Time - HybridAbout the RoleWe’re partnering with our client, a fast-growing fintech firm, on a Client Delivery Specialist to join its Data Solutions Team. This is an individual contributor for either an Associate or AVP...Full timeWork at officeRemote work
- ...Client Services & Operations Associate Congruent Insurance Solutions (CIS) Westport, CT | Full-Time | On-Site About Congruent Insurance Solutions... ..., analytics or other quantitative fields; Customer success or client service; Financial services or fintech;...Full time
- ...Job Description Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional... ...experience Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date Proven ability to...Local area
$35.36k - $61.2k
...POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth... ...trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal...Full timeTemporary workWork at officeLocal areaWork visa$85k - $110k
...Client Services & Operations Associate - Wealth Management (Westchester County) Our client, a boutique wealth manager in Westchester County, is looking to add a Client Services & Operations Associate to their growing team. This person will play a key role in supporting...Full time- ...financial planning, and sophisticated investment strategies. MJP Wealth Advisors is seeking a detail-oriented, client-focused Client Service Associate to join our team in Westport, CT . In this role, you’ll work closely with our wealth advisors to deliver an...Full timeTemporary work
£45k - £55k per year
Oculus Legal Group is seeking a Private Client Solicitor for their Chester office. This role involves handling a diverse range of private... ...complex wills, lifetime trusts, and powers of attorney. The successful candidate will be a qualified solicitor with strong technical...Work at office- ...and one-on-one coaching. Freudigman & Billings seeks a Client Engagement Associate to join our Client Services team. The Client Engagement... ...complex pieces fit together. Think Sudoku, Tetris, or chess — success comes from seeing the big picture while managing the...Full timeSeasonal workWork at officeLocal areaMonday to Friday
- ...An AmLaw 200 "super regional" firm seeks a senior- level associate attorney to join its transactional real estate practice. Connected... ...matters regarding COMMERCIAL real estate transactions. The successful candidate will have more than 5years professional experience...Full timeRemote work
$225k - $300k
...support to elevate an established practice. Bring your existing client relationships and portable book of business to a firm where... ...with demonstrated client origination and business development success. ~ Experience handling sophisticated divorce, family law, financial...Full timeWork at officeFlexible hours$225k - $300k
...autonomy and leadership opportunity. Bring your established client relationships and portable book of business to a platform designed... ...-state corporate relationships and proven business development success are highly valued. About Us We are a sophisticated,...Full timeFlexible hours- ...factual research, and develop effective defense strategies for clients. Draft various legal documents, such as pleadings, motions,... ...skills, education, experience and other qualifications of the successful candidate. Full Benefits offered - Medical, Dental, etc....Flexible hours
$225k - $300k
...Connecticut land use and zoning practice. Leverage your existing client relationships and $500K+ portable book of business while... ...with demonstrated client origination and business development success. ~ Significant experience appearing before Connecticut municipal...Work at officeFlexible hours- ...role is ideal an attorney who is eager to contribute to fund formation and investment management matters. The successful candidate will work closely with clients and senior attorneys, advising private investment fund sponsors and institutional investors.Responsibilities:...
$230k - $260k
...adoption and organizational change, ensuring successful project delivery and broad engagement... ...lateral onboarding by introducing new associates and partners to practice group knowledge... ...confidentiality of firm, attorney, and client information. Required Knowledge, Skills...Contract workCasual workWork at officeRemote work$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$155k - $183.5k
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... ...financial regulatory and policy issues associated with the investment management business....Local area$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
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