Client Relations Associate
DreamCrafters Management
Dreamcrafters Management Client Relations Associate
Here at Dreamcrafters Management, we pride ourselves on our ability to build lasting client relationships based on trust, transparency, and exceptional customer service. As a growing leader in the business consulting industry, we offer hands-on, personalized care for our customers that focuses on innovative solutions that really make a difference for our clients and our customers. Our client relations, sales, and customer service methods are unique and reflect the dynamic team that we've built over the years. It is through our approach to client relations and customer care that we have been able to grow our operations and our client's customer base steadily over the past year, and we are now looking to bring new Client Relations Associates on board to continue this growth!
Client Relations Associate Role
As a Client Relations Associate, you will be the first point of contact between Dreamcrafters Management and potential customers. You will be responsible for ensuring that their needs are met and their expectations are exceeded when it comes to the level of personalized sales and customer service support that we offer. The Client Relations Associate role involves building lasting relationships, providing excellent sales and customer service, and advocating for client and customer interests.
Key Responsibilities
Key Responsibilities of a Client Relations Associate:
- Assist in the management of existing accounts as well as the acquisition of potential customers in a manner that serves all parties' interests
- Serve as the primary point of contact for customers, responding to inquiries and concerns promptly and professionally whether through phone, email, or in person visits
- Facilitate communication between customers and client technicians, ensuring that activation processes run smoothly and beneficially for all parties
- Advocate for the interests of the client regarding sales goals and customer satisfaction metrics while providing customers with personalized and efficacious customer service
- Abide by all compliance policies set forth by the client while handling sensitive customer information, ensuring all interactions meet legal regulatory and privacy requirements
- Participate in the training of junior Client Relations Associates in all of the above responsibilities, demonstrating strong leadership potential
Qualifications
Qualifications of a Client Relations Associate:
- Previous experience in client relations, sales and/or customer service capacities is a plus
- Personable, able to work well with others and communicate effectively
- Highly-driven and growth-oriented individuals with a passion for customer care
- Ability to think quickly and offer effective solutions on the spot
- Proactive, able to take initiative and act independently when necessary
$25 - $44 per hour
...education, 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....SuggestedHourly paySeasonal workWork at officeWork from homeDay shift$25 - $44 per hour
...education, 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....SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$31.2k - $90k
...Registered Client Service AssociateRegistered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth... ...Advisor/team• Answering general non-investment related questions concerning client accounts, including relaying...SuggestedTemporary workWork at officeLocal areaWork visa- Our client is a growing financial services practice focused on building meaningful relationships with clients and growing through strategic... ...Qualifications 3+ years of recruiting, marketing, or related experience Strong communication and social media skills Experience...SuggestedFull time
$82.5k - $95k
## Private Client Services Tax Senior AssociateApplyremote type: Hybridlocations: Columbia, MD: Tysons Corner, VAtime type: Full timeposted on: Posted Todayjob requisition id: 1213# Withum is a place where talent thrives - where who you are matters. It’s a place of endless...SuggestedWork at officeLocal area$75k - $150k
...individuals and businesses, both locally and remotely, to help clients meet their short-term and long-term financial goals. The firm's... ...the moments that matter most. Role Description The Client Associate role is a full-time, on-site position based in Ellicott City,...Full timeTemporary workWork at officeRemote workRelocation package- Merrill Lynch in Columbia, MD is seeking a client service associate to support Financial Advisors with day-to-day service, client advocacy, and personalized solutions. You will educate clients on offerings and help tailor strategies to meet goals. This full-time, on-site...Full time
- PNC is seeking a Client Experience Associate based in Olney, MD to support multiple branches in the region. You will deliver a tailored customer experience, educate customers on product options, and refer opportunities to branch staff. Bilingual Spanish preferred and in...Work at office
- ...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
$55k - $58k
...using a variety of investments and insurance products and services, designed to help address our clients financial needs and concerns. Position: Client Service Associate Firm: Blueprint Wealth Management Location: Ellicott City, MD What You’ll Do Serve as a welcoming...Work at officeMonday to FridayWeekend workAfternoon shift- Advisors Excel, LLC is seeking a Client Service Associate in Ellicott City, MD. This on-site role supports client communications, document processing, and CRM updates to deliver personalized service. The ideal candidate has 1+ year in financial services, strong MS Office...Monday to FridayAfternoon shift
- ...and elevating the firm's estate planning department. The firm's clients typically have estates ranging from approximately $5 million to... ...estate planning, wealth preservation, asset protection, and related planning strategies.Independently draft, review, and produce complex...Immediate start
$100k - $170k
...ownership of sophisticated domestic matters Work directly with clients on divorce, custody, support, property division, protective orders... ..., child custody, child support, alimony, protective order, and related family law matters Counsel clients through complex and...- ...attorney to join a workers’ compensation defense practice serving clients in Maryland. This permanent opportunity is well suited for an... ...focuses on representing employers, insurance carriers, and related stakeholders in workers’ compensation disputes while delivering...Permanent employment
- ...trained before you are expected to perform. 4. Your pipeline is warm leads. 5. High performers get a leadership track. We hire for • On-time follow-up • Clean video presence • Fast learning on tools • Respect for the client Apply now. Zoom interview....Remote jobWork at officeWork from home
$110k - $150k
...handling a variety of real estate, corporate and related transactions involving both private and public sector clients including public agencies, private developers,... ...property owners and community property associations. Job Responsibilities Represent clients...Full timeWork at officeFlexible hours$100k - $200k
...Warren, NJ, and Wilmington, DE is seeking an Associate Attorney with 1+ years of experience to... ..., insurance carriers, and commercial clients, with regular engagement with clients,... ...of experience in insurance defense or a related setting Litigation experience in civil defense...Ongoing contractWork at officeLocal areaFlexible hours- ...years in a customer success, customer professional services, or related customer facing business support role. ~ Comfort integrating... ...platform work for federal, healthcare, and regulated enterprise clients. Equal Opportunity Employer / Veterans / Disabled....Remote work
$87.55k - $124.76k
...Claims Advocate provides strategic claims support and advocacy for clients, focusing on complex claims handling, reserve management, and... ...Pay: We offer competitive wages that are commensurate with job-related skills, experience, relevant education or training, and...Full timeTemporary workPart timeLocal areaWorldwideFlexible hours- Stellar Promotions in Maryland is seeking an entry-level customer service representative to join our team. You will drive customer satisfaction by fielding inquiries, addressing pain points and maintaining product knowledge. The ideal candidate has a customer-first ...
$70k - $110k
...message the job poster from FM Talent The Associate Attorney is responsible for handling... ...the foreclosure process on behalf of our clients. Duties & Responsibilities: Preparation, review, and approval of foreclosure related pleadings. Handle all aspects of foreclosure...Full time- ...SUMMARY : Our client, a growing law firm, is seeking a Workers' Compensation Attorney to join its expanding practice. This... ...and prepare pleadings, motions, correspondence, and other case-related documents. - Negotiate with opposing counsel, insurance carriers...Flexible hours
- ...Workers' Compensation Associate Attorney Based in Mount Laurel, NJ we are a multidisciplinary law firm known for its client-focused approach collaborative culture and commitment to... ...Conduct legal research and analysis related to NJ workers' compensation defense litigation...Work at office
- ...family law and estate planning firm based in Columbia, MD. We're seeking an associate attorney to join our collaborative, fast-paced practice and help deliver high-quality representation to our clients. About the Role: We're looking for a candidate with litigation...Work at officeShift work
- ...We are seeking an Associate Attorney to join our legal team, focusing on foreclosure matters... ...strong legal knowledge, exceptional client service skills, and the ability to manage... ..., review, and approve foreclosure-related pleadings. Handle all aspects of foreclosure...
- ...Margolis Edelstein is seeking Associate Attorneys to join our premier insurance defense law... ...attorneys ready to engage with clients, insurance carriers, and the court. This... ...year of experience in insurance defense or related setting Litigation experience required (...Work at officeFlexible hours
- ...Associate Attorney Job Summary We are seeking an experienced and motivated Associate Attorney to join our growing law firm. This is... ...opportunity for an attorney who enjoys a varied caseload, direct client interaction, and the opportunity to take meaningful ownership of...Remote work
- ...Customer Service Representative to deliver exceptional experiences, handle inquiries, and support community members with insurance-related needs. You will build relationships, follow up with customers, and coordinate with team members to ensure responsive service. Join...Flexible hours
$130k - $160k
...litigation required) Proficiency in legal software and MS Office Strong analytical, writing, and time management skills Seniority level Associate Employment type Full-time Job function Legal Industries Legal Services and Law Practice Referrals increase your chances of...Full time$260k - $420k
...Top Echelon. Antitrust & Competition Associate Attorney Antitrust & Competition Practice... ...Location: Washington, DC HYBRID Our client, a premier international AmLaw 50 firm... ...with merger clearance reviews and related regulatory filings Advise clients during...Fixed term contractWork at officeWorldwide
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Relations Associate. Be the first to apply!



