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
$40.64k - $50.8k
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 patient. The incumbent operates...SuggestedWork at office- ...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...SuggestedWork at office
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- ...team that works with both new and existing clients to sell human resources solutions,... ...strategically cross-sell with other ADP associates to cultivate additional business within... ...being. We're here to provide exceptional service to our clients, and none of that happens...
- ...Description 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...Work at officeLocal areaRelocation package
$23 - $27.25 per hour
...modernized technology platforms, elevated technology support, and valuable insights, empowering our clients to excel in what they do best. The Office Services Associate assumes a pivotal role in ensuring the smooth functioning of office operations by delivering...Hourly payWork at officeLocal areaNight shift- ...passionate, take ownership and always do what’s right for our clients, people and communities.Why Colliers?Our enterprising environment... ...to help you lead the industry into the future. As a Valuation Services Director, you will perform top-tier valuation services to obtain...Full timeTraineeshipWork experience placementWork at officeLocal areaVisa sponsorshipWork visa
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...in digital customer engagement and operations, connected energy services and customer platforms to help retail energy and utility... ...and delivery execution. You are comfortable working alongside clients and cross-functional teams, contributing ideas, structuring analysis...Full timeWork experience placementLive inWork at officeLocal area$134.5k - $265.1k
...? Deloitte’s Enterprise Operations as a Service (EOaaS) practice helps organizations transform... ..., and managed services. We support clients across finance and supply chain, as well... ...the applicable geographic differential associated with the location at which the position...Full timeWork at officeLocal area$37.74k - $50.49k
...ownership, deliver meaningful impact, and help shape the future of AI‑ready connectivity, join us today. The Role The Field Service Associate I (FSA I) serves as a key member of the Field Tech Services (FTS) team, providing customer support and coordinating service...Full timeTemporary workWork experience placementRemote workWork from homeMonday to Friday10 hours per weekShift work$148.5k - $247.5k
...Inc.Job Family GroupCustomer Care GroupJob ProfileSr Director, Client Performance ManagementManagement LevelSr DirectorFlexible Work... ...exceptional people. We deliver secure, reliable managed and advisory services across private, public, and hybrid clouds, helping...Full timeRemote workVisa sponsorshipFlexible hours- ...Consultancy , we’re building a global network of on-demand customer service professionals, and we want you to join us! You’ll start with an... ...and trial program in Greece , working with one of our on-site clients to gain hands-on experience. After successfully completing the...Remote workWorldwideRelocationRelocation packageFlexible hours
- ...fun and exciting career in the Financial Services Industry? Are you someone who values... ...schedules available Responsibilities Client Service - Answers inbound client calls... ...policy, and procedure information to both associates and clients. Maintains current knowledge...Full timeWork at officeLocal areaRemote workMonday to FridayWeekend work
$200k - $400k
***Relocation to Albuquerque, NM is required (assistance provided)*** About Us Dedicated to client service. Most highly reviewed and largest personal injury firm in New Mexico. Top culture: “Best Place to Work” and “Top Workplace” for six and five consecutive years, respectively...Work at officeRelocationRelocation packageMonday to Friday- ...Customer Service Representative (Remote) About the job Customer Service Representative (Remote) Customer Service Representative... ...energetic, and enthusiastic individuals to plan dream vacations for clients. As a Customer Service Representative, you will be responsible...Full timePart timeRemote workFlexible hours
- ...Location 733 Bethel Road, Columbus Ohio Job Summary The Private Client Advisor’s focus will be on our Mass Affluent client base with... ...concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment...Bank staffWork at officeFlexible hoursNight shift
- ...expanding its global team and we want you to join us as a Dutch Speaking Remote Customer Service Representative ! In this role, you'll provide outstanding support to our Dutch-speaking clients from anywhere in the world. You’ll begin your journey with an intensive 3-month...Remote workWorldwideRelocationRelocation package
- ...Job Description: We are looking for a customer-oriented service representative. A customer service representative, or CSR, will act as... ...customers Skills Proven customer support experience or experience as a client service representative Track record of over-achieving quota...
$17 per hour
...technology platforms, elevated technology support, and valuable insights, empowering our clients to excel in what they do best. We are seeking a professional and customer service focused Service Specialist to join the Opensity team working at our client's office. In this...Hourly payFull timeWork experience placementWork at officeLocal area$118.2k
...supervisory roles. Monthly in-house professional development. No required call. We credential you! Support team for scheduling and client service with extended hours. Customized Marketing. Autonomy, but with access to case consultation groups. Amazing team culture and...Private practice$20 - $24 per hour
...Overview SolomonEdwardsGroup, LLC (“SolomonEdwards”) is a full-service professional services firm offering financial, operational, and... ...collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards Position Summary...Hourly payLocal area- A financial consultancy in Raleigh is seeking a passionate individual for a client-facing role that allows for remote work. In this position, you will conduct virtual consultations, assess client needs, and maintain strong relationships with clients. Qualities sought include...Remote work
$18.27 - $19.81 per hour
...Information Posting Number PG196103TM Position Number 19PLS05746 Position Type Temporary Essential Job Duties Client Services Representative needed to provide Client Interaction & Communication: Greet and check in clients, manage in-person and phone...Full timeTemporary workPart timeWork at officeMonday to FridayWeekend workAfternoon shift$40k - $60k
...Client Service Specialist Join us at Towne Insurance! Your career. Your future. Your Towne. Towne Insurance is hiring a Client Service Specialist to join our team. The Client Service Specialist is responsible for serving the Towne Benefits sales team and their clients...- ...-thinking tax, assurance and consulting services with industry-leading workplace culture.... ...Practice Leader serves as a trusted advisor to clients, helping executives address complex... ..., speaking engagements, industry associations, thought leadership, and strategic business...Full timeContract workWork at officeFlexible hours
- 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
- ...Charleston, South Carolina. For more than 20 years, we have represented clients in complex civil litigation matters, with a strong focus on... ...for providing practical legal counsel, exceptional client service, and strong courtroom advocacy. Position Overview We are seeking...InternshipPrivate practiceWork at office
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