Client Experience Specialist - Financial Services
Raymond James
Raymond James is seeking a Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. The role requires handling diverse inquiries, maintaining accurate records, and assisting with marketing efforts and client-facing events. The successful candidate will manage multiple priorities in a fast-paced environment, leveraging CRM tools and Excel for reporting while delivering professional service across channels. #J-18808-Ljbffr Raymond James
- Morgan Stanley in Virginia Beach seeks a Client Service Associate to shape the client experience by delivering elevated service and using the firm’s capabilities... ...products and digital offerings, and supporting Financial Advisors with travel, events, and daily activities....Suggested
$60k
A reputable financial services firm is looking for a Bookkeeping Relations Specialist. This fully remote role involves guiding clients through onboarding and managing their bookkeeping needs. Successful candidates will have experience in client service and bookkeeping,...SuggestedRemote job- ...team member role focused on delivering an exceptional customer experience, maintaining a clean store, and supporting multiple store... ...follow company procedures, and contribute to achieving sales and service goals while upholding safety and standards in a fast-paced retail...Suggested
- Raymond James in Virginia Beach, VA is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. You will manage a high... ...Ideal candidates have 3-6 years of general experience, a HS diploma, and preferably a college...Suggested
- ...role involves accurate transaction accounting, exceptional guest service, and inventory management. Candidates should have strong... ...one year in a related field is preferred, ideally with prior experience as a Night Auditor. Flexibility for weekends and holidays is essential...SuggestedFull timeNight shiftWeekend work
$17 per hour
...Franchise Owner) Competitive pay based on experience and with possible opportunities for... ...hour The Position The Customer Experience Specialist, known as a "Deck Ambassador" works poolside... ...Qualifications 1+ years of customer service experience. Lifeguarding/First Aid/CPR/AED...Hourly payFlexible hoursShift workDay shiftWeekday work$60k - $200k
...Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make... ...Lines Sales Executive (Client Advisor) Position Overview World... ...Must have proven experience with a range of insurancesolutions...Base plus commissionImmediate start- ...accounting of daily transactions and to perform duties of Guest Service agent and Manager on Duty. The role includes inventory,... ...and preparation of daily reports, while delivering a WOW guest experience with professional service. Responsibilities include maintaining...Night shift
- ...as Social Media representative providing a premier customer service experience through communication via Social Media interaction with internal... ...customer complaints and issues to provide input in senior specialist in order to influence improvement in functional areas such...Full timeWork at office
$15 - $20 per hour
...career.Role DescriptionAs a Customer Service Representative with Devon Mack State Farm... ...will generate the kind of exceptional client experiences that reinforce the growth of a... ...team member. This busy insurance and financial services office has a passion to make...For contractorsWork at officeLocal areaFlexible hours- ...Customer Service Representative - State Farm Agent... ...organized and efficient specialist to fulfill administrative... ...detail, dedication to client relations, and sales-... ...customer serviceSales experience (outside sales or... ...with their insurance and financial services needs, including...For contractorsWork at office
$60k - $200k
...Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make... ...platform, you’ll help clients design competitive benefits... ...decks tailored to client needs. Experience utilizing CRM platforms, preferably...Immediate start- ...reservations and payments with accuracy. Ideal candidates have a high school diploma and strong English communication skills. This on-site role requires the ability to stand for long periods and deliver exceptional customer service in a fast-paced environment. #J-18808-Ljbffr...Local area
- Insurance and Financial Services Position - State Farm Agent Team Member Full Time in Virginia Beach - VA Position Overview Successful State... ...through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced...Full timeFor contractors
$65k - $85k
...proactively marketing relevant products and services. Grow your career as you better your... ...skills.Detail-oriented and able to multitask.Experience in customer service or sales preferred.... ...help customers with their insurance and financial services needs, including Auto Insurance...For contractorsWork at office$40k - $60k
...you to communicate directly with clients, identify their needs, and market products or services that maximize value. You may... ...relations.Qualifications:Sales experience (outside sales or inside sales... ...member. This busy insurance and financial services office has a passion to...For contractorsWork at office- ...is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare returns, interview... ...technology support, and growth opportunities within tax and financial services. In-person work at a local H&R Block tax office with an...Seasonal workWork at officeLocal area
- ...the driving force behind memorable hotel experiences at the Westin Virginia Beach Town Center... ...you'll serve as a key connector between clients, sales leaders, and hotel operations,... ...execution of the administrative process, service, detail, and efficiently communicate to...Work at office
$50k - $65k
...proactively marketing relevant products and services. Grow your career as you better your... ...service and communication skills.Previous experience in insurance or a related field... ...great team member. This busy insurance and financial services office has a passion to make a...For contractorsWork at office$69k
...leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals... ...and relationship-building skillsSales or customer service experience is helpful but not requiredQualificationsLaptop or desktop computer...Remote workWork from homeFlexible hours- ...financing options, and a straightforward, customer-first buying experience. We are expanding our sales team and looking for a... ...Automotive with professionalism, honesty, and strong customer service Qualifications Valid driver’s license and clean driving...Full timeMonday to FridayFlexible hoursWeekday work
$50k - $65k
...proactively marketing relevant products and services. Grow your career as you better your... ...service and communication skills. Previous experience in insurance or a related field... ...great team member. This busy insurance and financial services office has a passion to make a...For contractorsWork at office- ...and networking. Sales representatives present Cutco cutlery through preset virtual or in-person appointments. Previous sales experience or knowledge is not required, we provide all the training needed. Excellent Pay – Great starting base pay per appointment that...Weekly payExtra incomeTemporary workPart timeWork from homeFlexible hours
- Payday is looking for a Client Care Specialist in Virginia Beach, VA. This role emphasizes accurate payroll processing, attention to detail,... ...skills. Ideal candidates will have over 4 years of payroll experience and knowledge of compliance laws. The position offers competitive...
- ...payroll—we partner with our clients to navigate HR, benefits, and... ...re looking for a Client Care Specialist who thrives in a fast-paced environment... ...and takes pride in accuracy, service, and problem-solving. If you... ...years of payroll processing experience (multi-state preferred)...Local area
- ...delivering cutting-edge tactical equipment and services to professionals in demanding... ...and Customer Service skills to support client needs, handle inquiries, and contribute... ...vendors, and internal stakeholders. Relevant experience with CRM tools, order management systems...Full time
- ...records, and coordinating communication between customers and internal teams. The role requires strong customer service, effective communication, and experience with CRM tools, order management, and basic reporting. On-site collaboration is essential to success. #J-1880...Full time
$14 - $18 per hour
...Tractor Supply Cashiers and Customer Service Associates operate the register, assist customers with purchases and product questions... ...position typically pays $14–$18 per hour depending on location and experience. Benefits may include employee discounts, health, dental, and...Hourly payFull time- ...Sales SpecialistSales Specialists help customers bring their project ideas to life by offering... ...—including installation and related services. Sales Specialists listen to customer... ...expectations, and ensure a smooth shopping experience. Sales Specialists are expected to meet...Local area
$35.19k - $54.85k
...role in delivering exceptional government services to both our citizens and fellow City... ...issues to the right staff.Enter and update client data across electronic health records (... ...leave, holidays and Paid LeavePreferences:Experience managing confidential files, records, or...Full timeTemporary workWork at office
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