Client Services Associate
Jobtailor
Job Responsibilities Complete inbound and outbound phone calls daily Own the client experience in all interactions including detailed follow through Train and support Associates on partner teams on client facing processes that support the client experience Manage a portfolio of CML clients Execute job duties following policies, standards and/or procedures within target turnaround times and quality levels Bring awareness to management of any constraints or concerns Keep internal and external stakeholders informed of status, risks and issues to delivery Work with partners when complaints, problems and/or issues arise to drive root cause and identify sustainable, repeatable solutions Make it easy for a client to interact with Capital One Learn and become an expert in Capital One credit, deposit, and treasury management products and services Research and learn about your client’s industry, business, and individual banking needs Collaborate within and across teams and organizations to analyze and resolve client issues Advocate for client’s needs with internal stakeholders by providing feedback Develop effective solutions for clients when issues arise Represent Support with internal partners and clients Develop solutions to problems based on subject matter expertise and research Requirements High School Diploma, GED or equivalent certification At least 1 year of experience with Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs) At least 1 year of experience in customer service, client services, business process management or project management Bachelor’s Degree or Military experience (preferred) 2+ years of experience in customer service, client services, business process management or project management (preferred) 2+ years of experience with Treasury Management (preferred) #J-18808-Ljbffr
- ...A consulting service company in Raleigh is looking for a Client Services Associate who is fluent in Spanish or Portuguese. The role involves connecting clients with industry experts through proactive searches and project management. Ideal candidates should have a relevant...Suggested
- Description Join Envestnet as a Client Service Associate for the MoneyGuide platform, providing support, training, and customer advocacy to financial advisors through phone, chat, and email. Job Location The primary work location for this role is either Berwyn, Raleigh...SuggestedWork at office
- ...advisors and their prospective and existing clients and other branch staff team members.... ...years of rich history and recognition for service and excellence in the Financial Services... ...a dynamic Registered Client Service Associate who is a motivated, detail oriented and...SuggestedWork experience placementWork at office
- Wyrick Robbins Yates & Ponton LLP is seeking a full-time Office Services Assistant to support attorneys and staff. This role includes... ...conference operations. The ideal candidate will have a strong client service mentality, excellent interpersonal skills, and experience...SuggestedFull timeWork at office
$25.85 - $43.08 per hour
Job Overview As a Registered Client Service Associate, you will provide comprehensive administrative and operational support within the financial advisor’s practice. This role is pivotal in enhancing the client experience, ensuring seamless account management, and upholding...SuggestedHourly payWork at officeWork from home- ...track? We're looking for motivated individuals to help support clients with planning, coordination, scheduling, and communication from... ...remotely Positive, professional, and client-focused Customer service, administrative, or coordination experience is helpful, but not...Remote jobFlexible hours
- Senior Client Service Associate - Raleigh, NC As a trusted liaison between clients and Financial Advisors, you will support all aspects of client service, including account maintenance, financial paperwork, onboarding, and review preparation. The role is primarily office...Full timeTemporary workWork at officeFlexible hours
- An established industry player is seeking a Marketing Service Assistant to join their dynamic team. This role offers the chance to engage with customers, helping them navigate insurance options and providing exceptional service. The ideal candidate will thrive in a fast...
$40.64k - $50.8k
...Client Services Associate The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries and requests as well as acting as a liaison between departments within FMI, and between FMI and its partners, customers and the...Work at office- ...purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Private Client Services Account Associate at Marsh McLennan Agency (MMA). MMA provides business insurance, employee health & benefits, retirement, and private...Work at officeLocal areaNight shift
$25.85 - $43.08 per hour
LPL Financial LLC is seeking a Registered Client Service Associate to provide comprehensive administrative and operational support. You will enhance client experience, ensure seamless account management, and uphold compliance standards. The ideal candidate will have active...Hourly pay- ...Job Description Job Description Who We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in...Work at office
- ...Registered Wealth Management Client Associate Raleigh, North Carolina To proceed with your application, you must be at least 18 years... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
- ...Job Description Job Description Salary: Client Services Associate Pathfinder Wealth Consulting is a growing, independent wealth management firm dedicated to comprehensive financial planning and asset management. We have offices in Wilmington, NC and Cary, NC....Work at office
- ...Raleigh, North Carolina, is looking for a Registered Branch Associate responsible for building client relationships, making informed investment... ...high school diploma, relevant experience in financial services, and hold Series 7 and 66 licenses. The position provides...
- Client Services Manager (Operations and Client Support Associate) Chapel Hill, NC We are currently seeking a talented and dedicated Client Services Manager (Operations and Client Support Associate) for a great opportunity in Chapel Hill, NC. The ideal candidate will possess...Work at officeFlexible hours
$20 - $23 per hour
...support, and valuable insights, empowering our clients to excel in what they do best. The Hospitality Associate serves as a highly visible point of contact for... ...experience by coordinating meetings, conference room services, catering, and workplace hospitality while...Hourly payFull timeWork at officeLocal areaMonday to Friday- ...basics of what it takes to deliver Operational Excellence. As a Client Success Associate, you will be responsible for the daily operations of... ...navigate issues that occur to provide best-in-class customer service Determine how to maximize profitability with the freight that...Casual workLocal areaRelocationRelocation packageMonday to Friday
- Description: We are seeking a highly motivated and customer-focused Service Advisor to join our team. In this role, you will serve as the primary point of contact for our clients, ensuring a seamless service experience from start to finish. You will be responsible for...Work at officeLocal areaRelocation package
- ...and more exclusive features. CAPTRUST is seeking a Wealth Client Management Associate who uses specialized knowledge and skills, obtained through... ...Consultants (CMCs) in providing excellent client service. The candidate for this role provides day-to-day support,...Full timeWork at office
- Overview We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically... ...operations rapidly and efficiently. Job Description This is a client-facing role where you will perform, alongside the client, daily...Full timeWork at office
- Standish Management UK in Raleigh, North Carolina, is seeking a motivated individual for a client-facing role focused on cash management. You will execute daily cash reconciliations, manage cash projections, and support optimization processes. Candidates should possess...
$20 - $22 per hour
...Patient Services Associate provides front desk support in a student health setting, serving as the primary point of contact for patients as they arrive and depart. This role focuses on accurate patient registration, insurance verification, and appointment scheduling while...Contract workTemporary workWork at officeMonday to Friday- ...thrown into the deep end—expected to prospect, sell, and manage clients before they’ve mastered the fundamentals of financial planning.... ...: you’ll learn by doing, supported every step of the way. As a Service Advisor, you’ll work alongside experienced Lead Advisors,...Immediate startNight shift
$56.22k - $70.28k
...working world for all. Community Support Services (CSS) transforms lives and communities... ...accreditation as a VSO highly preferred. Associate degree in a human services field preferred... ...services and benefits available to clients. Services offered by the county and other...Work at officeLocal areaFlexible hours$16.59 - $24.89 per hour
...located in North Carolina, is seeking dedicated professionals to join our dynamic team. The role involves coordinating patient support services including answering phones, greeting visitors, and maintaining medical records. Candidates must possess excellent customer service...Hourly pay- ...Overview Our client is a respected NC‑based boutique law firm with offices in Raleigh,... ...regionally, and nationally. Founded on client service and professional integrity, the firm is... ...rewards high performance. Opportunity Associates in the Raleigh or Greensboro office will...Full timeWork at officeFlexible hours
- ...Key Responsibilities Provides SMART customer service at all times through the daily execution of Lowe’s customer service policies, procedures... ...to and responds knowledgeably and promptly to customer and associate questions by taking them to areas of the store and walking them...Seasonal workLocal area
- ...PM) Summary Coordinate and participate in a variety of duties associated with daily clinic preparation process, patient identification,... ...appointment scheduling. Position also involves customer service, message distribution, ancillary scheduling and preparation and...Work experience placementWork at officeMonday to Friday
- ...The ideal candidate should have 3-5 years of fiduciary experience and effective communication skills. This role involves frequent client interactions and the administration of multigenerational trusts, requiring a bachelor's degree and strong technical skills with Microsoft...Work at office
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