Client Services Associate
FCTI, Inc.
FCTI is a leading ATM Network and service provider. The Nation's Largest Banks, retailers and hospitality brands rely on us to grow their revenues with ATM's. FCTI helps customers optimize transaction revenue while eliminating the expense of hardware. Our full-service approach reduces the cost and hassle associated with maintenance, cash management, ATM compliance and more.
Summary:
FCTI is seeking an Client Services Associate who has a passion for creating long-term and trusting partnerships with our customers. Your entire role revolves around independently managing a portfolio of assigned clients, triaging their needs, and acting as the first line of support for inbound requests. You will partner with multiple departments across the entire organization and will be responsible for closing out all outstanding requests.
Responsibilities include, but are not limited to:
- Forge a strong relationship with your client(s) for whom you will own all aspects of the relationship and be their day-to-day contactClick or tap here to enter text.
- Serve as a project manager to deliver a superior on-boarding experience; review guidelines & set expectations of services within the agreed upon time period, typically 24-48 hours after contract execution
- Ensure client goals are met through proactive management and optimization which includes regular client check-ins via telephone or electronically
- Effectively manage client retention and satisfaction
- Provide on-going support for clients through the initiation and/or coordination of tasks across various divisions within the company
- Prioritize and respond promptly to customer requests and resolve issues in a timely, professional and efficient manner
- Coordinate delivery of reporting to clients as needed. Update client records and maintain internal systems
- Facilitate resolution of client service issues by clarifying issues/concerns, determining the cause of the problem, selecting and explaining the best solution to solve the problem, and following up to expedite resolution
- Demonstrate flexibility to adapt to ever-changing business environment and varying priorities
- Provide feedback and recommendations to management by consistently collecting information and analyzing client needs based on weekly and monthly reports of service
- Contribute to Client Services team success by sharing best practices and proactively assisting other team members. Assist with internal training of new team members in the AAM role
Requirements:
- Bachelor's degree required or equivalent work experience required
- 3+ years of collective experience in an Account Management, Customer Service, or Customer Success role required (preferably in a B2B environment)
- Proficiency with Microsoft Office (Word, Excel, Outlook)
- Excellent verbal, written, and interpersonal communication skills
- Self-starter with strong time-management and follow up skills
- Commitment to a high sense of urgency with an advanced level of detail orientation
- Ability to learn, understand, prioritize and communicate complex processes
- Must be proficient in problem solving, conflict resolution, data documentation, escalation, and analysis
- Must be able to manage / prioritize multiple tasks, work under pressure and be organized (attention to detail)
- Ability to work effectively in a team oriented and open environment
- Ability to manage multiple projects and meet deadlines
It is the policy of FCTI, Inc. to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law.
$105k - $120k
...Compensation: $105,000 - $120,000 base salary + benefits About Our Client: Our client is a growing, high-touch wealth management firm... ...expansion. This hire will play a central role in keeping client service, investment operations, and alternative investment workflows...SuggestedFlexible hours$80.1k - $128.16k
...Private Client Service Associate You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniquenessand we're committed to fostering a strong...SuggestedTemporary workLocal areaFlexible hours- ...Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’... ...Gallagher. Overview At Gallagher, we’re looking for a Client Service Associate to join our Commercial team. In this role, you’ll help clients...SuggestedFull timeWork experience placementLive outWork at officeLocal areaFlexible hoursShift work
$34.32k - $90k
...Registered 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 relationships...SuggestedTemporary workWork at officeLocal area$50k - $55k
...within a dynamic environment. Job Description Job Description We are seeking a dedicated and detail-oriented Client Service Associate to join our team. In this role, you will serve as a primary point of contact for clients, ensuring seamless communication...SuggestedFull timeWork at office$19 - $20 per hour
...Client Service Associate The anticipated base salary range for this position is $19 to $20 hourly. Exact salary depends on several factors such as experience, skills, and budget. What You'll Be Responsible For: The Client Service Associate will provide best in...Hourly payTemporary workLocal areaRemote workFlexible hours- ...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...
$45k - $65k
...Job Summary Advise clients about a range of banking products (including savings products, insurance products, consumer credits, and... ...with customers. Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver...Work experience placementWork at office- ...About The Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive customer experience. This role is ideal for someone who enjoys working with people, staying organized, and helping accounts...Full time
- ...Location: Woodland Hills, CA (On-Site) Position Overview We are seeking a Senior Client Service Associate (Senior CSA) to join our growing wealth management firm. In this role, you will serve as a senior point of contact for clients, managing more complex service...Immediate start
$45k - $65k
...Client Service Associate Advise clients about a range of banking products (including savings products, insurance products, consumer credits, and mortgages) that are suitable for the clients' needs or circumstances. Have direct contact with customers. Celebrating more...Work experience placementWork at office$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office$90k
...serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+... ...seamlessly and quickly. The Survey Associate position is a key enabler in the development... ...-driven, process-oriented, client-servicing environment Superior writing, logic and...Flexible hours$34.32k - $90k
...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$80k - $95k
...Position Summary The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW’s alternative investment products. This role involves a broad range of responsibilities, including managing client inquiries...Work at officeRemote work$20 - $27 per hour
...Senior Premier Client Services Associate We are currently seeking a Senior Premier Client Services Associate. The Client Services Associate will under supervision, provide service and portfolio support to Relationship Managers and Portfolio Managers managing and supporting...Work at office- Beacon Pointe in Los Angeles is seeking a Client Service Associate to join a dynamic team of wealth management professionals. The role involves responding to client inquiries, managing operations with a centralized team, and effectively communicating service updates to...Work at office
$55k - $85k
...Job Description Job Description This position is for an client service associate/manager (series 7 licensed or unlicensed) with the potential to grow into a Financial Advisor. Compensation is commensurate with experience. We are a boutique investment firm located...Full timeWork at officeShift work- Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in the Los Angeles area. The Client Service Associate will join a highly talented team of wealth management professionals that service the investment...Work at office
$100k - $120k
...investment, financial planning, and retirement solutions to individuals, families, foundations, and corporations is seeking a Sr. Client Service Associate to join their team. Their teams also support institutional consulting, cash management, and a broad suite of advisory...Permanent employmentWork at officeLocal areaWork from home$23 per hour
...Full-Time Client Services Associate - Flex Support SAGE Counseling is looking for a Full-Time Client Services Associate - Flex Support position. This is a Full-Time FLEX SUPPORT position with consistent hours with the opportunity to work across multiple offices. Schedule...Full timeWork at officeMonday to ThursdayFlexible hours- ...Senior Registered Client Service Associates Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Senior Registered CSA assists with the development and growth...Work at officeLocal area
$34.32k - $90k
Position Summary Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Senior Registered CSA assists with the development and growth of business through engaging...Temporary workWork at officeLocal area$55k - $85k
...Registered Client Service Associate Supports Financial Advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the...Work at office- Virtus Investment Partners, Inc is seeking an Investment Advisor Associate to provide client service support to high-net-worth individuals. This role includes acting as the primary contact, managing accounts, and executing asset allocation changes. The ideal candidate has...
- Morgan Stanley in Santa Monica is looking for a Senior Registered Client Service Associate to modernize client experiences and support business growth. The role focuses on enhancing client relationships through effective communication and coordination of services, ensuring...
- Arthur J. Gallagher & Co. (AJG) in Glendale, CA is seeking a Client Associate who will support account teams in delivering exceptional service. You will learn about the employee benefits Client Service Cycle, participate in client interactions, and help maintain records...Work at office
- Northern Trust Corp is seeking a Wealth Strategist Sales Associate in Los Angeles to respond to personal financial planning inquiries and prepare materials for client meetings. The role requires 1-3 years of client servicing experience and strong organizational skills. Ideal...
$55k - $65k
A leading investment bank in California is looking for a Registered Client Service Associate to support Financial Advisors in their daily operations. The ideal candidate will have over 3 years of experience in a brokerage environment, strong MS Office skills, and the ability...- 711 MS Smith Barney, LLC in Los Angeles is seeking a dedicated professional to enhance client relationships and assist with financial services. The ideal candidate will have experience in the financial industry and possess the ability to manage client accounts effectively...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Associate. Be the first to apply!
- client solutions associate Los Angeles, CA
- client account associate Los Angeles, CA
- client engagement associate Los Angeles, CA
- client success associate Los Angeles, CA
- registered client associate Los Angeles, CA
- client services associate Los Angeles, CA
- client relationship associate Los Angeles, CA
- environmental services attendant Los Angeles, CA
- entry level service advisor Los Angeles, CA
- service lot attendant Los Angeles, CA


