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
$25.85 - $43.08 per hour
...you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview As a Registered Client Service Associate, you will provide comprehensive administrative and operational support within the...SuggestedWork at officeWork from home$48.5k - $60.6k
...financial advice, visit The Team You’ll Join The Service team at Envestnet plays a critical role in delivering an exceptional client experience, serving as a trusted partner to... ...team is looking for a Client Service Associate to provide technical support for the Tamarac...SuggestedRemote work- 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
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...SuggestedHourly pay$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...Work at office
- Bank of America Merrill Wealth Management is seeking a Client Service/Associate to educate clients on services, ensure timely materials, and support Financial Advisors. This on-site role emphasizes client-centric service and risk-conscious action. You will work in a collaborative...
- ...Client Support Associate, Employee Health & Benefits Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t... ...offices across North America, we combine the personalized service model of a local consultant with the global resources of the...Permanent employmentWork experience placementWork at officeLocal areaFlexible hoursNight shift
- 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- ...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
- Marsh McLennan Agency in Raleigh, NC is seeking a Client Support Associate on the Business Insurance team to deliver prompt, courteous service to clients and colleagues. You will support the team with processing policy changes, certificates and evidence of property insurance...
- ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Seasonal workWork at officeWork from homeShift workDay shift
- ...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
- Our team is looking for a motivated and outgoing Client Relations Associate to join our growing organization. This entry-level position offers... ...based environments Educate customers on available products, services, and promotions Provide exceptional customer service and...
- ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Seasonal workWork at officeWork from homeShift workDay shift
- 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...
- 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
- Charles Aris is seeking an Associate of Client Partnerships to lead outreach to new and existing clients for Aris Amplify, our contingent recruiting division. This role sits on a small team of business development leaders and focuses on expanding Aris Amplify’s client base...
- Charles Aris is seeking an Associate of Client Partnerships to lead outreach to new and existing clients for Aris Amplify, our contingent recruiting... ...development or sales experience in a relevant professional services environment, such as recruiting or consulting, along with a...
- Envestnet’s Tamarac Reporting team is seeking a Client Service Associate to deliver technical support and client-focused training for our reporting product. You will establish strong client relationships, respond to inquiries, and guide customers through implementation...
- ...professional to support Regional Directors and Senior Associates in a fast‑paced financial services team in North Carolina. You will prepare meeting materials... ..., compile performance data, and ensure accuracy of client reports. This role requires strong communication,...
- ...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...
- ...To provide high-quality bookkeeping services to multiple clients each month, ensuring accurate and timely financial records. In this role, you will focus on reviewing the categorization and coding of transactions to ensure they meet accounting standards and align with...Temporary workWork at officeRemote work
$15 - $28 per hour
...shifts: Mid-Shift, Closing Location Wal-Mart #1751 6600 GLENWOOD AVE, RALEIGH, NC, 27612, US Job Overview Front End Service associates are focused on compliance and customer service. They smile, greet and thank customers, process returns / refunds, and carry...Hourly payMinimum wageFull timeTemporary workPart timeShift work- ...We are seeking motivated individuals to join our team as a Client Sales Associate, a role focused on helping clients navigate important financial... ...high ethical standards and delivering exceptional client service Previous experience in sales, finance, or customer-...Remote jobFlexible hours
- ...to our remote team and are seeking reliable individuals who enjoy assisting clients and handling multiple priorities. In this role, you will help coordinate reservations and related services, including accommodations, activities, transportation, and event-based arrangements...Remote jobFlexible hours
$140k - $166k
...legal counsel, manage the preparation and filing of employment-based nonimmigrant and immigrant petitions, and ensure high-quality client service delivery.You will serve as a trusted advisor, guiding clients and their employees through immigration processes with empathy,...Permanent employmentFull timeH1bRemote work- ...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
- ...credible source of deal information. About You: The Client Success Operations Associate reporting to the Director of Product Operations, will... ...client training to drive adoption of Versana’s self-service technology solution. • Coordinate efforts with the Head...Local area
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