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.
$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...SuggestedFull time$100 per hour
...At Prairie Capital, we are committed to helping clients navigate the complexities of significant financial resources while achieving... ...We are seeking a highly motivated and detail‑oriented Client Service Associate to join our collaborative advisory team. This individual will...SuggestedWork at officeLocal areaRemote work$75k - $90k
...Direct message the job poster from Proven Recruiting Finance and Accounting Recruiter at Proven Recruiting Client Services Associate - HYBRID Rare opportunity: join one of Dallas’s fastest-growing companies! You’ll have the opportunity to make a significant impact and...SuggestedFull timeWork at office- ...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...SuggestedFull timeWork at office3 days per week
- ...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...SuggestedTemporary workLocal area
$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- ...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 trusted...Work at officeLocal area
- ...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...
$54k - $65k
...Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do...- ...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...Work at office
$35k - $85k
...Client Service Associate 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 build trusted relationships...Temporary workWork at officeLocal area- ...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
$35k - $85k
...Job Description 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...Full timeTemporary workWork at officeLocal area- ...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
- 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
- ...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
- ...experience needed to succeed. What You'll Do As a Client Relations Associate with +57, you'll represent leading brands through face-to-... ...Engage directly with consumers to promote products, services, and brand initiatives Create positive and memorable customer...Immediate start
- ...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
- ...Jackson Hewitt - JobID: 100-168271315 [Customer Service Representative] As a Client Support Associate at Jackson Hewitt, you'll: Be the friendly face for all those who visit the offices, ensuring exceptional client experiences and providing essential support; Actively...Immediate start
- ...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
- ...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 payWork at officeLocal area
- ...Registered Wealth Management Client Associate Dallas, 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
- ...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
$53k - $77k
...manage relationships with a variety of clients ranging from senior C-levels to more junior... ...retention, and growthIntroduce Gartner services and capabilities to new clients and... ...founding in 1979, we’ve grown to 20,000 associates globally who support over 13,000 client...InternshipWorldwide$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$26 - $30 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... ...Job Summary: The Service Operations Associate I is a critical operational role within...Full timeTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$21.75 - $44.5 per hour
...our 80-year history, delivering excellent service through innovation has been a core part... ...of our industry. Job Description: The Client Engagement Specialist (CES) plays a pivotal... ...the applicable geographic differential associated with the location at which the position...Hourly payContract workWork at officeLocal areaRemote workWorldwideShift work- Responsibilities Act as the key relationship manager for Farther advisors and clients by providing timely and accurate responses to inquiries via... ...work experience in a client-facing role within the financial services industry Experience with custodial and wealth management...Work experience placement
- ...who are passionate about helping their clients and our teammates achieve more. If you’re... ...The Role As a Senior Client Experience Associate, you will play a key role in delivering... ...client-facing role within the financial services industry, with a majority of that time spent...Work experience placement
$24 - $26 per hour
...Herms Dallas Boutique After Sales Service Associate The Herms Dallas Boutique opened in 1985 and focuses on providing extraordinary service to clients as a part of the Central Region. This position will report to the Operations Manager and will work collaboratively...Hourly payWork at officeLocal areaWorldwideFlexible hoursDay shift
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