Client Service Associate Elevate the Financial Experience
PowerToFly
A financial services firm, located in the City of Poughkeepsie, is seeking a Registered Client Service Associate (RCSA) to modernize the client experience through exceptional service. The role involves cultivating client relationships, onboarding accounts, and collaborating with Financial Advisors. Candidates should hold the necessary licenses, have at least two years of industry experience, and demonstrate strong interpersonal and organizational skills. This position offers a dynamic work environment with growth opportunities. #J-18808-Ljbffr
$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates (RCSAs) help shape... ...service by modernizing the client experience through an elevated standard of care. The Registered... ...at the direction of clients and/or Financial Advisor(s), discuss reinvestment options...FinancialTemporary workWork at officeLocal area- ...a Senior Customer Experience Colleague, you will... ...in the moment to service their needs. You will... ...and legal/financial advice Access the... ...acquire and grow client relationships by leveraging elevated outreach tools including... ...smart phones, work-associated apps, and social media...FinancialFlexible hoursAfternoon shift
- ...Customer Experience Colleague Macy's is more than just... ...play a key part in client relationship building... ...resolve challenges, and elevate the overall customer experience... .... In addition to service and selling, you'll... ...counseling and legal/financial advice About Us...FinancialFull timePart timeAll shiftsFlexible hoursAfternoon shift
$16 - $16.65 per hour
...Impact at Lowe's As a Lowe's Merchandising Services Associate, you are a key connection point... ...allowing us to deliver a great shopping experience in every Lowe's store. If you want to... ...assistance program. Take charge of your financial future with a company-matching 401(k)...FinancialHourly payFull timePart timeLocal areaImmediate startFlexible hoursShift workWeekend workWeekday work$50k - $75k
...Customer Service Representative - State Farm Agent Team Member As a Customer Service... ...generate the kind of exceptional customer experiences that reinforce the growth of a... ...help customers with their insurance and financial services needs, including: Auto insurance...FinancialFor contractors- ...their development. We take pride in using our years of valuable experience to mentor individual team members and prepare them for... ...their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance...FinancialFor contractorsWork at officeImmediate start
$55k - $80k
...proactively marketing relevant products and services. Grow your career as you better your... ...Detail-oriented and able to multitask. Experience in customer service or sales preferred.... ...help customers with their insurance and financial services needs, including: Auto...FinancialFor contractors$16 - $17 per hour
...crucial role in expanding our client base and promoting our insurance products and services through outbound calls. This position... ...opportunity to gain valuable experience in the insurance industry.... ...customers with their insurance and financial services needs, including:...FinancialHourly payFor contractors$55k - $80k
...proactively marketing relevant products and services. Grow your career as you better your... ...cold and warm leads. Qualifications: Experience in insurance sales or account management... ...help customers with their insurance and financial services needs, including: Auto...FinancialFor contractors- ...the #1 streaming radio digital service in America. We have the only... ...work ethic, and exceptional client service skills. The ideal candidate... .... Digital/Media Sales experience are a plus but not required.... ...company-paid mental health and financial education resources, 401(k) matching...FinancialWork at officeLocal area
$26 - $31 per hour
...Card Services Specialist At TEG Federal Credit Union, we're more than a financial institution; we're a team committed to supporting... ...card dispute processing ~ Experience working in a credit union or... ...financial institution required ~ Associate degree, relevant...FinancialHourly pay$23.47 - $38.62 per hour
...applications for Rural Carrier Associates nationwide. This role... ...success, regardless of your experience level. Position Details... ...Retirement Savings : Long-term financial planning options Career Advancement... ...assigned routes Customer Service : Assist customers with...FinancialHourly pay- ...or equivalent required Minimum of one (1) year customer service experience required Demonstrated typing skills for CRT input required... ...record a patient interview, to obtain clinical, demographic, and financial information\ Demonstrated ability to handle multiple...FinancialContract work
$55k - $80k
...Account Associate - State Farm Agent Team Member As Account Associate - State Farm Agent... ...marketing relevant products and services. Grow your career as you better your community... ...help customers with their insurance and financial services needs, including: Auto insurance...FinancialFor contractors$23 per hour
...efficiently provides excellent customer service with a smile. The supervisor ensures guests feel satisfied with their dining experience and proactively engages guests to understand... ...yearly match, you can build the financial future you deserve. Peace of Mind : We provide...FinancialHourly payTemporary workWork experience placementLocal areaShift work$22 per hour
...expand the value generated by producers, innovate our customers' experience, and strategically position our agency whether on social... ...events! While promoting our team, our insurance products/financial services, and the good we offer to our community, you also gain unique...FinancialHourly payFor contractorsWork at office$40k - $50k
...agency dedicated to providing exceptional service to our customers. We are currently... ...projects. Qualifications: Previous experience in a receptionist or customer service role... ...help customers with their insurance and financial services needs, including: Auto insurance...FinancialFor contractorsWork at office$19.23 - $28.37 per hour
## Financial Wellness AssociateApplylocations: Fishkill, NYtime type: Full timeposted... ...communities. FWA's split their time between client servicing and transaction support (70% of time),... ...Functions*** Embodies a strong client experience culture, being present with every...FinancialHourly payWork experience placementWork at officeDay shift- ...delivering exceptional guest experiences? If so, we want you to join... ...appropriately to meet guests' needs and service standards throughout the... ...in English Math and financial management skills... ...School diploma or equivalent; Associates Degree preferred Benefits...FinancialLocal areaShift work
$47.5k - $52.5k
...Position Title: Client Service Specialist Claims Location: Poughkeepsie Office - Poughkeepsie, NY 12601 Salary Range: $47,500... ...collaborating with internal teams to provide a seamless service experience. Provide superior service & serve as the point contact...Hourly payFull timeWork at office$50k - $70k
...proactively marketing relevant products and services. Grow your career as you better your... ...cold and warm leads. Qualifications Experience in insurance sales or account management... ...Your Career? This busy insurance and financial services office has a passion to make a...FinancialWork at office- ...Consulting is built on long-term client relationships and close... ...valuing your unique skills and experiences. Your role and responsibilities... ...a consulting or professional services leadership role.... ...industry experience in retail, financial services, healthcare, or telecom...FinancialWorldwide
$45k - $55k
...thrives on providing exceptional customer experiences? Do you relish the opportunity to... ...promoting State Farm's premier insurance and financial service products, offering you the chance to... ..., needs-based approach to guide clients through comprehensive insurance options...FinancialFor contractorsFlexible hours$37.5k - $42.5k
...Position Title: Assistant Client Service Specialist-Equisport Location: Hybrid • Poughkeepsie Office - Poughkeepsie, NY 12601... ...with internal teams to deliver a seamless, high-quality service experience. Deliver high-quality administrative and client service...Work at office$37.5k - $42.5k
...Position Title: Assistant Client Service Specialist- Commercial Lines Location: Hybrid Poughkeepsie Office - Poughkeepsie, NY 126... ...administrative tasks, and help ensure an exceptional client experience . This role requires the ability to communicate professionally...Hourly payWork at office$19 per hour
...Go & Have Fun in an amazing experience, filled with unlimited possibilities... ...ask any of our over 20,000 associates who work at Five Below and... ...on the B.E.S.T. customer service experience; ensuring that... ...offer! From health coverage to financial and personal wellness, we've...FinancialHourly payLocal areaFlexible hoursNight shiftWeekend workAfternoon shift$18 - $23.08 per hour
...communities. As a Teller, you provide excellent client service in-person by welcoming both new and... ...with clients, listen to uncover financial needs and transition clients to a banker... ...Functions Embodies a strong client experience culture, being present with every...FinancialHourly payPart timeWork experience placementShift workDay shift$44.8k - $97.2k
...ready to control your financial future with unlimited... ...solutions (40+ products and services) to executives, and... ...Prospects into Loyal Clients and Raving Fans. You... ...degree, other acceptable experience could include:... ...Day 1 because healthy associates are happy ones. Balance...FinancialMinimum wageTemporary workLocal areaFlexible hours$50 - $60 per hour
.... We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows...FinancialHourly payContract workWork experience placementRemote workFlexible hours$50 - $60 per hour
.... We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant...FinancialHourly payContract workFor contractorsWork experience placementRemote work
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